Client Advisor

Our client is a high-growth technology services company specializing in end-to-end custom software development and IT staffing for startups, small and mid-size businesses, and enterprises. They help our clients to imagine, design, engineer and deliver business-defining software and digital experiences whether they're looking for a fully managed team,...

Job Description Job Description Mission: The Panerai Client Advisor is responsible for delivering stellar client experience and for achieving his/her personal sales targets as well as those of the boutique. He/she needs to act as an ambassador of Panerai at all times with client satisfaction being his/her utmost goal. Responsibilities: Hosting clients and...

Job DescriptionJob DescriptionMission: The OMEGA Client Advisor is responsible for delivering stellar client experience and for achieving his/her personal sales targets as well as those of the boutique. He/she needs to act as an ambassador of OMEGA at all times with client satisfaction being his/her utmost goal. Responsibilities:Hosting clients and other...

Job DescriptionJob DescriptionMission: The Panerai Client Advisor is responsible for delivering stellar client experience and for achieving his/her personal sales targets as well as those of the boutique. He/she needs to act as an ambassador of Panerai at all times with client satisfaction being his/her utmost goal. Responsibilities:Hosting clients and...

Job DescriptionJob DescriptionMission: The TUDOR Client Advisor is responsible for delivering stellar client experience and for achieving his/her personal sales targets as well as those of the boutique. He/she needs to act as an ambassador of TUDOR at all times with client satisfaction being his/her utmost goal. Responsibilities:Hosting clients and other...

Who we are:Quantum Financial Advisors is a comprehensive financial advisory firm that focuses on helping our clients thrive. We work with clients of all sizes and types but focus on clients who are complex and value the services we provide. Our specialties include financial planning, investment management, outside professional coordination, etc. We are a...

Who we are:Quantum Financial Advisors is a comprehensive financial advisory firm that focuses on helping our clients thrive. We work with clients of all sizes and types but focus on clients who are complex and value the services we provide. Our specialties include financial planning, investment management, outside professional coordination, etc. We are a...

Who we are:Quantum Financial Advisors is a comprehensive financial advisory firm that focuses on helping our clients thrive. We work with clients of all sizes and types but focus on clients who are complex and value the services we provide. Our specialties include financial planning, investment management, outside professional coordination, etc. We are a...

Job DescriptionJob DescriptionMission: The IWC Client Advisor is responsible for delivering stellar client experience and for achieving his/her personal sales targets as well as those of the boutique. He/she needs to act as an ambassador of IWC at all times with client satisfaction being his/her utmost goal. Responsibilities:Hosting clients and other...

HOW YOU WILL CONTRIBUTEGENERAL RESPONSIBILITIES - Achieve sales goals. Opening and closing of the store. Ensure stockroom is organized and is set up properly so staff can easily access merchandise. Assist management in overseeing day-to-day operation Client Advisor, Sales, Operations Manager, Advisor, Diversity, Retail, Banking, Management

Job DescriptionJob DescriptionMission: The Jaeger Le-Coultre Client Advisor is responsible for delivering stellar client experience and for achieving his/her personal sales targets as well as those of the boutique. He/she needs to act as an ambassador of Jaeger Le-Coultre at all times with client satisfaction being his/her utmost...

We are currently seeking an Director of Client Services - Hybrid Remote to fill a vacant position with one of our Client, located in Santa Barbara, CA. If you possess the necessary qualifications and are interested in pursuing this opportunity, we kindly request that you provide us with your most up-to-date resume. We appreciate your consideration and look...

Job Description:As a Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational...

Our client is an independent mortgage banker, seeking a Senior Mortgage Advisor to expand the five county market. The successful candidate will partner with the company's regional leadership that has successfully delivered captive lending solutions nationwide. The Ideal Candidate will lead the growth of the Joint-Venture and Marketing Agreement relationships...

Description Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication,...

Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest...

Description Due to continuing growth, we are seeking a Tax Advisor to join our team. The Tax Advisor is a key part of our team – you will be a part of tax preparation, compliance, and advising clients on tax planning. Building long-lasting client relationships is our goal by providing the highest level of service and oversight to the people we work for....

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial...

$70,000 - $170,000 yearly **Responsibilities**: - Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management - Consider clients’ life stage, professional circumstances, and...

Job Description Job Description Vacheron Constantin is looking for a Client Specialist who has a demonstrated track record in building client relationships and delivering exceptional customer service. As an Ambassador of the Maison, you are expected to achieve and exceed sales targets, as directed by management, and proactively develop a client portfolio....