Sales Representative Rotating Machinery ServicesSales RepresentativeChicopee, MARemote$80,000–$175,000Full timeThe ideal candidate will bring a combination of technical knowledge, strong industry relationships, and a proven ability to secure and manage high-value business opportunities. RMS is seeking a high-performing, technically strong Sales Representative to drive strategic growth within our industrial services business in the Northeast - USA.
NewSales Account Executive / Project Manager Davron LLCSales Account Executive / Project ManagerSpringfield, MAThe Sales Account Executive / Project Manager position in Springfield, MA is an exciting opportunity to join a long-standing, family-oriented commercial signage company with more than 100 years in business and a strong reputation for managing custom sign projects from concept through installation. SALES ACCOUNT EXECUTIVE | PROJECT MANAGER | PROJECT COORDINATOR | CUSTOMER RELATIONS | SIGNAGE | COMMERCIAL SIGNS | PRINTING | CONSTRUCTION | MICROSOFT OFFICE | PERMITTING | CUSTOMER SERVICE | PROJECT MANAGEMENT .
NewOutside Sales Representative - Paid Weekly - Paid Training Safe Haven SecurityOutside Sales Representative - Paid Weekly - Paid TrainingWindsor, CT$70,000–$125,000Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions: Willingness to work outside 90% of the time for extended periods in any season, with potential exposure to inclement weather. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service.
NewErie Home - Outside Sales Representative Erie HomeErie Home - Outside Sales RepresentativeBloomfield, CT$125,000–$250,000 / yearRanked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list , we’re expanding nationwide and looking for top sales talent to join us. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal—giving homeowners a solution they can’t find anywhere else.
NewOutside Sales Representative Erie HomeOutside Sales RepresentativeBloomfield, CT$125,000–$250,000 / yearRanked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list , we’re expanding nationwide and looking for top sales talent to join us. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal—giving homeowners a solution they can’t find anywhere else.
NewMedical Device Sales - Paid Internship Medical Sales CollegeMedical Device Sales - Paid InternshipGranby, MAProactively research and identify new opportunities via outbound efforts utilizing university relationships, word of mouth, LinkedIn, social media platforms, networking, direct referrals, etc. Shall not misrepresent the nature of the school, facility, programs, expected outcome of training, employment, salary expectations, etc. in any way, either directly or indirectly, implied or omitted.
Technical Sales & Support Engineer Pinnacle Technical ResourcesTechnical Sales & Support EngineerAgawam, Massachusetts$70,000–$90,000 / yearThe specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Based on-site in Agawam, MA, this role assists in managing the technical lifecycle of GAC products by delivering expert sales support and field service via phone or in person.
District Sales Manager - Spirit Spencer Gifts - Spirit HalloweenDistrict Sales Manager - SpiritHolyoke, MA$1,050–$1,075 / weekThe District Sales Manager is responsible for all aspects of the store operation (average 3 stores) including, sales, payroll recruiting, training, employee relations, expense control, shrink and all related functions. The physical demands of the job require in excess of 8 hours of standing, walking, climbing ladders, setting up fixtures, lifting and moving up to 50 pounds.
NewRetail Sales Associate TJ MaxxRetail Sales AssociateGranby, CT$16.94–$17.44 / hourResponsible for delivering a highly satisfied customer experience proven by engaging and interacting with all customers, embodying customer experience principles and philosophy, and maintaining a clean and organized store environment. Accurately rings customer purchases/returns and counts change back to customer according to established operating procedures.
NewTerritory Sales and Service Representative Ecolab Inc.Territory Sales and Service RepresentativeNorthampton, MA$64,600–$96,800 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. You will serve as the face of Ecolab, managing your territory, servicing laundry and dish machines, dispensing equipment and systems, and selling new solutions for our customers to help achieve our mutual goal of a cleaner, safer & healthier environment for all.
NewConstruction Sales Representative Erie HomeConstruction Sales RepresentativeBloomfield, CT$125,000–$250,000 / yearRanked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list , we’re expanding nationwide and looking for top sales talent to join us. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal—giving homeowners a solution they can’t find anywhere else.
NewResidential Sales Consultant Erie HomeResidential Sales ConsultantBloomfield, CT$125,000–$250,000 / yearRanked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list , we’re expanding nationwide and looking for top sales talent to join us. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal—giving homeowners a solution they can’t find anywhere else.
