Client Advisor jobs in Brooklyn, NY

Equitable Advisors, LLC —New York, NY3.4

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).

Bessemer Trust Company —New York, NY4.3

Update all contact information, send mass mailings, create ticklers, log calls, and create activities in Salesforce. Supervise and pay client bill payments.

CVS Health —Highlands, NJ3.2

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…

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…

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.

JPMorgan Chase & Co —Queens, NY3.9

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.

Biotrial, Inc. —Newark, NJ2.9

Registered Pharmacist/Pharm D with active license in NJ. Draft and/or review the study specific pharmacy procedures/ pharmacy manuals and act as technical…

Forest Hills Financial Group —New York, NY3.5

Obtain appropriate insurance licensing (assistance and study material provided). Must be a US citizen or permanent resident.

Captain Capital Group LLC —Brooklyn, NY

Navigate the seas of sales success towards victory through strategic sales initiatives and outbound calls. *Proven Sales Prowess: *Navigate the seas of sales…

UHY LLP —New York, NY3.5

Must be a CPA for Audit, Tax Accounting; Respective similar certification for IT audit, consulting. May need other industry or specialization certification for…

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.

Catholic Guardian Services —New York, NY3

Creates and maintains systems for ensuring the organization’s ongoing solvency and oversees the development of the organization’s financial policies, to include…

Ameriprise Financial —Harrison, NY3.8

Follow up with client calls when necessary. Service Specialist will be responsible for answering client inquiries via phone and e-mail.

Google —New York, NY4.3

You will be engaging with customers and supporting them in learning how to utilize Google solutions for their business, while also developing digital…

Equitable Advisors —New York, NY3.4

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…

Macy's —Garden City, NY3.6

Employee Assistance Program (mental health counseling and legal/financial advice). *Collaboration: *Partnership with the total Beauty team to drive sales and…

New York Fire Detection, Inc. —New York, NY

Hybrid defined as, working within proximity of your territory with the ability to set your own schedule. *Technical Understanding:* Sufficient knowledge of…

Banana Republic —New York, NY3.7

We will meet minimum wage or minimum of the pay range (whichever is higher) based on city, county and state requirements. See more of the benefits we offer.

Northwestern Mutual —New York, NY3.7

You'll receive *award winning training *through NM’s National Training Program _“Financial Planning Academy” _and partner with industry experts until you’re…