- Bank of America (Pittsburgh, PA)
- …The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a ... Merrill Market Client Relationship Manager Pittsburgh, Pennsylvania **To proceed...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more
- JPMorgan Chase (Allentown, PA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting... solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management,… more
- Bank of America (Bala Cynwyd, PA)
- …when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm and ... to client advice and recommendations, sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs,… more
- KeyBank (Pittsburgh, PA)
- …syndicator in document negotiations (required) + Solid understanding of banking and investment banking products and services and current market dynamics, trends, ... Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable contributor to the… more
- Wells Fargo (Philadelphia, PA)
- **Wells Fargo Wealth & Investment Management** Wells Fargo Wealth & Investment Management (WIM) provides clients access to some of the United States' leading ... providers of financial and investment services. Through WIM's businesses, we deliver a full...but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and… more
- Truist (Wyomissing, PA)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive… more
- The Hartford (Wayne, PA)
- …to ensure satisfaction and issue resolution + Serve as a trusted advisor , understanding client business models, investment needs, and strategic priorities ... long-term partnerships by aligning client needs with the firm's investment solutions and services. This role can be based...based on analysis of similar positions in the external market . Actual base pay could vary and may be… more
- University of Pennsylvania (Philadelphia, PA)
- …the nuanced regulatory frameworks applicable to mission-driven institutions with sophisticated investment portfolios. Serves as a senior legal advisor , delivers ... federal and state tax laws. + Provide counsel on investment tax matters, including private equity, hedge funds, joint...and in alignment with salary ranges based on external market data for the job's level. Internal organization and… more
- CBRE (Harrisburg, PA)
- …and procedures associated with commercial real estate finance, including commercial appraising, market analysis, and investment analysis. **What you'll do:** + ... Provide consultative advisory services to clients, aiming to become a trusted advisor in HUD multifamily finance. + Collaborate closely with CBRE professionals… more
- World Insurance Associates, LLC. (Washington, PA)
- …and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. ... Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring comprehensive risk management and employee benefit… more