- World Insurance Associates, LLC. (Farmingville, NY)
- …- Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization with a global ... across personal lines, commercial lines, employee benefits, and financial services . + Deliver a high-touch client experience,...lines insurance , with a strong focus on high-net-worth/ private client solutions. + Deep understanding of… more
- AON (NY)
- …and interaction. + Maintains awareness of all insurance carrier partner products, services and systems. + Fully applies internal client management system to ... group(APRM) is hiring for an Account Executive/Broker III. Aon Private Risk Management (APRM) designs, implements, and services...awareness of all insurance carrier partner products, services and systems. + Fully applies internal client… more
- KeyBank (East Greenbush, NY)
- …to prospecting; documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services , as well as knowledge of ... the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of...wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services… more
- KeyBank (Batavia, NY)
- …to prospecting; documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services , as well as knowledge of ... people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of...wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services… more
- JPMorgan Chase (Brooklyn, NY)
- … client service , operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of ... investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan...licensed insurance agency, doing business as Chase Insurance Agency Services , Inc. in Florida. JPMS,… more
- JPMorgan Chase (New York, NY)
- …presence and high-touch service model for high-net-worth customers with our Private Client offering. We are searching for an experienced Market Director ... Your role requires strategic thinking, a passion for exceptional client service , and a history of successfully...+ 10 Years in banking, wealth management, or financial services , with a focus on serving affluent clients +… more
- JPMorgan Chase (Hauppauge, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client ...licensed insurance agency, doing business as Chase Insurance Agency Services , Inc. in Florida. JPMS,… more
- KeyBank (Albany, NY)
- **Location:** 1900 Central Avenue, Albany New York **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning ... The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment...the in person coaching and mentoring of branch personnel, client management, service delivery and other resources… more
- Citizens (Brooklyn, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...internal stakeholders and specialists in delivering a variety of services , including financial planning, investment management, insurance ,… more
- JPMorgan Chase (New York, NY)
- …their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a ... a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that exceeds expectations +… more
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