Personal Investment Advisor

Job Summary:Our company, Phaxis, is seeking an experienced Client Advisor to join our team. As a Client Advisor, you will be responsible for developing and maintaining client relationships through proactive communication and the coordinated delivery of services to individuals, families, trusts, and foundations.Responsibilities:Client Service:Communicate with...

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About the RoleiCapital is a leading provider of financial technology solutions for the alternative investment industry. Our platform enables advisors, wealth management firms, and asset managers to evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. With a global presence and a strong track record of...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and...

Job DescriptionAt U.S. Bank, we're committed to helping our clients achieve their financial goals. As a Private Wealth Advisor, you'll play a critical role in identifying and addressing the unique needs of our high net worth clients. With a focus on building strong relationships and providing tailored financial solutions, you'll have the opportunity to make...

Job Title: Automotive Service AdvisorMiller Motorcars is a highly established, family-owned luxury automotive business with over 40 years of experience. We are dedicated to providing the finest in new and pre-owned motorcars to our loyal clients.We are seeking a self-motivated, highly organized, and professional Service Advisor to join our team. The ideal...

About the RoleThe Service Advisor is a critical member of our team, responsible for delivering exceptional customer service and driving service sales growth. As a Service Advisor, you will be the first point of contact for our customers, ensuring their needs are met and their expectations are exceeded.Key ResponsibilitiesProvide prompt and courteous service...

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...

About the RoleMiller Motorcars is a renowned luxury automotive business with a rich history of over 40 years. We are committed to delivering exceptional service and unparalleled customer experiences.We are seeking a highly skilled and organized Service Advisor to join our team. The ideal candidate will possess excellent communication skills, a strong work...

Job Title: Membership Sales AdvisorAs a Membership Sales Advisor at Equinox, you will be responsible for selling club memberships and ancillary business packages. You will prospect new business and clients, host events and workshops for in-club lead generation, and achieve or exceed individual sales goals, renewals, and ancillary service...

Job Title: Senior Client AdvisorJames Perse Los Angeles is seeking a highly skilled and experienced Senior Client Advisor to join our team in our Greenwich location.Job Summary:The 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...

Job Summary:Phaxis, a leading Asset Management firm, is seeking an experienced Client Advisor to develop and maintain client relationships through proactive communication and coordinated service delivery. The role acts as a liaison between Senior Client Advisors and various service areas, ensuring seamless client service.Responsibilities:Client...

Job Summary:Phaxis, a leading Asset Management firm, is seeking an experienced Client Advisor to join our team. As a Client Advisor, you will be responsible for developing and maintaining client relationships through proactive communication and the coordinated delivery of services to individuals, families, trusts, and foundations.Key Responsibilities:Client...

The Firm:At Andersen, we're a trailblazing force in the world of Tax, Valuation, and Business Advisory. Our extensive global presence sets us apart, and we're free from independence-related constraints that may hinder other firms.We're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your...

About AndersenAt Andersen, we are a trailblazing force in the world of Tax, Valuation, and Business Advisory. With the most extensive global presence among professional services organizations, we offer a thrilling expedition into the world of tax, valuation, and business expertise. Our focus is on your development, helping you flourish as leaders,...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...

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 This RoleThe Beauty Advisor at Saks Fifth Avenue is a key member of our luxury retail team, responsible for delivering an exceptional client experience and driving sales growth. This role requires a strong passion for beauty and a keen understanding of our products and services.Key ResponsibilitiesProvide personalized assistance to clients, offering...

Job Title: Commercial Real Estate Loan Originations AnalystJoin Counterpointe Sustainable Advisors, a pioneer in C-PACE financing and sustainable real estate investments, as a Commercial Real Estate Loan Originations Analyst. In this role, you will play a critical part in evaluating and managing the process of securing loans for commercial properties.Key...

Unlock a Rewarding Career as a Caregiver with ModivcareAre you passionate about making a positive impact in people's lives? Do you enjoy helping others and fostering meaningful relationships? We're seeking compassionate and dedicated individuals to join our team as Caregivers in Stamford, CT.About the RoleAs a Caregiver with Modivcare, you'll have the...