Remote Benefits Advisor - Leadership Training Program Fisher AgenciesRemote Benefits Advisor - Leadership Training ProgramBridgeport, CTRemote$50,000–$120,000Fisher Organization is seeking motivated and coachable individuals who want to develop real-world leadership skills and grow into management roles. This entry-level opportunity is designed for recent graduates and early-career professionals who want mentorship, structured training, and a clear path to advancement.
Work From Home - Client Benefits Advisor AO Garcia AgencyWork From Home - Client Benefits AdvisorNew Haven, ConnecticutGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. You’ll be working with clients who have already shown interest—your job is to guide, educate, and help them move forward.
Work From Home - Client Benefits Advisor Global Elite Empire ConsultantsWork From Home - Client Benefits AdvisorGreenwich, ConnecticutAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Renewals • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) .
NewRemote Benefits Advisor - Leadership Training Program Globe Life American Income Division: Fisher OrganizationRemote Benefits Advisor - Leadership Training ProgramBridgeport, CTRemoteWhat You'll DoMeet virtually with clients to provide information and supportDevelop professional communication and leadership skillsParticipate in weekly training and mentorship sessionsTrack performance goals and personal development progressCollaborate with a motivated remote team environmentWhy Candidates Choose This RoleHands‑on leadership development experienceProfessional mentorship and trainingClear promotion path into leadershipSupportive and collaborative team cultureRemote flexibility – work from anywhereRequirementsStrong communication skillsReliable and self‑motivatedPositive attitudeWillingness to learnInterest in growth and advancement#J-18808-Ljbffr. Launch Your Career in LeadershipFisher Organization is seeking motivated and coachable individuals who want to develop real-world leadership skills and grow into management roles.
NewRemote Benefit Options Advisor Flexible Hours & Performance Pay MediumRemote Benefit Options Advisor Flexible Hours & Performance PayStamford, CTRemoteAll interviews will be via Zoom, promoting a modern work approach that doesn't confine traditional office hours.#J-18808-Ljbffr. A remote consulting firm is seeking motivated individuals to assist clients who have shown interest in benefit options.
Senior Health & Benefits Consultant Marsh & McLennan Companies IncSenior Health & Benefits ConsultantNorwalk, CTMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Director of Benefits Hexcel CorpDirector of BenefitsStamford, CTWith our strong investment in research and development and our culture of continuous improvement, Hexcel is the industry leader in the manufacturing of advanced composite materials, including carbon fiber, woven reinforcements, resins, prepregs, honeycombs and engineered core. Hexcel (NYSE: HXL) is a global leader in advanced composites technology, a leading producer of carbon fiber, and the world leader in honeycomb manufacturing for the commercial aerospace industry.
Benefits Coordinator NFP CorpBenefits CoordinatorFishkill, New York$59,000–$65,000 / yearFull timeWe help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. Summary: The Benefits Coordinator supports account management teams with day-to-day client servicing, benefits administration tasks, and renewal activities.
Benefits Coordinator Aon PlcBenefits CoordinatorFishkill, NY$59,000–$65,000 / yearWe help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. Summary: The Benefits Coordinator supports account management teams with day-to-day client servicing, benefits administration tasks, and renewal activities.
Academic Advisor - School of Nursing Come work at QUAcademic Advisor - School of NursingHamden, ConnecticutOur 20 Division I teams have achieved remarkable success, boasting national and conference titles — including a 2023 NCAA national championship win in men’s ice hockey, a trip to the Sweet 16 for our women's basketball team and NCAA Tournament appearances by many of our programs. The university currently has an enrollment of 9,700 students in more than 100-degree programs through its Schools of Business, Communications, Computing & Engineering, Education, Health Sciences, Law, Medicine, Nursing and the College of Arts & Sciences.
Admissions Advisor Online (Waterbury, CT, onsite) Post University, Inc.Admissions Advisor Online (Waterbury, CT, onsite)Waterbury, CTAccountable to the Post Community - partner cross-functionally with Financial Aid, Student Services, and Academic Advising teams to foster a comprehensive, student-centered experience, providing non-traditional students with the support, guidance, and resources they need to transform their lives. Dedication to a noble calling - committed to empowering non-traditional students by providing unmatched guidance, support, and resources, enabling them to overcome challenges and transform their lives through education and personal growth.
