24 client advisor jobs at 12 companies in Johnstown, 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.
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
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.
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
3w
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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.
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
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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