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

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

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Morgan Wealth Management is committed to serving clients acr

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 investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Investment and in

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. Solid background in financial sales or a related advisory field. Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm.

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 financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Bank Of America Financial Advisor. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads,

Job DescriptionDescription: GenServe, LLC is the nation’s leading independent provider of scheduled and emergency power generator maintenance, repair, and sales in the United States, serving primarily commercial customers in various industries. The company’s plan is to continue to accelerate its already rapid growth through further investments in organic sales growth and acquisitions. The Company’s complete and extensive service platform positions it as a one-stop shop for all commercial generator maintenance needs. Established in 1990, the Company has the largest team of Electrical Generating Systems Association (EGSA) certified technicians in the Northeast and an expanding footprint in other regions. GenServe is headquartered in Plainview, NY, with branch offices in New Jersey, Pennsylvania, Illinois, Florida and Texas, and is accelerating its growth into new territories across North America. In April 2018, the Company was acquired by private equity firm GenNx360 Capital Partners. Your Next Big Sales Adventure Awaits Are you a go-getter with a passion for closing deals, smashing targets, and building meaningful client relationships? Are you ready to hustle, grind, and hunt for new opportunities while enjoying a work-life balance that keeps you refreshed and energized? At GenServe, we’re looking for driven Field Service Sales – Territory Managers to join our powerhouse team. Why Choose GenServe? We’re on a mission to dominate the market, growing fast through innovation, acquisitions, and relentless sales energy. • Unlimited Potential: Uncapped commission means your hustle directly fuels your success., • Remote Flexibility: Work remotely with hybrid access to our branch sites when you need them., • On-the-Ground Impact: Be the face of GenServe as you meet clients, solve problems, and close deals. As a Territory Rep, you’re not just selling—you’re building relationships, creating tailored solutions, and shaping the future of power generation services. Your mission is simple: drive sales, close deals, and grow the GenServe footprint. Your Daily Grind Includes: • Hunting for Leads: Scour your territory, network like a pro, and generate your own leads., • Client Connections: Travel to client sites, showcase GenServe’s unmatched capabilities, and present winning solutions., • Tailored Proposals: Create competitive, customized proposals that seal the deal., • Closing the Deal: Negotiate terms and lock in contracts like the sales star you are., • Relationship Building: Manage and nurture clients to ensure satisfaction, repeat business, and referrals., • A hunter mentality: You thrive on the thrill of the chase and don’t back down from a challenge., • Sales resilience: You handle rejection with grace and use it to fuel your next win., • Creative problem-solving: You think outside the box to overcome objections and close the deal., • Tech-savvy: Experience with Salesforce or similar CRMs and tools like Salesloft is a huge plus., • Strong communication skills: Your charisma and ability to connect make you a trusted advisor to your clients., • Uncapped Earnings: The harder you work, the more you make—period., • Career Growth: With mentorship, ongoing training, and support, the sky’s the limit., • Autonomy: Manage your own territory and build your book of business with freedom., • Hybrid Flexibility: Enjoy remote work with access to branch sites when collaboration calls., • Team Culture: Join a group of high-performing professionals who know how to celebrate wins and have your back when challenges arise.