NewResidential Sales Representative Erie HomeResidential Sales RepresentativeBloomfield, CT$125,000–$250,000 / yearRanked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list , we’re expanding nationwide and looking for top sales talent to join us. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal—giving homeowners a solution they can’t find anywhere else.
NewIn Home Sales Representative Erie HomeIn Home Sales RepresentativeBloomfield, CT$125,000–$250,000 / yearRanked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list , we’re expanding nationwide and looking for top sales talent to join us. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal—giving homeowners a solution they can’t find anywhere else.
NewIn Home Sales Advisor Erie HomeIn Home Sales AdvisorBloomfield, CT$125,000–$250,000 / yearRanked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list , we’re expanding nationwide and looking for top sales talent to join us. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal—giving homeowners a solution they can’t find anywhere else.
Travel Retail Sales Merchandiser SAS Retail ServicesTravel Retail Sales MerchandiserChicopee, MAJoining SAS Retail Services, an Advantage Solutions company, means joining a network of 65,000 teammates serving 4,000+ brands and retail customers across 40+ countries. This includes building displays and end caps, resetting shelves with product rotation, and tracking inventory to ensure that stores and suppliers maximize sales opportunities.
NewPharmaceutical Field Sales Representative Inizio EngagePharmaceutical Field Sales RepresentativeSpringfield, MA$52,000–$96,000Our passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people, and providers to improve treatment outcomes. Maintain an in-depth and knowledge of related disease state and market dynamics, quality programs, health information technology, care trends or other account-specific considerations that allow engagement in meaningful dialogue and adding value when calling on customers.
NewAdvanced Sales Consultant MassMutualAdvanced Sales ConsultantSPRINGFIELD, MAAs an Advanced Sales Consultant, you will work with home office associates and with our field force, which consists of advisors and brokers, designing ideas to help facilitate the sale of MassMutual products and enhance the value of it’s field force to their clients by assisting in advanced concept sales and providing general legal and tax information. In addition, many have spoken on a variety of topics at industry events such as Million Dollar Round Table (MDRT) and Finseca, a merger between the Association for Advanced Life Underwriters and General Agents Management Association.
Sales Associate - Spirit Spencer Gifts - Spirit HalloweenSales Associate - SpiritTorrington, CT$16.94–$17.19 / hourThe Sales Associate will support the Store Management Team by generating sales, sign waving, general housekeeping, merchandising, signing, pricing, POS operations and loss prevention. The physical demands of the job require climbing ladders, setting up fixtures, lifting/moving up to 50 pounds and may require 8 hours of standing/walking.
Sales Associate - Spencer's Spencer Gifts - Spirit HalloweenSales Associate - Spencer'sHolyoke, MA$15–$15.25 / hourPart timeThe Sales Associate will support the Store Management Team by generating sales, conducting housekeeping, merchandising, signing, pricing, POS operations and loss prevention in adherence to all Company policies and procedures. The physical demands of the job require climbing ladders, lifting up to 50 pounds and may require 8 hours of standing/walking.
NewDirector, Internal Sales MassMutualDirector, Internal SalesSPRINGFIELD, MAThe role emphasizes coaching internal sales associates, aligning activity to MMFA distribution priorities, strengthening partnership with external sales and agency leadership, and embedding disciplined sales management, analytics, and enablement practices. MassMutual Financial Advisors (MMFA) isseekingan experienced and people-focused Director, Internal Sales to lead and evolve the MMFA Internal Sales Desk supporting MMFA Career Agents and MMFA-affiliated Brokers.
Commercial Loan Servicing Supervisor New Valley Bank & TrustCommercial Loan Servicing SupervisorSpringfield, MAFull timeExperience in commercial loan processing preferred 3 - 5 years' experience in Loan Operations with demonstrated knowledge of all types of commercial, consumer, and residential loan servicing functions and of loan accounting/bookkeeping practices. 1 - 3 year supervisory and training experience required preferred. Responsible for the loan servicing activities through the administration and coordination loan servicing activities; including such areas as accurate and efficient servicing loans, purchased mortgages, participated/sold loans, escrows, and customer relations.
Physician Office Account Manager Medline IndustriesPhysician Office Account ManagerSpringfield, MAFull timeBachelor’s degree and at least 2 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience OR at least 5 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience. We make healthcare run better by solving problems quickly, putting customers and employees first and challenging the status quo, finding new ways to grow our business—and one another.
