- Citigroup (New York, NY)
- …that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be ... relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of...line with the fundamental interests of the Citi Private Bank . + Help team members acquire the experience necessary… more
- NBT Bank (Williamsville, NY)
- …$58,500 - $520,000 Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience: +… more
- Citigroup (New York, NY)
- …that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be ... the firm. + Help clients achieve broad financial & investment goals related to the creation, management, and transfer...in line with the fundamental interests of the Private Bank . + Help team members acquire the experience to… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Bank of America (New York, NY)
- …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 (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth...insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- NBT Bank (Fairport, NY)
- …$52,000 - $210,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate ... to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned… more
- Bank of America (New York, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Strategy-Head-Hedge-Fund-Origination\_25018429-2) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...**Job Description:** As part of the Merrill organization, the Investment Solutions Group strives to provide world-class investment… more
- Bank of America (New York, NY)
- …multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage… more