Location: 1 Monument Square - Portland, Maine 04101 Job Summary The Private Client Advisor's focus... will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these...
services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. Our Private Client... for our clients and for CBIZ Assume significant client responsibility as client’s trusted advisor, is relied upon for knowledge...
to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client...’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans...