- TD Bank (New York, NY)
- …now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. ... business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking… more
- Wells Fargo (New York, NY)
- …by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing ... expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as an advisor to senior leadership to… more
- JPMorgan Chase (New York, NY)
- …to address strategic and tactical objectives. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... responsibilities:** + **Act as a Trusted Advisor :** Serve as a key advisor to the leadership team, offering strategic financial and business management… more
- Bank of America (New York, NY)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- JPMorgan Chase (New York, NY)
- …background in estate planning and tax matters. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ... JP Morgan:** JP Morgan is a global leader in financial services, committed to delivering exceptional solutions ...launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the… more
- JPMorgan Chase (New York, NY)
- …within the JPMA Advisory business. + Advise, identify, and select appropriate investment solutions based on needs shared by advisor and their clients. Assist ... advisors with client proposals. + Present on national and regional call series, manage communication with your...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- JPMorgan Chase (New York, NY)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... a global leader in investment management and private banking solutions , managing client assets worth $4 trillion. As a...you will be at the forefront of guiding our Financial Advisors, ensuring adherence to regulatory obligations and managing… more
- Guardian Life (New York, NY)
- …a team of retirement and benefits professionals and serves as a key advisor on plan design, colleague engagement, and regulatory matters. With deep expertise in ... retirement plan strategy and a passion for improving financial wellness, you will shape the future of Guardian's...trends in retirement benefits. + Serve as a strategic advisor during HR and enterprise-wide initiatives (eg, total rewards… more
- AON (New York, NY)
- …client service team and M&A team members and collaborate to develop findings and solutions . + Communicate externally on daily basis as trusted advisor with ... input on insurance coverage, claims history, insurance-related collateral, insurance-related financial expense, surety bonds and insurance sections of the draft… more
- KeyBank (Tarrytown, NY)
- …client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact. + ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more