Producer - Client Advisor

Company OverviewWealthspire Advisors is a leading independent registered investment advisory firm based in New York City. With over $20 billion in assets under management, our team of experts serves clients from 22 offices across 12 states.Focused on delivering tailored financial solutions and exceptional client service, Wealthspire Advisors prioritizes a...

We are seeking a highly motivated and results-driven professional to join our team as a Client Relationship Banking Advisor. As a key member of our small business banking team, you will be responsible for driving business growth and development for small businesses across the United States. With an estimated salary of $65,000 - $80,000 per year, this...

Benefits Strategy AdvisorWe are seeking an experienced Benefits Strategy Advisor to join our team at HUB International. In this role, you will work closely with clients to develop and implement employee benefits strategies that meet their unique needs and goals.About the RoleThis is a challenging and rewarding role that requires strong analytical and...

Job SummaryThe Senior Client Manager position at Willis Towers Watson involves managing and retaining high-value client relationships. This includes providing exceptional service, maintaining knowledge of market trends, and ensuring clients have the appropriate coverages for their business needs.The ideal candidate will have 3+ years of experience in...

RSM, a leading professional services firm, is seeking an experienced Chief Risk Advisor to join our team. With a strong background in internal audit and risk management, you will play a critical role in helping our clients navigate complex regulatory landscapes and achieve their business objectives.We are committed to delivering exceptional service and...

About this Job OpportunityOld National Bank is seeking a highly skilled and experienced Sr. Relationship Manager for its Financial Institutional Group. As a key member of this team, you will be responsible for driving business growth in futures and securities within the group, developing new and existing relationships, and serving as a relationship manager...

We are looking for a highly skilled Licensed Client Service Associate to join our team at Citigroup Inc. As a key member of our Private Client Coverage group, you will be responsible for delivering wealth management services to high net worth individuals and families. You will work closely with our Banker teams to assess risk, analyze data, and communicate...

About the RoleZentro is looking for a Client Engagement Specialist to focus on client satisfaction and retention. As a Regional Account Manager, you will play a pivotal role in ensuring the satisfaction and retention of our high-value property clients.You will establish and nurture strong relationships with property managers and owners, acting as a trusted...

Job OverviewWe are seeking a highly skilled IT Technical Advisor to join our team at Shartega IT, Inc. in Chicago IL and surrounding areas.This role will involve providing technical guidance and support to our clients, ensuring their IT systems run smoothly and efficiently. The ideal candidate will have strong problem-solving skills, excellent communication...

Job ResponsibilitiesAs a Commercial Lines Account Manager, you'll serve as the primary contact for commercial accounts, ensuring client needs are met and exceeded. You'll oversee policy management, develop tailored strategies to manage and grow each account, and act as a trusted advisor to clients on complex coverage issues.

Project Management and LeadershipAs an Executive Producer at Envoy, you will be responsible for leading high-impact projects and managing multiple clients simultaneously. This role requires strong leadership and project management skills, as well as expertise in digital and multimedia production. If you are a seasoned producer looking for a new challenge,...

Job SummaryWe are seeking an IT Strategic Advisor to join our team at Framework IT in Chicago. As a trusted advisor, you will work closely with clients to understand their business objectives and develop tailored technology solutions to drive growth and success.About UsFramework IT is a premier IT Managed Service Provider with a strong focus on delivering...

About the RoleAs a Senior Tax Preparer/Advisor at P&G Advisors, LLC, you will have the opportunity to work directly with business owners to develop tax strategies, prepare accurate returns, and provide proactive advice that contributes to their overall success and valuation growth.Key Responsibilities:Collaborate with Clients: Work directly with business...

We are seeking a highly motivated and experienced Wealth Management Advisor to join our team at RK Partners. As a Wealth Management Advisor, you will be responsible for providing comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies.The ideal candidate...

Are you a career-driven individual seeking a challenging role that offers financial rewards and opportunities for growth? Look no further! As a Sales Performance Advisor at Advisors Illinois, you'll be part of a dynamic team dedicated to delivering innovative benefit solutions to self-employed small business owners and individuals.We're looking for someone...

About Our TeamWe are a dynamic team of professionals dedicated to delivering exceptional client service and expert guidance in the areas of wealth management and financial advisory services. We are seeking an experienced Tax Manager to join our team.The successful candidate will have a strong background in tax planning and preparation, with expertise in...

At RK Partners, we're seeking a skilled Client Service Professional to join our team. This role plays a vital part in supporting our clients and Wealth Advisors with administrative and operational assistance.The ideal candidate will have a degree in finance or a related field and at least 5 years of experience in client service. A Series 65 license is also...

Job DescriptionThe primary responsibility of the Relationship Banker lies in providing top-notch customer service, handling various financial transactions, and introducing new account openings for individual and business clients. This role requires a passion for superior customer service, enthusiasm, and teamwork.

About the RoleAt RK Partners, we are seeking a highly skilled Client Service Liaison to join our team. This role plays a crucial part in supporting our clients and Wealth Advisors with essential administrative and operational assistance.Key ResponsibilitiesPrepare for client meetings by gathering reports and maintaining accurate records.Maintain regular...

About the RoleThe Financial Services Associate will play a vital role in supporting our wealth management division. This dynamic position requires strong relationship-building skills, attention to detail, and the ability to work effectively in a team environment.Key Responsibilities:Develop and maintain strong relationships with clients, advisors, and other...