NewVP/Wealth Advisor AllianceBernstein LPVP/Wealth AdvisorStamford, CT$175,000–$250,000 / yearWith diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics:Entrepreneurial SpiritIntellectual CuriosityHigh Emotional Quotient ("EQ")Determination and Relentless Drive for SuccessSpirit of Generosity in Working With and Within Their CommunityExcellent Interpersonal and Communication SkillsStructure and Disciplineand the following qualifications:An existing network that can be continuously cultivated and expanded within the communityProven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisorsComfortable interacting with individuals of significant wealthExperience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisionsTrustworthiness and personal integrity that is beyond reproachStrong academic credentialsA passion for investing and for peopleWho We Are Bernstein Private Wealth Management advises high‑net‑worth clients on planning for—and living with—the complexities that come with wealth. What We're Looking For Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families.
Relationship Advisor Hudson Valley Federal Credit UnionRelationship AdvisorPoughkeepsie, NYPrimary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required.
Float Relationship Advisor Hudson Valley Federal Credit UnionFloat Relationship AdvisorPoughkeepsie, NYProvide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required.
Financial Solutions Advisor - Albany / Hudson Valley Market Bank of America CorpFinancial Solutions Advisor - Albany / Hudson Valley MarketNY$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Southern CT. Market Bank of America CorpFinancial Solutions Advisor - Southern CT. MarketWestport, CT$65,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Advisor Northwestern MutualFinancial AdvisorWhite Plains, New York$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Lia Toyota Rockland - Automotive Service Advisor The Lia GroupLia Toyota Rockland - Automotive Service AdvisorBlauvelt, NY$65,000–$175,000 / yearFull timeABOUT US: Founded in 1979, Lia Group Companies consist of Lia Auto Group, Vent Fitness, BurgerFi and various commercial properties including Hamilton Square shopping center in Guilderland. COMMUNITY: We are heavily involved in supporting the communities we live in and work in and look for people to join us in volunteerism and fundraising efforts for many local charities and non-profit organizations.
Float Relationship Advisor Hudson Valley Credit UnionFloat Relationship AdvisorPoughkeepsie, New York$20.96–$25.39 / hourOverview: Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Qualifications: High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required .
Relationship Advisor Hudson Valley Credit UnionRelationship AdvisorPoughkeepsie, New York$20.96–$25.39 / hourPrimary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. Qualifications: High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required .
Parts Advisor Tesla IncParts AdvisorMount Kisco, NY$19.38–$29.07 / hourEscalate parts issues from internal or external suppliers in collaboration with Regional Parts Manager, acting as a point of contact to vendors and giving constructive feedback that will contribute to future improvements. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Medical plans > plan options with $0 payroll deduction.
Membership Sales Advisor, Mamaroneck EquinoxMembership Sales Advisor, MamaroneckMamaroneck, NYFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Membership Sales Advisor, Scarsdale EquinoxMembership Sales Advisor, ScarsdaleScarsdale, NYFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Financial Solutions Advisor - Black Rock Turnpike Financial Center Bank of America CorpFinancial Solutions Advisor - Black Rock Turnpike Financial CenterFairfield, CT$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor - New Canaan Financial Center Bank of America CorpFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, CT$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorNYFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Financial Advisor - Westchester County, NY Corebridge Financial IncFinancial Advisor - Westchester County, NYWhite Plains, NYHigh school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 license and a Series 63 and 65 or 66 You also have an active state variable life and health license. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor Strategies for WealthFinancial AdvisorRye Brook, NY$200,000–$500,000 / yearWe believe the best client outcomes happen when advisors are empowered, supported, and aligned with a firm that puts people first - clients and advisors alike. If you’re an experienced Financial Advisor looking for a firm that helps you grow - not limit you - Strategies for Wealth offers a platform designed to elevate high performers.
