- KeyBank (Mahopac, NY)
- …- Mahopac, New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with ... partners. **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment… 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
- Bank of America (Melville, NY)
- Private Client Advisor II Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve… more
- JPMorgan Chase (Syosset, NY)
- …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)
- …1505 Rt 22 - Brewster, New York 10509 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base ... 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
- Tiffany & Co. (New York, NY)
- …deliver excellence and to contribute to Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the ... Tiffany brand in each client interaction using the Tiffany touch; your own flair...the Tiffany touch; your own flair for making each client 's experience extraordinary. + Be an excellent communicator and… more
- JPMorgan Chase (New York, NY)
- …Companies, Insurance Companies, Asset Managers, and Hedge Funds. As an Institutional ETF Client Advisor within the Institutional ETFs team, you will be reporting ... and address their complex challenges and needs. This includes educating JP Morgan Client Advisors and end clients about the developments in the ETF industry,… more
- Neuberger Berman (New York, NY)
- …Each Institutional Client Service Advisor is paired with a Client Advisor (s) (Institutional salesperson) and/or Senior Client Service Advisors and ... relationship plans covering the service engagement model, working closely with the Client Advisor (s) supported + Proactively implement the appropriate client… more
- Citizens (Stamford, 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
- JPMorgan Chase (New York, NY)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of… more
- TD Bank (New York, NY)
- …The Senior Wealth Lending Advisor is a high-touch point of RIA, advisor and client contact, wholesales and distributes complex custom Private Banking ... Network and is responsible for growing and retaining RIA Firm, Advisor and client relationships. In the TD Ameritrade Retail channel, the Senior Wealth… more
- Bank of America (Stamford, CT)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- Neuberger Berman (New York, NY)
- …responsibility of the Client Associate (CA) is to partner with the Client Advisor (external wholesaler) to promote and sell Neuberger Berman investment ... through RIAs within a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger Berman equity, fixed-income,… more
- JPMorgan Chase (New York, NY)
- … client service. **Job responsibilities** + Coordinate with Private Wealth Alternatives Client Advisor team to support client onboarding and retention ... and realize their goals. **Role Summary** The Head of Private Wealth Alternatives Client Service Team is a senior leadership role responsible for overseeing and… more
- M&T Bank (Hauppauge, NY)
- …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
- JPMorgan Chase (New York, NY)
- …WM Client Onboarding & Account Opening** team builds scalable and integrated Client and Advisor facing experiences that make it seamless to establish new ... Management. Across web, mobile and internal platforms, for both self-directed and advisor -driven relationships, the AO team delivers solutions that are delightful to… more
- Bank of America (Darien, CT)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate Darien, Connecticut **Job Description:** Merrill Wealth...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (New York, NY)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate - RDA NEW YORK, New York...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Wells Fargo (Danbury, CT)
- …direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account related information and/or ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part...role, you will:** + Assist Profit Formula (PF) Financial Advisor (s) with sales, service, and operational related activities such… more
- World Insurance Associates, LLC. (Woodbury, NY)
- …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