- JPMorgan Chase (Springfield, MA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Brattleboro, VT)
- …185 Main Street - Brattleboro, Vermont 05301 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... 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
- TD Bank (Boston, MA)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely ... is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and file...Evaluates the impact of current trends and events on Client income tax situations, alerts other internal staff to… more
- Citizens (Bedford, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
- TD Bank (Boston, MA)
- … Advisor is a high-touch point of RIA, advisor and client contact, wholesales and distributes complex custom Private Banking solutions [principally ... and is responsible for growing and retaining RIA Firm, Advisor and client relationships. In the TD...Recommendations of margin vs. SBL + Assists with complex Private Client Wealth deal structuring + Trains… more
- KeyBank (Coventry, CT)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- Wellington (Boston, MA)
- …with those of our clients. **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent a range of Wellington ... that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a...must be willing to travel as needed. The Portfolio Advisor will work in close partnership with other Business… more
- Bank of America (Boston, MA)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW… more
- EFI Global (Springfield, MA)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... anywhere. Click here to learn more about EFI Global. **Seeking an experienced Advisor Project Manager in the Building Sciences Industry with experience in Asbestos,… more
- Deloitte (Boston, MA)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What You'll ... Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Boston, MA)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- Eastern Bank (Boston, MA)
- …+ 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
- Deloitte (Boston, MA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Boston, MA)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Deloitte (Boston, MA)
- …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
- M&T Bank (Boston, MA)
- **Overview:** Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and ... Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the ...assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in… 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
- KeyBank (Boston, MA)
- …relationships and deep financial expertise, offering full range of retail, private wealth management, small business, commercial and investment banking products, ... BRIEF** Serves as the senior account executive and trusted advisor for commercial clients in the healthcare industry. The...and delivery of significant ideas and solutions to meet client needs and is accountable for directing the implementation… more
- Vanguard (Boston, MA)
- …have entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded ... funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust...growth and retention of assets that sit within the private wealth hubs of the Wirehouse channel in the… more
- Wellington (Boston, MA)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... Development and Marketing** IPFS - Fixed Income contributes to client growth and retention by assessing business opportunities and...Management** IPFS - Fixed Income acts as an independent advisor to ensure the integrity of the investment and… more