1184
Client Advisor jobs in New York, NY
Fincadia Capital Partners —New York, NY
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Duties of this position include*:
$45,000 - $50,000 a year
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PONTEMLA.com —New York, NY
Savings, debt reduction and cash flow planning. Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses…
$82,414 a year
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1h
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…
EQUITABLE ADVISORS —New York, NY
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$48,000 - $218,000 a year
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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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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…
$65,000 - $100,000 a year
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Equitable Advisors, LLC —New York, NY
O You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus). New York, NY 10104 (Required).
$36,400 - $125,000 a year
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Northwestern Mutual —New York, NY
Flexibility of your schedule – you determine your own calendar. Must live in NYC area or already plan to be moving here.*. One-on-one coaching and mentorship.
$90,000 - $178,000 a year
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11d
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
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
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6d
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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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
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
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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14h
NFP Corp —New York, NY
Takes significant role in meetings and on calls. May provide updates to clients regarding appropriate industry trends and events, including all state and…
$58,000 - $100,000 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
The Well Flatiron —New York, NY
Proactively reach out to prospective members through various channels including phone calls, emails, and in-person consultations.
$65,000 - $68,000 a year
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4d
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
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Comunilife, Inc. —New York, NY
Oversee cash flow planning to ensure the availability of funds as needed, managing cash, investments, and assets, and evaluating the need for obtaining credit…
$225,000 - $250,000 a year
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JPMorgan Chase & Co —New York, NY
Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated…
$100,000 - $110,000 a year
5d
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