- City National Bank (Woodland Hills, CA)
- ** FINANCIAL ADVISOR SENIOR ** **WHAT IS...work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA ... THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's...team's "book of business", with the FA focused on sales , client service responsibilities, and teaming with CNB colleagues… more
- ProMedica Health System (Adrian, MI)
- Charlotte Stephenson, A ProMedica Senior Living Community is hiring a Senior Care Advisor - Sales and Marketing Director! The Senior Care Advisor ... is responsible to build and grow census by developing a strategic sales and marketing plan and providing prospective residents and/or responsible parties with… more
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll ... market and potential client base to create a comprehensive sales plan that will convert leads into new clients....willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the… more
- SAP (New York, NY)
- …of benefit options for you to choose from. **What Youll Do** The Industry Advisor is a critical role supporting our North America Financial Services (Banking ... and Insurance) Industry business to grow sales pipeline and engage with our customers to secure...with our customers to secure revenue. The Industry Executive Advisor provides industry perspective, strategic solution advice, and thought… more
- Huntington National Bank (Fenton, MI)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great… more
- Capital One (Mclean, VA)
- …States of America, McLean, Virginia Commercial Broker Dealer Compliance Advisor - Senior Manager The Compliance Advisor Senior Manager will report ... & Co., TripleTree, LLC. (collectively "Commercial Broker Dealers" or "CBDs"). The Compliance Advisor Senior Manager will work independently from the CBD Chief… more
- M&T Bank (York, 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
- JPMorgan Chase (New York, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- American InterContinental University (Atlanta, GA)
- The Senior National Student Support Advisor , entry-point position, will interface with previous AIU students in their decision to return to school. The ... that student throughout their time in the program. A Senior National Student Support Advisor must meet...frequently. * Partners with departments outside of Admissions including Financial Aid, and Academics to ensure the delivery of… more
- JPMorgan Chase (Grandview Heights, OH)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- Citigroup (New York, NY)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely... advisory capacity . Experience in a proactive, successful sales and service role in the financial … more
- The Cigna Group (Atlanta, GA)
- The Public Sector (G&E) Business Development Senior Advisor is responsible for influencing key decisions and taking actions that result in public sector ... growth & success. This role will serve as an advisor and key partner to local market sales...all of the following: product knowledge, underwriting, risk and financial analysis skills, marketing processes, sales practices,… more
- HUB International (Des Moines, IA)
- …clients with the best and most competent professional team. **Job Description** The Senior Wealth Advisor works directly with clients to develop and implement ... planning needs. They are responsible for business development and client retention. The Senior Wealth Advisor is the point person for all client relationships… more
- Citigroup (Greenburgh, NY)
- The Senior Wealth Advisor SAFE Act is a...years of experience + Experience in a proactive, successful sales and service role in the financial services ... in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills +...segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home… more
- Kyndryl (New York, NY)
- …our employees, our customers and our communities. **The Role** We are seeking a Senior Business Advisor to provide essential insights and analysis to drive ... performance; supporting incentive programs; conducting productivity analyses; and identifying financial performance gaps to drive key initiatives. **Key Responsibilities:**… more
- Fifth Third Bank, NA (Toledo, OH)
- …of trust administration, estate planning strategies, and income and estate tax matters Senior Trust Advisor LOCATION -- Toledo, Ohio 43604 Fifth Third Bank, ... Fifth Third Bank. GENERAL FUNCTION: + Serve as Trust Advisor for clients with more than $5MM in investable...future, with supportive career development and comprehensive health and financial wellness programs.* An environment where we win together… more
- Charles Schwab (San Diego, CA)
- …independent fee-based Registered Investment Advisors (RIA) is looking for a seasoned financial services sales executive to join its Enterprise Business ... **Your opportunity** Schwab Advisor Services, the leading provider of custodial, operational...services experience and at least 3 years of B2B sales /consulting experience in the financial services industry… more
- M&T Bank (Los Angeles, CA)
- …None. **Education and Experience Required:** Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a ... Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the … more
- UMB Bank (Kansas City, MO)
- …clients on the investment plan that makes the most sense for their personal financial goals. The Wealth Management department is important to the company because it ... company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship...referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services.… more
- PNC (Los Angeles, CA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Banking Advisor within the PNC Private Bank organization, you will be ... Satisfaction, Customer Needs, Customer Retentions, Financial Management, Financial Performance, Portfolio Management, Sales Process **Competencies** Client… more
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