- 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
- KeyBank (East Haven, CT)
- **Location:** 245 Main Street - East Haven, Connecticut 06512 **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
- 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
- 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
- Bank of America (Fairfield, 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
- 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. (Hamden, CT)
- …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
- Edward Jones (Miller Place, NY)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- GAF (New Haven, CT)
- …under this roof, we protect what matters most. **Team Summary** The Specified Solutions Advisor is a critical member of the Building and Roofing Science Team. This ... into a wide range of construction projects. **Job Summary** The Specified Solutions Advisor will support GAF Commercial and Siplast sales teams. As a Specified… more
- Truist (Greenwich, CT)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... Responsible for developing and deepening client relationships through needs-based, high-level client service...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Porter and Chester Institute (Bridgeport, CT)
- …live within driving distance of the CT/MA/PA campuses . The Career Service Advisor will be responsible for helping ensure that all assigned programs achieve ... with employment outcomes based on accreditation standards. The Career Service Advisor will assist in identifying, developing, and maintaining employer partnerships… more
- Citigroup (Huntington, NY)
- …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...and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- US Bank (Greenwich, CT)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Bank of America (East Setauket, NY)
- Financial Solutions Advisor - Consumer Investments - Eastern Long Island Market Hampton Bays, New York;Northport, New York; East Hampton, New York; Smithtown, New ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hampton-Bays/Financial-Solutions- Advisor Consumer-Investments Eastern-Long-Island-Market\_25017954) **Job Description:** At Bank of America,… more
- Deloitte (Stamford, CT)
- P&C Actuarial Advisor - Seasonal Position Human Capital Our Human Capital practice is at the forefront of transforming the nature of work. As converging forces ... on September 15, 2025. Work you'll do: As a Deloitte Consulting P&C Actuary Advisor in Deloitte Human Capital, you will provide technical and analytical support in a… more
- Truist (Greenwich, CT)
- …solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide...team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist… more
- Kohl's (Trumbull, CT)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Build strong ...client experience. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- Kohl's (East Setauket, NY)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top...at Kohl's standards. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- US Bank (Greenwich, CT)
- …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and professional manner. Essential Duties and Responsibilities + Assist in client meeting preparation and follow-up including assembling requisite paperwork, report… more