Client Advisor

SummaryIf you are a Dream-maker, this is the place for you. Together, we’ll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond.Job DescriptionRole MissionAs a Gucci Lead Client Advisor, you will assist the Store Director and Team Manager in the driving of sales results,...

Our client, a wealth management firm based in Portland, Maine, seeks an experienced Wealth Advisor to join their tenured team as they grow.The Wealth Advisor is responsible for delivering investment management and financial planning services to existing clients and prospective clients. They serve as a trusted advisor, providing actionable advice, guidance,...

Our client, a wealth management firm based in Portland, Maine, seeks an experienced Wealth Advisor to join their tenured team as they grow.The Wealth Advisor is responsible for delivering investment management and financial planning services to existing clients and prospective clients. They serve as a trusted advisor, providing actionable advice, guidance,...

Our client, a wealth management firm based in Portland, Maine, seeks an experienced Wealth Advisor to join their tenured team as they grow.This is a unique opportunity to join a boutique firm with tenured employees that has been growing and is well-positioned for more growth. With a strong support staff and a steady pipeline of new business coming in, this...

Our client, a wealth management firm based in Portland, Maine, seeks an experienced Wealth Advisor to join their tenured team as they grow.This is a unique opportunity to join a boutique firm with tenured employees that has been growing and is well-positioned for more growth. With a strong support staff and a steady pipeline of new business coming in, this...

Job Number: 15530 Salary: $100K-$200K DOE Industry: Financial Services What Matters Most: 2+ years of experience in institutional advising Fixed-income experience Series 65 Required CFA charter highly preferred Client-facing experience a major plus! Your New Role: Your affinity for all things finance matches your experience, in that it’s...

General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review. Required to perform essential functions and meet service standards and Best Practices developed...

FocusPoint Solutions is on the lookout for a Client Relationship Coordinator to enhance our dedicated team. Our organization is committed to delivering exceptional services to independent advisors, and we are in search of a meticulous individual to support our service department with operational and client assistance tasks. Candidates should possess at least...

Job Summary:As a Client Relationship Manager at StanCorp Financial Group, you will be responsible for providing exceptional customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts. Your goal will be to achieve business growth and customer retention by developing and managing effective primary relationships...

Job Description This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork,...

Job Description:At Bank of America, we aim to establish genuine, significant connections with clients and businesses all over the country. Each day, we engage with 67 million customers through a growing team of specialists and our top-notch digital platform. In each interaction, our goal is to offer support and direction to our customers during critical...

Position Overview:As an Investment Advisor at Fisher Investments, you will represent our firm to a distinguished group of high-net-worth clients. Since our inception in 1995, we have honed a specialized methodology aimed at serving our private clientele effectively.Our organizational structure emphasizes the separation of sales and client service, allowing...

Elevate your career with a dynamic organization At Empower Retirement, we are dedicated to assisting individuals in achieving their long-term financial aspirations and delivering personalized wealth management solutions. Each team member plays a crucial role in enhancing the lives of our clients. Enjoy the satisfaction of making a difference while...

Elevate your professional journey with a dynamic organization At Empower Retirement, we are dedicated to assisting individuals in achieving their long-term financial aspirations and delivering personalized wealth management solutions. Each team member plays a vital role in enhancing the lives of our clients. The satisfaction derived from this work is...

Merrill Financial Solutions Advisor - Northern New England Community Market Manchester, New Hampshire;Burlington, Vermont; Portsmouth, New Hampshire; Manchester Center, Vermont; Portland, Maine Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth...

About the RoleWe are seeking a highly skilled and passionate Licensed Beauty Advisor to join our team at Sephora. As a Licensed Beauty Advisor, you will play a key role in guiding clients on their beauty journey, creating memorable experiences, and delivering exceptional customer service.Key ResponsibilitiesProvide Personalized Beauty Consultations:...

Position Overview:This role is designed to assist Financial Professionals (Registered Representatives) in managing their daily investment operations while improving the overall customer service experience.This position may support up to three Financial Professionals.Key Responsibilities:Collaborate directly with Registered Representatives to prepare and...

Pacific Lifestyle Homes—a dynamic homebuilding company—seeks a motivated and organized Residential Sales Advisor to join our team and assist in selling our exquisite new homes. Our properties are situated in desirable locations across various counties. The Residential Sales Advisor will play a crucial role in connecting with clients to identify their...

**Senior Customer Relations Advisor** **Job Introduction** At **Agincare** we are proud to be one of the UK's leading social care providers. Our Head Office is based in Portland, Dorset and we have Care Homes, Home Care Branches and Live In Carers all over the UK. We continue to grow and offer job security, career development and great career progression...

Elevate your professional journey with a dynamic organization At Empower Retirement, we are dedicated to helping individuals achieve their long-term financial aspirations and providing tailored wealth management solutions. Each team member plays a vital role in enhancing the lives of our clients. Enjoy a fulfilling career where you can also engage in...