Job DescriptionSales Representative Uniondale, NY (Hybrid) Schedule: Monday–Friday, 9:00 AM–5:00 PM Work Model: Primarily onsite with one remote day per week (not Mondays) Compensation: $65,000 base salary plus 10% uncapped commission About the Role We’re looking for a motivated, relationship‑driven Sales Representative to join our private aviation team. In this role, you’ll support group charter clients across corporate, government, humanitarian, sports, and entertainment organizations. You’ll manage the full charter lifecycle from the first inquiry through wheels‑down, acting as a trusted advisor throughout the process. Our clients count on us to handle every detail so they can focus on the experience. Success here comes from proactive outreach, strong client relationships, and a genuine commitment to delivering seamless, high‑touch service. What You’ll Be Doing • Owning group charter bookings from inquiry to completion, ensuring accuracy, quality, and top‑tier service, • Actively prospecting assigned accounts through outbound calls, emails, and meetings, • Building and maintaining long‑term relationships with clients, operators, and internal teams, • Developing a strong understanding of aircraft options and the end‑to‑end charter process, • Traveling onboard charter flights when needed to support clients and operations, • Monitoring live flight activity, including occasional early, late, or off‑hour coverage, • Researching the market, managing costs, and structuring deals with profitability in mind, • Preparing and delivering polished, confident client presentations, • Creating thoughtful solutions to client needs and operational challenges, • Working closely with sales, HR, and accounting to ensure smooth execution, • Consistently meeting or exceeding sales and revenue goals What We’re Looking For • Sales experience or a strong desire to build a long‑term sales career, • Confidence making outbound calls and engaging with prospective clients, • Clear, professional written and verbal communication skills, • Strong phone presence and comfort in client‑facing conversations, • High attention to detail and solid organizational skills, • Self‑motivated, adaptable, and eager to learn, • Creative, solution‑oriented approach to problem solving, • A strong client‑first mindset and appreciation for premium service, • Interest in aviation and charter sales, • Experience with cold calling, call centers, or Microsoft Office is a plus Training and Career Growth • Award‑winning training program with hands‑on, one‑to‑one mentorship, • Fully paid international training at our London headquarters, • Base salary paid throughout the training period, • Nine clearly defined career levels, from Trainee Broker to Director, • Long‑term career stability with leadership invested in your growth Compensation and Benefits • $65,000 base salary, • 10% uncapped commission on charter margins, • Company‑provided cell phone, • All business travel expenses covered, • Hybrid flexibility with one work‑from‑home day per week, • A supportive balance of independent ownership and team collaboration Work Environment • Private jet sales department based in Uniondale, • Cubicle‑style inside sales office, • Approximately 90 employees across Sales, HR, and Accounting, • Energetic, fast‑paced office culture, • Modern workspace with a well‑equipped break room and ping pong table Metric-based growth progression from Trainee Broker to Director Job stability and leadership support of development Affordable health, dental and vision insurance plans through Aetna 401K retirement savings plan with generous employer match! Life insurance Paid maternity/paternity leave 20 days to start in vacation time and more earned each year Paid sick time 12 paid public holidays Additional paid leave for your birthday, wedding, moving house, holiday shopping and more Workplace Type This is a hybrid position in Uniondale,NY. Application Deadline This position is anticipated to close on May 20, 2026. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.

