Client advisor jobs in New York, NY - Page 7Create job alerts

Job Description Outside Sales Executive - Freight Forwarding Industry Are you a dynamic sales professional with a proven track record in freight forwarding? Do you have the drive to build lasting client relationships and expand business opportunities? Join OEC Group and make a meaningful impact ...

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to...

Job DescriptionDescription Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emph

About the Company Our client is a seeking to add a Director of Corporate Services, Ideal individual will collaborate closely with business unit heads and strategy and growth leaders throughout the organization to ensure a cohesive approach to growth that maximizes the long-term value of th...

InRhythm’s mission is to accelerate the prosperity and relevance of enterprises in the digital economy. We partner with large enterprises to solve their toughest product challenges such as launching the next generation of digital payments or re-imagining the future of digital trades for leading t...

About the Company Our client is a seeking to add a VP of Corporate Services, Ideal individual will collaborate closely with business unit heads and strategy and growth leaders throughout the organization to ensure a cohesive approach to growth that maximizes the long-term value of the busi...

Company Overview For over 40 years, Health Monitor has been a nationally recognized, targeted healthcare marketing platform for the Pharma/OTC industry. Our in-house, award-winning content studio creates bespoke healthcare education that fosters more productive patient-physician dialogues at ...

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the ...

We are a rapidly growing organization in the Manhattan, NYC/Jersey City, NJ area. We are seeking to hire a Senior Client Success Manager to join our team of professionals. The ideal candidate will be responsible for but not limited to the following responsibilities: Senior Client Success Manager...

Maiden Home is growing a team of forward-thinking individuals who possess unique strengths and perspectives, an innate ability to inspire their colleagues, and an eagerness to reimagine the world of luxury furnishings. We are looking for an ambitious and talented Client Advisor to provide wor...

Company Overview Larson Maddox is partnered with a vertically integrated Independent Power Producer at the forefront of the clean energy transition. Specializing in utility-scale solar and energy storage, they develop, finance, construct, own, and operate renewable energy projects across the Uni...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term goals, then construct a tailored financial plan that meets the clients goals.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term goals, then construct a tailored financial plan that meets the clients goals. The Citizens PCFA is a branch-based advisorwho excels in a collaborative environment that emphasize...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term goals, then construct a tailored financial plan that meets the clients goals. The Citizens PCFA is a branch-based advisorwho excels in a collaborative environment that emphasize...

For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals.Tiffany employees are passionate, kind, and professionally committed.We hold ourselves and our co-workers to very high standards.We continually educate ourselves about new merchandise collections, cultures, and t...

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, including r...

Act as the primary point of contact for key clients, ensuring exceptional service delivery and long-term client satisfaction. Armanino is seeking a strategic and entrepreneurial Tax Partner to lead and expand our Private Client Advisor practice in New York. Business Development & Client Relations...

As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions and client engagement functions. Lab, product) on messaging, advisor needs, and product development opportunities.

Client Support: Providing service coverage for a Financial Advisor/Private Wealth Advisor/team, including supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships, executing money movement transactions, answering general non-investment related questions, educa...

We are seeking a Client Advisor who will report to the Store Manager as part of our dynamic team in Saks New York.

As a Tiffany Client Advisor you will:.

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, in...

Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team. Registered Client Service Associates provide exceptional service to our clients and ...

As a Client Advisor you will cultivate relationships with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our store and digitally using the latest technology ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term goals, then construct a tailored financial plan that meets the clients goals.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term goals, then construct a tailored financial plan that meets the clients goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Ut...

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term goals, then construct a tailored financial plan that meets the c...

Job Description Applecart is the leading technology company creating a new category of "Decision Maker Marketing". The most important decisions are made by the hardest people to reach and influence. Historically, C-Suite leaders have lacked the tools to reach the stakeholders that matter most to ...

Job Description Full-time – Based in NYC Start date: September 2025 Compensation: $25–$35 per hour (based on experience and qualifications) Who We Are Boring? Expensive? Dull? That’s what eyewear used to be. Jimmy Fairly was born in Paris in 2010 to challenge the status quo: high-quality, styli...

Job Description Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee properties. Our success is rooted in our people, our high character reputation and our commitment to creating a diverse and welcoming workplace. We focus on team...

Job Description Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee properties. Our success is rooted in our people, our high character reputation and our commitment to creating a diverse and welcoming workplace. We focus on team...

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term goals, then construct a tailored financial plan that meets the c...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term goals, then construct a tailored financial plan that meets the clients goals. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Tailor we...

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. Brown Advisory's Private Client Service team is searching for career-minded and ambitious ...

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives,...

As the Client Advisor, you are the Gucci brand ambassador responsible for achieving sales objectives by deepening client connections to Gucci and providing them with the best-in-class service, elevated and unique experience, and strong client relationships. Proactively engage and establish strong...

Partner directly with an Executive Director to develop strategic planning for our clients and the team itself. Develop trusted advisor relationships with our clients by providing strategic counsel and a mastery of all aspects of client management. Collaborative, but knows how to mobilize others t...

As a Client Advisor you will cultivate relationships with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our store and digitally using the latest technology ...

This will be done with a consistent focus on relationship management, not portfolio management. Private Client Advisor In Chase Wealth Management. As a private client advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Acting as a senior executive-level trusted advisor and counsel to our clients and teams, the Global Client Leader enhances the value Real Chemistry brings to our clients' businesses. Real Chemistry is proud to be Great Place to Work certified; check out what our people shared about our culture an...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboarding and maintaining client accounts, including collecting client information and required documentation in a cle...

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Morgan Wealth Management, you wil...

Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. As the leading global citizenship and residency advisory firm, we speci...

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 an...