- M&T Bank (Rochester, NY)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment ... Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and… more
- Morgan Stanley (Rochester, NY)
- POSITION SUMMARY: The Wealth Management Analyst/ Associate is often the first point of contact with clients on a broad array of services related to account ... servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor...quickly and accurately to client questions and concerns. The Wealth Management Analyst/ Associate is an integral… more
- Edward Jones (Fairport, NY)
- …clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more