20 client advisor jobs at 11 companies in Cobleskill, NY
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Private Client Advisor
East Greenbush, New York, United States
$62k/yr HybridFull Time
FINRA SIE, Series 7 and Series 66/63+65 required; resident state insurance licenses required. High school diploma required (bachelor's preferred). Valid driver's license, occasional travel, consultative sales and financial planning experience.
1mo
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J.P. Morgan Wealth Management – Private Client Advisor – Albany, NY
Albany or Albany or Albany
$64k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, client acquisition skills, Series 7 and Series 66 (or 63/65) active, life/health/long-term-care insurance license, goals-based planning and relationship management.
2mo
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Personal Insurance Client Advisor
Syracuse or New Hartford or Oneida
$23-$34/hr OnsiteFull Time
High school diploma (college preferred); Property & Casualty agent/broker license; customer service and 1–3 years insurance experience preferred; proficiency with Word and Excel; strong policy knowledge and organizational skills.
Microsoft Word, Microsoft Excel, Carco
3w
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Financial Advisor/Financial Planner
Saratoga Springs, New York, United States
OnsiteFull Time
5+ YOE5+ years as a financial advisor with an existing book of business; bachelor’s degree; CFP preferred; strong client relationship, communication, and financial planning skills.
3mo
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Client Relationship Analyst
Utica, New York, United States
$16-$41/hr OnsiteFull Time
Provide client service and administrative support to Financial Advisors; execute transactions, manage calendars and travel, prepare materials, use digital tools; high school diploma required, college preferred; willingness to obtain Series licenses; strong MS Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2w
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Financial Advisor
New Hartford, New York, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and US work authorization without sponsorship.
Financial planning software
3w
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Part-Time Beauty Advisor - Sephora
Clifton Park, New York, United States
$17-$22/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible day, night, weekend, and holiday availability, basic math, reading, and computer skills.
handheld scanners
1mo
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Wealth Management Advisor (Albany, NY)
Latham, New York, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of affluent clients; deep investment and financial planning knowledge; FINRA Series 7 and 63 required; Series 65/66 and Life and Health insurance license required within 120 days; CFP/CFA preferred; strong client relationship and sales skills.
3mo
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Part-Time Beauty Advisor (Rehire/Referral)
Clifton Park, New York, United States
$17-$22/hr OnsitePart Time
Client-facing retail/service experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to perform physical tasks and lift up to 50 lbs.
handheld scanners, multiple frequency devices
3mo
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Wealth Management Advisor (Albany, NY)
Albany, New York, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of business for affluent clients; FINRA Series 7 and Series 63; Series 65 or 66; Life and Health Insurance License (must be obtained within 120 days).
3mo
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Financial Solutions Advisor - Albany / Hudson Valley Market
Armonk or Kingston or Latham or Yorktown Heights
$65k-$80k/yr OnsiteFull Time
1+ YOEProvide comprehensive financial advice, triage client leads, build financial plans, and meet licensing requirements (Series 7/66) with related training.
1w
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AWM, Goldman Sachs Ayco, Personal Wealth, Financial Advisor, Analyst, Albany, NY
Albany, New York, United States
$60k-$75k/yr OnsiteFull Time
Bachelor's degree required; strong financial market interest, investment judgment, communication, organization, multitasking, collaboration, and client relationship skills required.
3w
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Retail Cosmetics Sales Counter Manager - MAC, Crossgates - Full Time
Albany, New York, United States
$17-$28/hr OnsiteFull Time
Lead beauty advisors, drive sales and client development, execute merchandising and events, analyze sales performance, flexible availability including weekends/holidays, able to lift 25 lbs and stand for extended periods.
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