- Citizens (Boston, MA)
- …division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out ... of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within...market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed… more
- Bank OZK (Atlanta, GA)
- …of changing economic, legal, financial planning, investment trends, and general market and business issues affecting affluent clients. + Establishes and ... company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with...retail credit and traditional retail bank products for the affluent market . + Knowledge of regulatory issues… more
- 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
- JPMorgan Chase (Boca Raton, FL)
- …and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth ... customers want. You will lead a team of a Financial Advisors who service a wide range of clients,...capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… 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
- Truist (Savannah, GA)
- …abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a ... of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts 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 (Danvers, MA)
- Will consider other locations within the M&T footprint **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an ... Solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market . Interact with… more
- TD Bank (Burlington, VT)
- …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
