25754 client advisor jobs found

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s...

WatchBox is a global leader in the luxury watch market and is transforming a multi-billion-dollar luxury watch industry. We have a deep understanding of the watch industry spanning decades and are now focused on building new technologies to connect watch enthusiasts from around the world. We are looking for a Client Advisor with a timepiece specialization to join our concierge sales team to support the buying, selling, and trading of luxury watches. As a Client Advisor, you will be responsible for serving as the face of WatchBox with our network of elite clientele. This individual will need to excel in developing relationships with customers across a number of channels, including: champions of industry, Fortune 500 executives, professional athletes, and many more. Further, he or she will need to be fluent in espousing the WatchBox brand of luxury and refinement and will be ultimately responsible for developing a significant private and client trade network. POSITION SUMMARY...

At Whittier Trust, we aren't just a financial institution; we are trusted partners with a long, rich history of successfully navigating the financial markets to preserve, protect, and enhance our clients' wealth and well-being across generations. As the oldest, privately owned, multi-family office headquartered on the West Coast, we operate with the singular focus of providing holistic, top-tier client service and highly personalized investment solutions to ultra-high-net-worth individuals and their families designed to advance and secure their long-term financial legacies and goals. With a dedicated team of 250 professionals, we serve a community of just under 600 clients and their families, offering a diverse range of services that span investment management, consulting, fiduciary expertise, philanthropic support, and comprehensive family office services. Entrusted with managing approximately $23 billion in private family assets, we approach each client's unique needs with a...

Hendrick Kia of Cary Location: 90 MacKenan Drive, Cary, North Carolina 27511 Hendrick is an Equal Opportunity employer. Minorities, women, veterans, and individuals with disabilities are encouraged to apply. For more information regarding the EEOC, please visit https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf .

Hendrick Chevrolet Buick GMC Cadillac Southpoint Location: 127 Kentington Drive, Durham, North Carolina 27713 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.    Supervisory Responsibilities: This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: Meets dealership sales goals. Greets customer and determines make, type, and quality of vehicle desired. Explains features and demonstrates operation of vehicle in showroom or on demonstration drive. Suggests optional equipment for customer to purchase. Computes and quotes sales price, including tax, trade-in allowance, and discount. Completes paperwork accompanying vehicle sales, including but not limited to, preparing sales slip or sales contract. Arranges for delivery and registration of vehicle. Researches availability of models and optional equipment. Engages in business development. Addresses...

Hendrick Chevrolet (Cary) Location: 100 Auto Mall Drive, Cary, North Carolina 27511 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.    Supervisory Responsibilities: This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: Meets dealership sales goals. Greets customer and determines make, type, and quality of vehicle desired. Explains features and demonstrates operation of vehicle in showroom or on demonstration drive. Suggests optional equipment for customer to purchase. Computes and quotes sales price, including tax, trade-in allowance, and discount. Completes paperwork accompanying vehicle sales, including but not limited to, preparing sales slip or sales contract. Arranges for delivery and registration of vehicle. Researches availability of models and optional equipment. Engages in business development. Addresses customer concerns....

BMW of Kansas City South Location: 1200 W. 104th Street, Kansas City, Missouri 64114 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.    Supervisory Responsibilities: This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: Meets dealership sales goals. Greets customer and determines make, type, and quality of vehicle desired. Explains features and demonstrates operation of vehicle in showroom or on demonstration drive. Suggests optional equipment for customer to purchase. Computes and quotes sales price, including tax, trade-in allowance, and discount. Completes paperwork accompanying vehicle sales, including but not limited to, preparing sales slip or sales contract. Arranges for delivery and registration of vehicle. Researches availability of models and optional equipment. Engages in business development. Addresses customer concerns....

BMW of South Austin Location: 5501 S. IH 35 Frontage Rd, Austin, Texas 78744 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.    Supervisory Responsibilities: This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: Meets dealership sales goals. Greets customer and determines make, type, and quality of vehicle desired. Explains features and demonstrates operation of vehicle in showroom or on demonstration drive. Suggests optional equipment for customer to purchase. Computes and quotes sales price, including tax, trade-in allowance, and discount. Completes paperwork accompanying vehicle sales, including but not limited to, preparing sales slip or sales contract. Arranges for delivery and registration of vehicle. Researches availability of models and optional equipment. Engages in business development. Addresses customer concerns. Maintains CSI...

BMW of South Austin Location: 5501 S. IH 35 Frontage Rd, Austin, Texas 78744 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.    Supervisory Responsibilities: This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: Meets dealership sales goals. Greets customer and determines make, type, and quality of vehicle desired. Explains features and demonstrates operation of vehicle in showroom or on demonstration drive. Suggests optional equipment for customer to purchase. Computes and quotes sales price, including tax, trade-in allowance, and discount. Completes paperwork accompanying vehicle sales, including but not limited to, preparing sales slip or sales contract. Arranges for delivery and registration of vehicle. Researches availability of models and optional equipment. Engages in business development. Addresses customer concerns. Maintains CSI...

