Automotive Client Advisor

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize...

Steer by Mechanic Advisor offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user-friendly, cost-effective platform. Through the Steer CRM suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about...

POSITION OVERVIEW:Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/exceeding individual and store goals.RESPONSIBILITIES:Engage with clients in...

Are you an established financial professional looking for a new opportunity to apply your skills in an entrepreneurial yet highly supportive environment?  Your responsibilities as a Financial Advisor will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and...

SummaryIf you are a Dream-maker, this is the place for you. Together, we'll create the real fabric of Gucci.A community of people united by the same passion: breaking new ground in the fashion world and beyond.Job DescriptionSummaryIf you are a Dream-maker, this is the place for you. Together, we'll create the real fabric of Gucci.A community of people...

Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and...

About the role Steer is looking for a Senior Platform Engineer with extensive production Kubernetes experience to join our Platform Engineering Team responsible for designing and implementing our infrastructure in Kubernetes, improving our monitoring and alerting, working with application engineers to find and implement the right solutions, and ensuring...

Company Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone...

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

Oppenheimer Private Client Group is a full service financial services firm with an emphasis on providing premier financial advice and guidance to the local affluent marketplace.Job DescriptionPrimary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires...

Looking to get out of public? Looking for a better work life balance?*Please note: only local Massachusetts applicants will be considered.The Atlantic Group has partnered with a highly regarded wealth management advisory firm looking for a talented tax professional to join their team!The Tax Advisor will assist with initiatives related to tax analysis and...

Summary If you are a Dream-maker, this is the place for you. Together, we’ll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. Job Description Summary If you are a Dream-maker, this is the place for you. Together, we’ll create the real fabric of Gucci. A community of...

Primary relationship resource for a subset of our largest and most important existing Solutions relationships. Partner with sales to support the sales process and ongoing relationship management. This partnership will include support with the initial sales conversations (typically education), help with onboarding new relationships and then ongoing support...

Company Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments. Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone...

Senior Client Service Associate - Private Wealth Group (RIA)A Boston based wealth management investment firm is seeking a Senior Client Service Associate to work in a fast-paced environment who is a highly organized, proactive individual.The purpose of this role is to work closely with the Client Advisors and maintain the client accounts and provide...

? Senior Client Service Associate - Private Wealth Group (RIA) A Boston based wealth management investment firm is seeking a Senior Client Service Associate to work in a fast-paced environment who is a highly organized, proactive individual. The purpose of this role is to work closely with the Client Advisors and maintain the client accounts and provide...

Men's Client Advisor - Draw Vs Commission - Boston-() Description NEIMAN MARCUS GROUP Neiman Marcus Group (NMG) has been the premier destination for luxury fashion and goods, superior service, and an elevated retail experience for more than a century. Today, 9, associates contribute to the success of NMGs brands: Neiman Marcus, Bergdorf Goodman,...