- Bank of America (Stamford, CT)
- Merrill Financial Solutions Advisor - Southern CT Market Stamford, Connecticut **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Stamford/Merrill- Financial -Solutions- Advisor Southern-CT- Market \_25026967-1) **Job Description:** Merrill… more
- City National Bank (New York, NY)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market . Interact with… more
- KeyBank (Pearl River, NY)
- … Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their ... by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year… more
- KeyBank (Mahopac, NY)
- … Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their ... by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year… more
- US Bank (Greenwich, CT)
- …on the Wealth Management Team. In This Role You Will: + Meet with affluent clients to collect financial information, conduct the needed discovery, assess ... growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With...+ Three to five years of experience in a financial sales position, preferably working with the affluent… more
- KeyBank (Ardsley, NY)
- …**Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their ... methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and… more
- Truist (Greenwich, CT)
- …of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...the community + Expected to be the expert level " market moving" advisor with ability to handle… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent , high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... Financial Advisors and Lending Advisors act as trusted advisors...on optimal loan structure and think creatively in delivering market leading solutions. + Excellent oral and written communication… more
- JPMorgan Chase (New York, NY)
- …and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding ... Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve...develop new business opportunities from existing client base. + Market and implement complex investment solutions in accordance with… more
- S&P Global (New York, NY)
- …companies based in the US, Canada, and Latin America across a broad range of non- financial corporate sectors. + Act as an advisor to S&P analysts on discerning ... Accounting Standard Setters is a plus. + Must be affluent in financial statement analysis and accounting...that are essential to translating complexity into clarity so market participants can uncover opportunities and make decisions with… more