- HSBC (Buffalo, NY)
- …Services Specialist provides trade execution and account support services to the Wealth Private Banking Premier client base, including advisor -led and ... Self-Directed via phone and email. The Specialist also supports inquiries from Wealth Centers and internal clients such as Wealth Relationship Managers, … more
- Bank of America (Buffalo, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... is culture driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill Wealth Management Team… more
- Bank of America (Williamsville, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... Merrill Financial Solutions Advisor - Western NY Buffalo, New York;Pittsford, New...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- M&T Bank (Buffalo, NY)
- …affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth /WISD and ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of… more
- Edward Jones (Lancaster, NY)
- …**If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with Edward… more
- Citizens (Cheektowaga, NY)
- …along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial Planners(R), create the Citizens Private Client team. ... segment partners, based on their financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home Loan Officer, Small Business Partners,… more
- M&T Bank (Buffalo, NY)
- …and procedures related to account administrative activities. Serve as key partner to wealth clients in developing and implementing trust solutions to meet wealth ... needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to… more