NewQuality Control Technician Peckham IndustriesQuality Control TechnicianSpringfield, MA$24–$26 / hourThrough our extensive network of hot mix asphalt and ready-mix concrete plants, quarries, and liquid asphalt terminals, PII delivers the highest quality materials and custom solutions to thousands of road construction and road maintenance customers. In addition, the companys construction operations include paving and road reclamation services, as well as precast/pre-stressed concrete production and erection of multi-level parking structures, specialty buildings, and bridge components.
NewForecasting Analyst Vaco LLCForecasting Analystspringfield, MA$75,000–$90,000The company demonstrates genuine care for employees through meaningful initiatives including community service programs, charitable drives supporting local schools and organizations, employee recognition programs where colleagues publicly celebrate each other's contributions, and regular team-building events. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewReal Estate Associate Attorney (3+ Yrs Exp) JobotReal Estate Associate Attorney (3+ Yrs Exp)Springfield, MA$145,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will work closely with senior attorneys on complex deals while developing direct client relationships and meaningful responsibility from day one.
NewCDL-A City Truck Driver FedEx FreightCDL-A City Truck DriverSouthbridge, MA$0.73–$0.85 / hourHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. *If assigned linehaul duties: mileage pay range: 0.7342 - 0.8498 per mile, plus fixed pay for certain linehaul-related tasks equal to a fraction of the hourly rate (3/4, 1/2, 1/4), not based on time taken.
NewDiesel Mechanic Class B Technician Performance FoodserviceDiesel Mechanic Class B TechnicianEnfield, CT$31.78–$41.33Perform routine maintenance such as changing oil, checking batteries and lubricating equipment and machinery requiring the use of hand tools such as screwdrivers, pliers, wrenches, pressure gauges, and precision instruments, as well as power tools such as pneumatic wrenches, welding equipment, and jacks and hoists. Required Experience: 2+ years of proven medium to heavy-duty vehicle repair including PM's, tire & wheel, air & air disc brakes, diagnosis, computerized diagnostics, electrical troubleshooting, electronic component repair and experience in A/C refrigeration Company description .
NewDiesel Mechanic Technician A Performance FoodserviceDiesel Mechanic Technician AWest Springfield, MA$34.10–$44.35Perform routine maintenance such as changing oil, checking batteries and lubricating equipment and machinery requiring the use of hand tools such as screwdrivers, pliers, wrenches, pressure gauges, and precision instruments, as well as power tools such as pneumatic wrenches, welding equipment, and jacks and hoists. 5+ years of proven medium to heavy-duty vehicle repair including PM's, tire & wheel, air & air disc brakes, diagnosis, computerized diagnostics, electrical troubleshooting, electronic component repair and a minimum of 2 years’ experience in A/C refrigeration.
NewCDL Driver - Class A - Black River Produce Performance FoodserviceCDL Driver - Class A - Black River ProduceDeerfield, MA$70,000–$80,000The CDL-A Driver is responsible for driving a tractor trailer or straight truck on intrastate and interstate local, over-the-road (OTR), shuttle, and overnight and drive and drop routes for the purpose of delivering and/or unloading food and food related products to customers in a safe and timely manner and in accordance with Department of Transportation (DOT) regulations. Performance Foodservice, PFG’s broadline distributor, maintains a unique relationship with a variety of local customers, including independent restaurants and hotels, healthcare facilities, schools, and quick-service eateries.
NewCDL Driver - Black River Produce Performance FoodserviceCDL Driver - Black River ProduceDeerfield, MA$70,000–$80,000The Driver is responsible for driving a tractor trailer or straight truck on intrastate and interstate local, over-the-road (OTR), shuttle, and overnight and drive and drop routes for the purpose of delivering and/or unloading food and food related products to customers in a safe and timely manner and in accordance with Department of Transportation (DOT) regulations. Performance Foodservice, PFG’s broadline distributor, maintains a unique relationship with a variety of local customers, including independent restaurants and hotels, healthcare facilities, schools, and quick-service eateries.
Field Operations Manager Ecolab Inc.Field Operations ManagerSpringfield, MA$77,900–$117,000 / yearAs a Field Operations Manager, you will develop and lead a team of Service Specialists who provide pest detection, elimination, and prevention solutions to restaurants, hospitals, hotels, retail stores, food and beverage plants, schools, nursing homes, and other commercial establishments. Take an active role in hiring, assessing, and developing associates to become the next leaders at Ecolab while emphasizing on customer retention, growing existing accounts & maintaining a high level of customer satisfaction.
EACS Operations Butler America AerospaceEACS OperationsWindsor Locks, CT$42–$48 / hourContractorDrive rapid closure to issues as they arise, including quality, supply and operational excellence issues Partner with site operations to develop strong inventory strategies and production schedules based on demand, lead time, capacity constraints, inventory targets and materials availability Accelerate proactive efforts to get in front of future risk to operational performance Facilitate burndown of SRI (Supplier Request for Information) and FAI (First Article Inspection) Support LTB or material substitution activities to ensure component availability. Qualifications You Must Have Typically requires a University Degree and minimum 8 years prior relevant experience or an Advanced Degree in a related field and minimum 5 years of experience Experience in Quality, Operations or Supply Management including new product introduction Qualifications We Prefer Experience with SI&OP (Sales, Inventory and Operations Planning) processes.
Pet Groomer PetSmartPet GroomerWesfield, MAPetSmart’s Pet Stylist (Dog and/or Cat Groomer) is responsible for engaging with pet parents and their pets while providing positive experiences and best in class salon services while upholding the company’s vision, mission, values, and strategy. Maintains the highest level of cleanliness, sanitation, and humane conditions for all pets in the grooming area, by performing maintenance throughout the day including end of day cleaning in accordance with the maintenance checklist.
NewSenior Manager, Salesforce Delivery - 100% Remote (Hands-on technical role) Conexess Group, LLCSenior Manager, Salesforce Delivery - 100% Remote (Hands-on technical role)Windsor, CTRemoteA minimum of 3 years’ experience of hands-on execution of Salesforce CI/CD pipelines and release management (Copado and Git experience strongly preferred). We deliver cutting-edge solutions that are paving the way for the next generation of digital banking and payments, but our true impact begins with our associates.
NewCity Driver FedEx FreightCity DriverWindsor Locks, CT$0.73–$0.85 / hourHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. $31.93 - $36.97 per hour; if assigned linehaul duties, Mileage Pay Range: 0.7342-0.8498 per mile, plus fixed pay for certain linehaul-related tasks equal to a fraction of the hourly rate (3/4, 1/2, 1/4), not based on time taken.
Pet Bather PetSmartPet BatherWesfield, MAPetSmart’s Professional Bather is responsible for engaging with pet parents and their pets while providing positive experiences, salon specific services and upholding the company’s vision, mission, values, and strategy. Job responsibilities include, but are not limited to, the following and may vary depending on store characteristics and needs: Successful completion of PetSmart’s Splash training and safety certification program.
NewBusiness Markets Consultant MassMutualBusiness Markets ConsultantSPRINGFIELD, MAThe MMFA Strategic Partnerships and Growth Markets Opportunities Team strives to empower advisor practices, agencies, and MassMutual to become a market leader in the business owner market space by offering tailored solutions and expertise to exceed client expectations. In doing so, you will work closely with a variety of internal and external stakeholders—including advanced sales, product, marketing, financial planning, lending and banking, trust and investments – to offer guidance and advice on a comprehensive range of offerings and solutions.
NewBilingual Multi-Location Customer Service Specialist (Spanish or Portuguese) Sherwin-WilliamsBilingual Multi-Location Customer Service Specialist (Spanish or Portuguese)West Springfield, MAThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
Retail Department Coordinator HomeGoodsRetail Department CoordinatorHadley, MA$17.25–$17.75 / hourCommunicates accurately and effectively with management and Associates when setting and addressing priorities; provides progress updates. Ensures an excellent customer experience by engaging and interacting with all customers, and maintaining a clean and organized store.
Traveling Retail Representative SAS Retail ServicesTraveling Retail RepresentativeChicopee, MAJoining SAS Retail Services, an Advantage Solutions company, means joining a network of 65,000 teammates serving 4,000+ brands and retail customers across 40+ countries. This includes building displays and end caps, resetting shelves with product rotation, and tracking inventory to ensure that stores and suppliers maximize sales opportunities.
