Client advisor jobs in New Rochelle, New York - Page 2Create job alerts

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

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. You will play a crucial ro

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

Job Description Futurity First Insurance Group (FFIG) is a nationwide insurance distribution organization with diverse and powerful programs to support its insurance and financial advisors. With branch offices in major markets across the United States, our community-based advisors are empowered to build long-term relationships with our clients while specializing in income protection, asset protection, legacy planning, and senior health care planning. Futurity First was founded in 2008 and became part of the Senior Market Sales family of companies in 2015. Who We Are Looking for • Entrepreneur, • Willing to run their own insurance practice (Be your own boss!), • Trainable Personality, • Creative Thinkers, • Honest people who want to help people while building a career, • Team Player A sales career with Futurity First allows greater earning potential, flexibility, and increased satisfaction in providing services to your customers. Futurity First Insurance Group is seeking dynamic and motivated financial services and insurance sales professionals looking to grow their life and health business to meet the demands of a rapidly growing consumer demographic! Key Benefits: • Uncapped commission earnings, • Bonus + Commission, • Potential annual earnings: $350,000+, • Incentive programs and trips around the world, • Continuing professional development opportunities, • Remote sales position with the opportunity to work in our local office, • Free E&O coverage & office space available Reasons to join Futurity First: • Obtain direct experience by working with experienced advisors to sell Life, Annuities, and related products., • Unlimited earning potential of up to $100K a year or more through commissions and no sales quotas., • Unique "ALL IN" aggregate monthly production bonus., • "Best-in-Class" products from over 90+ industry-leading carriers., • Performance rewards include unlimited opportunities to earn product-based trips and incentives., • Local support is available, and access to office space is free., • Access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space Advisor Responsibilities: • Host in-person and virtual workshops on topics like Medicare, Annuities, Long Term Care, and Retirement., • Select accessible venues for in-person events, prioritizing conducive learning environments., • Deliver live video presentations with screen sharing for clear communication in virtual seminars, leveraging technology., • Prepare diligently for workshops, coordinating logistics and ensuring readiness as the presenter., • Conduct walk-throughs and equipment checks before each event to address potential issues., • Collaborate with marketing consultants for personalized plans based on budget and income goals., • Manage workshop registrations efficiently, confirming attendance for maximum participation., • Implement post-workshop follow-up to nurture leads and maintain participant engagement., • Prospect for new business through networking, marketing, cold-calling, and lead databases., • Set appointments and meet with potential clients to help identify and meet the client's needs., • Offer expert insurance policy recommendations based on the client's needs., • Prepare and develop illustrations and case designs to close sales., • Provide excellent ongoing service and support to existing clients., • Discipline to be a self-starter and ability to conduct business for yourself with the support of Futurity First. Minimum Qualifications: • Life and Health (L&H) insurance licenses are required, • FINRA Series 6, Series 63, and/or Series 7 license preferred but not required, • AHIP certification is preferred but not required, • FFM certification is preferred but not required, • 1+ years in an outside sales professional role is a plus, • Experience in Insurance with knowledge of different Insurance products, • Strong Finance skills with experience in investments, retirement, and financial planning are preferred but not required, • Ability to analyze and interpret complex financial data, • Bachelor's degree in Finance, Accounting, Business Administration, or related field is preferred but not required, • Willingness and ability to prospect and network within the community to build a client base., • Possess an upbeat, positive, and enthusiastic attitude and willingness to be held accountable for results., • A desire for continuous learning., • Be a self-starter with a sense of urgency., • Excellent communication skills consisting of oral, written, and listening skills., • Collaborative decision-making and problem-solving skills. Customers First – Advisors First – FUTURITY FIRST Futurity First will provide the necessary tools to succeed and create a rewarding, prosperous career. Take control of your career and positively impact others' lives in your community by joining Futurity First Insurance Group today! Company DescriptionFuturity First first opened its doors in 2008. Since then, we've grown exponentially - in more ways than one. Our corporate offices are located just outside Hartford, Connecticut, known as the insurance capital of the world. Because of this, we've brought together a top-notch leadership team with a combined 200+ years of experience in the industry. Futurity First Insurance Group (FFIG) is a Senior Market Sales (SMS) subsidiary, part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry. Futurity First commits to leading the industry through entrepreneurialism, innovation, and teamwork. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO). The Companies We Represent: We partner with well-respected leaders in the insurance and financial services industry to offer "best-in-class" products and services from over 90 industry-leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service, and support that our advisors expect. With Futurity First giving you the support you need to succeed, you're getting an experienced partner with the innovation, expertise, and passion needed to help every advisor make the most of their business. Advisors get a professional partner with the innovation, expertise, and passion needed to make the most of their business. Our unique business model offers the flexibility to meet the needs of all types of advisors at every stage of their careers. We can help advisors who focus on other markets succeed through a platform that gives them access to thousands of product choices and the backing of a team built to ensure you have the support you need to succeed. From family-focused planners, business-succession planners, group benefits experts, and more, Futurity First is the right place for every advisor. • Obtain direct experience by working with experts in marketing, training, & comprehensive back-office support., • Performance rewards include unlimited opportunities to earn product-based trips and incentives., • Local support is available, including access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space free of charge at the local branch. Objectivity. Innovation. Support. Futurity First is your partner in growth. For more information on Futurity First, visit First first opened its doors in 2008. Since then, we've grown exponentially - in more ways than one. Our corporate offices are located just outside Hartford, Connecticut, known as the insurance capital of the world. Because of this, we've brought together a top-notch leadership team with a combined 200+ years of experience in the industry.\r\n\r\nFuturity First Insurance Group (FFIG) is a Senior Market Sales (SMS) subsidiary, part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry.\r\n \r\nFuturity First commits to leading the industry through entrepreneurialism, innovation, and teamwork. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO).\r\n\r\nThe Companies We Represent:\r\nWe partner with well-respected leaders in the insurance and financial services industry to offer "best-in-class" products and services from over 90 industry-leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service, and support that our advisors expect.\r\n\r\nWith Futurity First giving you the support you need to succeed, you're getting an experienced partner with the innovation, expertise, and passion needed to help every advisor make the most of their business. Advisors get a professional partner with the innovation, expertise, and passion needed to make the most of their business. Our unique business model offers the flexibility to meet the needs of all types of advisors at every stage of their careers.\r\n\r\nWe can help advisors who focus on other markets succeed through a platform that gives them access to thousands of product choices and the backing of a team built to ensure you have the support you need to succeed. From family-focused planners, business-succession planners, group benefits experts, and more, Futurity First is the right place for every advisor.\r\n\r\n• Obtain direct experience by working with experts in marketing, training, & comprehensive back-office support.\r\n• Performance rewards include unlimited opportunities to earn product-based trips and incentives.\r\n• Local support is available, including access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space free of charge at the local branch.\r\n\r\nObjectivity. Innovation. Support. Futurity First is your partner in growth.\r\n\r\nFor more information on Futurity First, visit

