- Citizens (Waltham, 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
- TD Bank (Burlington, MA)
- …institutional client assets and fee generation by partnering with TDW Private Client Relationship Managers (RMs), TD Bank partners, and external contacts ... share by identifying and introducing HNW individuals at Institutional client firm to Private Client ...on-boarding experience + Effectively partners with the Institutional Investment Advisor and CSAs to ensure every client … more
- World Insurance Associates, LLC. (Waltham, 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
- GAF (Worcester, MA)
- …team to deliver world class service. Expect to juggle competing priorities and client requests/deadlines on a regular basis. + Build: Own, progress, and close the ... building materials industry; constantly networking to become a trusted advisor to existing and potential customers. Navigate when to...and potential customers. Navigate when to defer to a client 's request vs. when to guide a client… more