Private Banking Advisor The Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Comerica Wealth solutions. Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community to provide confident, comprehensive wealth management advice and solutions with an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to ultra-high net worth clients. Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. Position Responsibilities: * Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients. * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex relationships. * Team and peer group role model for other Wealth Advisors, Private Bankers, and Wealth Associates. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. * Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. * Self-acquires new business by being active and well connected in the community. * Other duties as assigned. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Comerica...McAllister & Quinn is a federal and foundation grants consulting and government relations firm headquartered in Washington, D.C. We offer our 200+... ...generations to come.Primary Duties & ResponsibilitiesThe Director of Federal Affairs will manage a government relations and...
...value. Technically Skilled: You manage every aspect of budgets, estimates, and project transitions with precision and confidence.... ...outstanding results. Flexible Work Options: Hybrid or fully remote opportunities available, with preference for candidates near Cincinnati...
...DC Lending is growing, and were looking for the right Mortgage Loan Officers to join our team. Were not your typical mortgage brokerage - were all about creating the best possible platform for our team to win from. We've heard of too many people who don't love the...
...individuality is noticed and valued every day. Data Entry Operator ONSITE -Endicott, NY Do... ...Benefits Youll put your skills to work by supporting our client through document... ...~$16.25 Base Pay~ Paid Training ~ Medical, dental and vision benefits ~401K and...
1. Artistic skills: Art therapists need to have certain artistic skills, including painting, sculpture, music, dance, etc. Requires an understanding of the techniques and characteristics of various art forms in order to be able to guide others in their creation.2. Psychological...