- Umpqua Bank (Vancouver, WA)
- …people. Together for business . Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within ... Senior Wealth Advisor Wealth Management Vancouver,...others to emulate. + Embraces our vision to become " Business Bank of Choice" + May perform… more
- M&T Bank (Buffalo, NY)
- …assessment, monitoring, mitigation, and reporting of all significant risks within the Commercial Bank . The Sr. Advisor is responsible for the delivery of second ... making recommendations as applicable. + Effectively communicate with others throughout the Bank , including senior management, via phone, email or in person… more
- City National Bank (Irvine, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY?...the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank * Responsible for ... The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...nonprofits that support the communities it serves. *City National Bank does business in Miami and the… more
- NBT Bank (Manchester, NH)
- Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, ... on business development in strategic growth markets, requiring the advisor to identify new opportunities for customer acquisition and growth while maintaining… more
- Capital One (Mclean, VA)
- Senior Risk Advisor , Consumer Risk | Retail Bank Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of ... business and have the opportunity to work with senior management to create and implement innovative solutions to...track issues and events to mitigate risk within Retail Bank Consumer. Coordinate with applicable business areas… more
- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Bank of America (Charlotte, NC)
- CFO Senior Tax Advisor - International Tax Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- M&T Bank (Buffalo, NY)
- …making recommendations as applicable. + Effectively communicate with others throughout the Bank , including senior management, via phone, email or in person ... and/or unresolved risk-related matters to Department management. + Work collaboratively with Senior Managers within the Risk Division and Bank , first line… more
- Fifth Third Bank, NA (Lexington, KY)
- …+ Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor LOCATION -- Louisville, Kentucky 40202 Fifth Third Bank ... step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Provides exemplary client service as the...of the economy and markets to clients, prospects, and business partners. Acts in partnership with the Wealth Management… more
- PNC (Washington, DC)
- …an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in ... is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening...this opening is expected to be posted for two business days from September 24, 2024 although it may… more
- PNC (Los Angeles, CA)
- …have an opportunity to contribute to the company's success. As a Senior Banking Advisor within the PNC Private Bank organization, you will be based in Los ... banking transactions to ensure quality and efficiency. + Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales… more
- M&T Bank (Los Angeles, CA)
- …Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) M&T Bank is committed ... the retention and expansion of an assigned book of business . Consults and coordinates on the delivery of solutions...an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- First Horizon Bank (Little Rock, AR)
- …you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships with ... referral sources inside and outside of the bank . You will enjoy the support of the firm...the tools and proven methods that will lead to Advisor and Client success. If you are ready to… more
- UMB Bank (Leawood, KS)
- …another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available to ... our high net worth clients. The Trust Advisor team serves as subject matter expert on probate...through quality client service, leading to referrals for new business , upgrades in account status, direct sales and referrals… more
- M&T Bank (Williamsport, PA)
- …sales activities and leveraging partnerships with Retail, to a limited degree, Business Banking, Community Bank partners and Wealth, while meeting individual ... staff to ensure quality referrals. + Support partnerships/relationships with Retail and Business Banking, Community Bank and Wealth through ongoing account… more
- M&T Bank (Wilmington, DE)
- …them to proof of concept to add value to organizations within the Bank . Works closely with key team members, including heads of Strategy, Product, Engineering, ... liaison between the Office of Innovation and lines of business in understanding of user personas, pain points and...way + Drive internal stakeholder alignment and support among Bank leadership and key support functions, including Legal, Risk,… more
- Huntington National Bank (Birmingham, MI)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... and prospective customers. + Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank , etc.) to provide clients with… more
- Huntington National Bank (Toledo, OH)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... and prospective customers. + Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank , etc.) to provide clients with… more
- Bank of America (Albany, NY)
- …and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers. + Sales Force Expansion: ... Market Leader - Advisor Development Program Albany, New York **Job Description:**...insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- First Horizon Bank (Charlotte, NC)
- …**Location** : Onsite listed at the location in the job posting. **Summary** The Business Risk and Controls Advisor supports the Marketing and Product Management ... of defense risk activities in support of line of business growth and revenue production. The role works directly...assessment and remediation of findings, and provide updates to senior management. + Develop risk reporting that provides a… more
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