- Citizens (Stamford, CT)
- …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
- Truist (Paramus, NJ)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational seminars for… more
- KeyBank (Mahopac, NY)
- …lead lists, and closing on referrals through financial planning. + Partner with Private Client Advisor to grow year-over-year revenue. + Develop a strong ... York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and... Advisors with a focus on our Mass Affluent client base with planning and financial wellness… 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 ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- KeyBank (Tarrytown, NY)
- …75 N Broadway - Tarrytown, New York 10591 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... client base with planning and financial wellness as the basis of their methodology and...their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services… more
- US Bank (Greenwich, CT)
- …Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- KeyBank (Cortlandt Manor, NY)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- JPMorgan Chase (West Harrison, NY)
- …and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan ... provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** +… more
- Citigroup (Greenburgh, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment… 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 ... information, conduct the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are suitable… more
- Citigroup (Greenwich, CT)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- KeyBank (Tarrytown, NY)
- … client advisor developing and implementing strategies based on the client 's financial goals, and by coordinating with the extended KPB relationship team ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- JPMorgan Chase (West Harrison, NY)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you ... points toward doing right by clients at every opportunity + Foster a client -centric planning process and ensure implementation of financial planning strategies +… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client ,… more
- Citigroup (Bronxville, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... 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… 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 ... 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
- Citigroup (New City, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and...Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... you a tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for...of tax services that are relevant for public and private companies, ranging from project management support, analytical support,… more
- Deloitte (Stamford, CT)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more