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Evergreen Advisors is a premier investment banking and corporate advisory firm that empowers emerging growth and middle-market companies with expert guidance in Investment Banking and Corporate Advisory services throughout their financial lifecycles.
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INCOME GROWTH OPPORTUNITY: Average vs Top 25% Year 1 | $60,000-$90,000 Year 3 | $90,000-$150,000 Year 5 | $150,000-$190,000 Year 10 | $300,000-$350,000 Year 15 | $600,000-$1,000,000 We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
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Bachelor's Degree and 6 years of Financial Services experience OR High School Diploma or GED and 10 years of Financial Services experience Must have valid Series 7, 63, 65/66, and State specific Life and Health Insurance licenses First Citizens benefits programs are designed to meet our associates where they are in life.
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This law firm is located in Columbia, Maryland and offers its services in the following areas: tax planning and litigation; non-profit organizations; real estate; labor and employment law; intellectual property and technology law; community association; civil litigation; banking and financial institutions; education law; estate, trust, probate, and guardianship litigation; estate planning and elder law estate, probate, and trust administration; and business and transactional.
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Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
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Develop and maintain relationships with prospective and existing clients, understand their financial needs, and recommend customized treasury management products and services to optimize cash flow and improve operational efficiency.
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Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
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At Regions, the Contact Center Priority Banker provides full service banking to affluent clients through appropriate advice, guidance, and education on Regions’ financial products and services.
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At least 2 years of experience in the financial services sector (retail, mortgage, investment, private banking). They offer a range of competitive banking services across South Carolina and beyond.
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Markets include global accounts, utilities, financial/banking, healthcare, data centers, federal, state, and local governments, K-12 & higher education. Account Development: Responsible for selling to dedicated accounts, the continuum of physical security integration services, cyber, maintenance programs, managed services and transformational services as needed to increase customer lifetime value, profitability and inoculate competitive threats.
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Has proven success in consultative sales in financial services or in business-to-business sales. Thorough knowledge of small business financial products and services. Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities.
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