of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts... Advisor (“CTFA”) designation preferred. Minimum 7 years' experience in financial services, including 4 years of direct client...
Eastern Bankas assigned. Scope of Responsibilities: As the manager for a book of client relationships, the Wealth Advisor is responsible... and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining...
M&T BankOur client is a mature, dynamic Wealth Management Advisory firm in New Hampshire providing high-end investment... with the Wealth Management Company, Private Client Services & fund companies to prepare and execute recommendations...
Claire Myers Consulting, such as core Banking, and Investment and Life Priority™ solutions Partners with Financial Advisor teams to build their network... of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor...
Bank of America