Senior Private Banking & Wealth Solutions Advisor
PNC Bank NA
PNC Bank NA in Louisville, Kentucky is seeking a qualified individual to identify and sell AMG banking products and services to clients. The role requires strong leadership, advanced knowledge in banking, and a customer-focused approach. Successful candidates must have a bachelor’s degree and relevant work experience of at least 8 years. The position offers a comprehensive range of benefits including medical coverage, 401(k), and generous paid time off. #J-18808-Ljbffr PNC Bank NA
$28.85 - $33.65 per hour
...for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make... ...to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...Financial Solutions Advisor Registration Candidate - Louisville Market Louisville, Kentucky To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...Senior Investment Portfolio Manager The Investment Portfolio team is responsible for... ...stocks, alternative investments such as private equity, cash, and treasury management.... ...investment strategy, preferably in insurance or banking or fulfillment of all CFA requirements...SeniorPrivateWork experience placementWork at office
$90k - $121.3k
Old National Bank is looking for a Senior Compliance Advisory Services Officer to lead compliance efforts within our Wealth Division. This senior role includes advising on regulatory matters and ensuring implementation of the Corporate Compliance Program. Required qualifications...Senior- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We... ...responsibilities include providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedTemporary workMonday to FridayShift workDay shift
- Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Group is hiring bankers for their Consumer, Small, and Business Banking division in Briarwood, Kentucky. Successful candidates will... ...build strong customer relationships and provide tailored financial solutions while benefiting from a comprehensive package including health...
$75k - $125k
...participant in the longevity economy. Its largest business is private-pay senior housing, which includes over 850 communities providing... ...organization’s treasury operations, cash management activities, banking relationships, and financial analysis initiatives. This role...SeniorPrivateWork at officeRemote workRelocation$121.9k - $262.1k
...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the... ...role partners closely with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop integrated...SeniorPrivateBank staffShift work- ...lasting client relationships. The role involves engaging clients, understanding their financial needs, and offering tailored banking solutions. Candidates should have at least 1 year of sales experience in Retail Banking, strong communication skills, and a high school...
- JPMorgan Chase Bank, N.A. is looking for an Associate Relationship Banker in Louisville, KY. In this role, you will engage with clients, delivering exceptional service and solutions to their banking needs. You'll utilize the latest technology to educate clients and help...
- ...Kentucky. In this role, you'll provide excellent customer service and build lasting relationships with clients through personalized banking solutions. Key responsibilities include greeting clients, educating them about banking technologies, and managing branch operations...
- ...Private Wealth Advisor (Pwa) One of the largest and oldest financial institutions... ...planning, investments, banking, credit, real estate,... ...to offer holistic financial solutions. Identify new business opportunities... ...a title such as a PWA, Senior Wealth Manager, Private...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...Make banking a Fifth Third better® We connect great... ...Serves as the trusted advisor and team coordinator to... ...simplify complexity for Private Bank clients by... ...articulate and achieve their wealth goals. Partners with... ...deliver advice based solutions. Collaborates with...PrivateWork experience placementPrivate practiceWork at office
- Jack Henry & Associates, Inc. is looking for an Executive Advisor to provide executive-level consulting to financial institutions. You... ...degree or equivalent experience, and at least 15 years in the banking or financial services industry. This remote role requires candidates...SeniorRemote jobWork at office
- ...focused individual to drive client loyalty and proactive sales initiatives. The ideal candidate has at least 3 years of experience in banking or customer service and a strong understanding of banking products. This role offers a comprehensive benefits package including...
- ...through service engagement in a collaborative, inclusive environment. Candidates should have an Associate's degree with 3+ years of banking experience. This position involves delivering outstanding customer service and product knowledge to enhance client financial...
$18.75 - $35.75 per hour
...-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe... ...Financial Services companies, including Banks, Money Service Businesses (MSB's), Third... ...to provide audit services to public and private entities while also helping clients reach...PrivateHourly payWork at officeLocal areaWorldwide$50 - $58 per hour
...Responsibilities: Design technically demanding finance prompts and tasks that mirror investment banking, private equity, and corporate finance complexity Develop gold-standard solutions in Excel and PowerPoint to set objective benchmarks for AI model evaluation Create and...PrivateContract workRemote work- Fairygodboss is seeking a Business Relationship Manager Senior in Louisville, Kentucky. This role involves managing a portfolio of... ...business clients to provide financial advice and promote banking solutions. You will work closely with clients to understand their needs...Senior
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda... ...of age. Acknowledge ( Bank of America employees are... ...Job Description: Merrill Wealth Management is a leading provider... ...referrals Deliver customized solutions and the full resources of Bank...Work at officeShift workDay shift
$90k - $121.3k
Overview Old National Bank has been serving... ...seeking a Senior Compliance Advisory... ...pertaining to the Wealth Division of the Bank... ...dealer oversight, private banking, and RIA models... ...analysis Advisor compensation, referrals... ...variables and propose solutions. Strong verbal,...SeniorPrivateWork experience placementWork at office$115k
Senior Credit Officer - Up to $115K - Louisville, KY Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire... ...value proposition centers around providing the best available banking and accounting talent, with most of our recruiters being former...Senior- ...education with a student-first mindset. As one of the largest private nursing colleges in the country, we combine the support of a close... ...readiness, rollover assistance services, and preferred banking partnerships. ~ Education assistance (tuition, student loan,...PrivateFull timeTemporary workPart timeWork at officeFlexible hours
- TwinThread seeks a Business Relationship Manager Senior in Louisville, KY, to manage a portfolio... ...a deep understanding of financial solutions, strong relationship-building abilities,... ...benefits, aiming to deliver customized banking solutions while ensuring client...SeniorFull time
- ...through client expansion and new client acquisition. Develops and executes strategies for proactively sourcing new relationships for the bank. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Consistently seeks ways to...SeniorPrivate
- ...development of staff. Interpret regulatory changes and develop solutions to address them. Identify and evaluate compliance risks, internal... .... Preferred Knowledge and Skills Strong knowledge of U.S. banking laws and regulations, specifically consumer protection regulations...Remote work
- ...company's success. Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned... ...you in creating personalized solutions on behalf of you and your... ...a Financial Advisor within PNC Wealth Management, you will be based in...Full timeTemporary workPart timeWork experience placementWork at office
- ...years’ experience representing public and private companies on sophisticated real estate... ...across a broad range of sectors, including Banking & Financial Services, Business,... ...defines us, we offer innovative, efficient solutions tailored to meet today’s complex legal challenges...PrivateLocal area
- Bank of America in Louisville, Kentucky, seeks a financial advisor to provide bespoke solutions to clients. Responsibilities include triaging client leads, developing financial plans, and ensuring compliance with regulations like the SAFE Act. The role demands strong communication...
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