1217
Client Advisor jobs in New York, NY
Northwestern Mutual —New York, NY
Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they…
$78,000 - $168,000 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…
$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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Fincadia Capital Partners —New York, NY
This opportunity involves active client interaction to provide platinum level high touch service for our clients. Excellent verbal and written communication.
$45,000 - $50,000 a year
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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
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Mid-Large Asset Manager —New York, NY
The group is seeking sharp fast track individuals to assist with developing new business opportunities, territory management and ongoing client service and some…
$75,000 - $95,000 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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8d
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
Quick Apply
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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1d
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
1d
Deloitte —New York, NY
Develop key diligence artifacts including agendas, data request lists, interview guides, high-level roadmaps, one time and recurring cost analysis models,…
Estimated: $157K - $199K a year
Macy’s —New York, NY
Candidates with a bachelor’s degree or equivalent work experience in a related field are encouraged to apply. Drive cross-functional collaboration and alignment…
$317,280 - $588,960 a year
11h
Meta —New York, NY
Success in this position will consist of driving meaningful revenue growth, influencing executives, selling with a consultative approach, driving technical…
$143,000 - $209,000 a year
1d
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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1d
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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ActionLink —Manhattan, NY
In this role, you will assess your customers' hairstyling curiosities and preferences, answer their questions, and provide live demos of the products'…
$23 - $25 an hour
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10d
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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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
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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Tiffany & Co. —New York, NY
Partner with advisors to develop personalized quarterly engagement plans for the Landmark top priority clients to drive retention; train team managers to…
$144,670 - $204,240 a year
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