- UMB Bank (Kansas City, MO)
- …the company, its industry, etc., over time that might create a change in their financial service needs. As a **Client Advisor - Commercial Card** you will align ... Card.** The team consists of Commercial Relationship Managers, Treasury/Card Sales Officers, Account Executives, and Implementation Specialists. This team manages… more
- Truist (Houston, TX)
- …States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable ... long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing… more
- Raymond James Financial, Inc. (Spokane, WA)
- …* Become trained and skilled to effectively and efficiently function in the Financial Advisor role: * Develop client pipeline by prospecting, networking, ... * Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and… more
- Tiffany & Co. (New York, NY)
- …and to contribute to Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the Tiffany brand in ... of building your own business by developing client relationships and exceeding sales plan + Foster a clienteling culture, encourage an entrepreneurial spirit,… more
- Bank OZK (Fort Lauderdale, FL)
- …Knowledge, Skills & Abilities + Knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts. + ... in high-net-worth sales , or related business development experience in a financial , legal or nonprofit industry, required. + 5+years of work experience in… more
- Elevance Health (FL)
- **National Account Advisor ** **Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing ... Alternate locations may be considered.** **Compensation: Base Salary + Sales Incentive Plan** Responsible for the day to day...to advance our strategy but will also lead to personal and professional growth for our associates. Our values… more
- PNC (Indianapolis, IN)
- …an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in Indianapolis, ... assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and...of the business through the introduction and expansion of financial services to the client. + Executes risk management… more
- Bank of America (Melville, NY)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... guided by a common purpose to help make financial lives better through the power of every connection....net worth client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/tax minimization needs of these… more
- Wells Fargo (New York, NY)
- …sales professionals, relationship managers, Fiduciary Strategists, Portfolio Managers, Financial Advisors and other specialists **Required Qualifications:** + 7+ ... **About this role:** Wells Fargo is seeking a Senior Specialty Asset Advisor to join the Specialty Asset Management organization within Wealth & Investment… more
- Citigroup (Beverly Hills, CA)
- …acquisition and selling strategies, as well as collection management services. The Art Advisor Sr. Lead is a strategic professional who closely follows the latest ... management + Advise clients regarding their art acquisitions and sales to maximize quality and value + Act as...regular contact with clients to determine needs and provide personal attention to all details of their collecting and… more