- Citizens (Lawrence, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- Eastern Bank (North Andover, MA)
- …Provides high level servicing to assigned portfolio of clients. + Manages the client 's financial circumstances with a focus on maintaining a strong relationship ... posting for additional information_ Responsible for growth of the private banking portfolio and servicing of private ...the servicing and nurturing of the relationship with assigned client team. Meets deposit, wealth, lending and fee revenue… more
- Eastern Bank (Manchester, NH)
- …Collaborates with other business partners to enhance each relationship and deliver a private bank experience.Looks holistically at every client to bring the full ... outcomes in business development. + Regular in market site visits to prospect/ client businesses required. + Strong knowledge of financial institution policies… more
- Eastern Bank (Manchester, NH)
- …+ Collaborates with other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the ... full capabilities of the bank to each client . + Refers clients and prospects to Commercial Lending,...and treasury management solutions to serve as a "trusted advisor " to our clients. Industry expertise in key verticals… more
- World Insurance Associates, LLC. (Wakefield, MA)
- …services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary...solutions across personal lines, commercial lines, employee benefits, and financial services. + Deliver a high-touch client … more
- World Insurance Associates, LLC. (Wakefield, MA)
- …any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... World Insurance Associates ("World") is a unique financial services organization with a global network of...to clients + Must be willing to become each client 's trusted risk management advisor and bring… more