- M&T Bank (Bohemia, NY)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing ... investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors,… more
- Bank of America (Smithtown, NY)
- Merrill Financial Solutions Advisor - Long Island East Market Smithtown, New York;Melville, New York **Job Description:** Merrill Wealth Management is a ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network... teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in… more
- Truist (Greenwich, CT)
- …of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...the community + Expected to be the expert level " market moving" advisor with ability to handle… more