- M&T Bank (Fairfax, VA)
- …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
- Truist (Fort Lauderdale, FL)
- …maintain a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. In addition to ... role focused on meeting the unique needs of mass affluent and business clients. Following is a summary of...activities may change from time to time. 1. Hybrid Leader /producer role responsible for leadership & supervisory responsibilities of… more
- PNC (Sewickley, PA)
- …Branch **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
- TD Bank (Greenville, SC)
- …point of client contact accountable to serve the needs of clients in the mass affluent segment . The role serves as the primary administrative and service support ... + Experience in professional services and with working with affluent clients is required + Knowledge of MSWord, Excel,...and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe… more
- TD Bank (Jenkintown, PA)
- …leverage this experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment . The FA II will serve as the central point of ... as the primary point of contact for TD Wealth client relationships for MA segment ; manages all aspects of the client's relationships with TD Bank and refers to… 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 (Newtown, CT)
- …+ Experience in coaching and influencing management, as well as experience with the affluent or high net worth customer segment **Job Expectations:** + Ability ... divisions at wellsfargojobs.com. **In this role you will:** + Lead , manage and develop a team of branch managers...objectives + Interpret and deploy branch performance objectives, and lead transformational changes in the region + Collaborate with… more
- Citizens (Pittsburgh, PA)
- …coaching, professional development and ongoing practice management support. As a Private Client Market Leader (PCML), you will lead , coach, and develop a team of ... team of PC RMs are responsible for acquiring, deepening, and retaining our affluent , high-net worth, and ultra-high-net worth clients by thinking long term, always… 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
- TD Bank (Marlton, NJ)
- …to serve the unique and complex needs of clients in the high net worth segment . They will serve as the central point of contact for HNW clients across banking, ... + Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel,...and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe… more
- US Bank (San Francisco, CA)
- …supporting and servicing the clients of the Retail, Small Business Banking and Affluent Wealth FX sales team. As well as developing and maintaining relationships ... with specific clients, responsibilities may include supporting our Business Banking segment as well. Duties will include the day-to-day execution of FX transactions,… more