20 Best Client Advisor jobs in Brooklyn, NY (Hiring Now!)

Mid-Level Trusts & Estates Associate Attorney
Dienstag Law, PLLC —Great Neck, NY
Comprehensive understanding of federal and state tax laws, trust principles, and estate planning strategies. Required Licensure: Admission to the New York State…
$110,000 - $130,000 a year
Quick Apply
SAP Manufacturing Manager
Accenture —New York, NY
Or you specialize in one or the other, our practice covers the functional & process side of SAP as well as the technical development & technical architecture.
Senior Engineer/Project Manager - Civil
McLaren Engineering Group —New York, NY
This includes management of the client, design team, budgets, and project schedules beginning with the proposal phase and extending through the completion of…
$106,000 - $118,500 a year
Quick Apply
Commercial Real Estate Advisor
ERG Commercial Real Estate —Carle Place, NY
Facilitating commercial real estate investment transactions, fostering new business opportunities and referral sources. Experience in sales or marketing.
$49,349.20 - $100,000.00 a year
Quick Apply
BMW Client Advisor
BMW/MINI of Freeport —Freeport, NY
Minimum of 3 years of automotive sales experience with a proven track record. A desire to grow and exceed average performance levels.
$50,000 - $200,000 a year
Quick Apply
Watchmaker
Gem Pawn Brokers —Brooklyn, NY
Engage with clients as required to provide knowledge and education on technical processes. Maintain equipment and tools in good working order.
$84,000 - $125,000 a year
Quick Apply
5d
Safety Management Consultant
Opportunities at MEMIC —New York, NY
Develop and present loss control services and strategies, as well as technical safety education to internal/external and technical/non-technical audiences at…
$85,000 - $115,000 a year
Financial Consultant - Management Track (Entry Level)
Equitable Advisors —New York, NY
Managers develop and mentor their team of Financial Advisors while still building their own client base. Analyze financial information obtained from clients to…
$50,840.79 - $166,623.78 a year
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Inspector
Milrose Consultants —New York, NY
Relevant construction experience and AWS or ICC certifications for Structural Steel (welding & High Strength Bolting), ACI or ICC Concrete Special Inspector…
$45 - $65 an hour
Account Executive
Hexmodal Technologies —Brooklyn, NY
*Performance Reporting*: Regularly report to leadership, tracking progress on deals & daily activities across your pipeline, as well as provide insights into…
$128,000 a year
Quick Apply
4d
Licensed Beauty Sales Consultant
CVS Health —Highlands, NJ
Must maintain an active Cosmetology/Esthetician license at all times in the state you are employed and ensure it is present and displayed during working hours…
$16 - $22 an hour
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Queens, NY
JPMorgan Chase & Co —Queens, NY
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.
$62,400 a year
Financial Advisor * NEW OFFICE *
Forest Hills Financial Group —New York, NY
Obtain appropriate insurance licensing (assistance and study material provided). Must be a US citizen or permanent resident. Help you obtain your License.
$55,000 - $200,000 a year
Quick Apply
15h
Audit Manager
UHY LLP —New York, NY
Must be a CPA for Audit, Tax Accounting; Respective similar certification for IT audit, consulting. May need other industry or specialization certification for…
$110,000 - $160,000 a year
Quick Apply
Business to Business Sales Consultant
Captain Capital Group LLC —Brooklyn, NY
Navigate the seas of sales success towards victory through strategic sales initiatives and outbound calls. *Work Autonomy: *Hoist your sails and navigate your…
$150,000 - $165,000 a year
Quick Apply
14d
Area Sales Manager
Kevin Edward Consultancy Limited —New York, NY
As an Area Sales Manager, you will play a pivotal role in driving business growth, building strong client relationships, and expanding market presence.
$130,000 - $150,000 a year
Quick Apply
6d
Clinical Research Pharmacist Per Diem
Biotrial, Inc. —Newark, NJ
Registered Pharmacist/Pharm D with active license in NJ. Draft and/or review the study specific pharmacy procedures/ pharmacy manuals and act as technical…
Estimated: $82.4K - $104K a year
Quick Apply
Chief Financial and Administrative Officer
Catholic Guardian Services —New York, NY
Creates and maintains systems for ensuring the organization’s ongoing solvency and oversees the development of the organization’s financial policies, to include…
$250,000 - $275,000 a year
Quick Apply
Project Manager (Certificate of Occupancy)
Milrose Consultants, Inc. —New York, NY
Attends project meetings and conference calls as needed. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing…
$90,000 - $100,000 a year
Senior Client Advisor
LuisaViaRoma —New York, NY
Follow-up with clients via telephone, text, email with all activities, post-sales, birthdays, and deliveries etc. Be able to lift or move up to 50 lbs.
$27 - $30 an hour

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Mid-Level Trusts & Estates Associate Attorney

Dienstag Law, PLLC Great Neck, NY

Quick Apply

Job Details

Full-time $110,000 - $130,000 a year

Benefits

Health insurance
401(k)
Paid time off
Professional development assistance
Retirement plan

Qualifications

Succession planning
Law
Doctoral degree
Microsoft Office
Doctor of Law
Legal drafting
Law office
Legal counsel
Bar
2 years
Estate planning
Master of Laws
Communication skills
Information management
Wills, trusts, & estate law

Full Job Description

Company Description:

Dienstag Law PLLC is a boutique law firm located in Great Neck, NY. We cater to a diverse clientele, including individuals, closely-held, and family-owned businesses. Our clients rely on our expert legal counsel to navigate complex estate and succession planning, probate and trust administration, tax planning, and business transactions. Our approach emphasizes practical, personalized advice educating our clients about their legal needs to help them achieve their business and personal goals.

