- Citizens (Weston, 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
- KeyBank (Putnam, CT)
- …including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help ... the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of...Client Program and will focus on the entire client relationship with a plan-based approach to financial… more
- World Insurance Associates, LLC. (Putman, CT)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Citizens (Johnston, RI)
- …Johnston, RI, Westwood, MA or California. Limited travel. Primary Responsibilities: + Trusted advisor on Private Bank client -facing products with a focus ... to be the go-to trusted legal adviser for all Private Bank business initiatives and client -facing opportunities....financial products and services. + Serve as trusted advisor to business, Risk, Compliance and other functional partners… more
- Cognizant (Providence, RI)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more
- Cognizant (Providence, RI)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more