- Citizens (Weston, MA)
- …that meets the client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client… more
- Citizens (Boston, MA)
- …work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through ... based on their knowledge of market conditions and the client 's circumstances. The Virtual Financial Advisor strives...and the client 's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals.… more
- Midland States Bank (Champaign, IL)
- …out by reading through the role overview below. Position Title: Wealth Advisor Locations: Champaign_IL Time Type: Full time Req ID: JR1041-Champaign_IL At Midland, ... Salary Range: $103,700 - $138,200+ annually Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients.… more
- Unknown (Los Angeles, CA)
- The client , a middle-market private equity firm focused on manufacturing and energy, is seeking a Senior Advisor , Audit Chair to support multiple portfolio ... through operational efficiencies, strategic acquisitions, and strengthening financial systems. The client is a private equity firm with a focus on manufacturing… more
- The Computer Merchant, LTD. (St. Petersburg, FL)
- …success metrics and measurable outcomes for agentic systems that drive advisor productivity, client intelligence, and firm efficiency. Requirements Management ... role in business decision-making. Integrity-driven; consistently aligns actions with client outcomes and firm values. Embraces iterative learning and continuous… more
- Reed Smith LLP (Pittsburgh, PA)
- …Engineer in Client Development will serve as a senior leader and trusted advisor , bridging the gap between client business needs, legal practice demands, and ... They will not only design and deliver sophisticated solutions but also facilitate client workshops, lead global training programs, capture and integrate client … more
- Shimadzu Scientific Instruments (Seattle, WA)
- …for selling and supporting Shimadzu's Analytical Instrument portfolio. As a trusted advisor , the Field Sales Engineer builds and maintains strong, long-term customer ... NOT LIMITED TO: Sales & Business Development: Identify and prioritize new client opportunities; manage and grow existing accounts. Develop and execute strategic… more
- Heritage Bank (Bellevue, WA)
- …range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing ... of bank products and services to clientele while serving as a trusted advisor . This position will also have responsibility for underwriting, structuring, and closing… more
- Sul Lee Law Firm, PLLC (Dallas, TX)
- Sul Lee Law Firm is a fast-growing, client -focused boutique law firm focusing on complex business disputes, corporate litigation, and partnership/shareholder ... are at risk. Our culture values excellence, efficiency, and client service above all else. We are seeking a...from beginning to resolution and serve as a trusted advisor to business clients. Compensation: $155,000 - $165,000+ yearly… more
- Reed Smith LLP (Pittsburgh, PA)
- …of the Legal Operations function. Job Duties and Responsibilities Act as a trusted advisor to the PGLs, advising on all aspects of the group's progress, financial ... in order to free up PGLs for higher level management work and client -facing work. Responsible for overall profitability of the group; analyze data/reports and put… more
