- Banc of California (Santa Ana, CA)
- …interactions. ** Sales & Client Engagement** + Serve as the primary planner for Payments-related sales initiatives and client events, including logistics, ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
- Berkshire Bank (Pittsfield, MA)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual ... - 66 West St Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing… more
- Cyprus Credit Union (West Jordan, UT)
- …sources outside the credit union ie through personal contacts with realtors, builder, financial planner , data base relationships and others, in addition to the ... requirements, and production expectations as determined by the Mortgage Sales Manager. Serves members best interests, prospective members, builders, and… more
- Bangor Savings Bank (Portland, ME)
- …Officer is responsible for the achievement of a variety of portfolio and sales quotas derived from the overall strategic plans and financial objectives ... and maintain the Commercial customer database as a relationship management and cross sales tool. New Client Acquisition: + Build network of centers of influence,… more
- Equitable (MD)
- …their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) professional and Chartered Financial ... industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a… more
- UMB Bank (Rockford, IL)
- …center of every action. The Sr. Wealth Advisor works closely with the Financial Planner , Private Banker, Portfolio Manager, Trust Advisor and Service ... manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We...You are effective in personal networking. + You possess sales skills with acumen to close new business. +… more
- Truist (Dallas, TX)
- …overnight travel. **Preferred Qualifications:** 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Completion of ... recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and… more
- Truist (Vienna, VA)
- …degree in a business-related field + Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc + Completion of an established ... firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure… more
- Truist (Cleveland, OH)
- …overnight travel. Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc 2. Completion of an ... firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure… more
- HUB International (Albuquerque, NM)
- …wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The Senior ... Wealth Advisor will be an experienced planner , thoughtful listener, have a strong team mentality and...new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs. + Conduct regular… more