- City National Bank (New York, NY)
- ** RELATIONSHIP ADVISOR SENIOR - ASSET BASED LENDING -** **_Hybrid work schedule: NYC, NY., Los Angeles, CA., Charlotte, NC._** **WHAT IS THE OPPORTUNITY?** ... for Asset Based Lending ("ABL") transactions within CNB. Collaborates with Relationship Managers ("RMs") from City National Bank's ("CNB's") Lines of Business… more
- Truist (New York, NY)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Principal Financial Group (New York, NY)
- …growth. Reporting to Amanda Wilson, Managing Director - Institutional Sales and Relationship Management, the Senior Client Advisor will: + **Engage ... **What You'll Do** We're looking for a Senior Client Advisor to join our Institutional Sales team at Principal Asset Management where you will play a pivotal role in… more
- Bank of America (New York, NY)
- …to meet their needs. + Operate as the primary bank advocate and key financial advisor for the relationship , as well as being accountable for prospecting new ... Senior Vice President / GCB Sr Relationship Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make… more
- Citigroup (Bronxville, NY)
- …where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize ... workplace through Citi Global Wealth at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- IBM (Norwalk, CT)
- …skilled in developing and cultivating professional relationships, you will establish trusted advisor relationship with your assigned 'Sell' partners. You will ... with partners in front of their clients. + Effective Communication and Relationship Development: Demonstrate success in communication and personal relationship … more
- Bank of America (Fairfield, CT)
- Merrill Financial Solutions Advisor - Southern CT Market Stamford, Connecticut;New Canaan, Connecticut; Greenwich, Connecticut; Fairfield, Connecticut **Job ... and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- L'Oreal USA (New York, NY)
- …Search (https://careers.loreal.com/en\_US/jobs/SearchJobs) / 171808 Giorgio Armani - Beauty Advisor New York, NY, New York Apply now ... York Retail Full - Time 17-Jan-2024 Job Title: Beauty Advisor Function: Retail FLSA status: Non-Exempt Supervisor Title: Counter...the Customer is our number one priority, and the relationship we establish and cultivate with our Clients is… more
- Raymond James Financial, Inc. (Greenwich, CT)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- Bank of America (New York, NY)
- Market Leader - Advisor Development Program - New York, New York New York, New York;New York, New York; New York, New York; New York, New York **Job Description:** ... power to make a difference. Join us! **As a Market Leader for the Advisor Development Program (ADP), you will:** * Provide regulatory supervision and oversight to… more
- Bank of America (New York, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- TD Bank (Forest Hills, NY)
- …TD Wealth **Job Description:** Thinking about making a career move as a Financial Advisor to a growing firm where your career growth is unlimited? Look no further! ... not only provide stability but also create sustainable referral opportunities for our Financial Advisor team members. If you're ready to be part of TD Bank's winning… more
- WTW (Stamford, CT)
- …and raise appropriate issues to senior consultants + Establish a trusted advisor relationship with client contacts + Provide strategic consulting expertise ... producing quality deliverables on time and within budget. + Strong client relationship , interpersonal and team skills. + **Bachelor's Degree required.** + **ASA… more
- WTW (New York, NY)
- …for this specific job opportunity. **The Responsibilities** + Develop a trusted advisor relationship with senior insurance carrier leaders through effective ... potential client engagements, including showcasing WTW's strengths, establishing client needs, relationship building and crafting scope of work. + Discuss and… more
- M&T Bank (Norwalk, CT)
- …group of Private Client Advisors and exercises general guidance in the relationship planning process for clients **Primary Responsibilities:** + Leads the client ... relationship team and has overall responsibility for assuring the...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Edward Jones (Danbury, CT)
- …**If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Edward Jones (New York, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the… more
- JPMorgan Chase (Cross River, NY)
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will ... solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- Tompkins Community Bank (Mount Kisco, NY)
- …involvement and other professional external client resources; acting as a key advisor to provide professional support to team members and assembling an integrated ... Responsibilities + Possesses comprehensive knowledge and skills related to relationship management, business development, presentation and sales to establish a… more
- Acosta Group (Norwalk, CT)
- **Beauty Advisor - Part Time** Location**CT - NORWALK** **Are you passionate about hairstyling trends and energized by people interaction?** **If so, ActionLink ... Dyson, where style meets engineering excellence!** We are seeking a**Part Time B**eauty Advisor ** who will be excited about bringing to life the latest innovations… more