- JPMorgan Chase (Hanover, NH)
- …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...equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer… more
- TD Bank (Portsmouth, NH)
- …share + May work with less complex clients + Partners with Private Client Relationship Managers in support of securing new clients with potential investment ... role. **Line of Business:** TD Wealth **Job Description:** The Private Client Portfolio Advisor I is a...knowledge of Investment solutions and concepts to proactively introduce new investment ideas to enhance the client … more
- Eastern Bank (Portsmouth, NH)
- …other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the full capabilities ... of the bank to each client . + Refers clients and prospects to Commercial Lending,...in knowledge, productivity, and job efficiency. + Contributes to new product development designed to increase Bank 's… more
- Citizens (Hampton, NH)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... role or equivalent experience in financial services. + Demonstrated track record in new business development and client book management. + Proven experience in… more
- TD Bank (Manchester, NH)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for ... **Work Location:** Manchester, New Hampshire, United States of America **Hours:** 40...Evaluates the impact of current trends and events on Client income tax situations, alerts other internal staff to… more
- UMB Bank (Concord, NH)
- …accounts (demand deposit and time deposit) across the Commercial Bank for new and existing clients, which involves including client contact. In addition to ... other business partners including, but not limited to: Institutional Bank , Business Banking, Legal and Corporate Risk Private...new or updated banking documents paperwork for the client and makes the process simple and efficient to… more
- Regions Bank (Dover, NH)
- …competitor activities, and market conditions to adapt sales strategies accordingly and identify new opportunities + Ensures that all required client paperwork is ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Regions Bank (Dover, NH)
- …competitor activities, and market conditions to adapt sales strategies accordingly and identify new opportunities + Ensures that all required client paperwork is ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Lincoln Financial (Concord, NH)
- …Greensboro, NC (North Carolina); Miami, FL (Florida); Nashville, TN (Tennessee); New York, NY ( New York); Philadelphia, PA (Pennsylvania); Raleigh, ... drive sales at targeted firms. + Cultivates, directs, and maintains client relationships within assigned territory's firms. + Increases financial advisors' awareness… more
- Cherry Bekaert (Concord, NH)
- …Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer ... team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund...to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial… more