22 client advisor jobs at 12 companies in Hamlin, NY
6d
Save
Mark Applied
Hide
Client Advisor Seeking Former Athlete
Pittsford or Rochester
$65k-$87k/yr HybridFull Time
Strong communication, goal-oriented, Life Accident & Health license required; teamwork, resilience, and discipline valued.
1mo
Save
Mark Applied
Hide
Client Associate
Rochester, New York, United States
$55k-$60k/yr OnsiteFull Time
3+ YOESupport financial advisors and high-net-worth clients; ideally 3+ years client service experience in finance; college degree in finance/banking; Series 7 and 66 licenses preferred; proficient in Microsoft Office; strong communication and attention to detail.
Microsoft Office, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
2mo
Save
Mark Applied
Hide
Private Wealth Management Client Associate
Pittsford, New York, United States
$25-$44/hr OnsiteFull Time
Client service support for Financial Advisors; strong client focus, attention to detail, ability to learn technology platforms; desirable FINRA credentials (SIE, Series 7, 66/63/65).
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Client Service Associate
Rochester, New York, United States
$35k-$90k/yr OnsitePart Time
High school diploma required (college preferred). Detail-oriented with advanced Microsoft Office skills, client service experience, willingness to obtain Series 7/66 or Series 63/65, and ability to support financial advisors and execute client transactions.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
17h
Save
Mark Applied
Hide
Client Advisor with Athletic Background
Williamsville, New York, United States
$70k-$95k/yr OnsiteFull Time
Bachelor's degree in finance, business, or related field preferred. Strong communication, interpersonal, analytical, and relationship-building skills required; prior financial services experience is beneficial but not mandatory.
1d
Save
Mark Applied
Hide
Financial Advisor
Williamsville, New York, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, time-management, communication, critical thinking, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
1mo
Save
Mark Applied
Hide
Wealth Advisor II
Pittsford, New York, United States
$110k-$135k/yr HybridFull Time
7+ YOECFP required, B.S. in a related field required (MBA preferred), minimum 7 years related experience, experience in banking/financial services preferred, strong client relationship, compliance, and investment analysis skills.
2w
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Victor, New York, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience preferred, strong communication, ability to lift up to 50 lbs, punctual and available nights/weekends/holidays.
3w
Save
Mark Applied
Hide
Personal Insurance Advisor
Cobourg, Ontario, Canada
$47k-$58k/yr OnsiteFull Time
1+ YOEPersonal insurance experience with client service, quoting, renewals, and documentation; RIBO license preferred; Epic asset; strong communication and analytical skills.
Epic
3w
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Victor, New York, United States
$18-$21/hr OnsitePart Time, Full Time
Provide personalized retail consultations, meet sales goals, lift up to 50 lbs, work nights/weekends/holidays, and have prior client-facing retail or hospitality experience.
1mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
Digital Media Advisor
Indianapolis or Amherst or New York
$95k-$105k/yr RemoteFull Time
Experienced B2B sales professional with proven closing and cold-calling skills, ability to meet/exceed sales goals, build client relationships, and use sales tools; Spanish fluency desirable.
Salesforce, Gong
5d
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Rochester, New York, United States
$15-$19/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, able to lift up to 50 lbs.
handheld scanner
2w
Save
Mark Applied
Hide
Financial Advisor, Investment & Retirement Planning - PORT HOPE, ONT. (268618)
Port Hope, Ontario, Canada
OnsiteFull Time
Financial planning and investment sales experience preferred; CFP/CIFP or equivalent and Mutual Funds Representative certification required; strong client relationship, market knowledge, and goal-oriented sales skills.
2mo
Save
Mark Applied
Hide
Associate Financial Advisor - Eastern Ontario (Multiple Locations)
Barrie or Peterborough or Cobourg or Belleville or Kingston
OnsiteFull Time
2+ YOEAssist clients with personal and small business needs; manage mortgage portfolios; travel between centres; 2–3 years financial advisory experience; mutual funds license; CIRO-MFD licensing eligibility.
4d
Save
Mark Applied
Hide
Financial Solutions Advisor Registration Candidate - Dick Urban Financial Center
Depew, New York, United States
$29-$34/hr OnsiteFull Time
1+ YOEProvide financial advice, triage client leads, make referrals, obtain required industry licenses including SAFE Act registration; minimum one year financial services or sales experience preferred; high school diploma/GED required.
Explore Jobs