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

Private Client Financial Advisors are their clients' primary trusted advisor. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors work with...

Private Client Financial Advisors are their clients' primary trusted advisor. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors work with...

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...

Full Time- Insurance Agent:  This role is working for an Allstate Insurance Agency. We sell Property and Casualty products such as Auto, Home, Boat, Motorcycle, Renters Insurance policies. PURPOSE: Works directly with the Agency Manager and/or Sales Leader to achieve the sales goals of the Agenc...

We're a recognize Account Executive, Executive, Client Success, Business Services, Account, Business, Advisor. ...

... client satisfaction. • Engage Payroll Specialists, Benefits Specialists, and other internal colleagues as needed to add ressclient and worksite employee needs. • Act as a resource and advisor to ...

Advise CLP admissions staff of steps required upon admission to ensure payment of rent and minimize ... client and produce reports of expenditures on each and for the program as a whole. Must have ...

... client base, keep client plans up-to-date and acquire new clients on an ongoing basis · ... investment advisor. Annuity and insurance products offered through Equitable Network, LLC

Position Overview The Sales Advisor will represent our client, Dyson, and their premium line of vacuum cleaners, air purifiers, and bladeless fans inside a local Best Buy. You will serve as an in ...

Customize financial plans for each client based on his or her professional/work circumstances, life ... Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial ...

Gather and assess each client's financial information to accurately determine factors including ... advisor * Embrace the role of a structured yet coachable team player open to continued education ...

Suggest financial services and planning that fits the client and their needs best - Sales Role ... As a financial advisor intern, you'll have meaningful mentorships, access to strong professional ...

Create customized financial plans for each client based on his or her life stage, professional ... Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify ...

We are seeking an Independent Financial Advisor to join our team! You will deliver personalized ... Network and build relationships with new and existing client base ​ Qualifications: * Previous ...

Senior Wealth Advisor Positions in: Long Island-New Jersey-Orlando Our client is a growing regional full service financial services organization including Private Banking, Lending, Branch, Brokerage ...

Client satisfaction is therefore our first priority. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation ...

Successful Advisors at New York Life come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That's one reason our Company is a great ...

Build and maintain strong client relationships with all customers to become a trusted advisor * Execute the new customer 1st year nurture outward bound support program to ensure customers maximize ...

We are seeking a detail-oriented Client Service Specialist to provide exceptional customer support ... Effective interpersonal and training/advising skills; * Sound judgment with the ability to ...

You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners ... and client relationships, identify solutions, and achieve success. Bonus points for these

... client/business owner (relationship, service, management) Business development Leadership and management of customer relationships Benefits expertise (as an enroller, counselor, worksite ...

Director of Client Success will serve as a day-to-day single point of contact for clients as a resource and advisor in all areas of human resource matters including but not limited to implementation ...

Analyze client information and work collaboratively with advisors to offer recommendations for reducing client tax liabilities * Ensure top quality client service in collaboration with the wealth ...

Take your career to the next level at Prudential Advisors! Change your life by helping others ... Gathering client information and using that information to build robust financial plans * Helping ...