- Airshare (Shelton, CT)
- …delivering exceptional service and has fostered a dynamic and rewarding culture. The Client Experience Advisor acts as the customer advocate ensuring seamless ... service for Airshare's Managed accounts. The Advisor develops and manages loyalty by nurturing relationships and...and/or special projects as assigned by the Manager of Client Services or higher authority Qualifications Qualified candidates must… more
- Tiffany & Co. (Westport, CT)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is first… more
- JPMorgan Chase (Stamford, CT)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Brewster, NY)
- **Location:** 1505 Rt 22 - Brewster, New York 10509 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- Citizens (Branford, CT)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- M&T Bank (Fairfield, CT)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue… more
- Wells Fargo (Danbury, CT)
- …via telephone, direct interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the… more
- World Insurance Associates, LLC. (Hamden, CT)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
- Bank of America (Westport, CT)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - Southern CT Market Westport,...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- IQVIA (Oxford, CT)
- **(Senior) Scientific Advisor , Medical Communications** _This is a remote position and candidates must be US-based. Travel required 10-15%._ The (Senior) Scientific ... Advisor is responsible for optimizing the customer relationship, developing,...the customer relationship, developing, and delivering content according to client strategy and branding objectives. Primary responsibilities include the… more
- KeyBank (Norwalk, CT)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... by providing client advisory services to Ultra High Net Worth (UHNW)...fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and… more
- Citigroup (Huntington, NY)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- US Bank (Greenwich, CT)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Bank of America (Westport, CT)
- Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Norwalk, Connecticut; Southbury, Connecticut; Cheshire, Connecticut **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westport/Financial-Solutions- Advisor Southern-CT-Market\_25033157) **Job Description:** At Bank of America, we… more
- TD Bank (Greenwich, CT)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...as the central point of contact, responsible for providing client service & developing the relationship to achieve greater… more
- Kohl's (Trumbull, CT)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top...at Kohl's standards. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- H&R Block (West Haven, CT)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- H&R Block (West Haven, CT)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- H&R Block (West Haven, CT)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- Charles IT (Stamford, CT)
- …exceptionally organized, and detail-oriented. Responsibilities + Act as a strategic advisor , aligning client technology with business goals. + Deliver ... communicate effectively with both technical and non-technical stakeholders. + Ensure client environments are secure, scalable, and optimized for performance and… more
