Senior Client Advisor
4 weeks ago
Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trusts ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to develop and execute customized wealth plans for UHNW cli Client Advisor, Wealth Advisor, Client Relations, Advisor, Senior, Relationship, Banking
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senior client advisor
1 month ago
New York, New York, United States JAMES PERSE Full timeJAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR MADISON LOCATIONOBJECTIVE OF THE POSITIONThe Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. They will set the example in areas of customer service excellence, adherence to visual...
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Wealth Management Advisor
3 weeks ago
New York, United States Advisor Avenue Full timeWealth Management Advisor - Nationwide Advisor Avenue is a specialized recruiting firm dedicated to connecting experienced Wealth Management Advisors with tailor-made opportunities within our extensive network of prestigious Wealth Management firms. We understand the unique needs and aspirations of our candidates and strive to match them with the perfect...
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Wealth Management Advisor
1 month ago
New York, United States Advisor Avenue Full timeWealth Management Advisor - NationwideAdvisor Avenue is a specialized recruiting firm dedicated to connecting experienced Wealth Management Advisors with tailor-made opportunities within our extensive network of prestigious Wealth Management firms. We understand the unique needs and aspirations of our candidates and strive to match them with the perfect...
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New York, New York, United States Advisor Group Full timeAdvisor Group Careers Senior Vice President, Capital Markets and Investment Banking - Healthcare Sector Advisor Group is seeking a seasoned Senior Vice President to join our healthcare investment banking division. The ideal candidate will possess a robust background in private placements, PIPE transactions, registered directs, and follow-on offerings, along...
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Senior Client Advisor
2 days ago
New York, New York, United States FERRAGAMO USA INC Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Client Advisor to join our team at FERRAGAMO USA INC. As a Senior Client Advisor, you will be responsible for providing exceptional customer service and creating memorable experiences for our clients.Key ResponsibilitiesCustomer ServiceProvide personalized service to clients, understanding...
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Senior HNW Private Client Advisor
3 months ago
New York, United States Marsh & McLennan Companies Full timeOur not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 10,000 of the industrys brightest talent drive our efforts to deliver purposeful work a Client Advisor, Private, Advisor, Client Service, Senior, Banking, Insurance
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Senior Insurance Client Advisor
1 day ago
New York, New York, United States Allspring Global Investments Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Insurance Client Advisor - West to join our team at Allspring Global Investments. As a key member of our insurance channel development team, you will be responsible for developing and managing our insurance channel in the Western region, with a focus on new business development.Key...
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Senior Client Advisor
2 months ago
New York, United States FERRAGAMO USA INC Full timeJob DescriptionJob DescriptionOUR HERITAGE AND PASSION TO EMPOWER YOUR TALENT AND CREATIVITYSalvatore Ferragamo S.p.A. is the parent Company of the Salvatore Ferragamo Group, one of the world's leaders in the luxury industry and whose origins date back to 1927.Under the creative direction of Maximilian Davis, FERRAGAMO is re-envisioning it’s Italian...
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Senior Financial Advisor
2 months ago
New York, United States Avior Executive Search, Inc Full timeFull Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients. Responsibilities: Must have an established portfolio of 100M AUM and above Provide...
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Senior Financial Advisor
3 months ago
New York, United States Avior Executive Search Full timeJob DescriptionJob DescriptionFull Time Senior Financial AdvisorOur client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.Responsibilities:Must have an established portfolio of 100M...
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Senior Wealth Advisor
3 weeks ago
New York, United States Hopwood Financial Services Inc Full timeFirm’s Purpose: To make a meaningful difference in people’s lives. Position Overview: Senior Wealth Advisors are the most experienced advisors in the firm and are responsible for managing existing high value client relationships, formulating, and implementing advice, as well as developing new business. Senior Wealth Advisors are proactive, forward...
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Senior Investment Advisor
2 weeks ago
New York, New York, United States Avior Executive Search, Inc Full timePosition: Senior Wealth Advisor / Relationship ManagerCompany: Avior Executive Search, IncWe are collaborating with a prominent and growing International Private Banking institution that operates a well-regarded Registered Investment Advisor (RIA) across various locations in the United States. Our client is in search of a Senior Wealth Advisor to join their...
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Senior Client Success Advisor
2 weeks ago
New York, New York, United States Drawbridge Partners Full timeJob OverviewPosition: Senior Client Success AdvisorAs a pivotal member of the Client Success team at Drawbridge Partners, you will play a crucial role in fostering and maintaining robust relationships with our clients, their IT teams, and associated third-party partners. This position offers an opportunity to deepen your understanding of our business...
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Senior Financial Advisor
3 months ago
New York, United States Spark Talent HQ LLC Full timeAbout the job Senior Financial Advisor - Remote Senior Financial Advisor $100,000 to $500,000About the Company This leading FinTech company is revolutionizing wealth management through innovative technology. Their software empowers financial advisors to streamline tasks and maximize efficiency, allowing them to focus on building strong client relationships....
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Senior Financial Advisor
3 weeks ago
New York, United States Baystate Financial Full timeCompany Description Baystate Financial is an award-winning financial firm that has been in operation since 1901. With headquarters in Boston, MA and 16 office locations throughout New England, we specialize in financial planning, business and estate planning, retirement planning, and a variety of protection and investment products. Our mission is to help...
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Senior Wealth Advisor
3 months ago
New York, United States Avior Executive Search, Inc Full timeSenior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their New York office. The role will be client-centric and focused on HNW & UHNW clients for...
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Client Advisor
2 months ago
New York, United States KITH Full timeABOUT THE ROLE Title: Client Advisor Status: Part-Time Compensation: $16.00-$17.00/ hr + Commission(s) Position Summary: The Kith Client Advisor is a very important piece of the client's in-store experience as well as the overall operations of the store. Through best-in-class service, the Client Advisor ensures customers have a consistent, genuine, and...
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Virtual Client Advisor
4 weeks ago
New York, United States Ralph Lauren Full timeThe Virtual Client Advisor connects with clients through Virtual Appointments, Phone, Texting, Email, or any other preferred method of contacts for Ralph Lauren Store clients to purchase virtually. The Virtual Client Advisor must embody a passion for Client Advisor, Advisor, Customer Experience, Virtual, Client Relations, Customer Service, Business Services
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Senior Financial Advisor
2 months ago
New York, United States Spark Talent HQ Full timeJob DescriptionJob DescriptionSenior Financial Advisor$100,000 to $500,000About the CompanyThis leading FinTech company is revolutionizing wealth management through innovative technology. Their software empowers financial advisors to streamline tasks and maximize efficiency, allowing them to focus on building strong client relationships.The company boasts a...
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Client Advisor
4 weeks ago
New York, United States Marsh & McLennan Companies Full timeMarsh is seeking candidates for our open Client Advisor position based in our NYC, Philadelphia or Washington D.C. office. What can you expect:Becoming a member of Marsh's Multinational team who delivers expert broking & strategy solutions to help m Client Advisor, Advisor, Business, Client, Banking, Solutions