Client Advisor Jobs in Bridgeport, CT

The Client Advisor, Investment Manager - Vice President will serve as a strategic advisor for clients' investment portfolios, collaborating with relationship managers to provide comprehensive investme...

The Client Advisor at SCS Financial will join the New York office to support the financial and investment needs of ultra-high net worth clients. Responsibilities include implementing and maintaining c...

The Trust Advisor III at Comerica Advisor Solutions serves as a relationship manager, providing insight into trust documents and overseeing estate planning. The role involves business development, man...

The Virtual Financial Advisor at Citizens Wealth Management is responsible for delivering personalized financial strategies to mass affluent clientele through virtual means. The role involves growing...

The Institutional Sales Trader position at Osaic involves building and maintaining institutional relationships with US clients, executing client orders, generating new order flow, and maximizing reven...

The Compliance Advisor will support the execution of CIBC Bank USA and CIBC Inc.'s Compliance Risk Management program, focusing on consumer deposit, lending, and credit-related laws and regulations. T...

Wealthspire Advisors is seeking a Wealth Advisor to collaborate with the team in managing the financial planning needs of high net-worth clients and their families...

The Virtual Financial Advisor at Citizens Wealth Management is responsible for delivering personalized financial strategies to mass affluent clientele through virtual means. The role involves growing...

The Special Needs Trust Advisor III is responsible for managing a portfolio of Special Needs Trusts and related accounts, ensuring compliance with governing documents and applicable laws. This role in...

The Senior Compliance Officer will play a crucial role in ensuring that CIBC Bank USA adheres to all applicable laws, regulations, and internal policies. This position involves leading the bank's comp...

The Business Development Analyst will support senior relationship managers in the U.S. Wealth Team at AQR Capital Management. Responsibilities include providing sales and administrative support, manag...

The Business Advisor role at Capgemini involves shaping vision and strategy with clients, understanding user and stakeholder needs, and deriving business requirements for current and future solutions...

Aquarian Holdings is seeking an exceptional individual to join the Client Services team as a Relationship Manager in New York City. The role involves building, scaling, and maintaining client service...

The Senior Consultant, Market Advocacy & Strategy at Northern Trust is responsible for representing the company within the industry, advocating for industry change, and conducting deep research into t...

Senior Analyst role at Arena Investors, LP focusing on Client Service and Marketing. Responsibilities include overseeing client service and marketing materials, collaborating with investment teams, an...

The Client Relationship Manager at ICON plc will play a crucial role in building and maintaining strong partnerships with clients in the healthcare and clinical research sector. The role involves deve...

The Client Relationship Manager serves as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring clients can access the full range of investment solutions. The role...

The Client Advocate role at WTW involves supporting assigned clients, building and strengthening client relationships, providing strategic planning and consulting advice, and driving the renewal proce...

The Client Advocate supports client relationships and strategy at the insurance program level, working with a Senior Relationship Manager on complex and middle market accounts. They coordinate WTW res...

The Client Delivery Specialist - Assistant Vice President at iCapital will join the Data Solutions team to manage financial software applications, assist clients, and work on special projects. This ro...

The AVP- Wealth Advisor at Wealthspire Advisors will leverage deep financial expertise to craft tailored investment strategies, lead the execution of sophisticated financial plans, and nurture endurin...

As a Banking Industry Advisor at Microsoft, you will lead industry-focused sales for assigned accounts in the Banking Industry, driving digital transformation and revenue growth...

Join Farther as a Senior Financial Advisor to build a client-first business with modern tools, backed by cutting-edge technology. This role offers maximum autonomy to grow your client base and serve c...

The Consultant Relations Executive Director at AQR Capital Management will lead and support relationships with investment consultants in the Eastern U.S. The role requires a strategic, consultative ap...

The Executive Assistant - Technology at iCapital will provide administrative support to Managing Directors in the New York and tri-state area offices. This role involves managing calendars, arranging...