- JPMorgan Chase (Plano, TX)
- …Insurance Specialist will provide support to advisors across JP Morgan Private Bank on utilizing life insurance solutions to meet client investment ... clients across the entire wealth spectrum. It includes the Private Bank , JP Morgan Securities, and Chase...client experience. The candidate will be familiar with the life insurance and retirement industry, and can… more
- NBT Bank (Syracuse, NY)
- The Private Bank Relationship Associate acts in a support capacity to the private bank team in managing and elevating their portfolios. This role will ... in operations and customer service across our footprint. The Private Bank Relationship Associate will enhance the...with an option to purchase additional long-term coverage. + Life Insurance : Employer-paid basic life… more
- Umpqua Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California **Description** ... partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored...match for qualifying associate contributions, an employee assistance program, life insurance , disability insurance , tuition… more
- Huntington National Bank (Columbus, OH)
- Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for ... registration and additional qualifications required. Preferred Qualifications: + Securities and life insurance licenses required. + Demonstrated success working… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (San Francisco, CA)
- …management issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more
- TD Bank (Marlton, NJ)
- …goals) required + Valid Series 7, 63 + 65 or 66 + Valid and active Life & Health insurance licenses + Certified Financial Planner (CFP), preferred + Strong ... role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch...of the portfolio, while ensuring minimum credit risk for Bank funds. **Depth & Scope:** + Demonstrates a commitment… more
- US Bank (Greenwich, CT)
- At US Bank , we're on a journey to do our...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability ... all of us to bring our shared ambition to life , and each person is unique in their potential....is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities… more
- Citigroup (New York, NY)
- Please note that this is a NYC-based role, supporting Citi Private Bank in Canada. This role requires registration for securities both in the US and in Canada. ... Investment Counselors joining Citi Private Bank will be distinguished and highly...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more