• Citizens (Clifton Park, NY)
    …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
    job goal (12/04/25)
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  • Citizens (New York, NY)
    …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....of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
    job goal (12/04/25)
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  • Unknown (Los Angeles, CA)
    …through operational efficiencies, strategic acquisitions, and strengthening financial systems. The client is a private equity firm with a focus on ... The client , a middle-market private equity firm...private equity-backed companies and successful exits. The Senior Advisor , Audit Chair will play a crucial role in… more
    job goal (12/03/25)
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  • Neuberger Berman (Philadelphia, PA)
    …Philadelphia. This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. ... The Advisor Consultant is responsible for creating new relationships...for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and… more
    DirectEmployers Association (10/09/25)
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  • Stony Brook University (Stony Brook, NY)
    Business Advisor **Required Qualifications (as evidenced by an attached resume):** Bachelor's degree (foreign equivalent or higher). Two (2) years full-time ... experience in a private or public company. Experience using online tools such...Duties:** At the Small Business Development Center, the Business Advisor provides a comprehensive range of small business-based assistance… more
    DirectEmployers Association (11/06/25)
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  • Bank OZK (Bentonville, AR)
    …of high-net-worth clientele, managing and expanding those relationships to grow the private client base. Provide advice, counsel, and high-level customer service ... to clients who frequently seek strategic advice regarding financial matters. + Effectively manage client expectations...5+ years of banking experience, including 3+ years in private banking or in another client -facing role… more
    DirectEmployers Association (10/15/25)
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  • Jet Aviation (Teterboro, NJ)
    …marry technical and financial insight with a nuanced understanding of private aviation, always advancing client objectives while upholding Jet Aviation's ... Client Aviation Director to serve as the trusted advisor for our most discerning clients. Located at our...advisory role sits at the intersection of aviation expertise, financial stewardship, and client advocacy, while representing… more
    DirectEmployers Association (09/26/25)
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  • Neuberger Berman (New York, NY)
    As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales ... team to cover financial advisors, as well as field sales and market...business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… more
    DirectEmployers Association (11/20/25)
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  • Signature Aviation (Orlando, FL)
    …and market dynamics. + Build and maintain strong, long-lasting relationships with key client stakeholders, serving as a trusted advisor and primary point of ... strategic vision and leadership will be instrumental in understanding key client needs, developing customized growth plans, ensuring successful execution, and… more
    DirectEmployers Association (11/22/25)
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  • Neuberger Berman (New York, NY)
    …Investment Team Support to lead a high-performing function within the Public & Private Markets, with a primary, end-to-end focus on Blackrock's Aladdin. This global ... changes and regulatory/process transformations. + Foster a culture of ownership, client focus, and continuous improvement; allocate resources to support changing… more
    DirectEmployers Association (11/15/25)
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