1mo
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Client Advisor
Erie or King of Prussia
HybridFull Time
2+ YOEMinimum 2 years in client-facing sales, advisory, or business development in insurance; Property & Casualty license preferred; tech-savvy with CRM/AI tools; hybrid on-site/remote work.
CRM, AI
1mo
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Private Client Advisor
Niagara Falls, New York, United States
$62k/yr HybridFull Time
Sales-focused advisor to serve mass-affluent clients; requires FINRA licenses (SIE, S7, S66/S63+S65), resident state insurance licenses, proven sales results, ability to generate referrals and deliver comprehensive financial plans.
3w
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Private Client Advisor II
Buffalo, New York, United States
$100k-$275k/yr OnsiteFull Time
12+ YOERequires Series 7 and 63/65 or 66 (or willingness to obtain within 90 days), SAFE Act registration for mortgage origination, 12+ years private banking or complex financial services experience, high-touch client development, and strong sales and advisory skills.
2mo
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Client Services Advisor
Buffalo, New York, United States
OnsiteContract, Full Time
0+ YOEEntry level role. Must be coachable, hard-working, eager to learn, self-disciplined, and able to work with a flexible schedule.
2w
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J.P. Morgan Wealth Management – Private Client Advisor – Buffalo, NY
Buffalo, New York, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) active; life, health and long-term care insurance license; goals-based planning and client acquisition skills.
1mo
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Client Associate
Buffalo, New York, United States
$55k-$60k/yr OnsiteFull Time
Provide administrative support to financial advisors, maintain client records, prepare reports, educate clients on account services; ideally 3-5 years client service experience in finance, bachelor’s in finance/banking preferred, proficient in Microsoft Office.
Microsoft Office Suite
3w
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Client Service Associate
Buffalo, New York, United States
$35k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; detail-oriented, strong Microsoft Office skills, willingness to obtain securities licenses (Series 7/63/65/66). High school diploma required; college preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2mo
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Client Experience Specialist - St. Catharines
St. Catharines, Ontario, Canada
$48k-$73k/yr HybridFull Time
2+ YOE2+ years advisor/client support experience in financial services, post-secondary diploma or degree preferred; strong client service, communication, organizational skills; MFDA/IIROC licensing preferred or willing to complete.
Office365, PowerPoint, Word, Outlook, Microsoft Excel, SharePoint, Univeris, Plan Plus, iMost, Croesus, NetRep, NBCN
4w
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Part-Time Beauty Advisor - Sephora
Orchard Park, New York, United States
$17-$22/hr OnsitePart Time
Retail beauty advisor with passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), basic math/computer skills, and ability to lift up to 50 lbs.
2mo
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Automotive Service Advisor ERIE PA Experienced Advisors Needed TOP PAY!!!
Erie, Pennsylvania, United States
$90k-$130k/yr OnsiteFull Time
Automotive service advisor experience; strong customer service; able to document estimates; communicate with clients and technicians; organized and detail oriented.
2w
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Financial Advisor
Williamsville, New York, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses, US work authorization, entrepreneurial drive and strong communication skills.
4d
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Beauty Advisor - Part Time
St. Catharines, Ontario, Canada
$18-$21/hr OnsitePart Time
Provide personalized consultations, product recommendations, strong client service, reliable attendance, ability to lift 50 lbs, and retail sales performance; prior client-focused experience preferred.
2mo
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Investment Advisor Sr
Erie, Pennsylvania, United States
OnsiteFull Time
8+ YOEBachelor's degree typically required, industry experience typically 8+ years, strong investment and portfolio management knowledge, client relationship and decision-making skills, financial modeling and budget management experience.
3mo
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Digital Media Advisor
Buffalo, New York, United States
$45k-$60k/yr RemoteFull Time
Sales professional with B2B outside sales, proven prospecting, closing, and client management.
Salesforce, Gong
4d
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Beauty Advisor - Part Time
St. Catharines, Ontario, Canada
$18-$21/hr OnsitePart Time
Retail or client-facing experience, strong communication and interpersonal skills, passion for beauty, ability to lift 50 lbs, availability for nights, weekends, and holidays.
3w
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Financial Advisor Development Program
Williamsville, New York, United States
$50k-$100k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1+ year sales/business development experience, FINRA registration or preparation for Series 7/66/SIE, strong prospecting and networking skills, entrepreneurial mindset, and confident client-facing presence.
2w
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Part-Time Beauty Advisor (Rehire/Referral)
Orchard Park, New York, United States
$17-$22/hr OnsitePart Time
Authentic passion for beauty, client-facing retail/service experience, strong communication, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays.
handheld scanners
4d
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Business Advisor - Lynden Road & Wayne Gretzky Branch, Brantford, ON (267995)
Brantford or Niagara Falls or Niagara-on-the-Lake
OnsiteFull Time
Manage a portfolio of business clients, demonstrate business banking product knowledge, business development skills, relationship building, and organizational adaptability; valid driver’s license and vehicle access required.
2w
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Affluent Market Sales Assistant
Buffalo, New York, United States
$21-$36/hr OnsiteFull Time
1+ YOEProvide administrative and sales support to financial advisors, prepare sales materials, coordinate meetings and travel, support client onboarding, process paperwork, and assist with compliance and reporting.
2w
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Account Manager, Commercial Insurance
Burlington or Niagara Falls or Smithville or Brantford
$58k-$72k/yr HybridFull Time
Client-facing commercial insurance advisor with strong verbal communication, time management, confidentiality, adaptability; commercial insurance experience and Broker Level 2 license preferred; farm/agriculture experience a bonus.
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