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CLIENT ASSOCIATE - NUCLEUS ADVISORS

Oversee and execute cash management tasks and money movement requests. Communicate (verbal and written) with high-net-worth clients to assist with transactional requests for their accounts. Open accounts according to onboarding ch...

CompanyHightower Advisors
AddressNew York, NY
CategoryRetail
Salary$85,000 - $100,000 a year
Job typeFull-time
Date Posted a month ago See detail

Client Associate - Nucleus Advisors

Hightower Advisors

New York, NY

$85,000 - $100,000 a year

Oversee and execute cash management tasks and money movement requests. Communicate (verbal and written) with high-net-worth clients to assist with transactional requests for their accounts. Open accounts according to onboarding ch...

Associate Director, HR Business Advisor - Tax (SW)

Kpmg

Houston, TX

$108K - $137K a year

Act as a strategic Business Advisor to the Tax Southwest Business Unit leader and respective client group on talent strategy Leverage data analytics to provide insights to leaders to identify, diagnose and respond to trends in the...

Beauty Advisor/Sales Associate

Sally Beauty

Columbia, MD

High School Diploma or equivalent. Must 18 years of age or older. 1 + years retail sales/customer service experience preferred. Must be available to meet the scheduling needs of the business. Able to communicate with customers, co...

Beauty Advisor/Sales Associate

Sally Beauty

Wilmington, DE

From $14 an hour

Build relationships and inspire loyalty. Recommend additional and complimentary products. Inform customers of current promotions and events. Set up advertising displays and arrange merchandise to highlight sales and promotional ev...

Full Time Client Advisor (Sales Associate)

Ch Carolina Herrera

Washington, DC

$18 - $20 an hour

401(k). 401(k) matching. Dental insurance. Employee discount. Health insurance. Paid time off. Vision insurance. 8 hour shift. Day shift. Evening shift. Morning shift. Every weekend. Monday to Friday. Rotating weekends. Weekends a...

Client Advisor (Full Time Sales Associate)

Ch Carolina Herrera

Beverly Hills, CA

$21 - $24 an hour

401(k). Dental insurance. Employee discount. Health insurance. Paid time off. Vision insurance. 8 hour shift. Day shift. Evening shift. Morning shift. Monday to Friday. Weekends as needed. Luxury Retail: 2 years (Required). Custom...

Wellness Advisor Front Desk Sales Associate

Massage Envy

Frankfort, IL

$15 - $16 an hour

Help clients understand the benefits of regular massage, skincare, and stretch for total body care. Establish relationships with members and guests to grow and retain a client base. Connect clients with retail products that improv...

Sales Associate - Wellness Advisor

Yogasix Rancho Cucamonga

Rancho Cucamonga, CA

$16 - $20 an hour

Excellent sales, communication, and customer service skills. Goal-oriented with an ability to achieve sales targets. Strong customer service skills. Ability to learn and use the Club Ready software system. Must be fluent in Englis...

J.P. Morgan Advisors Senior Client Associate - Morristown, NJ

Jpmorgan Chase & Co

Morristown, NJ

$66,500 - $90,000 a year

Own the client onboarding and account maintenance for new and existing clients. Inclusive of collecting account-specific information, obtaining account document from clients and complying with regulatory policies and procedures. P...

J.P. Morgan Advisors - Client Service Associate - Chicago, IL

Jpmorgan Chase & Co

Chicago, IL

Provide high quality, high touch service to J.P. Morgan Advisors clients across the deposit product offering. Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing...

Associate Advisor, Wealth Management

Choreo

Des Moines, IA

Serve on the client service team to share in managing client relationships. Involvement in client and prospect meetings as well as networking opportunities. Develop competency drafting financial plans, and become proficient in the...

Associate Wealth Advisor - Frontier Investment Mgmt

Hightower

San Ramon, CA

Onboard new clients. Help with preparation for and follow-up from client reviews. Respond to client service requests. Prepare investment proposals. Support multiple roles across the firm - advisory, financial planning, operations,...

Sales Associate/Membership Advisor

Orangetheory Fitness Denville

Denville, NJ

$15.13 - $20.00 an hour

Employee discount. Flexible schedule. Paid training. Free membership/gear. 401(k). Dental insurance. Employee discount. Flexible schedule. Health insurance. Paid time off. Vision insurance. Day shift. Evening shift. Morning shift....

Associate Advisor

Rk Partners

Chicago, IL

$85.1K - $108K a year

CFP designation (Certified Financial Planner). CFA and/or CPA designations acceptable. Bachelors Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business. Extensive knowledge of finance, income taxes,...

