- JPMorgan Chase (Nashville, TN)
- As a Senior Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results **.** ... **Summary** As a Senior Home Lending Advisor in Chase Home Lending, you will guide your...of home lending products, you will act as the primary point of contact for your customers throughout the… more
- M&T Bank (Fairfax, VA)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance… more
- CoStar Realty Information, Inc. (Orange County, CA)
- …and business lines. + Maintain general knowledge of trends in asset classes and market trends. **EXPECTATIONS** + The Auction Advisor I is required to maintain ... Auction Advisor I Job Description CoStar Group (NASDAQ: CSGP)...and outbound communication channels. The role serves as the primary contact for bidder registration and is responsible for… more
- JPMorgan Chase (Denver, CO)
- **Summary** As a Community Home Lending Advisor , you will have the opportunity to use your passion for homeownership and your knowledge to build deep relationships ... outside the branch, and within the community. You will serve as the primary point of contact throughout the originations process, focusing on the relationship, not… more
- JPMorgan Chase (Houston, TX)
- …to build deep relationships within the community. As a Community Home Lending Advisor , you have an opportunity to deliver strong production results and support ... outside the branch, and within the community. You will serve as the primary point of contact throughout the originations process, focusing on the relationship, not… more
- Truist (Charlotte, NC)
- …(United States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth ... the community * Expected to be the expert level " market moving" advisor with ability to handle...support client service and business development efforts (eg credit, mortgage , planning, investment, trust and fiduciary services, and insurance… more
- Truist (Dallas, TX)
- …(United States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth ... the community + Expected to be the expert level " market moving" advisor with ability to handle...support client service and business development efforts (eg credit, mortgage , planning, investment, trust and fiduciary services, and insurance… more
- Citigroup (Stamford, CT)
- Positions are located within the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth ... through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Regions Bank (Knoxville, TN)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory… more
- Fifth Third Bank, NA (Indianapolis, IN)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging ... and external service providers to optimize effectiveness and efficiency. + As primary contact, resolves problems in a timely and effective manner. + Provides… more
- M&T Bank (Williamsport, PA)
- …with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance ... client's best interest in mind. Mentors less experienced Advisors. ** Primary Responsibilities:** + Based on individualized needs analysis, prepare recommendations… more
- Financial Partners Credit Union (Downey, CA)
- …The Director, Secondary Marketing manages all aspects of the Credit Union's secondary market mortgage loan activities and is responsible for overseeing and ... This includes monitoring mortgage secondary markets, establishing daily mortgage prices/rates, hedging interest-rate risk on secondary market loans,… more
- MetLife (Overland Park, KS)
- …affiliated and non-affiliated clients. Specifically, the Senior Counsel will serve as the primary advisor on troubled mortgage loans providing insightful, ... to senior business leaders within Agricultural Investments. **Key Responsibilities:** + Serve as primary legal advisor to key business decision makers on the… more
- Truist (Frederick, MD)
- …States of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... within the defined mass affluent market segment within the Truist footprint. Utilize objective and...of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist… more
- BMO Financial Group (Modesto, CA)
- …consultative sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works with ... goals, backed by BMO's expertise, technology and resources. + Acts as the primary client contact to uncover financial needs and provide meaningful solutions in… more
- Anywhere Real Estate (Chicago, IL)
- …**Who you are:** + **Sales Consultant:** Ownership of the designated market including franchise sales prospect generation, cultivating, and ultimately conversion to ... participate in role acceleration training and ongoing development opportunities. + **Sales Advisor ** : Effective and regular use of CRM to update pipeline progress.… more
- Citigroup (New York, NY)
- …make purchases faster, convenient, and more rewarding. Citibank serves as a trusted advisor to our retail, mortgage , small business, and wealth management ... our strategic priorities. US Personal Banking serves our home market with the largest consumer wallet in the world....Development **Job Family:** Product Management **Time Type:** Full time ** Primary Location:** New York New York United States **… more
- Hills Bank (Cedar Rapids, IA)
- …objective of profit for the Bank and quality service to the customers. The primary focus of this position is providing retirement and financial planning for both ... with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of qualified plan administration. + Work with… more
- Vylla Title (Columbus, OH)
- …management, develop and execute methods to achieve strategic goals. + Assess market capacity in assigned geographic area(s); develop strategic sales plans to capture ... market share. + Identify, research and solicit new clients;...term and long term basis. + Act as the primary liaison to clients from inception and on-going throughout… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** An extension of the Truist Wealth Advisor 's in- market team committed to providing a differentiated servicing and ... Specific activities may change from time to time. 1. Primary service and problem resolution support for Truist Wealth...(eg banking, investment, financial planning) 3. Must be SAFE ( Mortgage Licensing Act) compliant within 30 days of employment… more