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. Work closely with partners and senior associates to…
$110,000 - $130,000 a year
Quick Apply
Fast track to management (Financial Advisor / Sales Rep)
New York Life Insurance Company —Staten Island, NY
The Financial Professional position is a client-based role where you run your own practice, but have the support of a Fortune 100 company.
$65,000 - $175,000 a year
Quick Apply
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
Automotive Service Advisor/Writer, $800/week
Karp Automotive —Rockville Centre, NY
Candidates for our *Experienced ASMs/Service Advisors* positions are responsible for greeting customers, creating repair orders, and a variety of other related…
$45,618.71 - $132,620.05 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
2d
SAP Manufacturing Manager
Accenture —New York, NY
Continue to learn and develop your technical SAP and business expertise. Accenture’s SAP practice, and we bring the New to life using design thinking, agile…
CLIENT ADVISOR - HUDSON YARDS
Louis Vuitton —New York, NY
By striving to discover your Clients and their every need you will tailor their experience within our store in order to elevate their experience and impression…
$23 - $26 an hour
Outside Sales Consultant (Business Performance Advisor)
Insperity —New York, NY
Well-Being: Our total rewards package includes 19 days paid time off, 9 paid holidays, top-tier medical, dental and vision benefits, health & wellness support,…
$86,250 a year
8d
EXPERIENCED Service Advisor $3,000 hiring bonus
Salerno Duane Chrysler Jeep Dodge Ram —Summit, NJ
Valid driver’s license with clean driving record. Clearly explain requested service, what to expect, and answer questions. Average 100 repair orders per day.
$80,000 - $140,000 a year
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Trust Compliance and Risk Officer
MJ Boyd Consulting —New York, NY
Monitor and ensure compliance with applicable federal and state fiduciary, securities, investment regulations, ERISA, FDIC and New York State Banking regulatory…
$120,500 - $170,000 a year
Quick Apply
13d
Intelligence Analyst, Emerging Tech
CB Insights —New York, NY
To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching,…
$67,500 - $85,500 a year
1d
CLIENT ADVISOR - NEW YORK CITY
Louis Vuitton —New York, NY
By striving to discover your Clients and their every need you will tailor their experience within our store in order to elevate their experience and impression…
$23 - $26 an hour
Financial Advisor - Entry Level and Management Track
Equitable Advisors - Greater New York —New York, NY
Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships.
$40,000 - $140,000 a year
Quick Apply
Client Advisor
Moncler —New York, NY
Supports BOH organization and procedures implementation as well as replenishment / transfer activities. This takes into account the wide range of factors that…
$18 - $22 an hour
8d
French Teacher
Carney, Sandoe & Associates —New York, NY
Promote students' critical and creative thinking and analysis and develop instructional materials. Carney, Sandoe & Associates, an educational recruitment firm,…
$45,000 - $90,000 a year
Quick Apply
9d
TAILOR - FIFTH AVENUE
Louis Vuitton —New York, NY
As a Tailor for Louis Vuitton you help make our client’s ready-to-wear pieces their own, continuously striving to exceed their expectations.
$42 - $44 an hour
Private Client Relationship Manager (Brooklyn)
Citizens —Brooklyn, NY
Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States.
$70,000 - $90,000 a year
BOTTEGA VENETA Client Advisor, New York Flagship
Groupe Kering —New York, NY
1-2 years of previous retail sales experience in a customer service related field; preferably a luxury environment. Luxury retail sales experience preferred.
$22 - $25 an hour
TEAM LEAD - FIFTH AVENUE
Louis Vuitton —New York, NY
As a strong communicator with the skill to build relationships, this role will strive to deliver all client interactions in line with our Louis Vuitton promise…
$36 - $39 an hour
14d
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

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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

Fast track to management (Financial Advisor / Sales Rep)

Safety Management Consultant

Automotive Service Advisor/Writer, $800/week

Watchmaker

SAP Manufacturing Manager

CLIENT ADVISOR - HUDSON YARDS

Outside Sales Consultant (Business Performance Advisor)

EXPERIENCED Service Advisor $3,000 hiring bonus

Trust Compliance and Risk Officer

Intelligence Analyst, Emerging Tech

CLIENT ADVISOR - NEW YORK CITY

Financial Advisor - Entry Level and Management Track

Client Advisor

French Teacher

TAILOR - FIFTH AVENUE

Private Client Relationship Manager (Brooklyn)

BOTTEGA VENETA Client Advisor, New York Flagship

TEAM LEAD - FIFTH AVENUE

Commercial Real Estate Advisor

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