Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Advisor

Key Bank

KeyBank is seeking a Private Client Banker to deliver holistic financial guidance to clients with up to $2M in investable assets. You will cultivate relationships, assess client needs, and refer suitable solutions across Private Bank, Investment Services, Mortgage and Business Banking. You will partner with branch teams, stay compliant, and help clients achieve financial wellness through plan-based advice and proactive planning in a dynamic community banking environment. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Client Advisor in Port Washington, NY vacancy
  •  ...run our company and how we deliver for our clients, teammates, communities and shareholders...  ..., including access to the full array of Private Bank and the bank's capabilities and services...  ...clients and prospects as their trusted advisor, providing integrated recommendations... 
    Private client
    Shift work
    Day shift

    Bank of America

    Forest Hills, NY
    4 days ago
  • $88.4k - $132.6k

     ...York, United StatesSalary: $88,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch...  ..., but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize... 
    Private client
    Full time
    Work at office

    Citigroup

    Albertson, NY
    4 days ago
  • $25 - $38.46 per hour

     ...Main Street - North East, Pennsylvania 16428 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client... 
    Private client
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Port Washington, NY
    3 days ago
  •  ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and...  ...investment solutions to meet their financial needs.  As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... 
    Private client

    JPMorgan Chase & Co.

    Queens, NY
    more than 2 months ago
  • $76k - $174k

    Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have a say, make an impact, and bevalued, Mazars is the right place for you! Our Tax practice seeks an experienced and accomplished tax professional... 
    Private client
    Full time
    Summer work
    H1b
    Work at office
    Local area
    Flexible hours

    Forvis Mazars

    Woodbury, NY
    1 day ago
  • $126.5k - $166.3k

     ...Tax Manager - Private Wealth page is loaded## Tax Manager - Private Wealthlocations: USA...  ...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global...  ...This is a great opportunity to be a valued advisor delivering tax and business advisory... 
    Private client
    Work at office
    Local area
    Worldwide

    Baker Tilly International

    Uniondale, NY
    5 days ago
  •  ...AnnuallyIndustry Accounting & Accounting Services;Broker Dealer;Financial Services;Hedge Fund;Private Equity;Public AccountingSelling Points Shape impactful tax strategies for high-net-worth clients and businesses. Drive growth in a collaborative, hybrid work environment with... 
    Remote work

    Green Key Resources

    Port Washington, NY
    2 days ago
  • $80k - $120k

     ...Job Title Personal Lines Private Client Account Executive Job Description A global fintech leader, Acrisure empowers millions of...  ...recommendations for appropriate insurance coverage. Additionally, the advisor would be responsible for maintaining strong relationships... 
    Private client
    Work at office
    Immediate start
    Flexible hours

    Acrisure LLC

    Uniondale, NY
    2 days ago
  •  ...Client Advisor Venus ET Fleur is a custom rose atelier that intersects the romantic tradition of sending flowers with stylish design. We specialize in lush, customizable arrangements which are everlasting roses that maintain freshness for over a year. Each personalized... 
    Part time
    Local area
    Flexible hours
    Rotating shift
    2 days per week

    Venus ET Fleur LLC

    Manhasset, NY
    3 days ago
  • $107k - $180k

     ...exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide...  ...different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical... 
    Private client
    Local area
    Worldwide

    IQ-EQ

    Garden City, NY
    4 days ago
  • $84.2k - $120k

     ...01(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires an understanding of ERISA regulations and fiduciary...  ...skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management... 
    Private client
    Work at office
    1 day per week

    Risk Strategies

    Uniondale, NY
    2 days ago
  • $44k - $80k

     ...Client Support Specialist We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri-State area! While you will work from home, you must reside near the Greater Tri-State area as occasional in-person participation with your... 
    Full time
    Remote work

    Fidelity Investments

    Roslyn, NY
    3 days ago
  • $100k - $120k

    Manager of People & Culture opportunity available for a private client in Syosset, NY. The ideal candidate will have 4-5+ years as an HR Generalist/Manager and experience handling employee relations, performance management, team/culture building, and succession planning... 
    Private client

    Solomon Page

    Syosset, NY
    4 days ago
  • $85k - $115k

     ...exceeding US$857 billion. We work with 13 of the world's top-15 private equity firms. Our services are underpinned by a Group-...  ...different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical... 
    Private client
    Local area
    Worldwide

