Wealth Advisor - Morgantown

The Wealth Advisor is a full-time position located in Morgantown, WV. In this role, you will engage with clients to understand their financial goals and provide guidance on financial planning. · ...

The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. · Builds relationships with existing and new clients and coordinates the invol ...

Wealth Management AdvisorSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the ...

We care about our communities, seek to understand what drives our customers and create customized solutions to meet their needs. Our mission is to enrich the lives of our customers, coworkers and shareholders through an unparalleled commitment to the client experience and passion ...

Wealth Advisors assist clients with their financial needs by providing personalized advice and guidance on investments, trusts, and estate planning. · Solicits new trust business from present and prospective customers of which the following are illustrative: · Cultivates internal ...

Solicitar nuevos negocios de confianza a clientes actuales y potenciales; participar con asesores financieros en establecer metas específicas y actividades para alcanzar expectativas de ventas asignadas; asegurarse de que el departamento cumpla con políticas operativas y procedim ...

+ Job summary: For more than a century, First United has served the financial needs of our personal and business customers throughout Maryland, West Virginia, Virginia and Pennsylvania. We care about our communities, · seek to understand what drives our customers and create custo ...

For more than a century, First United has served the financial needs of our personal and business customers throughout Maryland, West Virginia, Virginia and Pennsylvania. · Cultivates internal and external referral sources and Centers of Influence. · Develops and maintains callin ...

Join Clear Mountain Bank as a Full-Time Professional Banking Relationship Advisor. · Servicing customer relationships while promoting the bank's comprehensive suite of products. · Collaborating closely with team members across various lines of business-such as retail banking, inv ...

Join Clear Mountain Bank as a Full-Time Professional Banking Relationship Advisor and immerse yourself in a vibrant culture that prioritizes innovation and excellence. · ...

We are looking for Top Financial Professionals to work in a Team environment as a Financial Advisor and/or Team Leader. · This position is highly entrepreneurial and involves extensive client development, prospecting, and consultative selling. · Advisors listen to their clients' ...

Leads a branch team in delivering the Bank's brand promise and in meeting the Bank's business objectives. · ...

This position is an integral part of the firm's commitment to Practice Management. Specifically a Financial Services Representative (FSR) helps Financial Advisors increase revenue by providing a disciplined process for the referral and on-going service of lower-revenue clients. · ...

Join Clear Mountain Bank as a Full-Time Professional Banking Relationship Advisor and immerse yourself in a vibrant culture that prioritizes innovation and excellence. This onsite position located in Morgantown, West Virginia, offers the unique opportunity to directly engage with ...

The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. · ...

The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. · Works proactively to maintain relationships with carrier and client contacts. · The Account Manager will have responsibility for managing the renewa ...

+The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. · +Maintain relationships with carrier and client contacts. · Lead client meetings for accounts assigned to them. · ...

Job summaryJoin Bankers Life and propel your success as an Insurance Sales Agent. Assess clients' financial needs, provide expert life and health insurance recommendations, and deliver exceptional customer service. · ResponsibilitiesAssess clients' financial needs · Provide exper ...

Provide support to broking team members and contributes to strategic recommendations, problem solving, and solution development for prospects and clients. · ...