- Citigroup (New York, NY)
- …and risk. The LFO is a key member of the Private Bank business management team and supports the development and implementation of strategic business initiatives to ... achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for all… more
- NBT Bank (Williamsville, NY)
- …part of a team. + 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE ... -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking… more
- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with… more
- City National Bank (New York, NY)
- …BUSINESS OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private Banking and Wealth Management * WHAT IS THE OPPORTUNITY? Operational Risk Management ... the entertainment and sports industry. * Private Banking and Wealth Management help clients strategically plan and...risk and problem areas * Act as an internal advisor to business and corporate units regarding the ORM… more
- Bank of America (New York, NY)
- …Credit, Risk Management (FX & Derivatives), Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits. This job is responsible for ... teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... inquiries and/or issues + Execute various administrative functions for the Financial Advisor (s) and Branch Management including, but not limited to, tracking… more
- Foresters Financial Services (Westbury, NY)
- … Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered ... and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors,...investment adviser services, practice management support and innovative technology. " Cetera Financial Group… more
- Charles Schwab (Manhasset, NY)
- …from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, ... are a licensed financial professional with a passion for wealth management , and a desire to grow...desire to grow under the mentorship of a seasoned advisor , this could be the role for you. **What… more
- Bank of America (New York, NY)
- …sales and marketing experience + Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability to work ... + Acts as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more