- M&T Bank (Mamaroneck, NY)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors,… more
- Bank of America (New York, NY)
- Merrill Financial Solutions Advisor - Park Ave Market New York, New York **Job Description:** Merrill Wealth Management is a leading provider of ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network... teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in… more
- Bank of America (Jersey City, NJ)
- Merrill Financial Solutions Advisor - Morristown Market Short Hills, New Jersey;Jersey City, New Jersey **Job Description:** This job is responsible for ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network... teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in… more
- Citizens (Kearny, NJ)
- …division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out ... of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within...market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed… more
- TD Bank (White Plains, NY)
- …you ready to launch the next bold chapter of your career? As a Financial Advisor , you'll step into a three-year career-launching program, offering a competitive ... and smart investments, this is your moment. As a Financial Advisor you will leverage your experience...unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial… more
- TD Bank (Ridgewood, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial...Most Convenient Bank + Ability to travel within assigned Market to meet prospects, clients and partners + Driver's… more
- TIAA (Hackensack, NJ)
- …Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… 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 (New York, NY)
- …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
- 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
- Capco, a Wipro Company (New York, NY)
- …customer dynamics. + Client & Advisor Experience: Transformation of client & advisor experience across UHNW, HNW and mass affluent businesses and core ... a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our...to play a major role in projects like developing market entry strategy for Wealth Management practice with a… 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
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R)...deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive… more