Client Advisor - New York City Metropolitan Area

As Client Advisor in the Red Room at Printemps New York, you will embody the pinnacle of French luxury serving not only as brand ambassador but also as guardian of this iconic and immersive space delivering client experience as refined memorable and extraordinary as the Red Room ...

We are looking for a Full-Time Client Services Advisor to join our growing Client Services team in our New York Head Office. · To provide exceptional client service via all available channels. · To achieve a high level of service satisfaction for online, wholesale, and in-store c ...

As a Jewelry Client Advisor at Printemps New York City you will play a key role in delivering an elevated seamless client experience. · ...

LOEWE is currently seeking a Client Advisor, Leather Goods to join its Saks Fifth Avenue, NYC location. In this role, you will be responsible for building the client relationships within the luxury market while achieving goals through our company values. · ...

This is a unique client-facing role with a defined path to becoming a Wealth Advisor within an established growth-oriented RIA in the New York City area. · ...

This is a full-time, on-site role for a Wealth Management Advisor based in the New York City Metropolitan & Connecticut Area. The Wealth Management Advisor will provide personalized financial and retirement planning. · ...

Company Description · At &Partners, we believe in aligning interests to deliver exceptional financial advice. Our advisors go beyond traditional financial planning to empower their clients, fostering financial independence and unlocking new opportunities. Founded by an accomplish ...

We are partnering with a growing financial institution to hire a Senior Private Wealth Advisor to support and expand an affluent client base through a relationship-led, · planning-focused advisory model. · Serve as the primary advisor for an affluent client base (generally $3–20M ...

A growing private wealth management firm is seeking a Vice President of Marketing & Client Communications to lead firmwide marketing, branding, and communications efforts. · ...

Join a fast-growing Broker-Dealer with over $100 billion in AUM and help high-quality advisors reach their full potential in a team-friendly environment. · Transition bonus available based on experience and trailing 12* · ...

The Vice President of Marketing and Client Communications is a strategic leader responsible for elevating the firm's brand, deepening client engagement, and driving growth through integrated marketing and communication strategies. · This role is pivotal in shaping how the firm co ...

We value diversity and inclusivity. · Nurture client relationships through networking events. · ...

We are looking for Experienced Advisors to join our Team You've built a successful practice and now you want more. · ...

We are looking for a business development representative to help grow the business through outbound lead gen and following up on both warm and cold inbounds · We work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-lea ...

This position involves providing service to financial advisors in the Enterprise RIA, bank trust, and multifamily office channels throughout the country. The primary responsibilities include supporting Enterprise Consultants in developing new business, maintaining existing relati ...

+The Director of Salesforce Transformation will lead the strategic modernization and ongoing evolution of the Salesforce platform across the Wealth Management organization. · +10+ years of experience in Salesforce, CRM, or enterprise platform leadership roles · Strong experience ...

As a financial advisor with Edward Jones, you'll develop and grow your own practice, · supported by branch associates, · a home-office team and other regional financial advisors. · ...

We are growing and seeking a Compliance Associate who wants meaningful client exposure, accelerated learning, and a defined path for advancement. · ...

The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. · ...

What we do · At Domain Financial Services, we provide flat fee financial planning to using a technology enabled platform. Our financial planning technology is highly differentiated from plans typically provided by companies like eMoney, MoneyGuidePro or RightCapital. · Rather tha ...