Position Overview:

We are looking for a Mid-Level Trusts and Estates Associate Attorney with 2-6 years of relevant experience to contribute to our thriving practice. The successful candidate will have substantial knowledge in trusts and estates law, showcasing proficiency in estate planning, trust administration, and be comfortable communicating directly with clients and other advisors. An LL.M. (or credits towards an LL.M.) in Taxation is a plus. This position offers significant opportunities for growth and a clear partnership track for the right candidate.

Responsibilities:

Work closely with partners and senior associates to counsel clients on a broad spectrum of trusts and estates matters, including estate planning, trust creation and administration, wealth preservation, and tax planning strategies.
Prepare and review legal documents such as wills, trusts, powers of attorney, and advance directives, ensuring precision and adherence to relevant laws and regulations.
Perform legal research and analysis to support client cases, keeping current with developments in trusts and estates law and tax legislation.
Assist with probate and estate administration, including estate inventory, asset valuation, distribution planning, and fiduciary accounting.
Provide strategic advice to high-net-worth individuals, families, and fiduciaries on complex estate planning techniques, asset protection strategies, and charitable planning initiatives.
Build and maintain strong client relationships, delivering exceptional service and customized solutions to meet clients' specific needs and objectives.
Stay updated on current laws and developments in trusts and estates law and tax legislation.
Collaborate well with a small team and report work status to the partner.
Oversee and assist paralegals with probate proceedings and estate and trust administration.
Manage multiple clients and matters in a fast-paced work environment.
Independently draft estate planning documents, including wills, trusts, advance directives, ILITs, and SLATs among others.
Prepare probate and administration petitions and handle surrogate court procedures and rules.

Required and Preferred Qualifications:

Minimum Education: Juris Doctorate
An LL.M. (or credits towards an LL.M.) in taxation is a plus.
Required Licensure: Admission to the New York State Bar, licensed to practice law in New York State (REQUIRED).
Additional admissions to the NJ and/or FL Bar are preferable but not required.
2-6 years of experience in trusts and estates law at a reputable law firm.
Comprehensive understanding of federal and state tax laws, trust principles, and estate planning strategies.
Experience drafting estate planning documents such as wills, trusts, advance directives, ILITs, SLATs, Credit Shelter Trusts, and QTIP trusts.
Experience in estate administration, including marshalling assets, accountings, and funding trusts.
Experience preparing Federal 706 and NY ET-706 returns is a plus but not required.

Competencies:

Ownership Mindset: Dependable and reliable, consistently delivering high-quality work. Takes personal responsibility for completing tasks and resolving issues promptly and independently. Actively seeks opportunities to contribute beyond assigned responsibilities.
Attention to Detail: Produces accurate, error-free work, taking pride in deliverables and ensuring thorough review.
Organizational Skills: Efficiently plans and prioritizes tasks, meeting deadlines and managing workload effectively.
Adaptability: Maintains a positive outlook, adapts to changing needs, and remains composed in stressful situations.
Client Focus: Prioritizes client needs, managing expectations effectively, and delivering appropriate services.
Communication Skills: Demonstrates excellence in written and verbal communication, responding promptly and accurately to client needs.
Technological Proficiency: Proficient with Microsoft Office Suite, strong information management skills, and the ability to learn new software as required.

Job Type: Full-time

Pay: $110,000.00 - $130,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off
Professional development assistance
Retirement plan

Schedule:

Monday to Friday

License/Certification:

Admission to the New York State Bar (Required)

Ability to Commute:

Great Neck, NY 11021 (Required)

Ability to Relocate:

Great Neck, NY 11021: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Client Advisor jobs in Brooklyn, NY

Mid-Level Trusts & Estates Associate Attorney

SAP Manufacturing Manager

Senior Engineer/Project Manager - Civil

Commercial Real Estate Advisor

BMW Client Advisor

Watchmaker

Safety Management Consultant

Financial Consultant - Management Track (Entry Level)

Inspector

Account Executive

Licensed Beauty Sales Consultant

J.P. Morgan Wealth Management - Private Client Advisor - Queens, NY

Financial Advisor * NEW OFFICE *

Audit Manager

Business to Business Sales Consultant

Area Sales Manager

Clinical Research Pharmacist Per Diem

Chief Financial and Administrative Officer

Project Manager (Certificate of Occupancy)

Senior Client Advisor

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