- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- City National Bank (Las Vegas, NV)
- **FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... serves as the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank + Responsible for revenue production goals related to advisory services… more
- Bank of America (Charlotte, NC)
- CFO Senior Tax Advisor - International Tax Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- PNC (Lexington, KY)
- …an opportunity to contribute to the company's success. As a Senior Fiduciary Advisor within PNC's Private Bank organization, you will be based in Lexington, ... the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience....and gatekeepers. Meets with clients both on and off bank premises. Identifies other bank products and… more
- Export-Import Bank of the United States (Washington, DC)
- …of China. Duties include, but are not limited to: In coordination with the Senior Advisor for National Security, supports EXIM engagement in the interagency ... position advertised is designated as a remote-only position. The Senior Program Advisor position plays a leading...the Congressional mandate that the NAC "shall ensure that Bank authorizations pursuant to the Program on China and… more
- PNC (Los Angeles, CA)
- …have an opportunity to contribute to the company's success. As a Senior Banking Advisor within the PNC Private Bank organization, you will be based in Los ... banking transactions to ensure quality and efficiency. + Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales… more
- US Bank (Seattle, WA)
- …With a diversified business mix and industry leading debt ratings, US Bank is strong and stable, and committed to our clients and employees. At Private ... At US Bank , we're on a journey to do our...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- PNC (Minneapolis, MN)
- …an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in ... been developed with the client. Depending on line of business , may provide specialized advice on planned giving, as...supports and may lead the sales efforts of the business through the introduction and expansion of financial services… more
- M&T Bank (Baltimore, MD)
- …Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) M&T Bank is committed ... and the retention and expansion of a book of business . Consults and coordinates on the delivery of solutions...an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- M&T Bank (New York, NY)
- …management of team of experts (private bankers, investment advisors, commercial banker, business banker, etc.) supporting the client as well as retention of the ... growth of the organization's UHNW client segment, identify new business opportunities, expand current relationships and introduce additional value-add solutions,… more
- M&T Bank (York, PA)
- …sales activities and leveraging partnerships with Retail, to a limited degree, Business Banking, Community Bank partners and Wealth, while meeting individual ... staff to ensure quality referrals. + Support partnerships/relationships with Retail and Business Banking, Community Bank and Wealth through ongoing account… more
- First Horizon Bank (Palm Beach, FL)
- …you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships with ... referral sources inside and outside of the bank . You will enjoy the support of the firm...the tools and proven methods that will lead to Advisor and Client success. If you are ready to… more
- First Horizon Bank (Memphis, TN)
- …in Memphis, TN, Knoxville, TN, Lafayette, LA, Charlotte, NC, or Knoxville, TN As a Senior Talent Advisor your primary responsibility is to recruit top talent and ... organization's long-term skill needs. Qualifications: - Bachelor's degree in HR, Business Administration, Psychology, or equivalent experience. - 5+ years of… more
- Huntington National Bank (Dublin, OH)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... and prospective customers. + Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank , etc.) to provide clients with… more
- Huntington National Bank (Lakewood, CO)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... and prospective customers. + Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank , etc.) to provide clients with… more
- M&T Bank (Los Angeles, CA)
- …market trends and developments in Wealth Management and Commercial to increase the Bank 's business in established and developing markets. + Maximize the ... the facility that works for the client and the Bank . Manages the most complex borrowing relationships by presenting...to achieve client goals, ensure optimal execution and drive business . Develop and structure client strategies using leverage to… more
- NBT Bank (Lakeville, CT)
- The Private Bank Senior Relationship Managers acts as the primary advisor and oversees the relationship for the bank 's high net worth private banking ... clients. Works closely with the Private Bank Regional Executive on delivering strategic priorities. Responsible for...partners to grow the client base and effectively refer business . Oversees and develops staff required to meet wealth… more
- M&T Bank (New York, NY)
- …strategy and be part of something new as we build tomorrow's bank , today. **Overview:** Role leads reputation management including crisis communications for the ... are considered in managing and mitigating issues. + Collaborates closely with business partners to develop, test, manage, and evolve crisis playbooks. + Leads… more
- M&T Bank (Hauppauge, NY)
- …clients. Provide expert support, including proposals and presentations, for new business opportunities with prospects. + Maintain appropriate levels of personal ... + Promote an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of… more
- JPMorgan Chase (Denver, CO)
- **Global Private Bank - Advisor Training Program** Advisor Training Program in Global Private Bank working with advisors to support client. Target ... our clients while building your own expertise. As an Advisor Trainee in Global Private Bank , you...business , build technical and professional skills, hear from senior executives and build global networks. For the entirety… more