- Tiffany & Co. (Westport, CT)
- …client interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Client Advisor is an excellent ... and an entrepreneurial spirit is prevalent in the make-up of every client advisor . Developing client relationships and exceeding sales plan is first… more
- JPMorgan Chase (Stamford, CT)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Brewster, NY)
- **Location:** 1505 Rt 22, Brewster New York **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- M&T Bank (Fairfield, CT)
- …as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating ... WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue… more
- World Insurance Associates, LLC. (Brewster, NY)
- …and policy change requests + Carrier document attachments and Certificates of Insurance + Shadowing client calls and Client Advisor or Carrier visits + Data ... management work + Additional tasks that could be beneficial to the intern + You will support the development of positive relationships with clients and teammates by providing high levels of advocacy, excellent service, and professional communication. Key… more
- World Insurance Associates, LLC. (Hamden, CT)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
- NTT DATA North America (Wallingford, CT)
- …part of an inclusive, adaptable, and forward-thinking organization, apply now. NTT DATA's Client is currently seeking an Application Management Advisor to join ... (M365 Security Groups and troubleshooting permissions issues) App Registration / Client ID authentication Custom PCHMH application Basic Qualifications - 8 to… more
- KeyBank (North Haven, CT)
- …+ Strong communication, trust-building, and relationship management skills to foster strong advisor - client relationships. + Ability to gain market insight and ... Connecticut 06473 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and… more
- M&T Bank (Bridgeport, CT)
- …Provide clients with product specific brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities transactions ... and executing sales-related activities including audits, preparing marketing materials and client onboarding and preparing and follow-up processes. + Assist in… more
- Bank of America (Southbury, CT)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - Southern CT Market Westport,...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (New Haven, CT)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate - New Haven Green Market...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Edward Jones (Stamford, CT)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- Bank of America (Southbury, CT)
- Market Leader - Advisor Development Program Hartford, Connecticut;Southbury, Connecticut; West Hartford, Connecticut; Springfield, Massachusetts; Ridgefield, ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hartford/Market-Leader Advisor -Development-Program\_25047184) **Job Description:** Merrill Wealth Management is a leading… more
- IQVIA (Oxford, CT)
- **(Senior) Scientific Advisor , Medical Communications** _This is a remote position and candidates must be US-based. Travel required 10-15%._ The (Senior) Scientific ... Advisor is responsible for optimizing the customer relationship, developing,...the customer relationship, developing, and delivering content according to client strategy and branding objectives. Primary responsibilities include the… more
- KeyBank (Norwalk, CT)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... by providing client advisory services to Ultra High Net Worth (UHNW)...fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and… more
- Bank of America (Southbury, CT)
- Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Norwalk, Connecticut; Southbury, Connecticut; Cheshire, Connecticut **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westport/Financial-Solutions- Advisor Southern-CT-Market\_25033157) **Job Description:** At Bank of America, we… more
- Bank of America (Katonah, NY)
- Financial Solutions Advisor - Albany/Hudson Valley Market Katonah, New York;Newburgh, New York; Latham, New York; Mount Kisco, New York; Yorktown Heights, New York ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Katonah/Financial-Solutions- Advisor Albany-Hudson-Valley-Market\_25048779-2) **Job Description:** At Bank of America, we… more
- M&T Bank (Bridgeport, CT)
- **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of ... catered to the individualized needs of each customer and with the client 's best interest in mind. **Primary Responsibilities:** + Based on individualized needs… more
- H&R Block (Southbury, CT)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- Kohl's (Brewster, NY)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top...at Kohl's standards. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more