Senior Relationship Banker - Investments, Lending & Wealth
Huntington Bank
Huntington Bank seeks a Preferred Banker to manage an assigned portfolio of high value customers across multiple branches. You will leverage deposits, consumer/home lending, investments and credit management to build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. The role emphasizes proactive outreach, education, and strong partnership-building across bank teams while delivering excellent #J-18808-Ljbffr Huntington Bank
$117k - $175k
...recommendations, and monitoring portfolio performance. The Senior Credit Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients. This role supports responsible and profitable loan...SeniorWork at officeShift workDay shift- American Bank & Trust is seeking a senior role in trust and wealth management to build enduring client relationships, manage assets, and collaborate with a regional team.... ...regulations. Responsibilities include coordinating investments, estate planning support, and staff...Senior
- BNY Mellon in Dallas seeks a Senior Portfolio Manager to join our Wealth Management team. This role will independently... ...amount of assets within client investment policy guidelines, direct a... ...and oversee larger or more complex relationships that are strategic to the region....Senior
- Description Job Summary The Wealth Advisor builds and maintains strong relationships with high-net-worth clients and their... ...financial planning, progressive investment strategies, and personalized... ...USA Patriot Act, OFAC and Fair Lending regulations. Follows applicable...SuggestedWork at officeRemote workWeekend workAfternoon shift
- ...clients in a hybrid, US-based role. You will apply deep knowledge of investment solutions and financial planning, obtain required licenses within 120 days, and drive growth through trusted relationships while enjoying a comprehensive benefits package and strong...Senior
- Northern Trust is a Fortune 500 financial services leader seeking a senior advisory professional in the U.S. You will consult with clients... ..., and collaborate with traders to deliver best-in-class investment solutions. The role emphasizes deep knowledge of securities products...Senior
- CAPTRUST in Lake Success, NY is seeking a Senior Financial Advisor to lead deep client relationships for high-net-worth families. You will serve as the quarterback... ...lives, delivering sophisticated planning and investment guidance with a client-first mindset. In this role...Senior
$25 - $26.77 per hour
...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established... ...network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Relationship Banker - Brooklyn Central Market - Brooklyn, NY Area Brooklyn, New York;Brooklyn, New York; Brooklyn, New York; Brooklyn... ...network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and...Work at officeShift workWeekend workDay shift
- ## Financial Relationship Banker (Bilingual Spanish)- Evanston, ILApply: Office: Evanston, IL: Full time: Posted Today: R0076031#... ...relationships.* Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service,...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Bank of America/Merrill Wealth Management is seeking a Financial Advisor through the Advisor Development Program to work with high-net-worth clients, building relationships, reviewing investment goals, and preparing recommendations. The program emphasizes leveraging technology...Work at office
$50 - $60 per hour
...Wealth Advisor Role at DataAnnotation. We are looking for a Wealth Advisor to join our team to train AI models. You will measure... ...fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits...Hourly payFull timeContract workPart timeRemote work- ...A book that is yours — every relationship you develop builds a book of... ...path up — advancement to the senior grid is earned by the book of... ...meetings, you learn the firm’s investment approach deeply enough to... ...rule About Infinitus Infinitus Wealth Management is a fee-only, independent...For contractorsWork at office
- ...Bank of America’s Merrill Wealth Management seeks a candidate for the Advisor Development Program to transition into a Financial Advisor... ...coaching from the Academy, and collaboration with banking and investment partners to meet client needs and ensure growth and #J-18808-...
$125k - $175k
...Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth... ...portfolios Comprehensive understanding of investment products and market knowledge Develop and...- ...Bank of America’s Merrill Wealth Management is hiring for an Advisor Development program focused on high-net-worth clients and growth... ...and referrals. The role requires Series 7/66 licenses, solid investments knowledge, and the ability to balance growth with compliance....
$60k - $145k
...headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.... ...straightforward financial advice to the investing public. We all share a common mission... ...Who We Want Establish and grow client relationships by delivering comprehensive financial planning...Temporary workFlexible hours$140k - $160k
...Position Summary The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing... ...based on clients’ financial goals, risk tolerance, and investment preferences. Serve as a secondary advisor for selected...Temporary workLocal areaFlexible hours$60k - $170k
...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion... ...65 or equivalent Minimum 2 years of relationship management/sales experience with a minimum... ...Basic knowledge of financial and investment concepts Excellent written and verbal communication...Temporary workWork at officeImmediate startFlexible hours$63k - $105k
...contribute to the company’s success. As a Full Time Relationship Banker within PNC's Metro Market and Commuter Region they... ...clients’ wholistic needs, including deposits, lending, cash management, payments, and investing. Solves clients’ problems courteously and with urgency...Full timeTemporary workPart timeWork experience placementWork at office- ACNB Bank in West Lawn, PA is seeking a Portfolio Manager to support commercial lenders across markets, ensuring accuracy, compliance, and strong borrower experiences from origination through ongoing management. You will analyze borrower financials, manage credit documentation...Senior
$75k - $85k
## Associate Wealth AdvisorApplylocations: West Hartford, Connecticuttime type: Full... ...Advisors to maintain and enhance client relationships through active participation in the financial... ..., risk management, tax, estate, and investment planning. Focus provides team members...Work at officeLocal areaRemote work2 days per week- ## Wealth AdvisorApply: Winter Park - Winter Park, FL: Pineloch - Orlando, FL: Downtown... ...them to the client and appropriate Relationship Team members* Collect data necessary to... ...Private Wealth Management clients as well as investments and risk at a level to discuss needs...Full timeLocal area
$90k - $180k
...Address: 114 W First Street Job Family Group: Wealth Sales & Service Provides advisory-based sales and relationship management to attract, retain and grow a portfolio... ...stakeholders. Bridges banking, trust and investment disciplines together for client communications...Part timeLocal area- ## Private Banker 4Apply: Winter Park - Winter... ...delivery of wealth products and services... ...clients for investments, borrowing & liability... ...client relationships* Delivers object... ...relationships* Provides lending services to Private... ...to Senior Lenders/Credit Concurrence...Full timeLocal area
- Summary: The Relationship Banker serves as a trusted financial guide and a dynamic customer champion... ...clients regarding income, assets, investments, and credit; analyze information to develop... ..., Relationship Managers, Trust and Wealth Management and other team members)...Flexible hours
- Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate... ...Trustmark consumer and/or mortgage lending guidelines and process applicable... ...our commitment. We make significant investments in our associates so that they may enhance...Night shift
- ...role as part of a structured three-year program focused on wealth management. You will provide financial planning guidance and sell investment solutions to TD Wealth clients, while building trusted relationships and delivering tailored advice. The role emphasizes client...
- ...to “sell” products? At Novi Wealth Partners, we believe in delivering... ...advice through deep relationships and client-centered planning... ...client work. We are seeking a Senior Associate Wealth Advisor with... ...reviews, tax analyses, investment plans, etc. Partner with other...Flexible hours
$25 - $26.77 per hour
...accurately process cash transactions in a fast-paced environment. You will build relationships, follow established procedures, and collaborate with specialists in small business, lending, and investments to meet clients' financial goals. Weekend/extended hours may be required;...Hourly payWeekend work
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