Top 2664 Client advisor Jobs in White Plains, Ny

Paralegal - Estate Planning and Real Estate
LaMagna McKenna PLLC —White Plains, NY
- $60,000 - $90,000 a year
- Full-time
- Mid-level
- In-person
- 2 years
- 401(k)
- Paid time off
Quick Apply
8d
Aspiring Financial Advisor Program (Licensing & Training Provided)
Northwestern Mutual —Purchase, NY
- $72,000 - $150,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Paid training
- Health savings account
Quick Apply
Financial Advisor (Licensing & Training Provided)
Northwestern Mutual —White Plains, NY
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Aspiring Financial Advisor Program (Licensing & Training Provided)
Northwestern Mutual —Scarsdale, NY
- $72,000 - $150,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
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
Client Advisor - White Plains
Tiffany & Co. —White Plains, NY
- $22.19 - $30.02 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- US work authorization
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, Breitling & Omega Boutique - Westchester
Bucherer USA —White Plains, NY
- $24 - $27 an hour
- Merchandising
- Cleaning
- Entry level
Quick Apply
Office Associate/Receptionist
Royal Bank of Canada —Harrison, NY
- $45,000 - $75,000 a year
- Full-time
- Computer literacy
- Office
- Organizational skills
- Disability insurance
- Health insurance
1d
Client Advisor Solutions Analyst
Bessemer Trust Company, N.A. —New York, NY
- $110,000 - $150,000 a year
- Hybrid work
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
Client Advisor - Certified Pre-Owned
BMW of Manhattan and MINI of Manhattan —New York, NY
- $90,000 - $115,000 a year
- Full-time
- Dealership
- Mid-level
- Business development
- Paid training
- Commuter assistance
Quick Apply
Retail Associate - Westchester
Aritzia —White Plains, NY
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Client Advisor - New York City
Louis Vuitton —New York, NY
- $26 - $29 an hour
- Full-time
- Entry level
- Commercial
- Disability insurance
- Health insurance
Client Advisor - East Hampton, NY
Louis Vuitton —New York, NY
- $25 - $32 an hour
- Full-time
- Mid-level
- Commercial
- Disability insurance
- Health insurance
Private Client Associate
The Pack HR, LLC —White Plains, NY
- $85,000 - $115,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
4d
Client Advisor/Operations Hybrid - Garden State Plaza
Louis Vuitton —Paramus, NJ
- $25 - $32 an hour
- Entry level
- Disability insurance
- Health insurance
2d
Luxury Client Advisor, Women's Designer Collections
Hirshleifers —Manhasset, NY
- $65,000 - $95,000 a year
- Weekends as needed
- Merchandising
- Mid-level
- 3 years
- Health insurance
- Dental insurance
CS
Storm3 —Greenwich, CT
- $100,000 a year
- Senior level
- Health savings account
- Paid holidays
1d
Private Client Advisor
Key Investment Services, LLC —Cortlandt Manor, NY
- $62,400 a year
- Urgently hiring
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
2d
Client Service Associate
Stifel —White Plains, NY
- $43,800 - $65,500 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance

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client advisor jobs near white plains, ny

Paralegal - Estate Planning and Real Estate

LaMagna McKenna PLLC
White Plains, NY

Quick Apply

Job Details

Full-time
$60,000 - $90,000 a year
8 days ago

Benefits

401(k)
Paid time off

Qualifications

Word embeddings
Legal administrative experience
Law office experience
Productivity software

Full Job Description

We are a highly regarded, client-centered law firm concentrating in probate and estate administration, estate litigation, estate planning, elder law, personal injury, and real estate transactions. Our firm assists individuals and families in protecting assets, planning for incapacity, navigating probate and trust administration, and resolving related legal matters with clarity and compassion.

We are seeking a detail-driven and proactive Legal Assistant with at least two years of law firm experience who is comfortable working in a fast-paced, document-intensive environment.

This is an excellent opportunity for a candidate who enjoys working closely with attorneys on sophisticated client matters and who takes pride in producing polished, accurate work product.

Key Responsibilities:

Prepare, draft and revise estate planning documents (wills, trusts, healthcare proxies, powers of attorney etc.), correspondence, memoranda, and formal legal documentation in estate planning and other matters from attorney direction and templates
Manage document workflows from initial intake through execution
Coordinate client meetings, document signings, notarizations, and witnessing procedures
Maintain organized digital and physical client files in compliance with firm protocols
Track deadlines, follow-ups, and court-related timelines
Conduct limited legal and factual research to support client matters
Communicate professionally with clients, financial advisors, care managers, and other professionals

Qualifications:

Minimum 2 years experience in a law firm setting (estate planning required and elder law preferred)
Strong written communication skills with experience preparing formal documents
Exceptional attention to detail and proofreading ability
Proficiency in Microsoft Office (Word formatting proficiency required)
Ability to manage multiple matters simultaneously with minimal supervision
Notary Public preferred (or willingness to obtain)

Job Type: Full-time

Pay: $60,000.00 - $90,000.00 per year

Benefits:

401(k)
Paid time off

Ability to Commute:

White Plains, NY 10603 (Required)

Ability to Relocate:

White Plains, NY 10603: Relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in white plains, ny

Paralegal - Estate Planning and Real Estate

Aspiring Financial Advisor Program (Licensing & Training Provided)

Financial Advisor (Licensing & Training Provided)

Aspiring Financial Advisor Program (Licensing & Training Provided)

Vacation Travel Advisor

Client Advisor - White Plains

Client and Advisor Experience Associate

Client Advisor, Breitling & Omega Boutique - Westchester

Office Associate/Receptionist

Client Advisor Solutions Analyst

Client Advisor - Certified Pre-Owned

Retail Associate - Westchester

Client Advisor - New York City

Client Advisor - East Hampton, NY

Private Client Associate

Client Advisor/Operations Hybrid - Garden State Plaza

Luxury Client Advisor, Women's Designer Collections

CS

Private Client Advisor

Client Service Associate

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