- Kestra Financial (Wappingers Falls, NY)
- …Advisor. Essential Duties and Responsibilities + Supports Lead Advisor including managing client needs regarding service , asset allocation, case design and ... The Associate/ Service Advisor reports to the Lead Advisor and...financial planning + Responsible for client meeting preparation and follow-up, including assembling requisite paperwork,… more
- Citigroup (New York, NY)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Citigroup (Hewlett, NY)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Citigroup (Plainview, NY)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- NBT Bank (Vestal, NY)
- …player and high quality service provider. Unique Job Characteristics and Requirements: NASD Series 6 and Life License. Series 7 preferred. If not Series ... or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned… more
- Charles Schwab (New York, NY)
- …financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you ... have** **Required Qualifications:** + A valid and active FINRA Series 7 license required + Obtaining or acquiringFINRA ...strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client … more
- JPMorgan Chase (New York, NY)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... experience by offering advised solutions and Chase partner referrals that deepen client relationships. Ideal candidates will possess strong analytical skills, a deep… more
- HSBC (New York, NY)
- …HNW individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships to generate new ... As our High Net Worth Relationship Manager you will: + Combine client relationship management with strong risk assessment and management capabilities ensuring the… more
- HSBC (New York, NY)
- …individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships and manage existing ... new AUM and Gross Revenue. Here's what you can expect: Combine client relationship management with strong risk assessment and management capabilities ensuring the… more
- TD Bank (New York, NY)
- …for retaining and growing assigned client relationship and is accountable for exceeding client 's expectations for service . The ARM is at the center of the ... Effectively implements a process with CSAs to ensure every client receives Legendary service + Effectively executes...client satisfaction and retention) required + Securities Licensed: Series 7, 63 + 65 or 66 + Understanding… more