Beauty Advisor/Sales Associate

Sally Beauty Holdings

Marion, OH

From $13 an hour

401(k). 401(k) matching. Dental insurance. Employee discount. Flexible schedule. Health insurance. Paid time off. Vision insurance. Day shift. Night shift. Weekends as needed....

Associate Financial Advisor - Atlanta, GA

North Star Resource Group

Duluth, GA

$60,000 - $100,000 a year

Associate's/Bachelor's Degree. Entrepreneurial. Incredible sense of urgency. Self-starter. Want to help people or make a lasting impact. Interdependent. Highly motivated. Extreme desire to succeed and overcome obstacles. A need to...

Part Time: Optician - Retail Associate - EyeCare Advisor

Lenscrafters

Brookfield, WI

From $15 an hour

Greets customers without delay (within 30 seconds). Promptly answers the telephone (3 rings) in a friendly and courteous manner. Explains all required paperwork, tests, products and services. Attentive to details; reviews prescrip...

Membership Advisor / Fitness Sales Associate

Isi Elite Training - Noblesville

Noblesville, IN

$15 - $25 an hour

Employee discount. Flexible schedule. Monday to Friday. Rotating weekends. Noblesville, IN 46060: Relocate before starting work (Required)....

Beauty Advisor-Sales Associate

Apex Beauty Supply

Maryland, United States

$20,000 - $32,000 a year

Ensure high levels of customer satisfaction through excellent sales service. Assess customers needs and provide assistance and information on product features. Welcome customers to the store and answer their queries. Follow and ac...

Beauty Advisor PT(Sales Associate)

Sally Beauty

Escondido, CA

From $16 an hour

Build relationships and inspire loyalty. Recommend additional and complimentary products. Inform customers of current promotions and events. Set up advertising displays and arrange merchandise to highlight sales and promotional ev...

Client Advisor (Full Time Sales Associate)

Ch Carolina Herrera

San Francisco, CA

$20 - $24 an hour

Dental insurance. Employee discount. Paid time off. Vision insurance. 8 hour shift. Day shift. Night shift. Weekends as needed. Luxury Retail: 2 years (Required). Customer relationship management: 2 years (Required). Spanish (Pref...

Engagement Associate Advisor

Anthology, Inc.

McAllen, TX

$12 an hour

Acting as initial point of contact for prospective students; scheduling initial and follow-up consultations with Enrollment Coaches Working within an automated dialer technology platform and accurately recording attempt results Ma...

Beauty Advisor/Sales Associate

Sally Beauty Lansing

Lansing, MI

4 hour shift. 8 hour shift. Day shift. Evening shift. Holidays. Morning shift. Weekends as needed. Lansing, MI 48911: Relocate before starting work (Required)....

Associate Client Advisor

Bessemer Trust

Houston, TX

Handle routine communication with clients and their advisors via telephone, email and fax. Document written and verbal communication with clients and their advisors in Salesforce. Prepare charts and materials for client meeting pr...

Associate Banking Advisor

Northern Trust Corp.

Pasadena, CA

$77,000 - $105,000 a year

Our firm is recognized for innovative technology, service excellence and depth of expertise across all aspects of financial planning, including wealth transfer, banking, lending, insurance, investments, tax management, philanthrop...

Merrill Financial Solutions Advisor - Buckeye & Associates Market

Bank Of America

Columbus, OH

$59.7K - $75.6K a year

Get training and one-on-one mentorship from managers who are invested in your success. Youll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business....

Associate Advisor

Allworth Financial

Dallas, TX

Shadows Financial Advisor future and existing client appointments to gain valuable training. Creates and helps implement financial plans for existing clients. Performs various tasks and research relating to casework for our client...

Virtual Associate Financial Advisor

Harvest Wealth Group

Exeter, CA

Scrappy - We choose a fighting spirit to relentlessly push through challenges and obstacles smarter, faster, and against all odds. Obsessively Serve - We commit and exist to proactively serve our team and clients, so their concern...

Associate Financial Advisor - Advia Credit Union

Lpl Financial Holdings, Inc.

Oshtemo, MI

The opportunity to partner with a top advisor working a portion of their book of business. The ability to build a strong client base with the Credit Union's exceptional referral system. The opportunity to find new clients via the...

Associate Financial Advisor

F.n.b. Corporation

United, PA

Primary Responsibilities: Handles routine transactions and account relationships independently or in support of the assigned Financial Advisor. Manages and services existing clients and builds stronger customer relationships by le...