18 client advisor jobs at 11 companies in Colonie, NY
5d
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Full Time Senior Client Advisor
Greenwich or Los Angeles
$22/hr OnsiteFull Time
High school diploma or GED required; college degree preferred. Requires prior high-end retail sales experience, strong client development, communication, time management, integrity, and flexible scheduling.
2mo
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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.
4w
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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.
3w
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Financial Advisor
Albany, New York, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, client-facing or relationship-building success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
3w
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Financial Advisor
Albany, New York, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and unrestricted US work authorization without sponsorship.
proprietary 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
1w
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Part-Time Beauty Advisor - Sephora
Colonie, 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
3mo
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Part-Time Beauty Advisor - Sephora
Saratoga Springs, New York, United States
$17-$22/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, basic math and computer skills, ability to lift up to 50 lbs and stand for full shifts, flexible availability including weekends and holidays.
handheld scanners, multiple frequency devices
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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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.
1mo
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Wealth Management Associate
Glens Falls, New York, United States
$90k-$130k/yr OnsiteFull Time
Provide senior-level client service supporting financial advisors, strong knowledge of financial products, MS Office (Excel) proficiency, leadership and organizational skills, and exceptional client communication.
Microsoft Excel, Microsoft Office, MS Online, Internet applications
1mo
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Wealth Management Associate
Glens Falls, New York, United States
$90k-$130k/yr OnsiteFull Time
Client-focused support for financial advisors, knowledge of financial products, strong interpersonal and organizational skills, technical proficiency with Microsoft Office (Excel) and firm systems, and leadership within service teams.
Microsoft Excel, Microsoft Office, MS Online
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.
3mo
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Senior Director of Family Wealth Consulting
Albany, New York, United States
$128k-$268k/yr HybridFull Time
10+ YOETen years wealth management or advisory experience; deep knowledge of private business transition; strong client development; JD, CPA or CFA/CFP required; excellent communication; trusted advisor in ultra-high-net-worth market.
2mo
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Retail Cosmetics Sales Counter Manager - Trend Beauty, Colonie Center - Full Time
Albany, New York, United States
$17-$28/hr OnsiteFull Time
Lead a team of beauty advisors, drive sales and client development, manage merchandising and events; flexible availability including days, evenings, weekends and holidays; 3–5 years retail/beauty/leadership experience preferred; ability to lift 25 lbs and stand for extended periods.
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