- Citizens (Danvers, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- Insight Global (Nashua, NH)
- Job Description Insight Global is hiring an Associate Financial Advisor for a fast-paced, client -focused financial advisory firm in Nashua, NH. The ... Associate Financial Advisor will play an instrumental role in supporting daily...operations, assisting lead advisors in helping clients achieve their financial goals, and gradually building their own client… more
- Eastern Bank (North Andover, MA)
- …Provides high level servicing to assigned portfolio of clients. + Manages the client 's financial circumstances with a focus on maintaining a strong relationship ... posting for additional information_ Responsible for growth of the private banking portfolio and servicing of private ...the servicing and nurturing of the relationship with assigned client team. Meets deposit, wealth, lending and fee revenue… more
- Eastern Bank (Manchester, NH)
- …Collaborates with other business partners to enhance each relationship and deliver a private bank experience.Looks holistically at every client to bring the full ... outcomes in business development. + Regular in market site visits to prospect/ client businesses required. + Strong knowledge of financial institution policies… more
- Eastern Bank (Manchester, NH)
- …+ Collaborates with other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the ... full capabilities of the bank to each client . + Refers clients and prospects to Commercial Lending,...and treasury management solutions to serve as a "trusted advisor " to our clients. Industry expertise in key verticals… more