• Wells Fargo US (New York, NY)
    …lending, business banking, small business, mortgage lending, investments, brokerage, or private banking; or 1+ year experience in a licensed financial services ... position. Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents) State Life Insurance license(s)Desired QualificationsExperience assessing customer needs and recommending… more
    Careerbliss (02/22/17)
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  • Regional Bank Private

    Wells Fargo (New York, NY)
    …lending, business banking, small business, mortgage lending, investments, brokerage, or private banking; or 1+ year experience in a licensed financial services ... position. * Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents) * State Life Insurance license(s) Desired Qualifications: * Experience assessing customer needs and recommending… more
    Wells Fargo (02/19/17)
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  • Wells Fargo US (New York, NY)
    …lending, business banking, small business, mortgage lending, investments, brokerage, or private banking; or 1+ year experience in a licensed financial services ... position.Desired QualificationsExperience assessing customer needs and recommending products/services to fulfill those needs Experience solving customer problems Good communication skills including speaking clearly, succinctly, and accurately while using a… more
    Careerbliss (02/22/17)
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  • Asset Management, Private Bank

    JPMorgan Chase (Los Angeles, CA)
    …start date **Job:** **Asset Management** **Organization:** **ASSET MANAGEMENT* **Title:** *Asset Management, Private Bank , Regional Head for West, Managing ... JP Morgan Private Bank has been helping the...growth. * Develop operating strategy by defining and analyzing regional and team market opportunities * Evaluate competition and… more
    JPMorgan Chase (02/04/17)
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  • Wells Fargo US (Capitola, CA)
    …lending, business banking, small business, mortgage lending, investments, brokerage, or private banking; or 1+ year experience in a licensed financial services ... position. Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents) State Life Insurance license(s)Desired QualificationsExperience assessing customer needs and recommending… more
    Careerbliss (02/22/17)
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  • Asset Management, Private Bank

    Unknown (Los Angeles, CA)
    Job Description - Asset Management, Private Bank , Regional Head for West, Managing Director, Los Angeles, CA (160060647) Job Description Asset Management, ... Private Bank , Regional Head for West, Managing Director, Los Angeles, CA-160060647 Job Description JP Morgan Private Bank has been helping the world's… more
    Experteer.com (02/22/17)
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  • Wells Fargo US (Bakersfield, CA)
    …lending, business banking, small business, mortgage lending, investments, brokerage, or private banking; or 1+ year experience in a licensed financial services ... position.Desired QualificationsExperience assessing customer needs and recommending products/services to fulfill those needs Experience solving customer problems Good communication skills including speaking clearly, succinctly, and accurately while using a… more
    Careerbliss (02/22/17)
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  • Asset Management- Private Bank

    JPMorgan Chase (New York, NY)
    …skills **Job:** **Asset Management** **Organization:** **ASSET MANAGEMENT* **Title:** *Asset Management- Private Bank - Senior Regional Business Management ... high and ultra high net worth clients through the Private Bank . With assets under supervision of...25 states. Job Description Primary Function The USPB Senior Regional Business Management (SRBM) Analyst will assist work with… more
    JPMorgan Chase (02/11/17)
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  • Wells Fargo US (Mill Valley, CA)
    …lending, business banking, small business, mortgage lending, investments, brokerage, or private banking; or 1+ year experience in a licensed financial services ... position.Desired QualificationsExperience assessing customer needs and recommending products/services to fulfill those needs Experience solving customer problems Good communication skills including speaking clearly, succinctly, and accurately while using a… more
    Careerbliss (02/20/17)
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  • Asset Management- Private Bank

    JPMorgan Chase (New York, NY)
    …skills **Job:** **Asset Management** **Organization:** **ASSET MANAGEMENT* **Title:** *Asset Management- Private Bank -Senior Regional Business Management ... Primary Function The USPB Senior Regional Business Management (SRBM) Associate will assist work...US Senior Business Manager on projects impacting the US Private Bank , representing the interests of the… more
    JPMorgan Chase (02/11/17)
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  • New York Life Insurance Co (Los Angeles, CA)
    …responsible for managing the company's third party assets. The RVP, RIA & Private Bank Wholesaler will be responsible for providing dedicated coverage and ... (NYLIM) multi-boutique asset managers and MainStay Investments within the RIA & Private Bank segment. Specific responsibilities include: * Driving visibility,… more
    New York Life Insurance Co (01/05/17)
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  • Media Relations Associate - Private

