29 client advisor jobs at 15 companies in North Adams, MA
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Client Service Advisor
Longmeadow or Springfield or New York
OnsiteFull Time
Bachelor’s degree in Finance, Business, or related field preferred; financial services or advisory experience; sales success; CRM and financial planning software proficiency; Series 65 or Series 7 and 66 required.
CRM, Salesforce, Microsoft Office Suite, Microsoft Excel, Microsoft Outlook
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.
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.
1mo
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Financial Advisor
Springfield, Massachusetts, United States
$90k-$120k/yr OnsiteFull Time
Series 7 required, professional client-facing experience, proficiency with financial planning software and Microsoft Office, ability to work on-site in Springfield, MA, and maintain confidentiality.
RightCapital, eMoney, MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3w
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Financial Advisor
Albany, New York, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and unrestricted US work authorization without sponsorship.
proprietary planning software
2w
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Financial Advisor Associate
Springfield, Massachusetts, United States
$65k-$90k/yr OnsiteFull Time
Bachelor’s degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, networking, organization, problem-solving, and client advisory skills; U.S. work authorization required.
Financial Planning Specialist (FPS)
2w
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Financial Advisor with Athletic Background
Springfield, Massachusetts, United States
$107k-$149k/yr OnsiteFull Time
Bachelor's degree in finance, business, or a related field preferred. Strong interpersonal, communication, analytical, and client relationship-building skills required. Insurance licensing required with training provided.
Technology Coach
1w
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Part-Time Beauty Advisor - Sephora
Colonie, 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
1w
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Licensed Beauty Advisor - Part Time
Holyoke or Springfield
$20-$23/hr OnsitePart Time
1+ YOEActive state license for waxing, makeup, and false application services; 1–3 years of similar retail, hospitality, or service experience; strong beauty knowledge and personalized client service skills.
Beauty Services
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Licensed Beauty Advisor - Part Time
Holyoke, Massachusetts, United States
$20-$23/hr OnsitePart Time
1+ YOEActive state license for waxing, makeup, and false application services; 1–3 years in a similar, retail, hospitality, or service role; beauty product knowledge; client-service, teamwork, and lifting ability.
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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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).
1w
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Licensed Beauty Advisor - Part Time
Holyoke, Massachusetts, United States
$20-$23/hr OnsitePart Time
1+ YOEActive state license for waxing, makeup, and false application services; 1–3 years of similar, retail, hospitality, or service experience; beauty product knowledge; client service skills; and ability to lift 50 pounds.
1mo
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AMP Financial Advisor Trainee - Springfield, MA
Springfield, Massachusetts, United States
$31k-$75k/yr OnsiteFull Time
3+ YOEComplete AMP training and obtain licensing; 3+ years relevant experience preferred, bachelor’s degree preferred, sales and client development skills, SIE and Series licensing required/obtainable.
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.
2mo
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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
2mo
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Wealth Management Associate
Glens Falls, New York, United States
$90k-$130k/yr OnsiteFull Time
Client-focused support for financial advisors, knowledge of financial products, strong interpersonal and organizational skills, technical proficiency with Microsoft Office (Excel) and firm systems, and leadership within service teams.
Microsoft Excel, Microsoft Office, MS Online
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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