BMW of South Austin Location: 5501 S. IH 35 Frontage Rd, Austin, Texas 78744 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.    Supervisory Responsibilities: This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: Meets dealership sales goals. Greets customer and determines make, type, and quality of vehicle desired. Explains features and demonstrates operation of vehicle in showroom or on demonstration drive. Suggests optional equipment for customer to purchase. Computes and quotes sales price, including tax, trade-in allowance, and discount. Completes paperwork accompanying vehicle sales, including but not limited to, preparing sales slip or sales contract. Arranges for delivery and registration of vehicle. Researches availability of models and optional equipment. Engages in business development. Addresses customer concerns. Maintains CSI...

Job Description: Please note this is a pipeline requisition. \u00A0As opportunities become available, we will evaluate applicants and reach out when we have viable a position open. The Role The Client Service Representative (CSR) supports Registered Investment Advisors (RIAs) that custody their clients assets with Fidelity. You will work within a Service Team environment based on a service tier, which consists of dedicated lines of businesses and client service managers. You will work on all service and operational requests from a specific group of clients (or tier) and will be responsible for the overall service experience for those clients. You will be highly engaged in all areas of support relative to the activities of specific clients and business partners, including phone support and other alternative communication channels. You will work under moderate supervision to process routine, daily transaction volumes within scope of responsibility. Many Client...

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Advisor Associate. The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of client service to affluent investors. Responsibilities: Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPAs, business managers, attorneys) Act as project lead or participate extensively in department or firm level projects Open new accounts and monitor progress Provide daily client service, including but not...

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term goals, then construct a tailored financial plan that meets the clients goals. The Citizens PCFA is a branch-based advisorwho excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth...

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Market Team Lead at the J.P. Morgan Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of their balance sheet and drive new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients...

IBM Technology Sales Engineer - Storage in Washington , District Of Columbia Introduction The Technology Sales Engineer role (internally called a 'Brand Technical Specialist') within IBM storage means co-creating with clients and colleagues in one of the most trusted, respected, and awarded teams in its space. When clients want cyber resiliency, they think of IBM Storage. A career with us gives you exceptional sales exposure to the latest technology; the brightest thought-leaders to learn from; and the most influential clients to help shape the world with. Excellent onboarding and an industry-leading learning culture will set you up for positive impact and success, whilst ongoing development will advance your career through an upward trajectory. Our sales environment is collaborative and experiential. Part of a team, you'll be surrounded by bright minds and keen co-creators - always willing to help and be helped - as you apply passion to work that will compel our clients to...

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide. Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen. We have received recognition numerous times as a top place to work, most recently ranking on U.S. News & World Report's "Best Companies to Work for 2024" list, and Glassdoor's "Best Places to Work in the U.S. 2023" list. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com . Why Insperity? Flexibility: Over 80% of Insperity's jobs have work-from-home...

T&Pm is one of the world's leading full service creative and media agencies, connecting talent and tech to drive growth for brands. Formed by the integration of The&Partnership and mSix&Partners, it brings together content and distribution into a single, holistic end-to-end marketing solution. Backed by WPP and GroupM and combined with the agility of an entrepreneurial Partner-led mindset, the multi-discipline agency spans four continents with 45 offices and over $1.25 billion dollars in billings globally. As an early adopter with the first ever AI-generated TV ad for Lexus in 2018, T&Pm is focused on harnessing AI across all its outputs with its 1,900 people already trained on WPP's proprietary AI platform Creative Studio, to deliver enhanced outcomes for clients. We believe in The Power of &, connecting talent & tech to fuel brand growth. Our teams blend creative, media, experience and technology specialists from across our marketing practices. The...

IBM Technology Sales Engineer - Data in San Francisco, California Introduction Technology Sales Engineer role (what we internally call a, 'Brand Technical Specialist') within IBM's Data & AI brand means accelerating enterprises' success by improving their ability to understand their data. It means providing solutions that enable people across organizations, in multiple roles, the ability to turn data into actionable insights without having to wait for IT. And it means selling multi-award winning software, and world-class design practices that enables business analysts to ask new questions. The answers to which are literally shaping the future and changing the world. Excellent onboarding and an industry leading learning culture will set you up for positive impact and success, whilst ongoing development will advance your career through an upward trajectory. Our sales environment is collaborative and experiential. Part of a team, you'll be surrounded by bright minds and keen...

Woodard & Curran is a national engineering, science, and operations firm with a simple vision for clean water, a safe environment, healthy communities, and happy people. As an employee-owned company, we strive to cultivate diverse teams and encourage collaboration in an equitable and inclusive culture. We seek talented individuals from all backgrounds to help us address a broad range of water and environmental issues. We prioritize our people, offering opportunities for professional growth, ownership, and flexibility. That's how we make a difference to our clients, people, and the planet. The Water Resources Senior Practice Leader focuses on advancing the capabilities and market exposure of the Water Resources Practice. The primary focus is to understand the national markets, drivers, and trends in water resources, such as integrated planning of groundwater, stormwater management, watershed planning, and water supply in private and public sector markets. The Water Resources...

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Market Team Lead in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on...