181 client advisor jobs at 55 companies in Patchogue, NY
2mo
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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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Client Advisor-Manhasset
Manhasset, New York, United States
$22-$30/hr OnsiteFull Time
3+ YOERetail or luxury retail experience, proven sales results, flexible hours, ability to work with diverse clients, POS proficiency, and work authorization in the U.S.
POS systems, Outlook
1mo
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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.
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
2w
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Client Advisor, Women's - Bloomingdales
New York, New York, United States
$22-$24/hr OnsiteFull Time
2+ YOE2+ years retail or client-facing experience (luxury preferred); strong interpersonal skills, professional presentation, English proficiency, Microsoft Word/Excel/Outlook familiarity; dependable and flexible.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Client Services Advisor
Yonkers, New York, United States
HybridFull Time, Part Time
No prior experience required (training provided). Must be coachable, self-motivated, comfortable working independently, and able to conduct outreach, client meetings (virtual/in-person), and light administrative follow-up.
1mo
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
1w
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Client Advisor with Athletic Background
Stamford or Westport or Fairfield
$70k-$95k/yr HybridFull Time
Prefer bachelor’s in finance/business; strong interpersonal, analytical, and client-development skills; state insurance license required (training provided); prior sales/financial experience beneficial.
1mo
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Client Advisor - White Plains
White Plains, New York, United States
$23-$26/hr OnsiteFull Time
Retail sales role requiring strong customer service, sales conversion, CRM usage, fashion knowledge, ability to lead and coach sales peers, and ability to work weekends/evenings; must have legal right to work in the US.
CRM
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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.
6d
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Part Time Client Advisor-VPTS
New York, New York, United States
$20/hr OnsitePart Time
2+ YOEHigh school diploma, 2+ years customer-facing sales experience (luxury/hospitality preferred), ability to lift ~50 lbs, flexible schedule including mornings/evenings/weekends/holidays, strong communication and customer service skills.
2mo
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J.P. Morgan Wealth Management - Private Client Advisor - Westbury, NY
Westbury, New York, United States
$66k/yr OnsiteFull Time
2+ YOEMinimum 2 years financial advisor or equivalent experience; proven client acquisition and relationship skills; active Series 7 and Series 66 (or 63/65) required; life, health and long term care insurance license required; CFP and bachelor’s degree preferred.
1mo
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Work From Home - Client Benefits Advisor
New Haven, Connecticut, United States
RemoteFull Time
Guide and educate interested clients remotely; self-starter, competitive, coachable, no cold outreach, opportunity for leadership; interviews via Zoom.
Zoom
3mo
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Client Advisor (Part-time), A|X Armani Exchange
Elmhurst, New York, United States
$17/hr OnsitePart Time
Drive sales and deliver excellent client service; retail/merchandising experience preferred; CRM and WeChat familiarity preferred; strong communication and teamwork; flexible schedule including nights, weekends, and holidays; language skills a plus.
CRM, WeChat
2mo
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Client Advisor, Breitling & Omega Boutique - Westchester
White Plains, New York, United States
$24-$27/hr OnsiteFull Time
Customer-focused sales in luxury watches; strong relationship building; brand knowledge; CRM usage; flexible schedule.
CRM, POS
2d
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Full Time Retail Senior Client Advisor
New York City, New York, United States
$20/hr OnsiteFull Time
High school diploma or GED required; college degree preferred. Requires prior high-end retail sales experience, strong communication, customer service, time management, integrity, and open scheduling availability.
1mo
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Client Advisor/ Stylist- Belmont Outlet (Elmont, US)
Elmont, New York, United States
$20-$22/hr OnsiteFull Time
Previous luxury retail sales experience and proven sales track record; strong clienteling, communication, POS and Microsoft Office skills; ability to work flexible schedule including evenings, weekends, and holidays.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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SAINT LAURENT Temporary Senior Client Advisor Toronto Outlet
Manhasset, New York, United States
$21-$23/hr OnsiteFull Time
Proven luxury retail or hospitality customer-service experience, strong leadership, sales orientation, multitasking, problem-solving, and excellent English and local language communication skills.
3w
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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
1mo
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Wealth Management Client Associate
Lynbrook, New York, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, deliver timely and accurate client materials, learn technology platforms, and act with a client-centric mindset; HS diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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