Sales Rep (Comfort Advisor) Gem Plumbing & HeatingSales Rep (Comfort Advisor)Danbury, CTFull timeProvide customers with prompt and accurate price quotes, showcasing the latest technologies tailored to meet their specific needs, with a focus on leading with financing options. Develop and implement effective sales strategies to explore new business opportunities, including the identification of key decision-makers within targeted leads.
Membership Sales Advisor, Scarsdale Equinox Holdings IncMembership Sales Advisor, ScarsdaleScarsdale, NYJOB OVERVIEW: Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
NewMembership Sales Advisor, Darien Equinox Holdings IncMembership Sales Advisor, DarienDarien, CTJOB OVERVIEW: Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
NewAssociate Wealth Advisor, Schwab Wealth Advisory Charles Schwab CareersAssociate Wealth Advisor, Schwab Wealth AdvisoryStamford, CTWhat you haveRequired Qualifications* Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.* Proactivit y: Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.* Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.*
NewWealth Management Advisor (Hamden, CT) TIAAWealth Management Advisor (Hamden, CT)Hamden, ConnecticutSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Financial Advisor - Stamford, CT Thrivent Financial for LutheransFinancial Advisor - Stamford, CTStamford, CTThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moodys Investors Service; and an AA+ rating from S&P Global Ratings.
Wealth Advisor - New Haven, CT Citizens Financial Group IncWealth Advisor - New Haven, CTNew Haven, CT$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Wealth Advisor - Fishkill, NY Citizens Financial Group IncWealth Advisor - Fishkill, NYFishkill, NY$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Style Advisors, Mamaroneck EquinoxStyle Advisors, MamaroneckMamaroneck, NYPart timeFor more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ . In addition to Equinox, our other brands, Blink, Pure Yoga, SoulCycle, Furthermore, and Equinox Hotels are all recognized for inspiring and motivating members and employees to maximize life.
Style Advisor, Darien EquinoxStyle Advisor, DarienDarien, CTPart timeFor more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ . The Style Advisors takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures.
Style Advisors, Armonk EquinoxStyle Advisors, ArmonkArmonk, NYPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. The Style Advisors takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures.
Style Advisors, Scarsdale EquinoxStyle Advisors, ScarsdaleScarsdale, NYPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver.
Style Advisor, Westchester EquinoxStyle Advisor, WestchesterScarsdale, NYPart timeWe are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art locations in Westchester (Armonk, Mamaroneck and Scarsdale). Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks.
Style Advisors, Greenwich, CT EquinoxStyle Advisors, Greenwich, CTGreenwich, CTPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver.
Style Advisors, Southport EquinoxStyle Advisors, SouthportFairfield, CTPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. The Style Advisors takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures.
NewAudi Service Advisor Keeler Motor Car CompanyAudi Service AdvisorHawthorne, NY$80,000–$120,000 / yearIf you enjoy building relationships, providing exceptional customer service, and working in a fast-paced dealership environment, we'd love to hear from you. Join the Audi Hawthorne team and build a rewarding career with a dealership committed to delivering exceptional customer experiences.
Senior Home Lending Advisor - Stamford, CT JPMorgan Chase & CoSenior Home Lending Advisor - Stamford, CTStamford, CTJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
J.P. Morgan Wealth Management - Private Client Advisor - Scarsdale JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - ScarsdaleScarsdale, NYChampion and support your teammates' success and the goals of the bank, while fostering a culture of diversity • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills • This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
Senior Home Lending Advisor - New City NY - New City New Hempstead Branch JPMorgan Chase & CoSenior Home Lending Advisor - New City NY - New City New Hempstead BranchNew City, NYJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Danbury, CT JPMorgan Chase & CoSenior Home Lending Advisor - Danbury, CTDanbury, CTJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
J.P. Morgan Wealth Management - Private Client Advisor - Westchester East JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westchester EastWhite Plains, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Sales Advisor - Entry Level Northwestern Mutual - Fairfield CountySales Advisor - Entry LevelBridgeport, CTOur passion for community support is evident in our ongoing contributions to these charities: Local: Norwalk Open Door (transitioning people from homelessness into mainstream society), Filling in the Blanks (meals for schools). As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.