- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to… more
- Nuveen Investments (Albany, 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 ... that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client… more
- JPMorgan Chase (New York, NY)
- …a full suite of solutions for every client. The **Practice Management and Advisor Development team** is responsible for delivering subject matter expertise on all ... establishing a client onboarding & service model, delivering a set of investment solutions aligned to client goals, and appropriately utilizing tools and technology… more
- KeyBank (Tarrytown, NY)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day… more
- Tompkins Community Bank (Mount Kisco, NY)
- …with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment , banking, trust, and insurance professionals ... Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client...wealth management solutions by collaborating with internal partners across investment , trust, banking, and insurance disciplines to deliver a… more
- Santander US (Brooklyn, NY)
- …Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred . 5+ Years Experience providing investment guidance and advice ... Financial Advisor - Centralized, Brooklyn, NY Country: United States...for identifying needs, understanding client objectives, and making appropriate investment /insurance recommendations consistent with compliance standards to achieve sales… more
- Citigroup (New York, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and… more
- UMB Bank (Albany, NY)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... communicate recommendations. + Regularly meets with clients for on-going plan/ investment reviews. Educates and communicates with clients about market conditions,… more
- Citigroup (Brooklyn, NY)
- …Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and financial planning strategies ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Microsoft Corporation (New York, NY)
- …in targeted business outcomes, driving revenue growth for Microsoft. As an **Industry Advisor ** on the **Americas Capital Markets Industry Sales team** , you will ... stakeholders at assigned customer. + Acts as an industry advisor to the executive-level business decision makers at the...storyline and a financial business case (eg, return on investment [ROI], other applicable metrics) rooted in the customer's… more