9 client advisor jobs at 7 companies in Queensbury, NY
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Financial Advisor/Financial Planner
Saratoga Springs, New York, United States
OnsiteFull Time
Minich MacGregor Wealth Management: Independent RIA providing financial planning and investment management to individuals, families, and business owners.
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.
Kohl'sNYSE: KSS: American department store retail chain offering apparel, home, and beauty.
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.
Kohl'sNYSE: KSS: American department store retail chain offering apparel, home, and beauty.
Client-facing retail experience, passion for beauty, strong communication, basic math and computer skills, ability to lift up to 50 lbs and stand for full shifts, flexible availability including weekends and holidays.
TIAA: Financial services and retirement solutions for academic and research professionals.
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.
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
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
Edward Jones: Financial services firm providing wealth management and investment advice.
Provide client service and administrative support to financial advisors; manage account tasks, process transactions, and use tools such as MoneyGuide, Salesforce, and Microsoft Office.
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
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.
Retail Cosmetics Sales Counter Manager - MAC, Crossgates - Full Time
Albany, New York, United States
$17-$28/hrOnsiteFull Time
Macy's, Inc.NYSE: M: A premier omnichannel retail organization operating department stores.
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.