Client Advisor: Average Salary in Westport, CT in 2024

The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR GREENWICH LOCATION. In the absence of Store Management, the Senior Client Advi...

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...

The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR GREENWICH LOCATION. In the absence of Store Management, the Senior Client Advi...

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...

Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures. Perf...

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...

Job responsibilities: * Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and ...

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 ...

This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...

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...

JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR GREENWICH LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. In the absence of Store Managemen...

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...

Automated Scheduling: Clients booked on your calendar via SMS. ...

This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...

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 ...

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...

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 ...

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...

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting ...

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting ...

Duties and responsibilities In-depth knowledge of Taro and Ohm portfolio, competitive dynamics, customer landscape and strong understanding of relationships between wholesalers, distributors, retailers and direct/indirect sales channelsResponsible to support sales, forecasting, planning of future go...

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. To get started as a ...

Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects. The ideal candidate will have 3-8 y...

As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their values, lifestyle, and goals. Talent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Fin...

Assist Senior Financial Advisors with data collection and input into financial planning software. Build and maintain client relationships in partnership with the Senior Financial Advisors. Attend meetings held by the Senior Financial Advisors with clients; conduct solo meetings with clients as appro...