    IQ-EQ

    Garden City, NY
    1 day ago
  •  ...Summary The Client Advisor is an in-store sales professional who delivers exceptional client service and represents the brand. This role focuses on building lasting client relationships, driving sales through repeat business, and providing personalized selling experiences... 
    Local area
    Flexible hours
    Night shift

    brobstongroup.com - Jobboard

    Manhasset, NY
    3 days ago
  •  ...providing meaningful companionship and safety support, we encourage you to apply. Hiring info: We're looking for private helpers/ caregivers for clients on Herewith, a free online platform that makes getting hired and paid as a private caregiver fast and easy. Here's... 
    Private client
    Hourly pay
    Start working today
    Local area
    Immediate start
    Flexible hours
    3 days per week

    Herewith Caregivers

    Rockville Centre, NY
    27 days ago
  • $19 per hour

     ...advance through our Stylist Leveling Program with clear pathways and continuous learning ~ No client-building stress - we provide a fully established clientele ~ Private styling rooms - one client at a time, in a calm, professional space What You Bring to The... 
    Private client
    Immediate start
    Weekend work

    Hair Club

    New Hyde Park, NY
    1 day ago
  • $78.32k - $109.28k

     ...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding...  ...degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Client Services Time... 
    Private client
    Full time

    Citigroup Inc

    East Meadow, NY
    4 days ago
  • $80k - $120k

     ...Extensive experience providing site design for a broad range of private development that includes corporate office, multifamily, urban,...  ...through construction for both private and public sector clients. Responsibilities: Lead and perform civil site development... 
    Private client
    Work at office
    Local area
    Relocation package

    Jobot

    Queens, NY
    16 hours ago
  •  ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P....  ...administrative support to our Private Client Advisors. Your role will encompass the efficient... 
    Private client

    JP Morgan Chase

    Flushing, NY
    3 days ago
  • $69k

     ...position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families.   What We Offer Remote, work-from-home career... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    Thomaston, NY
    more than 2 months ago
  • $17 - $24.23 per hour

     ...Rockville Centre, NY 11570 Teller provides excellent service to clients by assisting them with processing routine financial...  ...training as required Compliance, HR, etc. Provide support for the Private Client Groups as needed. May be asked to assist in alternate Financial... 
    Private client
    Local area
    Night shift

    Flagstar Bank

    Rockville Centre, NY
    3 days ago
  •  ...Prada seeks a motivated luxury retail professional to deliver an outstanding client experience in our Manhasset boutique. You will guide clients through the brand world, build lasting relationships, and contribute to achieving individual sales targets with a team. The... 
    Hourly pay

    Prada

    Manhasset, NY
    3 days ago
  • $17 per hour

     ...Set the tone of a positive shop atmosphere by approaching the day as if hosting a party! ~ Organize and execute shop flow between clients and team members in a positive manner. ~ Serve as subject matter expert in reservation system; ensure client information is... 
    Hourly pay
    Shift work

    Drybar Shops

    Roslyn Heights, NY
    3 days ago
  • $75.4k - $86.1k

    Assistant Relationship Manager As a member of the Dealer Sales Pod, the ARM is responsible to leverage the Sales System & Protocol to ensure the overall interaction between the Dealer and Capital One is an iconic experience. The ARM is responsible for enabling their ASM...
    Full time
    Part time
    Work at office
    Local area

    Capital One

    Jericho, NY
    16 hours ago
  • $85k - $120k

     ...and supporting a diverse portfolio of business and individual clients. The Role You will work as a trusted right-hand person to one of...  ...individuals across industries such as: Entertainment and sports Privately owned businesses High-net-worth individuals and families The... 

    Distinct | North America

    Kensington, NY
    16 hours ago
  • $50k - $60k

     ...Fensterman, LLP is a full-service law firm committed to providing clients with high-quality legal counsel, innovative solutions, and...  ...calendars. Communicate professionally with clients, financial advisors, accountants, trust officers, and other professionals. Assist... 
    Work at office

    Abrams Fensterman

    Great Neck, NY
    4 days ago
  • $95k - $120k

     ...growth-oriented independent insurance agency is hiring a High-Net-Worth Personal Lines Account Executive to support a sophisticated private-client book. This is a service-first role for someone who knows how to advise affluent households on complex personal insurance... 
    Private client
    Full time
    Work at office
    Monday to Friday

    The Misch Group

    Long Island, NY
    18 days ago
  •  ...Representative Global Industrial has been an industry leader providing private label and brand name industrial equipment and supplies to...  .... Deliver exceptional customer experience by understanding client needs and providing tailored solutions. Build trust and... 
    Local area

    Global Industrial

    Port Washington, NY
    3 days ago
  • $25 - $35 per hour

     ...Job Description Job Description Client Advisor Job description Overview: London Jewelers is a premier jewelry business, family owned and operated for over 90 years. We continue to set the standard for quality and service in providing customers with the finest... 
    Hourly pay
    Full time
    Local area
    Flexible hours
    Shift work

    London Jewelers

    Manhasset, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Advisor. Be the first to apply!