- Wells Fargo (Sarasota, FL)
- **About this role:** Wells Fargo is seeking a Financial Advisory Senior Branch Manager - Non-Producing in Wealth and Investment Management as part of ... with moderate complexity and risk in Financial Advisory functional area + Manage the branch ...senior managers + Manage allocation of people and financial resources to ensure commitments are met and align… more
- Wells Fargo (San Jose, CA)
- …"to grow your career" in the US **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part ... (https://www.wellsfargojobs.com/career-areas/) . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) non-exempt employee… more
- Charles Schwab (Los Angeles, CA)
- **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory , Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab ... Wealth Advisory is a premier,...meet income generation, risk mitigation, and liquidity needs. As a ** Senior Regional Manager** you will coach and counsel a team… more
- Huntington National Bank (Detroit, MI)
- Description The Senior Managing Director - Captive Insurance Banking is responsible for the oversight and growth of the business, emphasizing the sale of letters of ... candidate will provide strategic leadership, foster client relationships, manage financial performance, mitigate risks, and develop a high-performing team. Duties… more
- Wells Fargo (Naperville, IL)
- …outlined in the job expectations below **Required Qualifications:** + 8+ years of Financial Advisory experience, or equivalent demonstrated through one or a ... growth by building, maintaining, and hiring a robust cross channel pipeline of Financial Advisors. The Branch Complex Director will build trust and relationships… more
- Raymond James Financial, Inc. (Memphis, TN)
- **Job Description** **Sr. Associate, Advisory & Managed New Accounts (SMA/UMA Team)** This position follows our hybrid-friendly schedule, so you get the best of both ... convey requests, provide instructions, or obtain information on behalf of a senior colleague. + Receive and screen visitors, answering routine questions, providing… more
- M&T Bank (Williamsport, PA)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios,… more
- City National Bank (Walnut Creek, CA)
- * FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Raymond James Financial, Inc. (NY)
- …changes to organizational policies and procedures. * May consult independently with branch managers and financial advisors to recommend actions to ensure ... **Job Description** **Job Summary:** Under limited supervision, the Senior Advisor uses extensive knowledge and skills obtained through education, experience,… more
- Citigroup (New York, NY)
- …new recruits **Qualifications and Skills:** + 5-8 years of experience serving in a financial advisory capacity + Experience in a proactive, successful sales and ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ...other compliance norms + Partner with all roles on branch team to ensure all clients have a positive… more