- M&T Bank (Buffalo, NY)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors,… 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...licenses M&T Bank is committed to fair, competitive, and market -informed pay for our employees. The pay range for… more
- TD Bank (New York, NY)
- …enhancing profile as an expert in Mass Affluent sales within assigned Market . + Directly accountable for team delivering financial plan proposals along with ... details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct management of… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... Solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment… more
- TD Bank (West Babylon, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a draw, for ... unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial...time management skills + Ability to travel within assigned market to meet prospects, clients and partners five days… more
- TD Bank (Brooklyn, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial...Most Convenient Bank + Ability to travel within assigned Market to meet prospects, clients and partners; up to… more
- KeyBank (Mahopac, NY)
- … Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their ... by working the book of business, lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year… more
- US Bank (New York, NY)
- …on the Wealth Management Team. In This Role You Will: + Meet with affluent clients to collect financial information, conduct the needed discovery, assess ... growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With...+ Three to five years of experience in a financial sales position, preferably working with the affluent… more
- KeyBank (Machias, NY)
- …**Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their ... methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent , high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... Financial Advisors and Lending Advisors act as trusted advisors...on optimal loan structure and think creatively in delivering market leading solutions. + Excellent oral and written communication… more