1188
Client Advisor jobs in New York, NY
Equitable Advisors —New York, NY
Managers develop and mentor their team of Financial Advisors while still building their own client base. If you do not have the following, you will be required…
$65,000 - $100,000 a year
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Northwestern Mutual —New York, NY
Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan…
$78,000 - $168,000 a year
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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
GoalVest Advisory —New York, NY
Developing relationships with clients (both existing and prospective). Gathering client information and using that information to build robust financial plans.
$25 - $30 an hour
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5d
Woods & Co Recruitment —New York, NY
Research using public tools to keep up to date within the industry movements. Utilize the Salesforce system to keep track of leads and business opportunities.
$60,000 - $70,000 a year
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Northwestern Mutual —Flushing, NY
Flexibility of your schedule – you determine your own calendar. Must live in Flushing area or already plan to be moving here.*.
$90,000 - $178,000 a year
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11d
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
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New York Life Insurance Company/NYLIC Securities —New York, NY
Enhance your wealth advisory practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment…
$70,000 - $150,000 a year
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Baldwin Risk Partners —New York, NY
Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer…
$95,000 - $100,000 a year
Moncler —New York, NY
Build and develop own client portfolio. Support them with their own sales, and foster cross-selling, prospecting, new client acquisition and client repurchase…
$85,000 a year
Northwestern Mutual —New York, NY
Reimbursement for licensing and ongoing education. We hope you have a Bachelor of Arts or Science degree from a four-year college or university.
$78,000.00 - $168,330.43 a year
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JPMorgan Chase & Co —Jersey City, NJ
Leverage our extensive banking relationships to establish senior level entry points into prospects. Represent JPMorgan Chase, conducting first class business in…
$190,000 - $275,000 a year
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
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4d
Gym U by David Barton —New York, NY
Utilize technology sales tools effectively, including Salesforce CRM, to manage leads and track progress. Proven experience in sales, customer service, or a…
$50,000 - $120,000 a year
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VC Financial —Middle Village, NY
Paid training to obtain life and health license as well as Securities Industry Essential, Series 7, and Series 66.
$50,000 - $85,000 a year
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10d
SAB Capital LLC —New York, NY
7.Perform underwriting analysis on deal transactions. 3.Assist in leading transactions from initial client pitches to transaction closings.
Estimated: $80.7K - $102K a year
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Equitable Advisors —New York, NY
The analyst's main job is to make predictions on the stock market and then give those predictions to the advisors so that they are better informed when handling…
$36,400 - $125,000 a year
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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
Science Philanthropy Alliance —New York, NY
At least two years of professional experience preferred in a role with administrative, data entry, event management, and project management responsibilities.
$60,000 - $70,000 a year
6d
Forest Hills Financial Group —New York, NY
Obtain appropriate insurance licensing (assistance and study material provided). Must be a US citizen or permanent resident.
$55,000 - $200,000 a year
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15h
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