93 client advisor jobs at 36 companies in Poughkeepsie, NY
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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.
2w
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Client Advisor--Commercial Lines
Mahwah, New Jersey, United States
$70k-$150k/yr HybridFull Time
3+ YOE3+ years client-facing or business development experience; insurance experience preferred; P&C or Life & Health license preferred or ability to obtain; comfortable with data-driven selling and CRM use.
CRM
2d
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Client Advisor, Full Time
Central Valley, New York, United States
$20-$21/hr OnsiteFull Time
Luxury retail sales experience preferred; strong communication and storytelling, English proficiency required; ability to stand long periods and lift ~20 lbs; computer and CRM knowledge; client relationship and styling skills.
CRM
2mo
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Client Advisor - White Plains
White Plains, New York, United States
$22-$30/hr OnsiteFull Time
Retail or luxury retail experience with proven commercial results; POS and Microsoft Outlook proficiency; ability to build client relationships; flexible availability including days, nights, weekends, and holidays; authorization to work in the U.S.; degree and multilingual skills preferred.
POS, Microsoft Outlook
2mo
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Private Client Advisor
Cortlandt Manor, New York, United States
$62k/yr HybridFull Time
LL provides investment services to mass affluent clients; licenses SIE, S7, S66/S63/65; CFP preferred; Life/Health insurance licenses required; High School diploma required or Bachelor's degree preferred.
FINRA SIE, FINRA S7, FINRA S66, FINRA S63 and S65, Certified Financial Planner (CFP), Life/Variable/Accident & Health Insurance Licenses
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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
4d
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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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GUCCI | Client Advisor - Woodbury Commons
Central Valley, New York, United States
$17-$18/hr OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong communication, commercial awareness, flexibility to work evenings/weekends/holidays, passion for fashion and client service.
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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
5d
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Client Advisor (Part-time), A|X Outlet
Central Valley, New York, United States
$16-$17/hr OnsitePart Time
Preferred retail experience, high school diploma/GED preferred, strong verbal and written communication, ability to work flexible schedule including nights, weekends and holidays, familiarity with CRM and client outreach tools.
CRM, WeChat
3w
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Seasonal Client Advisor - Woodbury Commons
Central Valley, New York, United States
$24-$26/hr OnsiteFull Time
3+ YOE3+ years luxury retail sales experience, strong communication and organizational skills, ability to meet sales KPIs, flexible schedule including evenings/weekends/holidays, CRM proficiency.
CRM
1mo
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Client Advisor, Woodbury - Jil Sander (Central Valley, US)
Central Valley, New York, United States
$19-$21/hr OnsiteFull Time
Retail experience in fashion/jewelry preferred; strong communication, sales-driven mindset, client relationship building, POS and merchandising experience, flexible availability including weekends and holidays, multilingual preferred.
POS
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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Part-Time Client Advisor, Greenwich Avenue
Greenwich, Connecticut, United States
$20/hr OnsitePart Time
2+ YOEHigh school diploma, minimum 2 years customer-facing sales experience (luxury/hospitality preferred), strong communication, ability to lift ~50 lbs, flexible schedule including weekends/holidays, tech-savvy.
2mo
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Client Style Advisor (Woodbury PT)
Woodbury, New York, United States
OnsitePart Time
Part-time, 16-24 hours/week; luxury retail experience; customer service; bilingual English/Spanish a plus.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Westchester East
White Plains or Rye Brook or Mamaroneck or Kearny or Rye
$66k/yr OnsiteFull Time
2+ YOEAt least 2 years in a Financial Advisor role or equivalent; Series 7 required; Series 66 required or to be obtained within 60 days; Life/Health/LTC license required or to be obtained within 60 days; CFP preferred; Bachelor's degree preferred.
1mo
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Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, learn banking and investment platforms, and manage client materials; 1 year experience preferred; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
23h
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Client Services Representative
Rockland County, New York, United States
$21-$27/hr OnsiteFull Time
Provide administrative and client support to financial advisors, prepare paperwork and client materials, schedule appointments, maintain records, and communicate with clients; high school diploma and customer service/administrative experience required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, AdviceWorks, SmartWorks, Redtail
1w
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Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, maintain accuracy in client materials, and promote banking and wealth offerings.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Acura Service Advisor
Stamford, Connecticut, United States
OnsiteFull Time
Automotive service advisor and client relations experience required; self-motivated and process driven; ability to manage customer experience, technician coordination, and maximize service revenue.
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