Top 4758 Client advisor Jobs in Brooklyn, Ny

Wealth Advisor - Brooklyn, NY
Citizens Financial Group —Brooklyn, NY
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
13d
Client Advisor – Luxury Fine Jewelry
Adamis Group USA —New York, NY
- $30 - $33 an hour
- Weekends as needed
- Merchandising
- Mid-level
- 3 years
Quick Apply
Client Advisor (Sales Consultant)
BMW —Long Island City, NY
- From $50,000 a year
- Full-time
- Background check
- Dealership
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Automotive Service Advisor / Writer
East Hills Chevrolet —Freeport, NY
- $75,000 - $125,000 a year
- Weekends as needed
- Bilingual
- Dealership
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Vacation Travel Advisor
Rich Products Corporation —New York State
- $44,030 - $59,570 a year
- Sales
- Mid-level
- Quality control
- Health insurance
- Paid time off
PRADA Client Advisor Madison Avenue
Prada —New York, NY
- $22 - $26 an hour
- Communication skills
- Entry level
PRADA Client Advisor Broadway
Prada —New York, NY
- $22 - $26 an hour
- Communication skills
- Entry level
PRADA Client Advisor Fifth Avenue
Prada —New York, NY
- $22 - $26 an hour
- Communication skills
- Entry level
Client Advisor - New York City
Louis Vuitton —New York, NY
- $26 - $29 an hour
- Entry level
- Commercial
- Disability insurance
- Health insurance
Client Advisor - East Hampton, NY
Louis Vuitton —New York, NY
- $25 - $32 an hour
- Mid-level
- Commercial
- Disability insurance
- Health insurance
Client and Advisor Experience Associate
EARNED —New York, NY
- $125,000 - $150,000 a year
- Full-time
- Presentation skills
- Bachelor's degree
- Training & development
- Health insurance
- Dental insurance
Client Advisor, Full Time
FERRAGAMO USA INC —New York, NY
- $22 - $24 an hour
- Weekends as needed
- Merchandising
- Mid-level
- Computer skills
Quick Apply
Client Advisor
ONIVERSE-FALCONERI —New York, NY
- $29 - $34 an hour
- Weekends as needed
- Background check
- Mid-level
- 3 years
- Commuter assistance
- Health insurance
Quick Apply
13d
MCQUEEN Client Advisor, Woodbury Commons Outlet
Alexander McQueen —New York, NY
- $19 - $21 an hour
- Full-time
- Merchandising
- Mid-level
- Communication skills
BALENCIAGA Sales & Client Advisor (Keyholder) | Madison Avenue
Balenciaga —New York, NY
- $22 - $24 an hour
- Full-time
- Merchandising
- Mid-level
- Team management
7d
Showroom Client Advisor - NYC (Part Time)
Proper Cloth —New York, NY
- $30 a year
- Part-time
- Merchandising
- Entry level
- Employee discount
Quick Apply
Client Advisor (Part Time) - The Landmark
Tiffany & Co. —New York, NY
- $22.19 - $30.02 an hour
- Part-time
- Microsoft Outlook
- Mid-level
- Cash register
- Health insurance
- Dental insurance
Temporary Client Advisor, Operations Expert - Saks New York
Loewe —New York, NY
- $25 - $27 an hour
- Temporary
- Microsoft Excel
- Customer service
- Mid-level
- Paid holidays
- Disability insurance
9d
Rolex Fifth Avenue Flagship Client Advisor
Bucherer USA —New York, NY
- $80,000 - $100,000 a year
- Weekends as needed
- Hospitality
- Merchandising
- Mid-level
Quick Apply
Client Advisor - The Landmark
Tiffany & Co. —New York, NY
- $22.19 - $30.02 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- Cash register
- Health insurance
- Dental insurance

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client advisor jobs near brooklyn, ny

Wealth Advisor - Brooklyn, NY

Citizens Financial Group
Brooklyn, NY

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Job Details

Full-time
$105,000 - $250,000 a year
13 days ago

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
Opportunities for advancement
Retirement plan

Qualifications

Business development management
Life Insurance License
Financial sales
Retail banking experience
Life insurance knowledge
Series 7
Business development
Investment client management
Client acquisition
Experience practicing in the securities industry
Series 63

Full Job Description

Description

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.

Primary responsibilities include

Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

Qualifications, Education, Certifications and/or Other Professional Credentials

Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor’s degree is preferred.

Pay Transparency

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Hours & Work Schedule

Hours per Week: 40
Work Schedule: M-F (Branch Hours)

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Benefits

Awards We've Received

Dave Thomas Foundation’s Best Adoption-Friendly Workplace

Glassdoor
Best Place to Work in Consulting, Finance & Insurance

Human Rights Campaign Corporate Equality Index 100 Award

Newsweek America's Most Charitable Company

Disability:IN Best Places To Disability Inclusion

The Banker's
US Bank of the Year

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Refine Your Search

client advisor jobs in brooklyn, ny

Wealth Advisor - Brooklyn, NY

Client Advisor – Luxury Fine Jewelry

Client Advisor (Sales Consultant)

Automotive Service Advisor / Writer

Vacation Travel Advisor

PRADA Client Advisor Madison Avenue

PRADA Client Advisor Broadway

PRADA Client Advisor Fifth Avenue

Client Advisor - New York City

Client Advisor - East Hampton, NY

Client and Advisor Experience Associate

Client Advisor, Full Time

Client Advisor

MCQUEEN Client Advisor, Woodbury Commons Outlet

BALENCIAGA Sales & Client Advisor (Keyholder) | Madison Avenue

Showroom Client Advisor - NYC (Part Time)

Client Advisor (Part Time) - The Landmark

Temporary Client Advisor, Operations Expert - Saks New York

Rolex Fifth Avenue Flagship Client Advisor

Client Advisor - The Landmark

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