- Unknown (Boston, MA)
- …Officer, offers a substantial role in shaping the financial and operational strategies of the client . The VP will act as both a strategic advisor and a hands-on ... leader, ensuring that the financial health of the client robustly supports its mission of defending America's outdoor...as budgeting, accounting, payroll, and reporting, for both the client and its foundation. The VP of Finance will… more
- Tiffany & Co. (Chestnut Hill, MA)
- …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 (Boston, MA)
- …leading wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity ... team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm's investment… more
- Bank of America (Boston, MA)
- Private Client Advisor II Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Private- Client - Advisor -II\_25038968) **Job Description:** At Bank of America,… more
- JPMorgan Chase (Boston, MA)
- …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 (Mattapan, MA)
- …best investment solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer comprehensive financial ... offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Have a passion for...skills: * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated… more
- UMB Bank (Boston, MA)
- **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
- Citizens (Weston, MA)
- …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
- World Insurance Associates, LLC. (Westborough, MA)
- …preparing for meetings to supporting account operations and follow-up. Key Responsibilities Client & Advisor Support + Schedule client meetings ... About Us We are a growing, client -focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork,… more
- World Insurance Associates, LLC. (Waltham, MA)
- …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
- Citizens (Boston, MA)
- …work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through ... based on their knowledge of market conditions and the client 's circumstances. The Virtual Financial Advisor strives...and the client 's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals.… more
- Bank of America (Boston, MA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Private Wealth Client Associate Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To… more
- Bank of America (Hingham, MA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Wealth Management Client Associate Hingham, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To… more
- World Insurance Associates, LLC. (Wakefield, MA)
- …and payroll & HR solutions. Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique ... services, and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships… more
- Verndale (Boston, MA)
- …can be in our Boston office or Remote for those outside of MA The Client Partner (CP) is Verndale's strategic advisor and business development leader for key ... accounts (>$500K annual targets). + Serve as the trusted advisor to client executives, building multi-threaded senior relationships. + Develop and maintain… more
- Oracle (Boston, MA)
- …identify new stakeholders and expansion opportunities. + Act as a strategic advisor , addressing client needs, resolving issues, and identifying opportunities to ... for identifying, developing, and closing complex, large-scale engagements by aligning client needs with integrated research, consulting, and data solutions. The… more
- TEKsystems (Braintree, MA)
- …daily for the office - Manage calendar by coordinating appointments between client , advisor and other outside professional's schedules - Perform administrative ... filing system of said documents. - Maintain clean and organized reception area, advisor offices, meeting spaces and supply room. - Order and manage office supplies… more
- Santander US (Boston, MA)
- …+ Define and execute the firm's product strategy to support business growth and advisor / client needs. + Identify product gaps and opportunities based on market ... allocation, investment research, portfolio construction, product due diligence, and advisor enablement. They are responsible for overseeing the design, development,… more
- Guidehouse (Boston, MA)
- … client relationships while managing client expectations. You will become the client 's trusted advisor that contributes to the "key client " business ... accountable to develop business with new buyers within key client /s, drawing upon industry and client connections as well as trends and Guidehouse solutions. As… more
- IBM (Cambridge, MA)
- …Cloud Market Knowledge: Ability to develop cloud market knowledge to become a trusted client advisor (training on IBM's Hybrid Cloud offerings will be provided). ... account managers, and delivery leadership to ensure successful execution of client engagements. Responsibilities * Lead and coordinate multiple project teams,… more
