- Kestra Financial (Dover, DE)
- About Us We're a growing private wealth management firm in Dover, Delaware, on a mission to help people feel confident and excited about their financial future. ... home here. About the Role As our Registered Financial Advisor Assistant, you are the heartbeat of our ...Advisor Assistant, you are the heartbeat of our client experience. You're often the first face clients see… more
- Huntington National Bank (Fairlawn, OH)
- Description Summary: The Trust Advisor III, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total ... Duties and Responsibilities: + Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts,… more
- Huntington National Bank (Westlake, OH)
- …management accounts and services, consumer lending and mortgages. + Works directly with the client and/or Wealth Advisor to obtain related applicant and ... Description Summary: The Private Bank Service Specialist II is responsible for...& Investment Financial Services experience + Required when supporting Wealth Advisor Role: Microsoft suite proficient +… more
- JPMorgan Chase (Tulsa, OK)
- …and strong business acumen + Ability to attract, retain and develop a high performing Client Advisor team + Experience with and in-depth knowledge of the equity ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial… more
- Citigroup (Miami, FL)
- …& 65) + BA plus relevant financial services experience required. **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** ... Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the ... situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are… more
- Bank OZK (Little Rock, AR)
- …of high-net-worth clientele, managing and expanding those relationships to grow the private client base. Provide advice, counsel, and high-level customer service ... an in-depth understanding of clients' businesses and sources of wealth generation. + Understand client needs, investment...5+ years of banking experience, including 3+ years in private banking or in another client -facing role… more
- Citigroup (New York, NY)
- …delivering financial results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's overall ... help achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for… more
- Zions Bancorporation (Heber City, UT)
- …complex a client 's financial life becomes, the more they'll appreciate being a Private Bank client . We're dedicated to supporting each of our client 's ... we bring the opportunity. We are looking for a ** Private Bank Relationship Manager** in **Heber City, Utah.** This...all the following areas: + Loan and deposit products, wealth management + Wealth management services including… more
- NBT Bank (Williamsville, NY)
- …-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 ... financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other… more
- JPMorgan Chase (New York, NY)
- …working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building ... client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers,… more