We have other current jobs related to this field that you can find below
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Registered Wealth Management Client Associate
2 weeks ago
Burlington, United States Bank of America Full timeJob Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and...
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Wealth Strategies Advisor
2 months ago
Burlington, United States Heritage Bank Full timeBase Salary Range $67,724.00 annual, plus production incentive. At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you’ll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set,...
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Wealth Strategies Advisor
4 weeks ago
Burlington, United States Cetera Investment Services LLC Full timeThe Wealth Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...
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Wealth Strategies Advisor
2 months ago
Burlington, United States Cetera Investment Services LLC Full timeThe Wealth Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...
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Wealth Strategies Advisor
2 months ago
Burlington, United States Cetera Investment Services LLC Full timeThe Wealth Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...
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Wealth Management Consultant
3 weeks ago
Burlington, United States Fidelity Investments Full timeJob Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...
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Travel Nurse RN
2 weeks ago
Burlington, United States HealthEcareers - Client Full timeCore Medical Group is seeking a travel nurse RN Med Surg for a travel nursing job in Burlington, Massachusetts.Job Description & RequirementsSpecialty: Med SurgDiscipline: RNStart Date: 09/09/2024Duration: 13 weeks36 hours per weekShift: 12 hoursEmployment Type: Travel Client in MA seeking Registered Nurse - MedSurg / Telemetry (RN) to work Weekends,...
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Consumer Banker II
4 months ago
Burlington, United States First Financial Bancorp Full timeConsumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Busi Banker, Client Relations, Business Partner, Sales, Banking, Financial, Management
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Practice Manager
2 weeks ago
Burlington, United States State Street Corporation Full timeWho we are looking for A technical delivery manager to lead teams of technical consultants implementing the Charles River Investment Management Solution (CRIMS) for investment, wealth and alternative managers, asset owners and insurers. Why this role is important to us The team you will be joining is a part of Charles River Development (or CRD), that...
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Paraplanner
2 months ago
Burlington, United States Transcend Practice Management Full timeFINANCIAL PARAPLANNER Location = Burlington, WA (in office) Salary = $65,000 to $75,000 The best and brightest advisors always have choices in the wealth management arena. Working with our client's growing private wealth management firm - is an investment in your future that will reap rewards for years to come. Our firm collaboratively to bring our values...
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Paraplanner
2 months ago
Burlington, United States Transcend Practice Management Full timeFINANCIAL PARAPLANNER Location = Burlington, WA (in office) Salary = $65,000 to $75,000 The best and brightest advisors always have choices in the wealth management arena. Working with our client's growing private wealth management firm - is an investment in your future that will reap rewards for years to come. Our firm collaboratively to bring our values...
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Paraplanner
2 months ago
Burlington, United States Transcend Practice Management Full timeJob DescriptionJob DescriptionFINANCIAL PARAPLANNERLocation = Burlington, WA (in office)Salary = $65,000 to $75,000The best and brightest advisors always have choices in the wealth management arena. Working with our client’s growing private wealth management firm - is an investment in your future that will reap rewards for years to come. Our firm...
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Burlington, United States State Street Corporation Full timeWho we are looking for Highly skilled and motivated engineer to participate in one or more Charles River IMS modules or components of an Agile scrum team. Provide engineering troubleshooting assistance to customer support teams and other development teams within Charles River. Why this role is important to us The team you will be joining is a part of...
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Paraplanner
2 months ago
Burlington, United States Transcend Practice Management Full timeJob DescriptionJob DescriptionFINANCIAL PARAPLANNERLocation = Burlington, WA (in office)Salary = $65,000 to $75,000The best and brightest advisors always have choices in the wealth management arena. Working with our client’s growing private wealth management firm - is an investment in your future that will reap rewards for years to come.Our firm...
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Paraplanner
2 months ago
Burlington, United States Transcend Practice Management Full timeJob DescriptionJob DescriptionFINANCIAL PARAPLANNERLocation = Burlington, WA (in office)Salary = $65,000 to $75,000The best and brightest advisors always have choices in the wealth management arena. Working with our client’s growing private wealth management firm - is an investment in your future that will reap rewards for years to come. Our firm...
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Burlington, United States State Street Corporation Full timeWho we are looking for Highly skilled and motivated engineer to participate in one or more Charles River IMS modules or components of an Agile scrum team. Provide engineering troubleshooting assistance to customer support teams and other development teams within Charles River. Why this role is important to us The team you will be joining is a part of...
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Burlington, United States State Street Corporation Full timeWho we are: Charles River Development (CRD) is the FinTech division of State Street. Together with State Street's Middle and Back-office services, Charles River's cloud-based Front Office technology forms the foundation of the State Street Alpha® Platform, the first front-to-back solution in the industry. Our vision is to be the world's leading investment...
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Database Engineering Manager
2 weeks ago
Burlington, United States State Street Corporation Full timeWho we are looking for Leading technical contributor to the enhancement and maintenance of one or more Charles River IMS modules or components of an agile scrum team. Provide engineering troubleshooting assistance to customer support teams and other development teams within Charles River. Why this role is important to us The team you will be joining is a...
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Financial Advisor
3 months ago
Burlington, United States Gateway Retirement Solutions Full timeGateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating new...
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Financial Advisor
3 months ago
Burlington, United States Gateway Retirement Solutions Full timeGateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating new...
Wealth Client Associate_
2 months ago
**Overview:** **Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategy** **_._** **Resolves the more routine service issues within the team.** **Primary Responsibilities:** **Service the daily transaction needs of wealth clients, including but not limited to, problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance to ensure they are addressed in a timely manner and to the satisfaction of the client.** + Apply sound, independent judgment and take ownership over operational problems resulting from direct interaction with clients or obtained from the Client Team. Resolve routine service issues, with the goal of exceeding client expectations (with the goal of retaining and expanding client relationships). + Open and onboard new client relationships by getting clients acclimated with our systems and confirming the client has received all necessary information and materials. + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners, to contribute to the retention and expansion of existing client relationships. + Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives. + Remain current on products and services, internal policies and procedures and external developments, including regulations, which may affect the client and the Bank. + Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review identifies an issue to ensure it is resolved. + Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Education and Experience Required:** **Bachelor’s degree and a minimum of 1 years’ financial services client service experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ financial services client service experience** Strong customer service skills Strong interpersonal skills Strong verbal and written communication skills Strong organizational skills Proficiency with personal computers as well as pertinent word processing, spreadsheet and presentation software **Education and Experience Preferred:** **Minimum of 3 years’ private banking, wealth management, commercial banking and/or branch experience** **Exposure to and knowledge of the Bank’s retail and commercial banking systems** **Knowledge of Private Banking products and services** Trust experience Ability to work independently and in a team-based environment M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.94 - $34.91 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Burlington, Vermont, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
