- KeyBank (Corry, PA)
- …basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with ... Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client… more
- MetLife (Philadelphia, PA)
- Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in the ... and existing client care. In addition, DSG ensures that MIM's investment strategies are consistently populated to institutional consultant databases to assist… more
- The Hartford (Wayne, PA)
- …client retention and long-term partnerships by aligning client needs with the firm's investment solutions and services. This role can be based in Philadelphia, New ... across sales, marketing, product, and client service teams + Promote investment product sales through frequent client meetings/discussions about investment … more
- Deloitte (Philadelphia, PA)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide tax… more
- PNC (Branch, PA)
- …participate in STEM OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans for ... clients. Grows and retains an investment and insurance book of business. Owns the client...client problems appropriately and efficiently. + Develops and implements investment and insurance strategies for clients. Determines the best… more
- Bank of America (Pittsburgh, PA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- KeyBank (Lansdale, PA)
- …will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions ... comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. + Attain sales… more
- Nuveen Investments (Philadelphia, PA)
- …The Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of ... financial markets and a tailored approach to investment management. This role involves strategic thinking, trust-building with clients, mentoring talent, and shaping… more
- Bank of America (Wayne, PA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (Sewickley, PA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
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