Job Description Luxury Watch Client Advisor – London Jewelers Overview: London Jewelers is a premier jewelry business, family owned and operated for 100 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and gifts, presented in a luxurious style and setting with superior customer service. We are searching for a Client Advisor for our Watch Salon at the Americana Manhasset. Responsibilities: • Demonstrate passion and show extensive knowledge of luxury timepieces and high-end watch brands., • Provide the highest level of customer service, with ability to lead the client through the buying process., • Ability to operate Point of Sales (POS) systems proficiently, handling transactions (sales, returns, exchanges, special orders) accurately and efficiently., • Acquire client contact information utilizing the CRM system to build an on-going relationship and elevate the luxury discovery journey, • Ensure the visual presentation of the watches is consistent with the luxury image of the brand, • Develop and maintain product knowledge on the brands, collections, and pieces carried in the boutique as well as general industry knowledge., • Perform with teamwork and work professionally with fellow sales associates and management. Qualifications/Experience: • Previous luxury retail selling experience with fine watches, • Flexibility in work schedule, including evenings, weekends, and holidays. Preferred Qualifications: • Prior experience with luxury watch brand preferred. Job Type: • Full-time, • Flexibility to work non-traditional hours, including days, weekends and holidays Salary: • $25.00 - $35.00 per hour Benefits: • 401(k) with employer matching, • Dental insurance, • Employee assistance program, • Employee discount, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • Vision insurance We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws. Company DescriptionLondon Jewelers is a premier jewelry business, family owned and operated for 100 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and giftware, that has adorned the most prestigious collections and graced the most elegant occasions. From its humble beginnings in Glen Cove in 1926 to becoming a beacon of luxury and throughout 4 generations, London Jewelers has consistently pushed the boundaries of service excellence and expertise, being recognized as a premier destination, and an authorized retailer of internationally renowned brands.London Jewelers is a premier jewelry business, family owned and operated for 100 years. We continue to set the standard for quality and service in providing customers with the finest selection of diamonds, designer jewelry, fine timepieces and giftware, that has adorned the most prestigious collections and graced the most elegant occasions.\r\nFrom its humble beginnings in Glen Cove in 1926 to becoming a beacon of luxury and throughout 4 generations, London Jewelers has consistently pushed the boundaries of service excellence and expertise, being recognized as a premier destination, and an authorized retailer of internationally renowned brands.

A client-focused financial services company in Yonkers seeks a remote Client Account Specialist.

