Senior client advisor jobs in United States

We are seeking a motivated and relationship-driven Client Services Advisor to join our team. · Nurture existing client relationships · Deliver financial advice · SUPPORT clients in achieving their financial goals · ...

We're hiring a Client Service Advisor for a long-term, service-focused advisory role that will transition into leading client progress reviews over time. · This position is ideal for an experienced financial professional who understands the industry, enjoys working with clients, ...

We are seeking a motivated and relationship-driven Client Services Advisor to join our team. This is a unique opportunity to step into practice with an existing client base. · ...

· Client Service Advisor · Location: Greenville, South Carolina · Company: JEHM Wealth & Retirement · About Us · JEHM Wealth & Retirement is a boutique financial services firm rooted in the Upstate of South Carolina, with our office located in the Five Forks area.  We take pride ...

We are currently looking for a Senior Client Advisor at our Bal Harbour location.The Senior Client Advisor provides excellent and specialized customer service by creating emotionally enriched relationships with clients; developing and nurturing meaningful and loyal client relatio ...

The Senior Client Advisor is responsible for providing comprehensive wealth management services to high-net-worth clients.This role requires a deep understanding of financial planning, investment strategies, and portfolio management to effectively address clients' needs and goals ...

The Senior Financial Planner is responsible for leading client engagements, · delivering comprehensive financial planning solutions, · and contributing to the firm's strategic goals. ...

We're hiring a Senior Wealth Advisor who thrives at the intersection of technical excellence, relationship leadership and operational clarity. We deliver integrated financial investment and tax strategies with a personalized high-touch approach. · ...

We deliver integrated financial, investment, and tax strategies with a personalized, high-touch approach. · Delivering high-quality technical work in financial planning, investment strategy, tax planning and preparation—freeing up the CEOs time · Lead and manage relationships for ...

We're seeking polished, · relationship-driven Senior Client Advisors to join the opening team of our NYC flagship jewelry store. ...

A natural leader who takes ownership in client service and store operations areas. · Achieve individual and store sales goals. · Serve customers according to A.P.C.'s selling ceremony standards. · ...

We are currently looking for a Senior Client Advisor at our Houston location. The Senior Client Advisor provides excellent and specialized customer service by creating emotionally enriched relationships with clients; · Demonstrate active leadership on the selling floor, to drive ...

Ferragamo is re-envisioning its Italian house by providing a bold new cool perspective on elegance and luxury. · Demonstrate active leadership on the selling floor, to drive individual and team objectives and be accountable for sales results. · Cultivate a long-term authentic bon ...

We are currently looking for a Senior Client Advisor at our Bal Harbour location. · ...

A senior client advisor manages a portfolio of clients providing high-quality accounting services in a fast-paced cloud-based environment. · ...

We are currently representing a well-regarded Boston based Registered Investment Advisory firm that is looking to hire a Senior Client Advisor to manage an existing customer base. · This RIA utilizes a well-developed, fee-only financial planning approach for its HNW clients and h ...

Senior Client Advisor Job Summary: · A luxury women's fashion house seeks Senior Client Advisors for its Palm Beach flagship at Royal Poinciana Plaza. The role involves delivering personalized client experiences, driving sales through clienteling and styling, and maintaining exce ...

This is a full-time role for a Senior Client Advisor located in Santa Clara, CA. · Deliver exceptional customer service. · BUILD AND MAINTAIN STRONG CLIENT RELATIONSHIPS. · Evaluate and address client needs efficiently. · ...

We are currently looking for a Senior Client Advisor at our Dadeland Mall location. · The Senior Client Advisor provides excellent and specialized customer service by creating emotionally enriched relationships with clients; developing and nurturing meaningful and loyal client re ...

This job is with Marsh McLennan. We are seeking a talented individual to join our Advisory team at Marsh. This role will be based in New York and has a requirement of working at least three days a week in the office.We foster a vibrant and inclusive culture where you can work wit ...