- Citizens (North Andover, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- JPMorgan Chase (Boston, MA)
- …relationships with leading wealth managers by delivering private market solutions. As a Private Wealth Alternatives Client Advisor in our Sales team, you ... private market solutions to team member investors through financial intermediaries. You will promote financial ...investors through financial intermediaries. You will promote financial advisor engagement across various channels and… more
- Bank of America (Boston, MA)
- Private Client Advisor II...centers of influence **Required skills:** * 12+ years of private banking or complex financial services experience ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Private - Client - Advisor -II\_25038968) **Job Description:** At Bank… more
- JPMorgan Chase (Malden, MA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- JPMorgan Chase (Mattapan, MA)
- …the best investment solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer ... capabilities, and skills: * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client … more
- Wellington (Boston, MA)
- …gatekeepers. The settings for presentations will include national sales meetings, regional financial advisor meetings, office visits, as well as conference ... with those of our clients. **About the Role** As part of Wellington Management's Client Platform, the Portfolio Advisor will represent a range of Wellington… more
- Citigroup (Boston, MA)
- …+ Anticipate events in a client 's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client ...+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Eastern Bank (North Andover, MA)
- …Provides high level servicing to assigned portfolio of clients. + Manages the client 's financial circumstances with a focus on maintaining a strong relationship ... Responsible for growth of the private banking portfolio and servicing of private...the servicing and nurturing of the relationship with assigned client team. Meets deposit, wealth, lending and fee revenue… more
- Eastern Bank (Boston, MA)
- …Collaborates with other business partners to enhance each relationship and deliver a private bank experience.Looks holistically at every client to bring the full ... outcomes in business development. + Regular in market site visits to prospect/ client businesses required. + Strong knowledge of financial institution policies… more
- Eastern Bank (Boston, MA)
- …+ Collaborates with other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the ... full capabilities of the bank to each client . + Refers clients and prospects to Commercial Lending,...and treasury management solutions to serve as a "trusted advisor " to our clients. Industry expertise in key verticals… more