Client Advisor jobs in Brooklyn, NY

J.S. Held —Jericho, NY3.3

Negotiating payment arrangements and issuing payment commitment letters, and in some cases, repossessing merchandise when payment is unlikely.

Northwestern Mutual —New York, NY

Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan…

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…

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…

UHY LLP —New York, NY3.5

Must progress professionally by obtaining relevant certification as soon as possible if certification is not already attained in order to advance.

Woods & Co Recruitment —New York, NY5

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.

Baldwin Risk Partners —New York, NY3

Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer…

B. Riley Financial —Red Bank, NJ4

Professional, courteous and concise communication skills; active listener. Interview clients to gain a basic understanding of their financial affairs.

Care Finders Total Care —Perth Amboy, NJ3.7

This position is responsible for providing professional, non-clinical personal care and caregiving services to enable clients to remain healthy and independent…

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…

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.

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…

Milrose Consultants, Inc. —New York, NY

Attends project meetings and conference calls as needed. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing…

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…

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.

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…

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.

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.

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.