5 client success manager jobs at 2 companies in Solvay, NY

1mo
Save
Mark Applied
Hide
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Salt Lake City or Syracuse or United States
$50k/yr HybridFull Time
Equitable
EquitableNYSE: EQH: Provides financial protection, retirement, and investment management services.
Bachelor's degree or equivalent experience; motivated to obtain Series 7, Series 66 and life insurance licenses (company-funded); experience building and managing customer relationships; strong communication and analytical skills.
1w
Save
Mark Applied
Hide
Financial Advisor
East Syracuse, New York, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
1w
Save
Mark Applied
Hide
Financial Advisor
New Hartford, New York, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and US work authorization without sponsorship.
Financial planning software
1w
Save
Mark Applied
Hide
Financial Advisor
East Syracuse, New York, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
1w
Save
Mark Applied
Hide
Financial Advisor
Oswego, New York, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial ambitions, client-facing or relationship-building success, strong communication, critical thinking, motivation, time management, continuous learning, and U.S. work authorization without sponsorship.
proprietary planning software