Client Advisor Salaries in New York State

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

$62,353.20 a year

The role involves working with legacy platforms that require time and training to master, making it well-suited for individuals who are comfortable learning new…

$20.55 - $34.25 an hour

This role is the primary relationship owner post-implementation, responsible for driving client satisfaction, long-term retention, and strategic account…

$115,000 - $135,000 a year

Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

$64,000 - $85,000 a year

Life insurance license and FINRA certifications (or willingness to obtain). Prior Experience: Transitioned directly from the internship program into a…

$72,000 - $92,000 a year

12 days ago

In this role, you will spend 90% of your day on the phone, helping our clients to bring their accounts to active and offer solutions.

$18.75 - $25.00 an hour