- Citigroup (Huntington, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- M&T Bank (Hauppauge, NY)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- M&T Bank (Mamaroneck, NY)
- …partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs ... best interest of clients and within regulatory requirements. + *Increase assets under management by offering investment and insurance solutions to clients and… more
- JPMorgan Chase (Greenwich, CT)
- …acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- JPMorgan Chase (Greenwich, CT)
- …acquisition; advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- Citigroup (Plainview, NY)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services ... Advise customers about the consequences, risks, and benefits of alternative lending solutions. + Promote Citi's brand, and promote...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +… more
- Bank of America (New Haven, CT)
- …throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in ... Credit, Treasury Management , and Merchant Services in order to design and...regarding topics such as the client and prospect industry, alternative capital structures, and general business issues + Coaches… more