- KeyBank (Mahopac, NY)
- …- Mahopac, New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with ... partners. **Responsibilities** + Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment… more
- Tiffany & Co. (White Plains, NY)
- …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
- JPMorgan Chase (Congers, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Tarrytown, NY)
- …N Broadway - Tarrytown, New York 10591 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client ... 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
- Tiffany & Co. (White Plains, NY)
- …Overview:** We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards ... critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair...the Tiffany touch; your own flair for making each client 's experience extraordinary. + Be an excellent communicator and… 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
- Truist (Paramus, NJ)
- …the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering ... tolerance to determine which financial strategies and solutions best meet the client 's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Bank of America (West Nyack, NY)
- …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
- Kestra Financial (Wappingers Falls, NY)
- …the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and ... The Associate/Service Advisor reports to the Lead Advisor ...Responsibilities + Supports Lead Advisor including managing client needs regarding service, asset allocation, case design and… more
- World Insurance Associates, LLC. (Brewster, NY)
- …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
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- Mastercard (Harrison, NY)
- …and measurement. *Manage agencies, internal and external stakeholders. *Serve as a trusted client business advisor and own senior client relationships. ... usage, cross and up selling, retention, and loyalty. *Lead diverse client engagements, focusing on Small Business and Commercial banking. *Identify customer… more
- Mastercard (Harrison, NY)
- …as needed to support sales prospects and production client onboarding Work with Client Success Advisor team to help ensure successful new client ... to build confidence with prospective clients Ability to develop strong client relationships. Work involves extensive personal contact and frequent communication with… more
- Bank of America (White Plains, NY)
- …must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- BD (Becton, Dickinson and Company) (Franklin Lakes, NJ)
- …planning, organization design, associate engagement, organizational announcements + Acts as the trusted advisor of client leaders to support them in carrying out ... Business Services) organizations. This individual will operate as a trusted strategic advisor to the EVP & Chief Information Officer and other senior leaders.… 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
- Bank of America (Paramus, NJ)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- TD Bank (White Plains, NY)
- …to launch the next bold chapter of your career? As a Financial Advisor , you'll step into a three-year career-launching program, offering a competitive forgivable ... draw while you sharpen your skills, grow your client base, and shape lasting financial futures. If you're...smart investments, this is your moment. As a Financial Advisor you will leverage your experience to service the… more
- Citigroup (Greenburgh, 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