- Citizens (Williamsville, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- KeyBank (Corry, PA)
- …lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year revenue. + Develop a strong ... Avenue - Corry, Pennsylvania 16407 **Job Summary** The Associate Private Client Advisor partners and... Advisors with a focus on our Mass Affluent client base with planning and financial wellness… more
- PNC (Erie, PA)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank organization, you will be based in ... offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor III, you will manage a full book of...of the business through the introduction and expansion of financial services to the client . + Executes… more
- NBT Bank (Williamsville, NY)
- …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private ... services experience. + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. +...Financial Planning and demonstrates the ability to assess client needs. + Ability to prepare and deliver effective… more
- Deloitte (Williamsville, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client … more