Senior Insurance Advisor

Our boutique RIA in Pasadena seeks a seasoned Wealth Advisor to manage high net worth client relationships and provide comprehensive financial planning services.The ideal candidate will have a strong background in investments, financial planning, and client relationship management, with a proven track record of delivering exceptional results in a fast-paced...

About the Role Marsh McLennan Agency is seeking a Senior Private Client Insurance Advisor to join our Private Client Services team. In this role, you will be responsible for delivering exceptional client service and developing new business opportunities with high net worth individuals and families. Key Responsibilities • Review client exposures, loss...

Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at City National Bank. As a Senior Financial Advisor, you will serve as the primary point of contact for assigned lines of business, developing new business and maintaining ongoing relationships with affluent individuals and families within a specific market.Key...

Job Title: Senior Investment Advisor AssociateWe are seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. As a key member of our growth-focused advisory team, you will provide exceptional client service to affluent investors and work closely with senior-level managers and outside...

Job Title: Senior Investment Advisor AssociateJob Summary:We are seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. As a key member of our growth-focused advisory team, you will provide exceptional client service to affluent investors, working closely with senior-level managers and outside...

Job Title: Senior Wealth AdvisorCitigroup Inc. is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key Responsibilities:Build relationships with new clients and deepen relationships with...

Job SummaryWe are seeking a highly skilled and compassionate Senior Care Advisor to join our team at WelbeHealth. As a Senior Care Advisor, you will play a vital role in helping seniors stay in their homes and communities by providing comprehensive medical care and community-based services.Key ResponsibilitiesAssess PACE eligibility by fostering...

Job Title: Senior Investment Advisor AssociateWe are seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. As a key member of our growth-focused advisory team, you will provide exceptional client service to affluent investors and work closely with senior-level managers and outside...

Unlock Your Potential as a Senior Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Wealth Advisor, you'll have the opportunity to make a positive impact on the finance industry while developing your wealth management expertise.Key Responsibilities:Deliver exceptional client...

Job DescriptionThe WelbeHealth PACE program is dedicated to providing comprehensive medical care and community-based services to seniors in their homes and communities. As a Senior Care Advisor, you will play a vital role in assessing PACE eligibility and fostering relationships with prospective participants, their family members, and caregivers.Key...

Unlock Your Potential as a Senior Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Wealth Advisor, you'll have the opportunity to make a positive impact on the finance industry while developing your wealth management expertise.Key Responsibilities:Deliver exceptional client...

Job SummaryCitigroup Inc. is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

Job Title: Senior Admissions AdvisorAt American Career College, we're dedicated to helping individuals achieve their career goals in the healthcare industry. As a Senior Admissions Advisor, you'll play a vital role in guiding prospective students through the application and enrollment process.Key Responsibilities:Manage a high volume of student inquiries and...

Job Title: Senior Client AdvisorJoin the esteemed team at Valentino as a Senior Client Advisor, where you will play a pivotal role in delivering exceptional client experiences and driving sales growth in our Rodeo Drive Boutique.Key Responsibilities:Client Centric Activities:Develop and maintain strong relationships with existing and prospective...

We are seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. As a key member of our growth-focused advisory team, you will provide exceptional client service to affluent investors and work closely with senior-level managers to achieve our goals.Responsibilities:Act as primary service contact for...

Senior Private Client AdvisorAt Marsh McLennan Agency, we're seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team. As a key member of our team, you will be responsible for delivering exceptional client service and developing new business opportunities. Key Responsibilities:Review client exposures, loss experience,...

Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for leading a team of relationship managers and coordinating activities to drive revenue growth and client satisfaction.Key ResponsibilitiesLead the development of sales strategies to grow client...

Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for managing a book of client relationships, coordinating activities of the relationship team, and driving revenue growth through the acquisition of new business and retention of existing...

Job SummaryCity National Bank is seeking a Senior Financial Advisor to serve as the primary point of contact for assigned line of business, developing new business and maintaining ongoing relationships with affluent individuals and families within a specific market.Key ResponsibilitiesInteract with clients, prospects, and colleagues on a regular basis,...

Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for leading a book of client relationships and coordinating activities of the relationship team to drive growth and retention of the client base.Key ResponsibilitiesDevelop and implement...