1176
Client Advisor jobs in New York, NY
Bessemer Trust Company —New York, NY
Update all contact information, send mass mailings, create ticklers, log calls, and create activities in Salesforce. Supervise and pay client bill payments.
$60,000 - $100,000 a year
Savvy —New York, NY
In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing…
$100,000 - $500,000 a year
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EQUITABLE ADVISORS —New York, NY
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$48,000 - $218,000 a year
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Woods & Co Recruitment —New York, NY
Research using public tools to keep up to date within the industry movements. Utilize the Salesforce system to keep track of leads and business opportunities.
$60,000 - $70,000 a year
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Equitable Advisors, LLC —New York, NY
O You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus). New York, NY 10104 (Required).
$36,400 - $125,000 a year
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Gem Pawn Brokers —Brooklyn, NY
Engage with clients as required to provide knowledge and education on technical processes. Maintain equipment and tools in good working order.
$84,000 - $125,000 a year
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5d
SAB Capital LLC —New York, NY
7.Perform underwriting analysis on deal transactions. 3.Assist in leading transactions from initial client pitches to transaction closings.
Estimated: $80.7K - $102K a year
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Your Part-Time Controller, LLC —New York, NY
At YPTC, managers must have strength in leadership, problem solving and conflict resolution, written & verbal communications, project management and technical…
$135,000 - $165,000 a year
GoalVest Advisory —New York, NY
Developing relationships with clients (both existing and prospective). Gathering client information and using that information to build robust financial plans.
$25 - $30 an hour
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4d
NFP Corp —New York, NY
Responsible for greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client files.
$56,250 - $75,000 a year
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Confidential —New York, NY
Education: Required – Bachelor’s degree; Preferred – Bachelor’s degree in Finance or related field. Position would allow enhanced learning through backstopping…
$65,000 - $85,000 a year
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5d
Hexmodal Technologies —Brooklyn, NY
*Performance Reporting*: Regularly report to leadership, tracking progress on deals & daily activities across your pipeline, as well as provide insights into…
$128,000 a year
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3d
Equitable Advisors —New York, NY
Managers develop and mentor their team of Financial Advisors while still building their own client base. Analyze financial information obtained from clients to…
$98,966 - $111,001 a year
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Capital Group Companies —New York, NY
You have the interest and ability to develop a deep understanding of investment concepts. You have a bachelor’s degree.
$97,974 - $156,758 a year
6d
JPMorgan Chase & Co —New York, NY
Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated…
$100,000 - $110,000 a year
4d
Meta —New York, NY
Success in this position will consist of driving meaningful revenue growth, influencing executives, selling with a consultative approach, driving technical…
$143,000 - $209,000 a year
3d
Guggenheim Partners —New York, NY
Coordination of wire processing and capital calls directly with the client and client’s family office. Instruct and or/process asset and cash movements during…
$110,000 - $115,000 a year
4d
Gym U by David Barton —New York, NY
Utilize technology sales tools effectively, including Salesforce CRM, to manage leads and track progress. Proven experience in sales, customer service, or a…
$50,000 - $120,000 a year
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Macy’s —New York, NY
Candidates with a bachelor’s degree or equivalent work experience in a related field are encouraged to apply. Drive cross-functional collaboration and alignment…
$317,280 - $588,960 a year
2d
Tiffany & Co. —New York, NY
Develop and maintain working relationships with editors, e-influencers, agents, key stakeholders and vendors in the luxury, fashion & trade spaces through…
$26.61 - $35.99 an hour
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