- JPMorgan Chase (New Paltz, 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 (Chester, NY)
- …74 Brookside Avenue - Chester, New York 10918 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... 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 (Middletown, NY)
- …provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad ... array of investment, insurance, and bank products. Private Client Financial Advisors are their clients'...Client Financial Advisors are their clients' primary trusted advisor . In this role, they will meet with existing… more
- Truist (Paramus, NJ)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering ... tolerance to determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- World Insurance Associates, LLC. (Brewster, NY)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- KeyBank (Marlboro, NY)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- Citigroup (Paramus, NJ)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have… more
- Blue Foundry Bank (Parsippany-Troy Hills, NJ)
- …employee referral bonus; and educational reimbursement. Position Summary The Home Mortgage Advisor plays a vital role in guiding clients through the mortgage ... and financial analysis to assist borrowers in securing home loans. The Advisor is responsible for originating new home loans, structuring deals that align… more
- KeyBank (Tarrytown, 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 ... Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients'...client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and… more
- World Insurance Associates, LLC. (Brewster, NY)
- …drive new business growth and retention. + Drives accountability for growth results with each client advisor in the Division. + Promotes the sale of all World ... businesses: Employee Benefits, Commercial Lines, Personal Lines, World Private Client Group, World Investment Advisors, Surety, World Payroll & HR, and Novatae… more
- PNC (Ridgewood, NJ)
- …The Sales & Support Administrator (SSA) is the trusted partner to the PNC Private Bank Leadership and Advisor teams. The Sales & Support Administrator partners ... with the PNC Private Bank advisor team to proactively manage...limited to, handling: * Cross-discipline Sales Support * New Client Onboarding * Administrative Support * Risk Management **Job… more
- Bank of America (Paramus, NJ)
- …and Wealth Management. In addition to being the primary Bank advocate and key advisor to the client , the RM is accountable for deepening existing relationships ... ("NBFI") clients. The Global Commercial Bank serves public and private companies with annual revenues of $50 million to...RM will prepare for and conduct conversations regarding the client 's distinct NBFI industry needs. The RM will assess… more
- WSP USA (Valhalla, NY)
- …Structures Team and be a part of a growing organization that meets our client 's objectives and solves their challenges. Your Impact + Provide proactive and strategic ... the specified area. + Meet with various public or private entities or individuals to discuss issues relating to...developed and continuously improved. + Conduct needs analyses and client value surveys to align the engineering discipline's function… more
- Transparent Energy (Fairfield, NJ)
- …and ambitious talent to join our team in 2024. Whether you are a seasoned advisor looking to target new & large opportunities, an advocate for technology looking to ... will also be provided with specific existing partners to cultivate and manage private equity and institutional partners. We are seeking an experienced and innovative… more