- JPMorgan Chase (Brookline, MA)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Vanguard (Boston, MA)
- …Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, ... growth and retention of assets that sit within the private wealth hubs of the Wirehouse channel in the...largest and most sophisticated Wirehouse teams in the Boston metropolitan area. What it takes + Achieves established sales… more