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As a Client Advisor, you will primarily focus on driving conversations with technology C-levels in digital transformation/agility and cybersecurity, leading these conversations with our professional services and solutions.
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The Private Client Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets.
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Halff is Hiring for a Client Advisor in our Jacksonville, FL office. Client Advisors (CA) play a crucial role in driving growth and expansion for Halff. The CA's expertise in identifying new business opportunities, nurturing client relationships, and driving revenue generation is instrumental in achieving our strategic goals.
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Description About the PositionThe Style Advisor is responsible for promoting the selling culture in the store, driving business through building strong client relationships, and leading the sales team.
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Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents. Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales.
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The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client contact.
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Maintains a docket of statutory USPTO and client due dates and satisfies all due dates in accordance with client instructions and firm docketing procedures. Job SummaryCrowell & Moring LLP, a global Am Law 100 law firm, seeks a highly qualified Scientific Advisor – Patent Agent to join its Intellectual Property practice group, working from its New York office.
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The Senior Advisor Client Strategist seeks to help BNY Mellon drive growth by identifying new clients who will be well served by BNY Mellon's unique value proposition in wealth and investment advisory and planning, including solutions that bridge business and personal goals, private banking, investment management, and trust administration.
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As a GUCCI Lead Client Advisor, you will assist the Store Director and Team Leader in the driving sales results, training and supervision of Client Advisors, merchandise management and daily store operations.
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Senior VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning), a person will play a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships.
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The Gucci Client Advisor is responsible for providing our clients with exceptional service by meeting their individual needs and expectations, as well as serving as a "Gucci Ambassador", promoting the philosophy and values of the brand.
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As a Fendi Client Advisor, you will be accountable for providing outstanding customer service and for exceeding assigned sales goals. Achieve all Client Advisor critical metrics and CRM requirements.
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Uphold an omni-channel mindset to directly benefit the client, producing a seamless experience from in-store to online and vice versa. As a Fragrance & Beauty Advisor, you are the ultimate CHANEL brand ambassador.
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Serving as the primary client advisor on strategic marketing and communications, you will manage the relationship with client management, establishing project expectations and negotiating deliverables.
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