- Intuit (Norwalk, CT)
- …- Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's mission ... understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.… more
- Airshare (Shelton, CT)
- …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...working relationships. The goal is the utmost confidence and trust in the services of Airshare through daily tasks… more
- NextMed (New York, NY)
- …and maintain strong relationships with new doctor clients. Act as a trusted advisor to understand their needs and provide solutions that enhance their practice. ... Skills: Strong interpersonal skills with the ability to build rapport and trust with medical professionals. Financial Skills: Must possess the ability to read,… more
- LiveRamp (New York, NY)
- …with unmatched clarity and context while protecting precious brand and consumer trust . LiveRamp offers complete flexibility to collaborate wherever data lives to ... value realization across LiveRamp's measurement solutions. Acting as a trusted advisor , you'll build strong executive and operational relationships while delivering… more
- Nectar Social (New York, NY)
- …brands through authentic social interactions, seek recommendations from communities they trust , and expect personalized experiences that feel human, not corporate. ... This is not traditional account management-you'll act as a customer strategist, AI advisor , and success architect , helping brands fully adopt AI into their… more
- LiveRamp (New York, NY)
- …with unmatched clarity and context while protecting precious brand and consumer trust . LiveRamp offers complete flexibility to collaborate wherever data lives to ... ad tech solutions. In this role, you'll act as a trusted technical advisor , owning key accounts from onboarding through expansion. You'll help customers activate… more
- MITREC (New York, NY)
- …customer - shaping digital maturity, driving shared value, and becoming a trusted advisor to senior stakeholders at the heart of a long-term partnership. If you're ... the relationship with a top global life sciences client Build and maintain trust with executive and senior operational stakeholders Develop a deep understanding of… more
- ScaleOps (New York, NY)
- …and prospects, providing them with technical support, and serving as a trusted advisor . You will work with our sales, product, and engineering teams to help ... role - enough experience selling and implementing technology to earn your customer's trust . A demonstrable ability to articulate and sell the benefits of modern… more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our ... their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a… more
- City National Bank (New York, NY)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves… more
- Comerica (New York, NY)
- …Responsibilities:ADMINISTRATION Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various ... review of investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth by principals, income… more
- City of New York (New York, NY)
- …Manage technical staff and consultants, including and in collaboration with the Trust 's Owner's Advisor and Owner's Representative teams. 6. Coordinate capital ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...which authorized creation of the NYC Public Housing Preservation Trust (the Trust ). The Trust … more
- TD Bank (New York, NY)
- …preferred such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the ... Comptroller of Currency (OCC) governance including fiduciary and investment handbooks.** + **Knowledge and experience within compliance or audit, legal and regulatory environment, enterprise governance framework, products and services, policies, standards,… more
- Edward Jones (Plainview, NY)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones… more
- KeyBank (Norwalk, CT)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and...whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll ... JP Morgan is the place for you. As an Advisor Engagement Manager, you will lead the strategy and...problem-solver with a client-first mindset, and inspiring confidence and trust among advisors and internal stakeholders. **Job responsibilities** +… more
- Tompkins Community Bank (Mount Kisco, NY)
- …with each client's goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust , and insurance professionals ... Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client...pressure. Flexibility, empathy, and professionalism are essential to fostering trust and delivering exceptional service in a dynamic and… more
- Bank of America (Melville, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Edward Jones (New York, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients… more
- Dow Jones (New York, NY)
- Summer 2026 Internship - Barron's Advisor Intern Application Deadline: November 14, 2025 We encourage you to submit your application as early as possible, as ... the wealth management industry Support compiling invitation lists from Advisor Database for Advisor Summits Update database...demeanor and the ability to gain expertise and earn trust with our clients Organizational skills and attention to… more
