33 client advisor jobs at 10 companies in Lancaster, NY
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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.
1mo
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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.
1w
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Client Advisor with Athletic Background
Williamsville, New York, United States
$70k-$95k/yr OnsiteFull Time
Bachelor's degree in finance, business, or a related field preferred. Strong communication, interpersonal, analytical, and relationship-building skills required; insurance experience is not mandatory.
3mo
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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
2mo
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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.
2w
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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
3d
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Banking Advisor
St. Catharines, Ontario, Canada
OnsiteFull Time
Mutual funds accreditation required, with client-focused advice, problem-solving, relationship-building, ethical judgment, learning agility, and digital literacy. Financial or service-industry relationship experience preferred.
3d
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Beauty Advisor - Flex
Niagara-on-the-Lake, Ontario, Canada
$19-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; beauty and trend knowledge; excellent communication; teamwork; quick learning; and ability to lift up to 50 pounds.
2d
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Beauty Advisor - Flex
Niagara-on-the-Lake, Ontario, Canada
$19-$23/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires strong communication, product knowledge, teamwork, reliability, and ability to lift and carry up to 50 pounds.
2d
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Beauty Advisor - Flex
Niagara-on-the-Lake, Ontario, Canada
$19-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires beauty passion, strong communication, product-learning ability, teamwork, reliability, and ability to lift up to 50 pounds.
1mo
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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.
1mo
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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
2w
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Non-Reg On-Caller
Tonawanda, New York, United States
$22/hr OnsitePart Time
Provide client service, manage accounts, support financial advisors, handle administrative operations, and use financial and office software. Six-month training is provided.
MoneyGuide, Salesforce, Microsoft Office
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