Client Advisor jobs in New York, NY

Equitable Advisors - Greater New York —New York, NY3.6

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

Northwestern Mutual —New York, NY3.7

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

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,…

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).

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…

Northwestern Mutual —New York, NY3.7

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

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…

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.

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.

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.

CB Insights —New York, NY4.2

To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching,…

NFP Corp —New York, NY3.6

Takes the lead on answering questions from clients and/or insurance company personnel such as ID card request, claims or billing questions.

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.

Goodwin Procter LLP —New York, NY3.9

Excellent analytical and problem-solving skills; desire to learn and grow in the compensation field. Educated with a bachelor’s degree or equivalent.

Morgan Stanley —New York, NY3.8

Support field organization by effectively and efficiently answering inbound calls. Conduct productive outbound calls focused on identifying client opportunities…

Google —New York, NY4.3

Manage objectives and key results to deliver against quota and achieve or exceed strategic business and growth goals while accurately forecasting and reporting…

Groupe Kering —New York, NY3.6

At least 7 years of previous retail sales experience in a customer service related field; preferably a luxury environment.

Tiffany & Co. —New York, NY3.7

Develop client relationships and exceed commercial targets through the love of building your own business by developing client relationships and exceeding sales…

Neuberger Berman —New York, NY3.8

The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual…