Client Advisor: Average Salary in Bridgeport, CT in 2024

Wealth Advisor to join their tight-knit team. Build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services. Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals. Collabo...

As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. Previous experience? Financial services wholesaler at Horizon Kinetics and Cohe...

Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI. Complete USI New Business Process for new clients, including establishing a communic...

Wealth Advisor to join their tight-knit team. Build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services. Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals. Collabo...

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an en...

Wealth Advisor to join their tight-knit team. Build and maintain strong relationships with high net-worth clients and provide comprehensive financial planning services. Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals. Collabo...

Client Advisors hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair for making each client’s experience extraordinary. The love of building his/her own business by developing client relationships and exceeding sales ...

Why You’ll Love This Client Recovery Advisor Job. CRAs are a part of a multidisciplinary Addiction Care team guiding and directing clients through an intensive In-Home Addiction Treatment program which provides services for up to a full year. The CRA serves as a personal guide in helping clients to ...

New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key l...

D Aceto Services LLC is seeking a motivated and customer-focused Client Service Associate to join our remote team. Provide accurate information about products and services to clients. In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service an...

D Aceto Services LLC is seeking a motivated and customer-focused Client Service Associate to join our remote team. In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service and support. Provide accurate information about products and services t...

Join D Aceto Services LLC as a Remote Call Center Customer Service Representative and contribute to our commitment to delivering exceptional service. D Aceto Services LLC is seeking enthusiastic individuals to join our team as Remote Call Center Customer Service Representatives. Gain the skills nece...

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a com...

Seeking a Licensed Financial Advisor based in New Haven, CT, US- Responsibilities entail collaborating with individuals and local businesses to offer financial services and products- Key focus on safeguarding assets, promoting financial literacy, and fostering wealth accumulation- Opportunity to con...

New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key l...

GNC is looking for dynamic sales associates that not only "Live Well" as a lifestyle, but have the desire to share that passion with others. A Sales Associate who enjoys interacting with customers and is committed to helping them choose the right products, as well as making recommendations based on ...

Spencer's - Connecticut Post Mall [Retail Sales / Store Assocaite / Cashier] As a Sales Associate @ Spencer's, you'll: Maintain Guest Services; Efficiently operate POS, maintaining security of cash; Support the Store Management Team by generating sales, conducting housekeeping, merchandising, signin...

Retail Sales Associates provide an exceptional customer shopping experience by greeting our guests and keeping our stores in-stock, clean and organized. As a Retail Sales Associate, you will support the manager in day to day operations. ...

Ensuring high levels of customer satisfaction by being knowledgeable on all products offered, and teaming up with co-workers to provide excellent sales service. Delivering sales, outstanding customer experience, and operational expectations. ...

The goal of Client Service is to build and grow meaningful relationships with the world’s largest, most sophisticated investors and help clients achieve their goals through high quality return streams and tailored insights. Internally, the Director holds the critical responsibility of serving as a n...

We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals. Meet with clients...

Responsible for providing an exceptional service experience to multiple customers at one time and contribute to the store achievement of Five-Star Customer Service. Use all systems to manage the customer flow to deliver Five-Star Customer Service experience. Maintain all service vows which include B...

Contribute to the growth of the organization across all lines of business through customer engagement, expert product and service knowledge, follow-up, and follow through at the service desk, on the sales floor, and at the register. Responsible for the organization and productivity of the service bu...

Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As a State Farm team member for Chris Boyle - State Farm Agent, you will build and develop cus...

Dollar General Corporation has been delivering value to shoppers for more than 80 years.Dollar General helps shoppers Save time.Learn more about Dollar General at .Function as a Cashier and/or Stocker and act in a lead capacity in the absence of the Store Manager or Assistant Store Manager.Assist in...