Client advisor jobs in White Plains, 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...

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...

Primary responsibilities include Identify client objectives and goals; then monitor progress throughout the financial lifecycle Broaden and deepen affluent client relationships in investment, deposit, and lending Become a trusted advisor who earns referrals from existing clients Engage prospects...

Primary responsibilities include Identify client objectives and goals; then monitor progress throughout the financial lifecycle Broaden and deepen affluent client relationships in investment, deposit, and lending Become a trusted advisor who earns referrals from existing clients Engage prospects...

Primary responsibilities include Identify client objectives and goals; then monitor progress throughout the financial lifecycle Broaden and deepen affluent client relationships in investment, deposit, and lending Become a trusted advisor who earns referrals from existing clients Engage prospects...

We are actively searching for exceptionally talented Senior Client Advisor(s). My client is a highly reputable multi-billion dollar wealth management business with an immaculate reputation, consistent investment performance with an ideal platform for your clients wealth solutions, investment mana...

A Client Advisor will service clients who come into our s Sales Associate, Sales, Beauty, Client Advisor, Associate, Retail, Technology. ...

As a Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to every client who enters the store's beauty zone and strive to build a personalized, robust basket for each customer. We seek a tale...

A Client Advisor will service clients who come into our s Sales Associate, Sales, Client Advisor, Associate, Retail, Selling, Technology. ...

A Client Advisor will service clients who come into our s Sales Associate, Sales, Beauty, Client Advisor, Associate, Retail, Technology. ...

... advisers, is seeking to add a full-time Finance and Operations Manager to its team. The person will ... Manage staffing and scheduling for client engagements * Oversee IT and cybersecurity initiatives ...

Advise pet owners on preventative healthcare, nutrition, and overall pet well-being * Update client records Qualifications * Doctor of Veterinary Medicine (DVM) degree * Previous work experience as a ...

As a Financial Advisor, you will have the opportunity to positively impact the lives of your ... With over 38,700* clients and $2.8 billion* in client assets held or managed, CNO Financial Group ...

As a Financial Advisor, you will: * Build a client base and develop knowledge of Bankers Life ... financial products and market trends * Develop yourself with our award-winning training and ...

Create marketing materials and collateral to support client interactions and presentations ... Advisor

We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead ...

JOB SUMMARY: 3(16) Account Manager - Remote Maintain client/advisor relationship; perform compliance testing; contribution calculations; Form 5500 preparation and working with auditors. 3(16) are ...

... client, Sony, and their market-leading line of televisions, sound bars, and home theater ... As a Sony Home Theater Sales Advisor, you will serve as an in-store consultative expert and play a ...

All programs are designed by our experienced Wellness Advisors and evolve with your input, are ... Strong ability to keep detailed notes, be responsive to Golden Wellness and the client, keep client ...

The Business Advisor is a key part of our team. As a Business Advisor, you will perform accounting ... Superior accuracy and technical expertise, knowledge of client industries. * Excellent ...

As a client advisor you will have access to our technology driven CRM to connect with clients who have requested a consultation, the automation will set a virtual appointment from home or anywhere to ...

You have maximum autonomy to grow your client base and serve your clients. You are responsible for ... As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth ...

We are looking for a Customer Care Advisor (Bilingual English/French), located in Orangeburg, NY ... Minimum of 1-year Client Service experience in a contact center or in-store * Associate degree or ...