Client-Focused Financial Services Advisor

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...

Job Description:Advisor Development Program Client AssociateMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management,...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement,...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...

Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions. Moody’s Analytics, Subsidiary company of Moody’s Corporation, is a world leader in tools and services in financial risk management. Grouping the non-credit rating activities of Moody’s, Moody’s Analytics offers its clients complete solutions...

Client Advisor - CDD Mars a Octobre 2026 – Maison de Luxe Rejoignez Maison Italienne, une référence incontournable dans le monde du luxe, où l’artisanat d’exception rencontre l’élégance et le confort. La maison incarne un subtil équilibre entre tradition et modernité, offrant des produits d’une qualité inégalée, alliant créativité et...

Une Maison Italienne de luxe à Saint-Tropez recherche un Client Advisor passionné par la Haute Couture. Vous vous engagez à offrir un service exceptionnel tout en atteignant les objectifs de vente. Avec 3 ans d'expérience dans l'industrie, vous maîtrisez le parcours client et la gestion des stocks. La connaissance du français et de l’anglais est...

**Salary**: €30k - 33k per year **Reference**: JOB-7358 **Client Advisor - CDD Avril a Octobre 2025 - Maison de Luxe** **Saint-Tropez | up to €33k prorata temporis** **À propos**: Rejoignez Maison Italienne, une référence incontournable dans le monde du luxe, où l’artisanat d’exception rencontre l’élégance et le confort. La maison incarne...

As a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...