- KeyBank (Tacoma, WA)
- …responsible for growing sales and assets within a defined territory through a team of Private Client Advisors. The Wealth Market Leader Position requires an ... Goal; this is accomplished through the sales practices of Private Client Advisors and Private ...closing on referrals. + Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities… more
- JPMorgan Chase (Auburn, WA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners… more
- World Insurance Associates, LLC. (Seattle, WA)
- …new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family offices, wealth managers, and ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and retirement… more