- Porter + Guide Wealth Management (Allentown, PA)
- …and collaboration, Porter + Guide Wealth Management offers a partnership and client centric approach to financial planning. The dedicated team of financial advisors ... envisioned. Porter + Guide Wealth Management is seeking a Workplace Retirement Advisor to spearhead the development and delivery of retirement plan advisory services… more
- Reed Smith LLP (Pittsburgh, PA)
- …as a senior leader and trusted advisor , bridging the gap between client business needs, legal practice demands, and advanced technology solutions. This role ... advisor to litigation and corporate legal teams, aligning business challenges with practical, technology-enabled solutions. Lead client -facing workshops… more
- Reed Smith LLP (Miami, FL)
- …our clients, for ourselves and for our communities. Position Summary The Business Development Manager supports Reed Smith's Life Sciences Health Industry Group, ... helping drive business development and marketing efforts. This will involve identifying,...of the development of key credentials and leading on client pitch opportunities. Communication is important in this role… more
- Unknown (Nashville, TN)
- …or related fields, with a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP(R) certification or coursework completion ... Associate Vice President and Wealth Advisor About the Company Premier investment advisor...include preparing client meeting materials, participating in client communications, and assisting in new business … more
- Unknown (New York, NY)
- … Advisor will work in an ensemble practice, taking a collaborative approach to business development and client service , and will have the opportunity to ... Senior Wealth Advisor About the Company Respected wealth advisory firm...successful candidate will be responsible for developing and nurturing client relationships, with a focus on providing comprehensive financial… more
- Unknown (Cleveland, OH)
- …wealth management firm. Professionalism, a robust support structure, and a commitment to client service and retention are key attributes that the company seeks ... Senior Wealth Advisor About the Company Prominent independent wealth management...the leadership team, with an emphasis on providing high-touch service and growing the client base over… more
- Unknown (San Clemente, CA)
- Senior Wealth Advisor About the Company Fast-growing independent investment advisory firm Industry Investment Management Type Privately Held About the Role The ... Company is in search of a Senior Wealth Advisor to join their team. The successful candidate will...sales-based and does not require a portable book of business . The ideal candidate will have a background in… more
- Unknown (New York, NY)
- …forward-thinking approach is essential, as is a commitment to the company's culture of client service , retention, and growth. The role offers the potential for ... Senior Wealth Advisor About the Company Expanding independent investment advisory...service and to foster the growth of the client base over time. The ideal candidate will have… more
- Heritage Bank (Bellevue, WA)
- …provides a full range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; ... advisor . Evaluate the overall resources and capabilities of the client /prospect's business , considering current industry dynamic, financial and operational… more
- Macy's (Quincy, MA)
- …work . Job Overview As a Cosmetic Sales Colleague - also known as a Beauty Advisor - you are the trusted expert our customers turn to for all things beauty. ... that match their unique needs and style. Building lasting client relationships is at the heart of your role.... base through consistent follow-up, virtual outreach, and personalized service - always with the goal of exceeding expectations… more
- Macy's (Albany, NY)
- …place to work. Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor , your focus is to support the Beauty needs of our customers to drive sales. ... beautiful and confident. You are focused on building a client base and nurturing strong client relationships...scheduled 12-24 hours per week. Hours are dependent on business needs and colleague availability. Information regarding hours per… more
- Unknown (Eden Prairie, MN)
- …oversee management reporting and analysis, and ensure the team delivers exceptional client service . Experience with QuickBooks is required, and familiarity with ... long-term financial planning resources, and serving as a trusted advisor . The successful candidate will also be involved in...business acumen, the ability to engage in strategic client conversations, and a focus on serving privately held… more
- Unknown (San Diego, CA)
- …The company is a fast-growing, independently owned, fee-based RIA with an advisor -centric, fully remote culture. They offer a full- service W-2 support ... for two key areas: Mergers & Acquisitions (M&A) and Advisor Team Recruitment. In the M&A capacity, the role...model and have a strong investment team that enhances client connectivity and business referrals. The role… more
- Unknown (Seattle, WA)
- …as a strategic advisor for the company's largest and most complex client accounts. This role requires a seasoned professional with a deep understanding of B2B ... managing high-value, integrated marketing accounts, and the ability to build trusted advisor relationships with executive and C-level client contacts. Strong… more
- Unknown (Oklahoma City, OK)
- …experience at a reputable firm * 7+ years of experience leading client service -oriented projects, including direct engagement with executive-level stakeholders * ... changing needs in a high-growth, mission-driven organization * Strong commitment to client service , demonstrated through responsiveness, attention to detail, and… more
- Unknown (Long Island City, NY)
- …range of financial solutions, partnering with internal specialists to create holistic client plans, and executing business development initiatives to attract new ... is in search of an accomplished SVP, Wealth Management Advisor to join their team. The successful candidate will...planning. The role demands a professional with a strong business development and client retention history, excellent… more
- Unknown (San Diego, CA)
- …for managing and mentoring a local team of Wealth Advisors, Financial Planners, and Client Service Associates, with a focus on providing the highest level of ... Leader, Managing Director About the Company Nationally acclaimed investment advisor & manager of multi-family offices Industry Investment Management... service to high net worth and ultra-high net worth… more
- Unknown (San Diego, CA)
- …The successful candidate will be a senior leader, instrumental in guiding client strategy, advancing business development, and shaping the firm's transportation ... translate technical information into accessible language, as well as experience in generating business leads and regular service on a high-profile community or… more
- Unknown (Detroit, MI)
- …strategy and vision setting, establishing a strategic roadmap for a defined group of client businesses, and acting as an executive advisor to client ... and spearheading the identification of growth opportunities for the agency. Senior client relationship management is a key aspect, including serving as the principal… more
- Unknown (Raleigh, NC)
- …throughout the transaction lifecycle, collaborate with internal senior leadership to enhance service offerings, and contribute to business development efforts to ... Advisory will be responsible for managing complex ESOP transactions from initial client engagement through to successful closing. This includes advising clients on… more
