Senior Client Advisor

4 weeks ago


New York, United States M&T Bank Full time

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


  • senior client advisor

    1 month ago


    New York, New York, United States JAMES PERSE Full time

    JAMES 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...


  • New York, United States Advisor Avenue Full time

    Wealth 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...


  • New York, United States Advisor Avenue Full time

    Wealth 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...


  • New York, New York, United States Advisor Group Full time

    Advisor 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...


  • New York, New York, United States FERRAGAMO USA INC Full time

    Job 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...


  • New York, United States Marsh & McLennan Companies Full time

    Our 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


  • New York, New York, United States Allspring Global Investments Full time

    About 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...

  • Senior Client Advisor

    2 months ago


    New York, United States FERRAGAMO USA INC Full time

    Job 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...


  • New York, United States Avior Executive Search, Inc Full time

    Full 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...


  • New York, United States Avior Executive Search Full time

    Job 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...

  • Senior Wealth Advisor

    3 weeks ago


    New York, United States Hopwood Financial Services Inc Full time

    Firm’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...


  • New York, New York, United States Avior Executive Search, Inc Full time

    Position: 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...


  • New York, New York, United States Drawbridge Partners Full time

    Job 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...


  • New York, United States Spark Talent HQ LLC Full time

    About 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....


  • New York, United States Baystate Financial Full time

    Company 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...

  • Senior Wealth Advisor

    3 months ago


    New York, United States Avior Executive Search, Inc Full time

    Senior 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...

  • Client Advisor

    2 months ago


    New York, United States KITH Full time

    ABOUT 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...


  • New York, United States Ralph Lauren Full time

    The 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


  • New York, United States Spark Talent HQ Full time

    Job 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...

  • Client Advisor

    4 weeks ago


    New York, United States Marsh & McLennan Companies Full time

    Marsh 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