Job DescriptionSales Representative Uniondale, NY (Hybrid) Schedule: Monday–Friday, 9:00 AM–5:00 PM Work Model: Primarily onsite with one remote day per week (not Mondays) Compensation: $65,000 base salary plus 10% uncapped commission About the Role We’re looking for a motivated, relationship‑driven Sales Representative to join our private aviation team. In this role, you’ll support group charter clients across corporate, government, humanitarian, sports, and entertainment organizations. You’ll manage the full charter lifecycle from the first inquiry through wheels‑down, acting as a trusted advisor throughout the process. Our clients count on us to handle every detail so they can focus on the experience. Success here comes from proactive outreach, strong client relationships, and a genuine commitment to delivering seamless, high‑touch service. What You’ll Be Doing • Owning group charter bookings from inquiry to completion, ensuring accuracy, quality, and top‑tier service, • Actively prospecting assigned accounts through outbound calls, emails, and meetings, • Building and maintaining long‑term relationships with clients, operators, and internal teams, • Developing a strong understanding of aircraft options and the end‑to‑end charter process, • Traveling onboard charter flights when needed to support clients and operations, • Monitoring live flight activity, including occasional early, late, or off‑hour coverage, • Researching the market, managing costs, and structuring deals with profitability in mind, • Preparing and delivering polished, confident client presentations, • Creating thoughtful solutions to client needs and operational challenges, • Working closely with sales, HR, and accounting to ensure smooth execution, • Consistently meeting or exceeding sales and revenue goals What We’re Looking For • Sales experience or a strong desire to build a long‑term sales career, • Confidence making outbound calls and engaging with prospective clients, • Clear, professional written and verbal communication skills, • Strong phone presence and comfort in client‑facing conversations, • High attention to detail and solid organizational skills, • Self‑motivated, adaptable, and eager to learn, • Creative, solution‑oriented approach to problem solving, • A strong client‑first mindset and appreciation for premium service, • Interest in aviation and charter sales, • Experience with cold calling, call centers, or Microsoft Office is a plus Training and Career Growth • Award‑winning training program with hands‑on, one‑to‑one mentorship, • Fully paid international training at our London headquarters, • Base salary paid throughout the training period, • Nine clearly defined career levels, from Trainee Broker to Director, • Long‑term career stability with leadership invested in your growth Compensation and Benefits • $65,000 base salary, • 10% uncapped commission on charter margins, • Company‑provided cell phone, • All business travel expenses covered, • Hybrid flexibility with one work‑from‑home day per week, • A supportive balance of independent ownership and team collaboration Work Environment • Private jet sales department based in Uniondale, • Cubicle‑style inside sales office, • Approximately 90 employees across Sales, HR, and Accounting, • Energetic, fast‑paced office culture, • Modern workspace with a well‑equipped break room and ping pong table Metric-based growth progression from Trainee Broker to Director Job stability and leadership support of development Affordable health, dental and vision insurance plans through Aetna 401K retirement savings plan with generous employer match! Life insurance Paid maternity/paternity leave 20 days to start in vacation time and more earned each year Paid sick time 12 paid public holidays Additional paid leave for your birthday, wedding, moving house, holiday shopping and more Workplace Type This is a hybrid position in Uniondale,NY. Application Deadline This position is anticipated to close on May 15, 2026. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.

Job DescriptionSenior Bookkeeper / Office Administrator $38/hour | Full-Time | Westbury, NY (On-Site) About the Role We are seeking a highly experienced and detail-oriented Senior Bookkeeper / Office Administrator to take full ownership of our day-to-day accounting operations. This is a hands-on, high-responsibility role focused on maintaining accurate financial records, managing cash flow visibility, and ensuring operational discipline across accounts receivable and payable. You will report directly to ownership and work closely with an external accounting advisor. Key Responsibilities Accounts Receivable (A/R) – Full Ownership • Generate and manage all client invoicing, • Track incoming payments and outstanding balances, • Proactively follow up on collections (email and phone), • Process vendor bills accurately and on time, • Manage payment schedules and approvals, • Perform monthly bank and credit card reconciliations, • Maintain clean and accurate general ledger, • Ensure all financial data is properly recorded and categorized, • Maintain strict accuracy within QuickBooks Online, • Ensure consistency between operational activity and financial records, • Help improve and enforce internal processes and controls What We're Looking For Required Experience • Strong, hands-on experience with QuickBooks Online (required), • Proven experience managing both Accounts Receivable and Accounts Payable independently, • Experience in construction, trades, or project-based businesses (required) Technical Skills • Proficiency in Microsoft Office 365 (Excel, Outlook, OneDrive, etc.), • Strong organizational and documentation skills Core Traits • Extremely detail-oriented and process-driven, • Proactive problem solver, • Comfortable taking ownership and working independently, • Strong communication skills, especially around financial matters Compensation & Schedule • $38/hour (full-time), • Monday–Friday, 9:00 AM – 5:00 PM (on-site), • Benefits include medical insurance, 401(k), paid holidays, and PTO Why This Role Stands Out • Full ownership of accounting operations, • Direct exposure to ownership and business decision-making, • Ability to bring structure and improve systems, • High-impact role within a growing company

