• JP Morgan Wealth Management - Private

    JPMorgan Chase (Kingston, NY)
    …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
    JPMorgan Chase (08/30/25)
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  • Private Client Advisor

    KeyBank (Poughkeepsie, NY)
    **Location:** 55 Burnett Boulevard - Poughkeepsie, New York 12603 **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
    KeyBank (10/04/25)
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  • Private Client Financial…

    Citizens (Rhinebeck, NY)
    …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
    Citizens (08/09/25)
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  • Sales Executive - Commercial Lines

    World Insurance Associates, LLC. (Kingston, NY)
    …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.../ presentations. Forms of Compensation As a World Insurance Client Advisor , your compensation is tied to… more
    World Insurance Associates, LLC. (09/17/25)
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