    JPMorgan Chase (New York, NY)
    Bank Media Relations Associate will serve as the Private Bank 's liaison between the business's US regional offices and their local media, including ... regional markets and help advance JP Morgan Private Bank 's brand by promoting wealth management.... * Respond to incoming media inquiries about the Private Bank 's regional operations and… more
    JPMorgan Chase (02/09/17)
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  • First Citizens Bank (Raleigh, NC)
    …Description Senior Regional Insurance Consultants collaborate with Wealth Management/ Private Wealth representatives, Bank , and Insurance Services partners to ... Senior Regional Insurance Consultant Use your LinkedIn Profile to...via individual and group sessions with Client Advisors and Private Bankers to generate referrals and promote insurance sales.… more
    First Citizens Bank (01/27/17)
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  • Private Bank Mortgage Banker

    BMO Financial Group (Naperville, IL)
    …mortgage rates/points and completing necessary follow\-up activities to acquire mortgage sales\. The Private Bank Mortgage Banker regularly sells to current ... **Description:** The Private Bank Mortgage Bankers primary duty...will ensure that own sales efforts are aligned with Regional mortgage growth and profitability objectives\. This role will… more
    BMO Financial Group (02/01/17)
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  • First Citizens Bank (Charlotte, NC)
    Regional Fiduciary Services Manager Use your LinkedIn Profile to help you apply faster! Apply with LinkedIn Job ID #: 27092 Location: NC-Charlotte Functional Area: ... Charlotte, NC 28202 Department Name: Wealth Management Position Description The Regional Fiduciary Services Manager (RFSM) is responsible for fiduciary (trust)… more
    First Citizens Bank (11/26/16)
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  • Private Banker

    Huntington National Bank (Akron, OH)
    About Huntington Huntington Bancshares Incorporated is an approximately $100 billion asset regional bank holding company headquartered in Columbus, Ohio, with a ... across eight Midwestern states. Founded in 1866, The Huntington National Bank and its affiliates provide consumer, small business, commercial, treasury management,… more
    Huntington National Bank (02/23/17)
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  • Wells Fargo (Moorestown, NJ)
    …Centers of Influence. May also work with other partners such as retail branches, Private Bank , Wealth Management, Wholesale, and other bank partners to ... gross sales of up to $5MM. Creates opportunities and partners with Regional Business Relationship Managers to discuss appropriate business products and services and… more
    Glassdoor (02/23/17)
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  • Affluent Segment Leader

    Wells Fargo (Pleasant Hill, CA)
    …is defined as attaining asset, referral, revenue, and customer satisfaction goals for the Regional Bank Private Banker (RBPB) job family. Success ... also includes building a strong regional partnership program between Community Banking and Wealth Management,...partner businesses such as Business Banking, Home Mortgage (and Private Mortgage Banking) and Wells Fargo Insurance. The Affluent… more
    Wells Fargo (02/18/17)
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  • RBC (Hunt Valley, MD)
    …a difference to our communities, and achieving success that is mutual. About RBC Royal Bank of Canada is Canada's largest bank , and one of the largest banks ... Address: 225 Schilling Circle Suite 250 Work Hours/Week: 10-20 Work Environment: Regional Office Employment Type: Contract Career Level: Entry Level Pay Type: Hourly… more
    Royal Bank of Canada (RBC) (02/22/17)
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  • Senior Banker - Corporate Investment…

    Santander Bank, NA (New York, NY)
    **Senior Banker \- Corporate Investment Banking US** **\-** **1700917** ## **Description** As a member of Santander's Global Corporate Banking \(GCB\) division, ... US Corporate & Investment Banking \(CIB\), the primary function of the Senior banker is to Responsible for initiating, developing and managing relationships, as well… more
    Santander Bank, NA (02/03/17)
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