- M&T Bank (Hauppauge, NY)
- …**Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of… more
- Citigroup (New York, NY)
- …Citi policies and procedures **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** ... the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- TD Bank (Rego Park, NY)
- …suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies ... of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a...+ Ensures all NEW clients receive the complete on-boarding experience , which includes: a thorough client discovery,… more
- TD Bank (New York, NY)
- …suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience + Identifies ... of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a...+ Ensures all NEW clients receive the complete on-boarding experience , which includes: a thorough client discovery,… more
- Atria Wealth Solutions (Corning, NY)
- …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more
- Bank of America (Brooklyn, NY)
- …associates during meetings to assist with team delivery of an exceptional client experience **Required** **Qualifications** : + Has demonstrated experience ... Business Solutions Advisor - 1502 Kings Highway - Bilingual Russian... Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements… more
- KeyBank (Albany, NY)
- …and client management teams, ensuring superior on-boarding and excellent client experience . + Accountable for appropriate documentation execution + Performs ... with our clients, Payments Advisors will serve as the client 's trusted advisor for payment solutions to...relationships through proactive identification of integrated solutions to unmet client needs. Partner with Relationship Manager 's in… more
- Bank of America (Huntington Station, NY)
- …Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral ... Financial Solutions Advisor - Consumer Investments - Central Long Island...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- Bank of America (Newburgh, NY)
- …(CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral ... Financial Solutions Advisor - Consumer Investments - Albany / Hudson...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
- Bank of America (New York, NY)
- …(CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral ... Financial Solutions Advisor Stage II - Consumer Investments - Manhattan...them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on… more
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