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Private Client Advisor jobs - White Plains, NY

Viewing 1 - 10 of 1,248 jobs

  • Assurance Private Company Services Senior Associate (5765319)

    PwC - Stamford, CT

    Our Private Company Services practice has access to our firm's global network of resources, as well as private company-f ... Our Private Company Services professionals understand that a one size approach to client service does not necessarily fi...

    30+ days ago from PwC

  • Associate, Institutional Client Advisor

    Michael Page International - US - New York City, NY

    Act as a backup to Senior Client Advisers on all client/prospect matters, such as the coordination of targeted client ou ... Institutional Client Advisor will work in the Institutional Client Group alongside a Senior Client Advisor based in New...

    30+ days ago from eFinancial Careers

  • Private Client Associate

    Angela Mortimer - New York City, NY

    will team up with Financial Advisors in order to service private clients by analyzing financial information to ... both formal classroom and on the job training on private client products, services, procedures and policiesAn...

    12 days ago from Doostang

  • UHNW Private Banker

    Citi - New York City, NY

    clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) ... easily understood Relationship Management * Serve as the client’s advocate and trusted advisor (primary contact) for...

    29 days ago from Citi

  • Private Client Advisor

    Major International Bank - New York City, NY

    with client to revise plan based on modified needs of client or changes in investment markets. Ensure that client ... Periodic Client Reviews Act as back up to other designated Private Client Advisors. Skills and Knowledge Knowledge of...

    3 days ago from IvyExec

  • Private Client Advisor - Bilingual Spanish / English

    Citigroup - Finance Industry - New York City, NY

    trusted financial advisor. Handle inquiries and resolve problems whenever contacted by client. • Oversee and ensure ... Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews • Act as back up to other designated Private Client...

    15 days ago from VelvetJobs

  • Financial Advisor - Licensed Private Banker

    Willis Consulting - New York City, NY

    Firms Job Description: Financial Advisor - Licensed Private Banker- Positions available in Mamaroneck, Roslyn ... product view for our mass affluent clients. Each Advisor should therefore have experience in investment, banking...

    11 days ago from ZipRecruiter

  • Assurance Private Company Services Senior Associate (5765322)

    PwC - New York City, NY

    Our Private Company Services practice has access to our firm's global network of resources, as well as private company-f ... Our Private Company Services professionals understand that a one size approach to client service does not necessarily fi...

    30+ days ago from PwC

  • Private Client Advisor

    Global Securities, Investment and Retail Banking Firm - New York City, NY

    As a Private Client Advisor, you will acquire and deepen relationships with clients through comprehensive needs based ... your asset and revenue targets. A successful Private Client Advisor will be able to advise clients with complex...

    30+ days ago from IvyExec

  • BlackRock US Client Solutions Senior Client Advisor

    BlackRock - Finance Industry - New York City, NY

    and strategic advisory services to public and private sector financial institutions globally. BlackRock’s Client ... responsibilities. The successful Senior Client Advisor will be commercially-oriented and execution-minded as it...

    24 days ago from VelvetJobs

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