- NBT Bank (Williamsville, NY)
- …Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover ... additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients. + 20% Develops and executes individual business plan to meet sales goals and maintain… more
- Citizens (Williamsville, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a ... plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of… more
- M&T Bank (Buffalo, NY)
- …hedge fund interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions to high ... on their individual needs as part of the integrated Wealth Management team. Source, negotiate, structure and close custom...and experience in one or all of single stock, Private Equity and Hedge fund lending, margin, and 144… more
- NBT Bank (Williamsville, NY)
- …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private ... financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other… more