74 client advisor jobs at 23 companies in Hampton Bays, NY
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Private Client Advisor
East Haven, Connecticut, United States
HybridFull Time
Sales-focused advisor for mass-affluent clients; requires FINRA SIE, S7, S66/S63 and S65, resident state insurance licenses; high school diploma required (BA preferred); ability to obtain required licenses if not held.
2mo
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Transportation Client Advisor
Wallingford, Connecticut, United States
$75k-$150k/yr HybridFull Time
3+ YOE3+ years client-facing or business development experience; P&C or Life & Health license preferred or able to obtain; experience with CRM and AI applications; strong communication and consultative sales skills.
CRM, AI
2mo
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Private Client Advisor
Norwalk, Connecticut, United States
HybridFull Time
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license, strong client service, ability to travel for meetings, and familiarity with luxury carriers a plus.
4d
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Client Advisor (Full-time), Armani Outlet
Riverhead, New York, United States
$18/hr OnsiteFull Time
Preferred retail experience, high school diploma/GED preferred, excellent verbal and written communication, teamwork, client outreach skills, and flexible availability including holidays, nights, and weekends.
CRM, WeChat
1w
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Client Advisor with Athletic Background
Bridgeport or Stamford or Westport or Fairfield or Milwaukee
$70k-$95k/yr OnsiteFull Time
Bachelor's degree in finance, business, or related field preferred; insurance or financial services experience beneficial but not required. Strong communication, analytical, relationship-building, and business development skills required.
1mo
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Client Advisor - East Hampton, NY
East Hampton, New York, United States
$25-$32/hr OnsiteFull Time
Sales-focused retail experience preferred (luxury market ideal), strong commercial mindset, product knowledge, clienteling skills, customer service and relationship-building abilities.
1mo
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Client Advisor - East Hampton, NY
East Hampton or New York
$25-$32/hr OnsiteFull Time
3+ YOEMinimum 3 years of experience preferred, ideally in luxury retail or customer-centric environments, with strong product knowledge, sales, communication, and relationship-building skills.
clienteling tools and systems
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J.P. Morgan Wealth Management – Private Client Advisor - Selden, NY
Selden, New York, United States
$66k/yr OnsiteFull Time
2+ YOEMinimum 2 years in financial advisory; Series 7 and Series 66; Life/Health/LTC licenses; strong client relationships; Bachelor's preferred; CFP preferred.
1mo
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Wealth Management Client Associate
Melville, New York, United States
$25-$44/hr OnsiteFull Time
Provide client service support to financial advisors, manage client requests, promote banking products, and follow policies to protect clients and manage risk.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
3w
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Associate, Client Service
Melville, New York, United States
$70k-$80k/yr OnsiteFull Time
Support advisor teams with account onboarding, custodial account maintenance, asset movements, and client communications; bachelor’s degree preferred and proficiency with Microsoft Office and CRM.
Microsoft Office Suite, CRM
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Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
Provide client service support for Financial Advisors, strong client focus, detail orientation, adaptability to technology, and professional communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Director of Advisor Experience
Norwalk, Connecticut, United States
OnsiteFull Time
Leadership experience overseeing client/advisor service teams, process design, cross-functional collaboration, and performance management to deliver a pre-eminent advisor experience.
1mo
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Wealth Advisor - New Haven - CT
New Haven, Connecticut, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEActive Series 7 and 63/65 (or 66), life/health/variable insurance license (or obtain within 60 days), minimum 2 years financial advisor experience, track record in new business development, familiarity with high-net-worth clients; bachelor\u0002s degree preferred.
2w
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Financial Advisor
Hauppauge, New York, United States
$90k/yr OnsiteFull Time
1+ YOERequires 1–3 years of financial planning and advising experience, strong client relationship, communication, analytical, collaboration, regulatory, and investment analysis skills.
2w
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Financial Advisor
New Haven, Connecticut, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
1w
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Financial Advisor
Woodbury, New York, United States
$75k-$250k/yr OnsiteFull Time
Seeking decisive, self-directed problem solvers who can assess risk, manage multiple priorities, guide clients, and take ownership in a fast-paced, results-focused environment.
2mo
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Financial Advisor
Fairfield or Bridgeport
OnsiteFull Time
4+ YOE4+ years investment or insurance sales experience; proven track record growing client relationships and assets; Series 7, 63 and 65 or 66; life/variable insurance; strong business development and networking skills.
2mo
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Financial Advisor
Fairfield or Bridgeport
OnsiteFull Time
4+ YOE4+ years investment and/or insurance sales experience; proven track record growing client relationships and AUM; Series 7, 63, 65 or 66 and life/variable insurance license required; strong business development and networking skills.
2mo
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Beauty Advisor - Flex
Uncasville, Connecticut, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, availability for nights/weekends/holidays, meet minimum weekly hours for flex scheduling.
6d
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in business, finance, or related field; 1–3 years investment advisory experience preferred; active Series 65, Series 66, or qualifying designation such as CFP; clean U4/U5 history and strong client service skills.
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