- JPMorgan Chase & Co. (Azusa, CA)
- …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 and… more
- Citigroup, Inc. (New York, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have… more
- Advisor Employee Services (Denver, CO)
- Service Advisor Do you have superior customer service skills...areas of focus which include 1) managing a personal client base as a private wealth manager ... Denver, CO is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to...planning tools while maintaining a focus on reaching annual sales goals; 2) processing new business applications for this… more
- Avior Executive Search (New York, NY)
- … Private Bank with a well-established RIA in multiple locations in the US Our client is seeking a Senior Wealth Advisor for their New York office. The role ... Senior Wealth Advisor /Relationship Manager Boutique International RIA We have been asked by...will be client -centric and focused on HNW & UHNW clients for the US… more
- PNC Financial Services Group, Inc. (Milwaukee, WI)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in ... accounts in accordance with investment objectives that have been developed with the client . Depending on line of business, may provide specialized advice on planned… more
- The Baldwin Group (Irvine, CA)
- …Investment Advisor , is seeking a seasoned Wealth Management and Retirement Plan Sales Advisor to join our dynamic team. This prominent position is perfect ... -facing role and dealing with institutional retirement plans. Proven track record in sales , business development and client retention. OTHER: Ability to work in… more
- Marsh & McLennan Companies, Inc. (Bismarck, ND)
- …Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking ... Company: Marsh McLennan Agency Description: Business Insurance Advisor - Sales Our not-so-secret sauce....team-members as appropriate. These activities are accomplished by building client relationships and consultative sales skills while… more
- First Horizon (Miami, FL)
- …then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships ... learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of… more
- NBT Bank (Buffalo, NY)
- …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private ... equivalent financial services experience. Minimum 5 years' experience in Private Banking. 2 years of sales experience....40% - Responsible for meeting or exceeding assigned individual sales goals which can include expanding existing client… more
- Meeder Asset Management Inc (Dublin, OH)
- …Words relationship management, client proposals, portfolio solutions Position Senior Private Wealth Sales Consultant Number of Openings 1 Exempt/Non-Exempt ... solutions, aligning internal resources, and ensuring a consistent, high-touch client experience throughout the advisor journey. The...operations, and compliance teams, while maintaining high standards of client service. Act as a key sales … more
- US Bank (Bend, OR)
- …or equivalent work experience Three to five years of experience in a financial sales position, preferably working with the affluent client segment FINRA Series 7 ... at-all from Day One. Job Description The Wealth Management Advisor position is the investment, investment planning, and insurance...Three to five years of experience in a financial sales position, preferably working with the affluent client… more
- KeyBank (Boise, ID)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- HSBC (Miami, FL)
- …share. The Ultra High Net Worth Insurance Specialist/Producer will be accountable for sales revenue within assigned client segments. Develops new business and is ... to develop wealth planning strategies Position himself/herself as a key advisor by providing compliant, client -centric insurance solutions Educate partners… more
- Vanguard Group, Inc. (Miami, FL)
- …and other intermediaries across a variety of channels: broker dealers, RIAs, and private banks, while driving sales results by raising awareness of Vanguard's ... Broker Dealer Hybrid Sales , Senior Specialist - US Offshore Our mission...philosophy, preferences, and dynamics of the intermediary and their client base. Acts as a trusted advisor /consultant… more
- World Insurance Associates LLC (Chicago, IL)
- …any challenge including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... and payroll & HR solutions. Position Overview Surety Bonds Sales / Revenue Producer - Greater Chicago Metro Area...incredible run with us. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- World Insurance Associates LLC (Seattle, WA)
- …and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management ... 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
- iCapital (Greenwich, CT)
- About the Role iCapital is hiring an Internal Alternative Investment Sales Specialist for the distribution partnership with one of its largest wealth management ... Latin America. This role will be responsible for working with our client 's advisors, bankers, investment counselors, specialists and in partnership with third-party… more
- Yobi (New York, NY)
- …deliver exceptional results. Proactively generate and manage high volumes of sales activities, including prospecting, client presentations, proposal development, ... on market feedback. Represent Yobi actively and passionately in industry and client meetings, contributing to a vibrant, collaborative sales culture.… more
- Houlihan Lokey, Inc. (New York, NY)
- …or a strategic advisor for a wide variety of financings, including private issuances of leveraged loans, mezzanine debt, and minority equity as well as public ... intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is...for the past two years, the No. 1 M&A advisor for the past 10 years in the US,… more
- Hilltop Holdings (Dallas, TX)
- …Management department values its relationship-based approach to serving clients. Through our Private Client Group, we provide highly customized sound financial ... and find an appropriate solution. Provide administrative support to financial advisor (s), facilitate communication, and ensure a positive client experience.… more
