- M&T Bank (Fairfield, CT)
- …investment needs of current and potential Bank customers for the mass affluent segment , utilizing experts in, Carriers, Wholesalers in Insurance and ... firm policies. *Serve as a primary PIC (Supervisor/Person-in-Charge) to lead and manage customer relationships to bring the full...and insurance solutions to clients, primarily in the mass affluent segment of less than $3mm in… more
- PNC (Coral Gables, FL)
- …Florida. **Job Description** + Acquires and expands share of wallet for mass affluent client segment and Business Banking opportunities under 1MM in sales ... collaboration with a wide range of ecosystem partners. Responsible for proactive lead generation and appointments conducted inside and outside of branch. Delivers a… more
- US Bank (Sylmar, CA)
- …Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and ... position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role...Team. In This Role You Will: + Meet with affluent clients to collect financial information, conduct the needed… more
- US Bank (Dublin, OH)
- …Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and ... Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating… more
- Wells Fargo (Lakeway, TX)
- …+ Experience in coaching and influencing management, as well as experience with the affluent or high net worth customer segment + Adaptable and flexible coaching ... while meeting customer's needs. + Execute Influence Management. You'll lead , manage and develop a team of indirect reports...judgment, and use critical thinking skills + Ability to lead a team to influence, educate, and connect customers… more
- M&T Bank (Williamsport, PA)
- …new and existing investments and insurance from high net worth customer segment , primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary ... needs of current and potential Bank customers for the high net worth segment , utilizing experts in Financial Planning, Carriers, Wholesalers in Insurance and Managed… more
- Sacramento Municipal Utility District (Sacramento, CA)
- …and comprehensive energy solutions for SMUD commercial/industrial customers within assigned industry segment . + Acts as primary point of contact for commercial and ... the above, the Senior III level serves as a lead , handles the most complex issues with commercial and...and NFL 49er's aren't far away. Sacramento offers an affluent liberal arts community with Broadway, Mondavi Center, Crocker… more
- Aimbridge Hospitality (Indianapolis, IN)
- …all end of the month report dates are met ie Central Reservations Market Segment AAdvantage Travel Agent check registers etc. + Review Front Desk staff's worked ... accommodations and a prime location in the city's most affluent area, Keystone at the Crossing. Situated in the...an on-site business center. Company Overview As the global leader in third-party hotel management, our growing portfolio represents… more