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Private Client Advisor jobs in New York, NY

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PRIVATE CLIENT ADVISOR II

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...

CompanyBank Of America
AddressNew York, NY
CategoryRetail
Salary$100,000 - $250,000 a year
Job typeFull-time
Date Posted a month ago See detail

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...

a month 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...

a month 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...

7 days 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...

a week ago seen See more...

Private Client Financial Advisor - Borough Park - Brooklyn, NY

Pix11

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...

3 weeks ago seen See more...

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...

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...

a month 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...

a month ago seen See more...

Private Client Financial Advisor - Elizabeth, NJ

Citizens

Elizabeth, NJ

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...

3 weeks ago seen See more...

CLIENT ADVISOR (FT) - NEW YORK CITY

Zimmermann

New York, NY

22.00-24.00 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...

7 days ago seen See more...

Tax Senior - Private Client Services - Partnerships

Ernst & Young Llp

New York, NY

Competitive

Preparing or Reviewing U.S. federal and state tax returns high net worth U.S. citizens living abroad or U.S. residents holding non-US assets, and/or Foreign nationals holding US assets.. Preparing or Reviewing federal and state t...

7 days ago seen See more...

US Seasonal Tax-Private Client Services-Manager East

Ernst & Young Llp

New York, NY

Competitive

A strategic eye toward prioritizing when working on multiple complex projects. Influencing skills, and the confidence and curiosity to question existing processes. The ability to produce technical writing and research in a tax con...

7 days ago seen See more...

US Seasonal Tax-Financial Services Organization-Private Client Services- Manager

Ernst & Young Llp

New York, NY

Competitive

A strategic eye toward prioritizing when working on multiple complex projects. Experience performing high quality review of complex tax returns. Knowledge/experience in handling Individual, Gift, Trust, and Estate Tax Returns 104...

7 days ago seen See more...

Client Advisor | Spring Street (SoHo)

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...

2 weeks ago seen See more...

CLIENT ADVISOR (FT) - SOUTHAMPTON, MARCH 2024

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...

2 weeks ago seen See more...

CLIENT ADVISOR, NYC AREA - Future Opportunity

Gucci

New York, NY

21.00-25.00 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...

2 weeks ago seen See more...

Ladies Shoes, Client Advisor - Roosevelt Field

Neiman Marcus Group

New York, NY

Greets and welcomes clients throughout all areas of the store Connects with clients in a friendly and meaningful way Provides clients advice and knowledge that they may not have realized they needed Makes every client interaction...

2 weeks ago seen See more...

Client Advisor | Spring Street (SoHo)

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...

2 weeks ago seen See more...

Private Client Market Leader - Mid Atlantic (PA/NY) - Now Hiring

Citizens

Bronx, NY

$135,000 - $175,000 per year

Lead and motivate a team of 30+/ licensed Private Client Relationship Managers (PCRMs) across a specified, broad geography, both in person and remotely. Inspire team to achieve business results and customer experience goals by con...

2 weeks ago seen See more...

CLIENT ADVISOR (FT) - EAST HAMPTON, MARCH 2024

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...

3 weeks 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...

3 weeks ago seen See more...

CLIENT SERVICES ADVISOR (FT) - Hybrid

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...

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...

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...

4 weeks 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...

a month 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...

a month 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...

a month 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...

a month 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...

2 months 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...

2 months ago seen See more...

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People who searched for Private Client Advisor jobs in New York County, NY also searched for Client Service Specialist, Senior Client Service, Client Experience Manager, Client Service Leader, Client Service Officer, Retail Sales Advisor, Client Technology Manager, Client Finance Manager, Senior Financial Advisor, Client Services Specialist, Client Service Associate, Client Services Associate, Client Service Executive, Client Service Manager, Client Services Manager, . 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 County, NY

Sales Associate, Sales Representative, Financial Analyst, Outside Sales Representative, Associate, Accounting Associate, Sales Manager, Retail Assistant, Senior Manager, Operations Associate, Senior Vice President, Marketing Associate, Retail Sales Associate, Retail Associate, Home Sales Associate,

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