- KeyBank (Oak Harbor, WA)
- …Way - Oak Harbor, Washington 98277 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. As a ... resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper… more
- KeyBank (Portland, OR)
- …Street - Portland, Oregon 97232 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. Personal ... to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of… more
- KeyBank (Denver, CO)
- …in brokerage or financial services (required) **Licenses and Certifications** + FINRA License S7 within 120 Days (required) + FINRA License S63 within 120 ... calculations. + Follow up on client service activities and Advisor 's requests. + Create and manage the client database:...annuity and 1035 exchange paperwork, place all trades for Financial Advisors, money movements, trade logs, and check receipts… more
- SCI Shared Resources, LLC (Houston, TX)
- …and develop a top-notch sales force. He or she would train Pre-Arrangement Advisor to conduct virtual and in-home presentations successfully. The ideal manager would ... RESPONSIBILITIES** + Develop, coach, mentor, and support a team of Pre-Arrangement Advisor (PAA) sales activities to ensure monthly sales objectives are met and… more
- SCI Shared Resources, LLC (Knoxville, TN)
- …and develop a top-notch sales force. He or she would train Pre-Arrangement Advisor to conduct virtual and in-home presentations successfully. The ideal manager would ... RESPONSIBILITIES** + Develop, coach, mentor, and support a team of Pre-Arrangement Advisor (PAA) sales activities to ensure monthly sales objectives are met and… more
- KeyBank (Boulder, CO)
- …Baseline Road - Boulder, Colorado 80305 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. As ... service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial… more
- Wells Fargo (Salt Lake City, UT)
- …satisfaction + Interact directly with internal partners + Manage allocation of people and financial resources for financial advisor support + Mentor and ... you will:** + Supervise Registered and Unregistered Client Associates + Support Financial Advisors within the WFA footprint + Identify opportunities for customer… more
- M&T Bank (Buffalo, NY)
- …processing paperwork sent to the home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales reporting to ... brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities...and/or 63 licenses State Life, Accident and Health (LAH) license **Education and Experience Preferred:** Minimum of 5 years'… more
- Amalgamated Bank (New York, NY)
- …customers or potential customers for an in-depth financial review with the dedicated Financial Advisor . This role will be called upon to work both the Teller ... to, number of accounts opened, new customer contacts, units sold, referrals to Financial Advisor , investment/insurance revenue goal and dollar value of all… more
- Hawaiian Electric (Honolulu, HI)
- …formulating recommendations relative to resolving contract disputes. Serves as expert advisor to senior management and primary negotiator on renewable energy power ... purchase agreement issues, including technical and financial models and analysis. Remains current in the latest trends in emerging technologies. Serves as the… more