- M&T Bank (Mamaroneck, NY)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors,… more
- Bank of America (West Nyack, NY)
- Merrill Financial Solutions Advisor - Paramus & Associates Market Paramus, New Jersey;Fort Lee, New Jersey; West Nyack, New York **Job Description:** Merrill ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network... teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in… more
- TD Bank (White Plains, NY)
- …you ready to launch the next bold chapter of your career? As a Financial Advisor , you'll step into a three-year career-launching program, offering a competitive ... and smart investments, this is your moment. As a Financial Advisor you will leverage your experience...unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial… more
- KeyBank (Mahopac, NY)
- … Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their ... by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year… more
- US Bank (New York, NY)
- …on the Wealth Management Team. In This Role You Will: + Meet with affluent clients to collect financial information, conduct the needed discovery, assess ... growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With...+ Three to five years of experience in a financial sales position, preferably working with the affluent… more
- KeyBank (Tarrytown, NY)
- …**Job Summary** 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...the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and… more
- Truist (New York, NY)
- …of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...the community + Expected to be the expert level " market moving" advisor with ability to handle… more
- JPMorgan Chase (New York, NY)
- …and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding ... Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve...develop new business opportunities from existing client base. + Market and implement complex investment solutions in accordance with… more
- Capco, a Wipro Company (New York, NY)
- …customer dynamics. + Client & Advisor Experience: Transformation of client & advisor experience across UHNW, HNW and mass affluent businesses and core ... a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our...to play a major role in projects like developing market entry strategy for Wealth Management practice with a… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R)...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more