- M&T Bank (State College, PA)
- …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
- M&T Bank (Williamsport, PA)
- …office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth markets across Bank ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....needs. + Meet or exceed established goals for assigned Market through sales activities and leveraging partnerships with Retail,… more
- Bank of America (Greensburg, PA)
- Merrill Financial Solutions Advisor - Western Pennsylvania Market Upper Saint Clair, Pennsylvania;Pittsburgh, Pennsylvania; Erie, Pennsylvania; Pittsburgh, ... and 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
- Bank of America (Media, PA)
- Merrill Financial Solutions Advisor - Philadelphia Market Philadelphia, Pennsylvania;Blue Bell, Pennsylvania; Bala Cynwyd, Pennsylvania; Jenkintown, ... 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
- Citizens (Conshohocken, PA)
- …division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out ... of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within...market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed… more
- M&T Bank (Radnor, PA)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... Solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment… more
- TD Bank (Downingtown, PA)
- …can provide you more specific details for this role. **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for ... unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial...Most Convenient Bank + Ability to travel within assigned Market to meet prospects, clients and partners; up to%… more
- Truist (Philadelphia, PA)
- …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