• Senior Wealth Advisor

    Citigroup (Huntington, NY)
    … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
    Citigroup (10/26/24)
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  • Senior Wealth Advisor

    M&T Bank (Bridgeport, CT)
    …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
    M&T Bank (10/22/24)
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  • Business Banking Senior Relationship…

    Bank of America (Melville, NY)
    Business Banking Senior Relationship Manager - Melville, NY Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
    Bank of America (01/04/25)
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