- Santander US (New York, NY)
- Financial Advisor - Centralized , NY, NY New York, United States of America The Financial Advisor - Centralized is responsible for identifying ... compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the… more
- Santander US (Peabody, MA)
- Financial Advisor - Centralized , Peabody, MA Peabody, United States of America USA Job Family Description: Identifies and pursues new sales prospects within ... by both excellent verbal and written communication Superior knowledge of financial analysis, risk evaluation, loan documentation Strong relationship management and… more
- M&T Bank (Columbia, MD)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area ... primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- TD Bank (Greenville, SC)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Personal Financial Advisor (PFA) I works from a centralized hub with clients in the Mass ... PFA I meets remotely with prospects and clients to understand their long-term financial goals, objectives and risk tolerance by analyzing their financial … more
- Bank of America (Spokane, WA)
- Centralized Merchant Consultant - CRPT/Retention Spokane, Washington **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....advocate to resolve client concerns + Be a trusted advisor to deepen client relationships **Skills:** + Client Experience… more
- TD Bank (Manchester, NH)
- …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, ... for financial advisors or planners who will be providing ...analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and… more
- PNC (Cincinnati, OH)
- …about our values and helping our advisors build their future. As a Senior Financial Advisor within PNC Investments, you will be based in Cincinnati, OH. ... an opportunity to contribute to the company's success. Senior Financial Advisors are based in a centralized location and manage an assigned book of business. PNC… more
- JPMorgan Chase (New York, NY)
- …team supports leaders and advisors in the branch, field & HNW space, and centralized advisor centers. As a Vice President, Field Leadership Strategy Advisor ... comprehensive solutions for every client. The Practice Management and Advisor Development team, a highly visible team with significant...field + At least 5 years of experience in financial services + Proven experience in a leadership role… more
- CUNY (Brooklyn, NY)
- Onboarding Academic Advisor (aHEO) - STAR Center **POSITION DETAILS** New York City College of Technology (City Tech) of the City University of New York (CUNY) is a ... City Tech welcomes applications for the position of Onboarding Advisor to join our team. The STAR Center is...STAR Center at City Tech provides academic information and centralized advising services to all undergraduate students, clarifying degree… more
- PulteGroup (Louisville, KY)
- …to Pulte communities. ** Monthly Auto Allowance offered ** Mortgage Financing Advisor Job SummaryThe Mortgage Financing Advisor is primarily responsible for ... however, will support loans that have already been originated through centralized mortgage operations center. Business and production relationship manager and… more
- Truist (Charlotte, NC)
- …review the following job description:** The Sports & Entertainment Group (SEG) Wealth Advisor Associate is responsible for partnering with the SEG Wealth Advisors in ... and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Truist (Charleston, SC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Truist (Greenwich, CT)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- US Bank (Louisville, KY)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ... the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice. **Responsibilities:** + Identify, build,… more
- Truist (Charlotte, NC)
- …summary of the advisor activities, trends and issues identified by the Centralized Supervision Group for each Region. + Other activities and special projects, as ... a focus on mitigating risk for the firm from financial , reputation and regulatory items by ensuring that the...of BURM Leadership. + Serve as Principal reviewer of Advisor created marketing material and retail communications for use… more
- Equitable (Troy, MI)
- Advisor Support (Onsite) ( 240000J1 ) **Primary Location** : UNITED STATES-MI-Troy **Organization** : Equitable **Schedule** : Full-time **Description** At ... in the lives of clients. Across the US, 4,330 financial professionals operating under the Equitable Advisors brand engage...+ Sourcing and recruiting support, assisting our Head of Centralized Recruiting + Calendar Management + Mail sorting and… more
- PulteGroup (Greenville, SC)
- …in Greenville, SC). ** Monthly Auto Allowance offered ** Mortgage Financing Advisor PRIMARY RESPONSIBILITIES + Meet with buyer prospects to provide financial ... and training with PulteGroup sales consultants + Develop partnership with centralized operations teammates + Provide accurate loan backlog status visibility during… more
- Unity Technologies (Austin, TX)
- …across the organization. As you grow in this role, you'll become a trusted advisor , helping to shape the financial direction of Unity and contributing to ... **Austin, TX, USA** ** Financial Analyst - Central Finance Team** Location Austin,...be doing** + Support Centralization Efforts: Collaborate with the centralized team to streamline non-labor expense management processes, ensuring… more
- University of Pennsylvania (Philadelphia, PA)
- …Description Summary The Associate Director, Sponsored Programs will oversee the semi- centralized Department pre-award service and manage the administrative and ... financial activities of the Special Operations Grants & Contract...division leaders. Moreover, this position will serve as an advisor /consultant to divisional teams with complex portfolios to implement… more