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Private Client Advisor jobs in New York, NY

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PRIVATE CLIENT FINANCIAL ADVISOR - BOROUGH PARK - BROOKLYN, NY

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

CompanyCitizens
AddressNew York, NY
CategoryAccounting/Finance
Job typePermanent
Date Posted 2 days ago See detail

Private Client Financial Advisor - Borough Park - Brooklyn, NY

Citizens

New York, NY

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

2 days ago seen See more...

Private Client Advisor II

Bank Of America

New York, NY

$100,000 - $250,000 a year

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 mean...

3 weeks ago seen See more...

J.P. Morgan Wealth Management - Private Client Advisor- Staten Island, NY

Pix11

New York, NY

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and re...

3 weeks ago seen See more...

Private Client Financial Advisor

Citizens

New York, NY

Our Private Client Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development. Through strong relationships with branch colleagues - within a given territor...

2 weeks ago seen See more...

Private Client Financial Advisor

Citizens

New York, NY

Our Private Client Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development. Through strong relationships with branch colleagues - within a given territor...

2 weeks ago seen See more...

CLIENT ADVISOR (FT) - EAST HAMPTON, MARCH 2024 New

Zimmermann

New York, NY

18.00-20.00 Per Hour

Previous sales experience in luxury designer fashion. Excellent customer service skills and a passion for exceeding customer expectations. A professional, welcoming character and presentation. High attention to detail. Knowledge o...

9 hours ago seen See more...

CLIENT SERVICES ADVISOR (FT) - Hybrid New

Zimmermann

New York, NY

24.00-25.00 Per Hour

To provide exceptional client service via email, phone, WhatsApp, social, and live chat. To achieve a high level of service satisfaction for Online, Wholesale, and In-store clients. To build client relations, generating a strong c...

10 hours ago seen See more...

Private Wealth Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

yesterday seen See more...

Private Client Financial Advisor - Binghamton, NY

Citizens

New York, NY

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 fro...

2 months ago seen See more...

Private Client Financial Advisor

Citizens

New York, NY

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 fro...

2 months ago seen See more...

Private Client Financial Advisor

Citizens Financial Group, Inc.

New York, NY

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 fro...

2 months ago seen See more...

Private Client Financial Advisor

Citizens Financial Group, Inc.

New York, NY

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 fro...

2 months ago seen See more...

Client Advisor (Full Time Sales Associate)

Pix11

New York, NY

Our aim is for you to become a part of our project and accomplish your goals by our side.Benefits Health InsuranceVision InsuranceDental Insurance401(K)Paid Time-OffFlexible Spending Account (FSA)Life InsuranceCommuter Benefit Pla...

2 days ago seen See more...

GUCCI CLIENT ADVISOR, Woodbury Commons - Future Opportunity

Gucci

New York, NY

14.00-16.00 Per Hour

Consistently achieve or exceed monthly and seasonal individual and store sales goals, enhancing and developing the business;. Provide an exceptional customer service experience by exceeding client expectations, demonstrating an ex...

a week ago seen See more...

Private Client Manager II

Bank Of America

New York, NY

$110,000 - $200,000 a year

Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business Leads complex credit opportunities, including structured credit deals Grows book balances and...

3 weeks ago seen See more...

Private Client Banker- Columbus Ave and 86th St, New York, NY

Jpmorgan Chase & Co

New York, NY

$25.00 - $30.29 an hour

Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs...

3 weeks ago seen See more...

CLIENT ADVISOR (PT) - AMERICANA MANHASSET

Zimmermann

New York, NY

18.00-18.00 Per Hour

Previous sales experience in luxury designer fashion. Excellent customer service skills and a passion for exceeding customer expectations. A professional, welcoming character and presentation. High attention to detail. Knowledge o...

3 weeks ago seen See more...

Client Advisor | Fifth Avenue

Burberry

New York, NY

INTRODUCTION We aim to provide an environment for creative minds from different backgrounds to thrive, bringing a wide range of skills and experiences to everything we do. As a purposeful, values-driven brand, we are committed to...

3 weeks ago seen See more...

Private Wealth Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

3 weeks ago seen See more...

Tax Services Manager - Financial Services Organization - Private Client Services

York State Department Of Labor

New York, NY

Continuous learning: Youll develop the mindset and skills to navigate whatever comes next.. Success as defined by you: Well provide the tools and flexibility, so you can make a meaningful impact, your way.. Transformative leader...

4 weeks ago seen See more...

Client Advisor

Valentino

New York, NY

Strong product knowledge. Master the Client Journey. Create strong client relationships. Clientele and proactive engagement with existing and prospect clients as per plan defined by Store Management. Deliver the Valentino Couture...

a month ago seen See more...

CLIENT ADVISOR (FT) - NEW YORK CITY

Zimmermann

New York, NY

18.00-20.00 Per Hour

Previous sales experience in luxury designer fashion. Excellent customer service skills and a passion for exceeding customer expectations. A professional, welcoming character and presentation. High attention to detail. Knowledge o...

a month ago seen See more...

Client Advisor - SOHO - Pop Up

York State Department Of Labor

New York, NY

Stay current with credible and relevant fashion references, including current style icons and influencers, and translate that inspiration into action by solving customer styling needs. Connect and engage with customers authentical...

a month ago seen See more...

Senior Client Advisor - Soho

Ferragamo Usa Inc

New York, NY

A caring Client Advisor, an intuitive Senior Sales Associate, with a passion for style. Play an active role on the selling floor, and take action to ensure a memorable client experience, putting the client at the center of every d...

2 months ago seen See more...

Client Advisor

Dow Jones & Company, Inc.

New York, NY

Develop a deep understanding of our customers, their business, challenges and industries to foster existing and new relationships with our key accounts. Responsible for development and execution of the renewal plan including succe...

2 months ago seen See more...

Client Advisor

Banana Republic

New York, NY

$19.50 - $25.00 an hour

Take inspiration from credible and relevant fashion references, including current style icons and influencers, and translate that inspiration into action by solving customer styling needs. Connect and engage with customers authent...

2 months ago seen See more...

2024 Tax Staff I- Private Client Services (PCS)

Eisneramper

New York, NY

Bachelor's or Master's degree in accounting. 150 credits / CPA exam eligibility strongly desired before beginning full-time employment. Strong academic track record (Minimum GPA: 3.0). Must be legally authorized to work in the Uni...

2 months ago seen See more...

Stratascale Client Advisor

Stratascale

New York, NY

Develop Business with existing customers and establish new customers based on targeted sales techniques by Cold Calling, Customer Meetings, Partner and Industry Networking. Identify, Create, Develop and Manage Opportunities in the...

2 months ago seen See more...

Luxury Client Advisor (Full Time )

Ch Carolina Herrera

New York, NY

$20 - $24 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...

2 months ago seen See more...

Registered Private Client Associate - Midtown, NY

Janney Montgomery Scott Llc

New York, NY

$65,000 - $75,000 a year

Customer Service Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments. Communication Providing excellent telephon...

2 months ago seen See more...

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People who searched for Private Client Advisor jobs in New York, NY also searched for Client Service Associate, Private Equity Associate, Client Service Leader, Client Services Manager, Client Services Specialist, Client Service Supervisor, Retail Sales Advisor, Senior Client Associate, Client Program Manager, Client Technology Manager, Senior Advisor Consultant, Client Financial Analyst, Client Finance Manager, Client Marketing Manager, Client Accounting Services, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in New York, NY

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