- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... aligned with this position. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product… more
- Tiffany & Co. (New York, NY)
- …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
- Tiffany & Co. (Manhasset, NY)
- …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 (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... funds, ETFs, and separately managed accounts in partnership with an External Client Advisor . This role provides an opportunity to demonstrate your passion for… more
- James Perse Los Angeles (Bleecker, NY)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR BLEECKER LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the store and staff,… more
- JPMorgan Chase (New York, NY)
- …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
- JPMorgan Chase (New York, NY)
- …goals in the way that's best for them. As a Platform Solutions Internal Client Advisor within JP Morgan Asset Management's RIA channel, you will collaborate ... that breaks through complexity and unlocks commercial growth + Partner with Client Advisor to effectively manage territory with a level of organization and… more
- KeyBank (Plattsburgh, NY)
- **Location:** 380 Route 3 - Plattsburgh, New York 12901 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with ... 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
- UMB Bank (Albany, NY)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- Tiffany & Co. (New York, NY)
- …deliver excellence and to contribute to Tiffany & Co.'s continued legacy. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying the ... Tiffany brand in each client interaction using the Tiffany touch; your own flair...the Tiffany touch; your own flair for making each client 's experience extraordinary. + Be an excellent communicator and… more
- JPMorgan Chase (New York, NY)
- …We are early in our product solution journey and passionate about transforming the advisor and client experiences, so this is an exciting chance to join ... outcomes, and iterate on solution design to deliver an optimized Advisor & Client experience that is responsive to quantitative and qualitative feedback *… more
- Tiffany & Co. (White Plains, NY)
- …Overview:** We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards ... critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair...the Tiffany touch; your own flair for making each client 's experience extraordinary. + Be an excellent communicator and… more
- TD Bank (Middle Village, NY)
- …thorough understanding of each client 's individual circumstances and a lasting role as the client 's advisor . As an FA you will be a fiduciary and will put ... **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Trainee (FA Trainee) role is intended to be...the client 's financial interests first when providing ongoing objective financial… more
- Citizens (Brooklyn, NY)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand...+ A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. +… more
- JPMorgan Chase (New York, NY)
- …in sales and marketing a plus, particularly if conducted within the financial industry/ client advisor + Strong presentation skills, both written and oral + ... for someone to work as a Senior Associate and serve as a Philanthropy Advisor for the International Private Bank in LATAM. Additionally, this role will help support… more
- KeyBank (Buffalo, NY)
- …needs, the Business Advisor assists as part of the Core Business Banking client 's trusted advisor team for solutions in order to develop, manage and retain ... York **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant...profitable client relationships for clients with basic to moderately complex… more
- M&T Bank (New York, NY)
- …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
- JPMorgan Chase (New York, NY)
- …instrumental in crafting solutions that simplify complex financial journeys, strengthen client - advisor relationships, and deliver measurable impact. If you are ... Vice President to lead the evolution of our US client -facing authenticated digital experience. In this influential role, you...team to help define the next era of digital client experiences. Job Responsibilities + Lead the strategy, design,… more
- World Insurance Associates, LLC. (Syosset, 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
- Paychex (West Henrietta, NY)
- …service needs including plan design exceptions, documentation exceptions as requested by both client and Financial Advisor to ensure. + Develops and maintains ... through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organization. Provides support high… more