Client advisor jobs in Commack, New York (NY) State

Customer Service / Fully Remote] - Anywhere in U.As a Customer Care Advisor you'll: Provide world-class customer service; Answer incoming calls and assist customers with their inquiries; Verify and enter prospective client information into the designated CRM; Enter any customer escalations into t...

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a cli...

Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. Serve as the primary contact for clients, addressing inquiries and prov...

Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. Serve as the primary contact for clients, addressing inquiries and prov...

Client Advisor | Emporio Armani Men’s Bloomingdale’s Huntington | Full-Time. As a Client Advisor you will assist in the execution of. As a member of the team accountable for driving sales, you will act as a client advisor, share. Proficiency using technical resources for client outreach, such as,...

This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...

Client Advisor | Emporio Armani Men’s Bloomingdale’s Huntington | Full-Time. As a Client Advisor you will assist in the execution of. As a member of the team accountable for driving sales, you will act as a client advisor, share. Proficiency using technical resources for client outreach, such as,...

The Private Wealth Alternatives Internal Client Advisorwill drive financial advisor engagement across wire houses, private banks, RIAs, independent broker/dealers, and J. As a Private Wealth Alternatives Internal Client Advisoryou will provide field sales within the Mid Atlantic region. Private W...

As such, to be responsible to maximize the sales performance by fostering the relationship with the customers and developing their Brand loyalty, providing a unique experience in our store and guiding the client into our world. Maintain and develop client relationships through an individual appro...

This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...

As such, to be responsible to maximize the sales performance by fostering the relationship with the customers and developing their Brand loyalty, providing a unique experience in our store and guiding the client into our world. Maintain and develop client relationships through an individual appro...

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an...

EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines. We are looking for a dynamic individual who excels in a progressive...

MagnaCare is seeking Customer Service Representatives to assist members, physicians, hospitals, and other healthcare providers with member benefits, eligibility, claims inquiry, claim reconsiderations and appeals. Confirm customer understanding of the solution and provide additional customer educ...

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Wealth Management Associate. What it takes to be an Equitable Advisors’ Wealth Management Associate. To get started as a Wealth Management Associate, Equitable Advisors will sponsor your pursuit of the licens...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Build a c...

Serve as Secondary Advisor to an established Primary Advisor to deliver comprehensive wealth management services to longstanding clients while also building a deep relationship that would allow for future transition of Primary Advisor responsibilities. Ability to function in both a Primary Adviso...

An independent financial advisor practice with over $300MM AUM based in Melville, FL is hiring a Client Service Associate to their growing team. Manage all client inquiries and ad hoc requests such as account information, reporting, check request, wire/fund transfers and other account services re...

If this sounds like you, apply today!Responsibilities:• Be a coachable, organized team member interested in pursuing training development and educational opportunities• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financia...

Customer Service Representatives will ensure the delivery of excellent customer service while building solid customer relationships. Outreach, Canvasser, Promotions, Client Service, Human Resources, Food Service, Marketing, Entry Level, Sales, Promotions, Retail, Hospitality, Training, Leadership...

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the f...

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. We have a passion to make a positive i...

Exciting Opportunity for Entry-Level Financial Advisor in Melville, NYSeeking passionate individuals to join the New York Life Long Island General Office. Responsibilities:• As a New York Life Financial Professional, you will help provide families in your community with expertise, insights, and s...

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for d...