NewInternal Wholesaler MassMutualInternal WholesalerSPRINGFIELD, MA$75,000–$95,000 / yearThe Internal Sales Desk at MassMutual Strategic Distributors works with distributors in the third-party/independent/brokerage general agent space to sell our Whole Life and Variable Universal Life, Universal Life, Term products through financial advisors and independent agents. In partnership with your Internal Wholesaling and Advances Sales team, you build your knowledge of life insurance products, riders, concepts while gaining industry knowledge and insights on market trends.
Medical Device - Director of Operations - Sturbridge, MA Michael Page USAMedical Device - Director of Operations - Sturbridge, MASturbridge, MA$180,000–$195,000 / yearFull timeYou will lead cross-functional teams, optimize production, and implement continuous improvement initiatives to enhance capacity, quality, and delivery in a highly regulated environment. With a strong international footprint, the organization delivers complex, life-enhancing products through advanced manufacturing technologies and operational excellence.
NewDirector of Operations - Medical Device - Southbridge, MA Michael Page USADirector of Operations - Medical Device - Southbridge, MASouthbridge, MA$175,000–$200,000 / yearFull timeThis role is responsible for driving operational performance, developing high-performing teams, improving efficiency, and ensuring the successful execution of site objectives related to quality, delivery, cost, and growth. With extensive capabilities across metals, plastics, automation, and advanced manufacturing technologies, the company supports the development and production of life-enhancing medical products.
Insurance Underwriter Diedre Moire Corp.Insurance UnderwriterSpringfield, MA$100,000–$300,000 / yearFull timeSeeking 5+ years experience in underwriting to develop and implement go-to market business strategies for new product coverages, packages, and features for small and medium sized business lines insurance addressing the needs of restaurant, roofer & contractor, mercantile, garage service and repair, machine shop, barber and beauty, health club, daycare, motel, professional office, hospitality & event planning, etc. Requires practical knowledge of: Pricing and rate levels; Implementation processes for both run-off and new products; Commercial underwriting rules and guidelines; Portfolio mix planning and balancing; contracts, forms, procedures and endorsements; Sales and product expense control; Fee generation; and Catastrophic loss mitigation, reserving and reinsurance.
NewHead of Institutional Insurance Product & Actuarial MassMutualHead of Institutional Insurance Product & ActuarialSPRINGFIELD, MAIn this management role, you will utilize your leadership, business acumen, actuarial expertise, and relationship management skills to drive profitable growth while aligning to MassMutual’s risk management framework, monitor and glean insights from existing business to monitor risk, refine assumptions, and manage the in-force Institutional Insurance business. The team works collaboratively with the Institutional Insurance market leader and team to achieve profitable growth and provide in-force and new business insights, while ensuring we adhere to all regulatory, compliance and corporate governance policies.
Travel Store Shelving Reset Merchandiser SAS Retail ServicesTravel Store Shelving Reset MerchandiserChicopee, MAJoining SAS Retail Services, an Advantage Solutions company, means joining a network of 65,000 teammates serving 4,000+ brands and retail customers across 40+ countries. This includes building displays and end caps, resetting shelves with product rotation, and tracking inventory to ensure that stores and suppliers maximize sales opportunities.
NewTraveling Retail Merchandiser SAS Retail ServicesTraveling Retail MerchandiserSimsbury, CTJoining SAS Retail Services, an Advantage Solutions company, means joining a network of 65,000 teammates serving 4,000+ brands and retail customers across 40+ countries. This includes building displays and end caps, resetting shelves with product rotation, and tracking inventory to ensure that stores and suppliers maximize sales opportunities.
NewTraveling Store Merchandiser SAS Retail ServicesTraveling Store MerchandiserWest Torrington, CTJoining SAS Retail Services, an Advantage Solutions company, means joining a network of 65,000 teammates serving 4,000+ brands and retail customers across 40+ countries. This includes building displays and end caps, resetting shelves with product rotation, and tracking inventory to ensure that stores and suppliers maximize sales opportunities.
NewFinancial Planning Consultant MassMutualFinancial Planning ConsultantSPRINGFIELD, MAAs the needs of advisors and clients change and demand more wealth management and planning products and services, MM Wealth Management has greater needs to thoughtfully and effectively engage with our Field partners to promote new and existing capabilities, products, and services, and swiftly execute key initiatives that will positively impact advisors and clients resulting in growth. Primary support to Advisors on financial planning cases for moderate to affluent clients, acting as a proactive advice partner by translating client goals and values into actionable financial planning strategies and providing ongoing follow‑through to ensure advice is implemented, maintained, and progressed over time.