- Tompkins Community Bank (Mount Kisco, NY)
- …Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies ... community engagement, and leveraging referral networks to expand the client base. + Foster integrated wealth management solutions...client strategy teams. + Act as a key advisor and resource to team members. + Collaborate with… more
- KeyBank (New York, NY)
- …management team, they proactively collaborate with team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role ... - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank… more
- Edward Jones (Buffalo, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- Comerica (New York, NY)
- …business and improves efficiency of delivery of services to clients. Works with Advisor Solutions Trust Specialist's to develop new business through our ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic...account transactions, responds to incoming correspondence and any other client requests to ensure compliance with the governing document,… more
- Bank of America (Buffalo, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- TIAA (Latham, NY)
- **Wealth Advisor ** Supported with a robust array of resources and solutions , The Wealth Advisor is part of a team who partners with clients to identify their ... them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective...with their team to grow their collective book through client referrals. **Key Responsibilities and Duties** + Manages time… more
- JPMorgan Chase (New York, NY)
- If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our ... Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with… more
- Citigroup (Queens, NY)
- …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 ... Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- Thrivent Financial (New York, NY)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...to serve clients in your chosen community. + Make client appointments by leveraging your network and Thrivent's reputation,… more
- Cognizant (Albany, NY)
- …deep expertise in one or more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their ... new logo markets. The Specialist will be a "trusted advisor " to both the client and the...offerings across all areas of Cloud, Infrastructure and Security Solutions . . Map client organization, build outstanding… more