- JPMorgan Chase (Buffalo, NY)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Machias, NY)
- **Location:** 1000 Oakbrook Drive, Ann Arbor Michigan **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- Citizens (Williamsville, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
- PNC (Buffalo, NY)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank organization, you will be based in ... offices (Warren, Sharon, or Meadville, PA) As an Investment Advisor III, you will manage a full book of...manage a full book of business of 80-90 investment client relationships, which can range from 1 client… more
- KeyBank (Buffalo, NY)
- …needs, the Business Advisor assists as part of the Core Business Banking client 's trusted advisor team for solutions in order to develop, manage and retain ... York **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant...profitable client relationships for clients with basic to moderately complex… more
- KeyBank (Buffalo, NY)
- …is at the center of this client promise, acting as the primary client advisor , developing and implementing strategies based on the client 's financial ... 726 Exchange Street, Buffalo New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'... relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and… more
- M&T Bank (Buffalo, NY)
- …+ Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for ... individual financial goals of clients. We strive to deliver a reliable, consistent client experience service as designed within our client service standards in… more
- Deloitte (Williamsville, NY)
- …and training. Develop and communicate workplace culture and code of conduct. + Be an advisor to newly public and private clients to assist with accounting and ... manage multiple engagements independently. + Foster and manage strong client relationships, serving as a trusted advisor ....strong client relationships, serving as a trusted advisor . + Lead, motivate, and manage teams comprising members… more
- Deloitte (Williamsville, NY)
- …regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client ... Pass-through lease + Maintain and develop strong internal and client relationships + Demonstrate sound judgment and a quality-first...of business tax services is relevant for public and private companies, and range from tax planning to tax… more
- Deloitte (Williamsville, NY)
- …+ Develop, maintain and leverage internal contacts across Deloitte businesses. + Be an advisor to newly public and private clients to assist with accounting and ... stakeholder management, and delivery of key milestones. + Strengthen client relationships and generate additional engagement opportunities through excellent quality,… more