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Private Client Advisor Jobs

Client Advisor - Rodeo Drive
By Louis Vuitton At Los Angeles, CA, United States
Learn and master Brand and product knowledge
Achieve individual and team objectives and sales goals
Advise clients across the Brand and all product categories
Leverage clienteling tools to develop long term relationships
Client Advisor Jobs
By Daley And Associates, LLC. At Boston, MA, United States
Excellent organizational, prioritization, and time management skills
Bachelor’s Degree in Finance, Economics, or other related discipline
Assisting a senior team member to implement and maintain clients' investment and strategic planning plans
Overseeing the account opening and administration of client portfolios
Confirming trading and other investment activity
Monitoring portfolios against asset allocation targets
Client Advisor Jobs
By BYREDO At Atlanta, GA, United States
Conveys all information collected about customers to the management.
Forwards to Store Management requests and feedback received from customers on the various products.
Ensures the correct management (cleaning, care, replacement, etc.) of the products in the entire store
We believe on talents vs profiles, on experience vs education, on diversity vs boundaries.
Manages sales and optimizes each step of the sales process:
Has perfectly adopted the Byredo client experience and selling ceremony.
Client Advisor Jobs
By Toyota of Greensboro At Greensboro, NC, United States
Dental and Eye Care Plan Benefits
Applicants must be at least 21 years of age due to company’s liability insurance requirements
Comfortable working on an iPad
High School or equivalent not mandatory
Refugee Employability Client Advisor
By Migrant Help At Dover, DE, United States
Experience in the management of a caseload of individual clients according to a set of contractual standards and requirements
Compliance measures by delivering high quality employability provision to clients, both remotely and face to face;
Experience of working in a client engagement and support-focused role
Experience of providing one-to-one support and coaching to individuals with the ability to constructively challenge where needed
Exposure to the challenges experienced by refugees or asylum seekers, or personal lived experience
Excellent computer skills including Word, Excel, Power Point, databases
Client Advisor Prada Fifth Avenue
By Prada Group At New York, NY, United States
Welcome and serve the customer providing an excellent in-store experience at all times.
Prove Brand and product knowledge.
Deal effectively with customer complaints by liaising with the line manager when necessary.
Maintain and develop client relationships through an individual approach, leveraging also on CRM and digital tools.
Ensure to be up-to-date knowing fashion trends and competitors.
Ensure and maintain the shop floor and visual display high standard, complying with Company operational guidelines and stock procedures.
Client Advisor Jobs
By Louis Vuitton At McLean, VA, United States

About The Job Our Louis Vuitton Tysons Galleria location is seeking highly motivated Client Advisors with a passion for creating memorable experiences for our worldly clientele. We are ideally ...

Client Advisor Jobs
By Louis Vuitton At Boca Raton, FL, United States

About The Job Our Louis Vuitton store in Boca Raton is seeking a highly motivated Client Advisor with a passion for creating memorable experiences for our worldly clientele. Profile This is ...

Private Client Advisor Jobs
By Louis Vuitton At Palm Desert, CA, United States

Develop VIC Client Book and recruit new HE Client Base

Gucci Client Advisor - Fort Worth
By Gucci At Fort Worth, TX, United States
 3+ years of luxury fashion sales experience preferably in a similar role or customer service setting; 
Excellent communication skills, both oral and written, and the ability to handle multiple tasks simultaneously; 
Strong organization and follow-up skills are essential; 
 Consistently achieve or exceed monthly and seasonal individual and store sales goals, enhancing and developing the business; 
Drive and exceed individual KPI goals by ensuring the highest level of customer service and quality of sales; 
Maintain security standards within the store to ensure safety of customers, colleagues, and merchandise; 
Client Advisor -Aspen Jobs
By Brunello Cucinelli At Aspen, CO, United States
*This candidate must have high end women's RTW experience*
• Provide industry leading customer service building guest loyalty through in-store experience.
• Continuously demonstrate product knowledge to enhance sales, use company-provided resources to deepen understanding of product assortment.
• 1-3 years’ experience working in an elevated retail or hospitality environment.
• Exceptional customer service and networking skills, with the ability to network and develop clients.
• Strong verbal and written communication skills.
Client Advisor Jobs
By NEVER ENDING TRAVELS At United States
Then it’s time to consider an opportunity as a Remote Booking Agent.
-Work remotely from anywhere you want. No commute, no gas expenses
-Plan, research, prepare, and book travel plans according to client's needs
-Remain current on travel policies and protocols
-Maintain open lines of communication
-Must be 18 years of age or older
Client Advisor Jobs
By Nelson Nissan At Broken Arrow, OK, United States
Follow up daily on all sales leads from a variety of sources using the dealership's Customer Relationship Management System (CRM).
Supplemental Benefits: LT/ST Disability, Cancer, Accident, Life
Engage in conversation with clients to fully understand their needs and manage expectations.
Maintain strong knowledge base of all new vehicle makes and model.
Excellent verbal and written communication skills
Effective listening and communication skills
Associate Client Advisor Jobs
By VTS At New York, NY, United States
Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!
Support client-facing deliverables: Support experienced Client Advisors in developing custom consulting presentations and reports for executive-level conversations with strategic accounts.
Move as One - We work in an open floor plan to promote cross-functional collaboration.
Take Ownership - Be an owner of the company you’re building with our equity packages.
What VTS Values & How We Show It
Client Advisor Jobs
By Etro At New York, NY, United States
· Reach and surpass monthly sales goals as determined by Management
· Ensure proper management of assigned products and back stock for which he/ she is responsible
· Communicate any pertinent information gathered from customers to Management
· Ability to professionally interact with management, coworkers and clients
· Strong organizational skills, multi-tasking and prioritizing capabilities
· Handle and rectify complaints, with support of a manager, if necessary
Private Client Advisor Jobs
By Crestmont Private Wealth At Houston, TX, United States

