The function of the Financial Consultant I is to actively manage the investment and insurance relationships within an assigned branch network of the Bank. The consultant shall work with all bank partners to deliver planning services and the appropriate products to bank customers, prospects, personal clientele and to non bank prospects in a given territory. Maintain profic

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh

Strong written and verbal communication and comprehension both formally and informally to our clients and our teams, in a variety of formats and settings, including in interviews, meetings, calls, e mails, reports, process narratives, presentations, etc. Willingness to travel 60% annually Internal operational and technology audit planning and execution, including risk ass

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh

To manage assigned account portfolios in accordance with stated objectives, Trust Policy and State/Federal fiduciary regulations. This includes; 1. Work with the division's more significant and/or complex account relationships 2. Work with account administrators and clients to develop investment policy statements (IPS) 3. Select and monitor both individual investments and

Overview The Department of Motor Vehicles seeks a highly organized professional with excellent attention to detail to join our finance department to support the accounts receivable and accounts payable team in processing daily transactions associated with receipting revenue, scanning checks, refunds and processing invoices for payment. The ideal candidate will possess the

Overview The Retirement Division of the State's Treasurer's Office is looking for a highly organized, independent, and proactive individual who is detail oriented, with strong written and oral communication skills. Retirement Specialist's collaborate with other staff to create a unified customer service approach so that potential and current retirees receive prompt respon

Overview The Department of Motor Vehicles seeks a highly organized professional with excellent attention to detail to join our Accounts Receivable Team as a Financial Specialist III. The ideal candidate will possess the ability to multi task and to contribute and communicate effectively in a team environment, as well as the ability to work independently and accurately pro

Provide the primary financial management and related analysis support for one or more assigned clinical business units (e.g. HCS divisions within the FAHC Medical Group, Nursing and Ancillary Services.). Act as the liaison for Finance by interpreting the finance support needs of his/her customer group(s)and responding to those needs by facilitating the application of appr