Affluent Client Advisor

Job OverviewCitizens Wealth Management is a leading provider of investment services, dedicated to delivering exceptional customer experiences and expanding our market presence in the states we serve. We are seeking a talented Financial Advisor - Portfolio Growth Specialist who will proactively identify and sell a broad range of Investment and Insurance...

About Our TeamVoya Financial is a leading provider of investment management and retirement plans. We strive to deliver exceptional results for our clients through our expertise, innovation, and commitment to excellence.We are seeking an Client Advisor Associate to join our team in New York, Atlanta or fully remote. This role will support a team of Client...

Job Description:Citigroup, Inc. is seeking a highly skilled Strategic Client Advisor to join our team in New York. As a key member of our Commercial and Business Sales division, you will be responsible for originating, managing, and growing global commercial banking relationships within Citi's Commercial Bank.The ideal candidate will have 6-10 years of...

GrowthAssistant is a leading provider of offshore talent solutions for growth marketing, design, sales, customer service, and more. We're currently seeking a Strategic Client Advisor to join our sales team. In this role, you'll be responsible for qualifying new leads, closing deals, and ensuring client satisfaction. If you have a proven track record of...

At VisionFund, we are committed to empowering families to grow their livelihoods in rural areas through microfinance services.We aim to enable caregivers to create secure futures for their children by addressing intergenerational poverty.The Impact Technical Advisor RoleThis position plays a crucial role in supporting microfinance institutions to understand...

A leading Dermatology Practice, assisted by myDermRecruiter, is seeking a Board Certified/Board Eligible Dermatology Physician to join their team. Located just an hour from New York City, this affluent suburb offers excellent shopping, dining, and entertainment options.This private practice Dermatology Group is built on a foundation of teamwork, hard work,...

Job Summary:The Executive Director, Financial Services Relationship Specialist will be responsible for managing a portfolio of financial institution clients. The goal is to build and maintain strong relationships with key decision-makers at each institution.Key Responsibilities:Develop and implement client relationship management strategies.Collaborate with...

About CapcoCapco is a pioneering financial services consultancy, renowned for its expertise in transforming clients' businesses. With a strong focus on digital strategy and transformation, our passionate team of professionals collaborates with clients to drive innovation and growth.Our WorkWe take pride in delivering exceptional results across four key...

As a Financial Advisor Trainee at Prudential Advisors in NYC/NJ, you will have the opportunity to build a successful career in wealth management. With a strong focus on developing effective strategies and building long-term relationships with clients, this role is ideal for those who are passionate about finance and customer service.About the JobWe are...

Company Overview:Wealthspire Advisors is a leading independent registered investment advisory firm, dedicated to delivering exceptional service to clients across the East Coast, West Coast, Midwest, and Mid-Atlantic regions. With a strong commitment to a fiduciary business model, we prioritize connecting all aspects of a client's financial life to provide...

Overview: AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.We are based in...

Job Title: Eligibility AdvisorEstimated Salary Range: $43,777 - $50,343 per yearThe City of New York's Emergency and Intervention Services (EIS) division is seeking a skilled Eligibility Advisor to join their team. In this role, you will be responsible for determining eligibility for public assistance programs, working closely with clients to understand...

Job Opportunity: Custom Clothing AdvisorWe are seeking a talented Custom Clothing Advisor to join our team at Proper Cloth. In this role, you will play a crucial part in representing the brand and delivering exceptional service to our discerning clientele.As a Custom Clothing Advisor, you will have the chance to develop your skills in menswear, learning...

Risk and Finance Advisor Opportunity:We are seeking a skilled Risk and Finance Advisor to join our team. As a Risk and Finance Advisor, you will collaborate with clients on their strategic vision for analytics, crafting a pragmatic roadmap of initiatives. You will analyze and interpret trends or patterns in substantial and/or intricate data sets, suggesting...

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 is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates...

About IDBAt IDB, we pride ourselves on being a client-centric organization. For over 70 years, we have made it our mission to provide exceptional service and support to our clients. Our success is built on the strength of our team, who share a passion for delivering top-notch service and a deep understanding of our clients' needs.

About the RoleWe are seeking a talented Commercial Attorney Advisor to join our team at Trandon Associates, Inc.This is a full-time position based out of our Park Avenue offices on a hybrid schedule.Salary:$150,000 - $220,000 per year, commensurate with experience.Duties and ResponsibilitiesAs a Commercial Attorney Advisor, you will be responsible for...

Opportunities for GrowthIn the Private Client Division of Oppenheimer & Co. Inc., our team is dedicated to providing exceptional service to clients and their Financial Advisors. We are currently seeking a Registered Client Service Associate to join our Midtown East branch office.

Are you passionate about helping others achieve their financial goals?Do you have excellent communication skills and a passion for delivering exceptional customer service?As a Relationship Banker at Bank of America, you will play a key role in helping our clients achieve their financial objectives.You will engage with clients in the lobby to educate them on...

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.About the JobWe are seeking an exceptional Sales Manager to drive our ambitious expansion by leading and scaling our team of Financial Advisors.This role combines strategic leadership with hands-on...