Job Description WE'RE LOOKING FOR AN HVAC COMFORT ADVISOR! At Yost and Campbell, we have a very strong client base and aggressively market to provide a steady workflow throughout the year. We are looking for an additional Sales Consultant to support and help grow our client base. Sales Consultant Responsibilities: • Communicate to find the right solutions for our client’s need., • Perform building load calculations., • Properly prepare and define scopes of work and estimates for projects., • Maintain thorough knowledge of manufacture incentives, tax credits and rebates available., • Competitive Pay and Commissions, • Profit Sharing, • Support (you do what you do best, we take care of the rest), • Year-Round Stability, • Overtime Available, • Generous PTO (paid time off) Awarded, • 7 Paid Holidays, • Company Vehicle & Gas Card, • Medical, Dental, Vision, Life, Long & Short-Term Disability Insurance, • 401k Retirement Plan Matched by the Company Job Type: Full-time Pay: $75,000 - $200,000 per year Benefits: • 401(k) matching, • Dental insurance, • Employee discount, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • 8 hour shift, • Monday to Friday, • On call, • Bonus pay

Job DescriptionLuxury Sales Advisor & Wardrobe Stylist for Women’s Designer Collections (Full-time) Hirshleifers is seeking an experienced and fashion‑driven Luxury Sales Advisor & Wardrobe Stylist to join our Women’s Multi‑Brand team at our Americana Manhasset flagship. This role is ideal for someone with a true eye for styling, who is passionate about curating complete looks, building wardrobes, and helping clients express themselves through luxury fashion! Our women’s assortment features globally renowned designers including Saint Laurent, Thom Browne, Loewe, Bottega Veneta, Alaia, Khaite, and Phoebe Philo, among others. Key Responsibilities • Act as a trusted style authority, creating cohesive, elevated looks and complete wardrobes tailored to each client’s lifestyle, taste, and needs, • Deliver a highly personalized, relationship‑driven client experience aligned with luxury service standards, • Build and maintain a loyal client book through thoughtful styling, regular outreach, and proactive clienteling, • Drive sales by styling full looks across ready‑to‑wear, accessories, and footwear, • Consistently meet and exceed individual and department sales goals, • Demonstrate deep knowledge of designers, collections, fabrics, silhouettes, and seasonal trends, • Stay fashion‑forward and translate runway and editorial inspiration into wearable styling for clients, • Partner with the buying, merchandising, and visual teams to support floor storytelling and presentations, • Minimum of 3 years experience in luxury or high‑end women’s fashion retail, • Proven strength in styling, wardrobe building, and consultative selling, not transactional sales, • Strong aesthetic sense with the ability to mix designers, textures, and proportions, • Demonstrated success in building long‑term client relationships and generating repeat business, • Excellent communication and interpersonal skills, • Ability to work independently while thriving in a collaborative team environment, • Flexible scheduling availability including weekends and holidays, • Comfortable using POS systems and digital clienteling tools, • Base salary plus competitive commission, • Comprehensive benefits package including medical, dental, vision, and paid time off, • Opportunity to work with one of the most curated luxury assortments in the U.S. e6tCxCvr7Q

Team-oriented and possesses the ability to work cross-functionally with other groups.Strong organization, prioritization and time management skills; highly attentive to detail.Ability to work across multiple systems.Enthusiastic and passionate about the changes in the resale industry.Relatable and c

As a Client Advisor with Venus ET Fleur, we'll encourage you to take extra time to understand our customer's needs and provide an extraordinarily one of a kind, customer service experience. At Venus ET Fleur we are committed to our team members, we want you to flourish! We are looking for an experie

We're seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and deliveri

Responsibilities: * Leads the Client Process Management Process within the client team to identify new business development opportunities * Sources new clients in alignment with the bank's established risk appetite * Leads the client team to deliver meaningful interactions and a Branded Client

Responsibilities:** + Leads the Client Process Management Process within the client team to identify new business development opportunities + Sources new clients in alignment with the bank's established risk appetite + Leads the client team to deliver meaningful interactions and a Branded Client

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

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 Securities LLC (JPMS

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 Wealth Management is

Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and int

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

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

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

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. Build a book of business an

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-ser

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

Job Summary: The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by provi

Private Client Advisor High Net Worth Insurance Howard & Gay Insurance LLC – Private Client Advisor – Full Time. The role manages client relationships, conducts risk assessments, and ensures seamless communication between clients and the agency. Key Responsibilities Client Relationship Manageme

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a si

Our client is an award-winning provider of innovative design solutions. Assist client’s Marketing Team’s response to RFP’s and attend new business presentations. Interface with the client, real estate team, landlord and consultants.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a si

Join Our Team as a Construction Project Manager for a High-End Residential Renovation/Remodeling Company Daily Responsibilities: Manage change orders and submittals Oversee construction management and project execution Collaborate with architectural design and installation teams Ordering, project sc

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a si

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a si

Job Title: Salesforce Project Manager.Location: NY/NJ (Hybrid – 3 days/week).Seeking a Senior Project Manager to lead Salesforce B2B delivery projects, managing end-to-end execution, stakeholders, and cross-functional teams.Manage multiple Salesforce projects (scope, timeline, budget).Drive projec

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a si

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a si