Client Advisor jobs in New York, NY

EQUITABLE ADVISORS —New York, NY3.4

You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).

Imperity Insurance and Benefits Consulting —New York, NY

Candidates will need to be able to work in-office, remotely, and in the field, providing flexibility to adapt to various work environments and meet client needs…

EQUITABLE ADVISORS —New York, NY3.4

Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.

Banana Republic —New York, NY3.7

Client Advisors also lead by example in the management of your own client book and demonstrating outstanding clienteling options. New York, NY 10012 (Required).

Equitable Advisors —New York, NY3.4

Managers develop and mentor their team of Financial Advisors while still building their own client base. Analyze financial information obtained from clients to…

North Bridge Staffing —New York, NY3.3

Bachelor’s degree in Legal, Finance, or a related field. Conduct ad-hoc reviews of inbound, outbound, and internal correspondence as needed.

Equitable Advisors —New York, NY3.4

Managers develop and mentor their team of Financial Advisors while still building their own client base. Analyze financial information obtained from clients to…

Guggenheim Partners —New York, NY3.6

Coordination of wire processing and capital calls directly with the client and client’s family office. Instruct and or/process asset and cash movements during…

Confidential —New York, NY

Education: Required – Bachelor’s degree; Preferred – Bachelor’s degree in Finance or related field. Position would allow enhanced learning through backstopping…

Konica Minolta Business Solutions, U.S.A., Inc. —New York, NY3.3

As a Senior Technology Sales Representative, you will have the opportunity to assess your clients needs and develop state of the art solutions by building…

SAB Capital LLC —New York, NY5

7.Perform underwriting analysis on deal transactions. 3.Assist in leading transactions from initial client pitches to transaction closings.

JSD Professional Services, Inc —United States1

Develop and maintain an effective working knowledge of state, county, and municipal land development procedures and regulations.

Insperity —New York, NY3.7

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,…

The New Jewish Home —New York, NY3.4

Ensures compliance with federal, state and local legal requirements by researching existing and new legislation, consulting with outside advisors, and filing…

Superbolt —New York, NY3

Bachelor's degree in Business Administration, Management, or a related field. Proven track record of managing complex projects and driving strategic initiatives…

Strategies for Wealth —New York, NY3.6

They problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based client relationships.

New York Life Insurance Company/NYLIC Securities —New York, NY3.7

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions…

BlackRock —New York, NY3.8

The individual will work closely with content creators, web development, web publishing and other groups to bring BlackRock’s best thinking to life in an…

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.