20 client advisor jobs at 11 companies in Waterloo, NY
4d
Save
Mark Applied
Hide
Client Advisor Seeking Former Athlete
Pittsford or Rochester
$65k-$87k/yr HybridFull Time
Strong communication, goal-oriented, Life Accident & Health license required; teamwork, resilience, and discipline valued.
2w
Save
Mark Applied
Hide
J.P. Morgan Wealth Management – Private Client Advisor – Syracuse, NY
Syracuse or Syracuse or Syracuse or Syracuse or Syracuse
$64k/yr OnsiteFull Time
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.
2mo
Save
Mark Applied
Hide
Personal Insurance Client Advisor
Syracuse or New Hartford or Oneida
$23-$34/hr OnsiteFull Time
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.
Microsoft Word, Microsoft Excel, Carco
1mo
Save
Mark Applied
Hide
Client Associate
Rochester, New York, United States
$55k-$60k/yr OnsiteFull Time
3+ YOESupport financial advisors and high-net-worth clients; ideally 3+ years client service experience in finance; college degree in finance/banking; Series 7 and 66 licenses preferred; proficient in Microsoft Office; strong communication and attention to detail.
Microsoft Office, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
1mo
Save
Mark Applied
Hide
Private Wealth Management Client Associate
Pittsford, New York, United States
$25-$44/hr OnsiteFull Time
Client service support for Financial Advisors; strong client focus, attention to detail, ability to learn technology platforms; desirable FINRA credentials (SIE, Series 7, 66/63/65).
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Client Service Associate
Rochester, New York, United States
$35k-$90k/yr OnsitePart Time
High school diploma required (college preferred). Detail-oriented with advanced Microsoft Office skills, client service experience, willingness to obtain Series 7/66 or Series 63/65, and ability to support financial advisors and execute client transactions.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3w
Save
Mark Applied
Hide
Financial Advisor
E Syracuse, New York, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial client-building experience, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; strong communication, time-management, and critical thinking skills.
1mo
Save
Mark Applied
Hide
Wealth Advisor II
Pittsford, New York, United States
$110k-$135k/yr HybridFull Time
7+ YOECFP required, B.S. in a related field required (MBA preferred), minimum 7 years related experience, experience in banking/financial services preferred, strong client relationship, compliance, and investment analysis skills.
2w
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Victor, New York, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience preferred, strong communication, ability to lift up to 50 lbs, punctual and available nights/weekends/holidays.
1mo
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Rochester, New York, United States
$18-$21/hr OnsitePart Time, Full Time
Retail or client-facing experience, excellent communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, meet minimum weekly hours for role.
3d
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Rochester, New York, United States
$15-$19/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, able to lift up to 50 lbs.
handheld scanner
1w
Save
Mark Applied
Hide
Part-Time Beauty Advisor (Rehire/Referral)
Horseheads, New York, United States
$17-$22/hr OnsitePart Time
Client-facing retail experience, passion for beauty, excellent communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
handheld scanners, multiple frequency devices
2mo
Save
Mark Applied
Hide
Elderly Services Neighborhood Advisor (PT $19.00/Hr)
Syracuse, New York, United States
$19/hr FieldPart Time, Temporary
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.
2mo
Save
Mark Applied
Hide
Financial Advisor - Watkins Glen, NY - Market 25, Region 242
Watkins Glen, New York, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, obtain SIE/Series 7/Series 66 and FINRA/state insurance registrations, and demonstrate sales/financial services experience or equivalent education; bachelor's degree strongly preferred.
Explore Jobs