Senior Client Advisor

Job Summary: Our client, a leading Asset Management firm with a specialty in private wealth management including investment management, wealth planning, and highly personalized client service has an exciting opportunity available for an experienced Client Advisor. The role is responsible for developing and maintaining client relationships through proactive...

About the RoleAs a Senior Financial Advisor at U.S. Bank, you will play a key role in helping high net worth clients achieve their financial objectives. With a strong focus on relationship management and business development, you will be responsible for identifying, closing, and deepening client relationships.Key ResponsibilitiesUse your knowledge of...

POSITION OVERVIEWNorthCoast Asset Management, a Division of Kovitz is looking for an Associate Advisor to join our team in their Greenwich, CT office. The Associate Advisor serves as an integral part of our team. This great communicator, influencer and enthusiastic person will support the vision, positive culture, and team spirit. They will focus on team and...

POSITION OVERVIEWNorthCoast Asset Management, a Division of Kovitz is looking for an Associate Advisor to join our team in their Greenwich, CT office. The Associate Advisor serves as an integral part of our team. This great communicator, influencer and enthusiastic person will support the vision, positive culture, and team spirit. They will focus on team and...

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Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, a top producing Wealth Management Group is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, a top producing Wealth Management Group is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

Job Title: Senior Registered Client Service Associate Location: Greenwich, CT Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join...

Senior Registered Client Service Associate - Greenwich, CT - 2403677 Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...

Our client, a well-established FinTech is looking to fill the role of Back End Senior Java Developer. The successful candidate will help design, develop and maintain their Web API platform, which currently provides third Parties, clients and internal client-facing applications access to highly critical real-time services required for day-to-day operations....

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 Trust, Officer, Business Development, Senior, Management, Solutions Advisor, Banking, Business Services

Our client, a well-established FinTech is looking to fill the role of Back End Senior Java Developer. The successful candidate will help design, develop and maintain their Web API platform, which currently provides third Parties, clients and internal client-facing applications access to highly critical real-time services required for day-to-day operations....

Tempus Advisors, an independent wealth advisory practice, located in Fairfield County Connecticut and affiliated with Raymond James, is seeking a growth focused Financial Advisor to join our team. Our practice is dedicated to delivering comprehensive financial planning solutions tailored to our clients' diverse needs and objectives. Position Overview: This...

Tempus Advisors, an independent wealth advisory practice, located in Fairfield County Connecticut and affiliated with Raymond James, is seeking a growth focused Financial Advisor to join our team. Our practice is dedicated to delivering comprehensive financial planning solutions tailored to our clients' diverse needs and objectives. Position Overview: This...

About Our Client:Our client, a prestigious global wealth management firm, is known for providing sophisticated, client-focused financial planning and wealth management services. They cater to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and business owners, delivering tailored solutions that align with their clients' long-term...

Associate AdvisorKovitz is seeking a highly motivated and detail-oriented Associate Advisor to join our team in Greenwich, CT. As an integral part of our team, you will play a key role in supporting the vision, positive culture, and team spirit.Key Responsibilities:Build and maintain strong relationships with clients in partnership with Senior Financial...

About the RoleThis is a hybrid position that requires three days in the office and two days remote. As a Senior Accountant at Interactive Brokers, you will be responsible for the accounting and financial analysis for certain legal entities of the Group. This includes reviewing and implementing complex accounting issues and new businesses.You will have a...

As a Mortgage Protection Advisor at Spieldenner Financial Group, you will play a vital role in helping individuals and families protect their largest asset: the ability to make an income. You will be responsible for scheduling appointments with potential clients, researching their financial information, and presenting customized options to meet their...

Fashion Advisor, Saks Greenwich At CHANEL, we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each individual increases the diversity, complementarity, and effectiveness of our teams. We strongly encourage your application, as we value the perspective, experience,...

WHO WE ARE:Zinnia is a leading insurance technology company that is simplifying the way people buy, sell, and administer insurance products. We combine intuitive enterprise technology solutions and data insights to provide a seamless experience for shoppers, advisors, and insurers alike. Our marketplace and market-leading products, including SmartOffice,...