- Bank of America (New York, NY)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (New York, NY)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals… more
- Bank of America (Niagara Falls, NY)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of… more
- City National Bank (New York, NY)
- … client meetings. * Risk Management and Compliance * Keep current on client 's financial information while ensuring that clients understand the solutions being ... * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains… more
- Wells Fargo (New York, NY)
- …moderate to highly complex modifications, renewals, and refinancings, including assessing a client 's financial position and risk level for both prospective ... **About this role:** Wells Fargo is seeking a Global Financial Institutions Trade Leader (Credit Product Senior Manager), who will drive strategic growth by leading… more
- MUFG (New York, NY)
- …recommendations to management on credit approval. You'll be also monitoring the client financial , industry and credit trends regularly. **Responsibilities:** + ... actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ...120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for… more
- Broadview FCU (Albany, NY)
- …with the formulation of FSG Business Strategy . + Create, monitor, and update prospect/ client financial plans. + Perform formal presentations of to credit union ... to the right place! Summary of Role: To provide financial service s and advice to mid-market and younger...to qualified members at every opportunity . + Conduct client reviews on at least an annual basis, as… more
- Bank of America (New York, NY)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management… more
- Bank of America (Brooklyn, NY)
- …- from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions ... Financial Solutions Advisor Registration Candidate - Crown Heights...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Citigroup (New York, NY)
- …and will work closely with the business teams and finance partners to harmonize financial attributions to the client level to ensure alignment of firm down ... Qualifications: + 5+ years of relevant experience + Experience in financial services and Client analytics + Demonstrated financial modeling skills +… more