Job Description Job Summary: Responsible for running multiple projects at any given time from start to finish. In addition, you will be able to participate in and help build our culture of being a trusted advisor while leading talented teams who are dedicated to excellence and building with integrity. Your goal will be to endure the ultimate success of a project and oversee the cost, schedule, safety, and client satisfaction. You will create value by leading assigned projects from the bid process to project close-out and making sure they exceed the client's expectations. Responsibilities: Manage project subcontractors including coordination, procurement of materials and equipment, monitoring budget and cost, manage to the bill. • Project document control ensures project documents are complete, current, and stored appropriately. Manage/prepare cost proposals and change orders., • Project accounting functions include assistance in billing and reviewing/approving sub-contractor progress payments., • Control budgets and manage cost control throughout the life of the project., • Minimum of 10 years in residential or ground-up high-end construction., • Knowledgeable about current construction methods, materials and regulations., • Ability to work under pressure and coordinate numerous activities and groups of people who need to cooperate to achieve maximum efficiency., • Must have good communication, teamwork, and organizational skills. Job Type: Full-time Schedule:

A financial protection firm is hiring a remote Client Account Specialist based in Town of Hempstead, NY. This role involves assisting clients with their inquiries about life and financial coverage, ensuring they understand their options and guiding them through the process. The position offers ongoi

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

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 Chase, we have an en

Stella McCartney Client Style Advisor. Additional ad hoc duties as when and where necessary within the defined levels of responsibility and accountability of the Client Style Advisor role. Maintain an understanding of current products, trends and collections and ensuring that clients are informed an

The Client Advisor contributes actively to the store sales and key indicators achievement. Provide outstanding client and after-sale service to all visitors and clients. We are currently seeking a Client Advisor to join our dynamic boutique team.

Maintain an understanding of current products, trends and collections and ensuring that clients are informed and aware. Strong Clienteling skills and experience.

It is crucial that Client Advisor-Rolex focuses on developing a long-term relationship with the client that is based upon trust so the client is more likely to think of purchasing from the store in the future. The Client Advisor-Rolex is responsible for providing an outstanding client experience and

It is crucial that Client Advisor focuses on developing a long-term relationship with the client that is based upon trust so the client is more likely to think of purchasing from the store in the future. The Client Advisor is responsible for providing an outstanding client experience and meeting or

It is crucial that Client Advisor focuses on developing a long-term relationship with the client that is based upon trust so the client is more likely to think of purchasing from the store in the future. The Client Advisor is responsible for providing an outstanding client experience and meeting or

With full accountability for meeting KPI's set through personalised client experience and cross selling of products, the Client Advisor will take full ownership of the exclusive relationships of the AMQ clientele. The Alexander McQueen Client Advisor will be a passionate brand ambassador and dedicat

It is crucial that Client Advisor-Rolex focuses on developing a long-term relationship with the client that is based upon trust so the client is more likely to think of purchasing from the store in the future. The Client Advisor-Rolex is responsible for providing an outstanding client experience and

It is crucial that Client Advisor-Rolex focuses on developing a long-term relationship with the client that is based upon trust so the client is more likely to think of purchasing from the store in the future. The Client Advisor-Rolex is responsible for providing an outstanding client experience and

The Client Advisor contributes actively to the store sales and key indicators achievement. Provide outstanding client and after-sale service to all visitors and clients. We are currently seeking a Client Advisor to join our dynamic boutique team.

Grow the Made-to-Measure business by cultivating and driving sales of custom clothing through expert client consultation: deliver an elevated experience that encompasses fabric consultation, measurement taking, fit evaluation, and trim and styling guidance; leverage deep product knowledge and refine

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 Expe

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. 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. 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. Exhibit unwavering integrit

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. You provide an exceptional

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 Chase, we have an en

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. At least 2 years in a Finan

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

A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. Join a dynamic team focused on excellence in client service.

A global financial services firm is seeking a Wealth Relationship Advisor in New York, NY. The role involves building and deepening client relationships through strategic financial planning and investment advice.