Seeking a early to mid career CFP who can serve on our team based advisory team. Must be highly organized, strong work ethic, series 65 license and great interpersonal skills. We are an equal ...

Client Advisor Jobs
By Acne Studios AB At Los Angeles, CA, United States

In the retail business you need to be flexible with your working schedule.

We may perform background checks for this position.

Client Advisor Jobs
By Bottega Veneta At Las Vegas, NV, United States

Bottega Veneta – Inspiring individuality with innovative craftsmanship since 1966. Under the direction of Matthieu Blazy creativity lies at the heart of all that we do. Born in Vicenza the house is ...

Private Client Advisor Jobs
By Ruchi New York At New York, NY, United States
Collaborate with internal teams to deliver exceptional client experiences
Stay up-to-date with industry trends and maintain a deep knowledge of fine jewelry materials, design techniques, and manufacturing processes
Minimum of 3-5 years of experience in luxury retail or high-end jewelry sales
Excellent communication and problem-solving skills
·Share Brand history and product knowledge during client interactions to maximize sales
Stay in regular touch with clients and make recommendations for new pieces to add to clients' collections
Senior Client Development Advisor – Private Equity
By Reed Smith LLP At , New York, 10022, Ny $191,000 - $271,000 a year
Reed Smith provides reasonable accommodations for persons with disabilities, including in the application and interview process.
Identify, source and vet pitch opportunities for Reed Smith private equity attorneys.
Cultivate targeted events around private equity funds and related industry professionals, serving as Firm ambassador.
Assist the Private Equity Group to position new clients for growth, including sourcing investors and helping with financing.
Standardize marketing decks and other materials for efficient deployment to private equity clients.
Develop and maintain key contacts of private equity investors.

Are you looking for an exciting opportunity to use your financial expertise to help clients reach their goals? We are looking for a Private Client Advisor to join our team and provide personalized financial advice to our clients. You will have the opportunity to work with a variety of clients and help them make informed decisions about their investments and financial plans. If you are passionate about helping others and have a strong background in finance, this could be the perfect job for you!

Overview A Private Client Advisor is a professional who provides financial advice and services to high net worth individuals and families. They are responsible for developing and implementing financial plans that meet the needs of their clients. Private Client Advisors typically work with clients to create and manage investment portfolios, provide tax planning advice, and help clients with estate planning. Detailed Job Description Private Client Advisors are responsible for providing comprehensive financial advice and services to high net worth individuals and families. They must have a thorough understanding of the financial markets and be able to develop and implement financial plans that meet the needs of their clients. Private Client Advisors must be able to analyze and interpret financial data and provide advice on investments, tax planning, estate planning, and other financial matters. They must be able to communicate effectively with clients and provide them with clear and concise advice. Job Skills Required
• Excellent communication and interpersonal skills
• Knowledge of financial markets and investments
• Ability to analyze and interpret financial data
• Ability to develop and implement financial plans
• Knowledge of tax planning and estate planning
• Ability to provide clear and concise advice to clients
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• CFP (Certified Financial Planner) certification
• Series 7 and Series 66 licenses
• 5+ years of experience in financial services
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of tax planning and estate planning
• Knowledge of estate and trust law
• Knowledge of financial planning software
Job Experience
• 5+ years of experience in financial services
• Experience in providing financial advice to high net worth individuals and families
• Experience in developing and implementing financial plans
Job Responsibilities
• Develop and implement financial plans for high net worth individuals and families
• Analyze and interpret financial data
• Provide advice on investments, tax planning, and estate planning
• Monitor and review financial plans on an ongoing basis
• Communicate effectively with clients and provide clear and concise advice