• Private Client Financial…

    Citizens (Burlington, VT)
    …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 (01/04/25)
    - Save Job - Related Jobs - Block Source
  • Private Wealth Advisor

    NBT Bank (Plattsburgh, NY)
    …Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and Experience:… more
    NBT Bank (02/10/25)
    - Save Job - Related Jobs - Block Source