- Raymond James Financial, Inc. (New York, NY)
- …networking opportunities, as well as the chance to learn from experts in the wealth management and financial services industries. Our summer associate will gain ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be the** **place** **you build a career beyond your… more
- KeyBank (Portland, ME)
- …Maine 04101 **JOB BRIEF (PURPOSE)** Provide centralized portfolio management and advice to provide effective strategies, solutions and optimal levels of service ... of the relationship management team to assure that the Wealth Segment goals are met by executing the client...the KPB Value Proposition + Serves as a trusted advisor to clients and prospects relative to their concerns… more
- Citigroup (Palo Alto, CA)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are… more
- Citigroup (Atlanta, GA)
- …Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters + Create, organize, and implement a wealth ... understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients… more
- Citigroup (Dallas, TX)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are… more
- Citigroup (New York, NY)
- …business, which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are… more
- Citigroup (Miami, FL)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are… more
- Scotiabank (Dallas, TX)
- …model remains agile, efficient and customer-focused in a rapidly evolving global financial landscape. The role requires deep expertise in capital markets, strong ... guidance and business design expertise. + Act as a strategic advisor to transformation initiatives, ensuring projects are aligned to target-state design… more
- JPMorgan Chase (New York, NY)
- …and securities services. The world's most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and ... with their business. We offer our clients a full suite of global financial services and capabilities, providing strategic advice , raising capital, managing risk,… more
- Citigroup (Irving, TX)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...responsible and in our clients' best interests. As a financial institution that touches every region of the world… more