- Citigroup, Inc. (Forest Hills, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...to review your options. Job Responsibilities: Build relationships with new clients with the goal of bringing in … more
- Regions Financial Corporation (Clearwater, FL)
- …At Regions, the Associate Wealth Advisor , through the mentorship of a senior advisor , will build foundational skills, knowledge and expertise needed to ... Wealth Advisor role. Primary Responsibilities Under the guidance of senior Wealth Advisors, serves as a relationship management point of contact, delivering… more
- City National Bank (New York, NY)
- RELATIONSHIP MANAGER SENIOR 6th Avenue, New York, NY WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs...and service practice. They will focus on acquisition of new relationships as well as retention and expansion of… more
- First Financial Bank (Dayton, OH)
- …apply. The Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and ... by referring, as appropriate, to internal business partners such as Mortgage , Wealth, Small Business Banker Commercial, and Treasury Management. Job Description… more
- Goldman Sachs, Inc. (Los Angeles, CA)
- …customers around the world to reach their financial goals. Our advisor -led wealth management businesses provide financial planning, investment management, banking ... team partners with Private Wealth Advisors (PWAs) to advise clients on new loans, refinancing and restructuring of existing loans along with overall liability… more
- JPMorgan Chase (Nashville, TN)
- **Summary** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.… more
- JPMorgan Chase (New York, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services… more
- Citigroup (New York, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...review your options. **Job Responsibilities:** + Build relationships with new clients with the goal of bringing in … more
- FirstBank PR (GU)
- Mortgage Audit & Risk Assessment Manager - Mortgage...At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones ... number one place for you. A Brief Overview The Mortgage Regulatory & Credit Risk Manager is responsible for...exceptions. + Participates in special projects and implementation of new products, services and/or initiatives that may have a… more
- Citigroup (Downey, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...Home Lending Officers. **Job Responsibilities:** . Build relationships with new clients with the goal of bringing in … more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size,...segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home… more
- FirstBank PR (GU)
- FIRSTBANK PR INVESTOR ACCOUNTANT MORTGAGE ACCOUNTING Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones ... other Accounting Units (Cash Accounting, Reconciliation, Disbursement) within the Mortgage Accounting Department, including more complex accounting matters. Prepare… more
- M&T Bank (Williamsville, NY)
- The Mortgage Division at M&T Bank is a leading...team in Amherst, NY, and serve as a trusted advisor , bringing HR solutions to attract, retain and engage ... for a strategic HR Business Partner to support our Mortgage Originations, Mortgage Servicing and Mortgage...in this business(es). The jobholder interacts with middle to senior level managers and supports them through all their… more
- Huntington National Bank (Columbus, OH)
- …long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff to ... prospective customers. + Responsible for partnering with every line of business ( Mortgage , Business Banking, Private Bank, etc.) to provide clients with best… more
- Huntington National Bank (Naperville, IL)
- …long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff to ... prospective customers. + Responsible for partnering with every line of business ( Mortgage , Business Banking, Private Bank, etc.) to provide clients with best… more
- PNC (Houston, TX)
- …have an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you ... each client's unique needs, and supporting the development of new business opportunities. The CFA(R) designation is strongly preferred....any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- M&T Bank (Bear, DE)
- …approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, ... with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance… more
- Bank of America (Durham, NC)
- …Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ... Credit Solutions Advisor - Woodcroft Financial Center Durham, North Carolina...is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working… more
- Bank of America (Las Vegas, NV)
- …Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ... Credit Solutions Advisor - Springs and Durango Las Vegas, Nevada...stage of client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client… more
- Truist (Charlotte, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
