9 client advisor jobs at 5 companies in Oneida, NY
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J.P. Morgan Wealth Management – Private Client Advisor – Syracuse, NY
Syracuse or Syracuse or Syracuse or Syracuse or Syracuse
$64k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills. Active Series 7 and Series 66 (or 63/65) required; life, health and long term care insurance license required or obtained within 60 days. CFP and bachelor’s preferred.
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.
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, ability to build client relationships, obtain SIE, Series 6/7/63 and Life/Accident & Health licenses; CFP support; US work authorization required.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs and perform physical tasks.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete company training.
Catholic Charities of Onondaga County: Provides social services including housing assistance and refugee resettlement.
3+ YOEHS/GED with 3 years relevant experience or associate's preferred; experience with elderly required; valid NYS driver's license and registered/insured vehicle; mobility to visit clients; recordkeeping and outreach skills.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail experience, strong verbal/written communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs., complete company training.