Client-Focused Executive Associate for Senior Financial Advisor
6AM City, LLC
The Bergin Agency in Cranford, NJ is seeking an Executive Associate to support the senior financial representative in managing assets and delivering client-focused service. The candidate should be highly organized, detail-oriented, and a self-starter who excels in sales support, brokerage operations, and customer service. Experience with mutual funds, retirement plans, and registrations is required. #J-18808-Ljbffr 6AM City, LLC
$61.88k
...innovator in the financial services industry... ...Difference You Make The Associate Financial Advisor is responsible for helping clients identify... ...branch leadership and senior investment... ...professionals, the Associate focuses on developing... .... Develop and execute business...SuggestedWork experience placementWork at officeShift work$77k - $202k
...Management Level Senior Associate Job Description & Summary... ...services related to financial management and... ...These individuals analyse client needs, develop financial... ...at PwC, you will focus on helping clients improve... ..., and support the execution of transformation programs...SuggestedH1b$118k - $176k
...potential. Title and Summary Associate Managing Consultant, Advisors & Consulting Services, Marketing (Events Focus) Services within... ...data-driven insights, and execution. Our Advisors & Consulting... ...and technologies to provide clients with powerful strategic insights...SuggestedFull timePart timeWork experience placementWork at officeLocal areaWorldwideFlexible hours$150k - $250k
Mid-Level Criminal Defense Associate - Trial-Focused Practice | New York City, NY Job ID: 393040 Base... ...instincts. This role offers direct client contact, courtroom advocacy, and meaningful... ...interviewing role. Job Details Seniority level: Associate Employment type:...SuggestedFull time$58.5k - $62k
...campaigns that help our clients seize... ...York’s media and financial worlds, and in state... ...We are seeking an Associate to join our Data &... ...elevate issues to senior team members. Data... .... Assists in the execution of primary research... ...including surveys and focus groups, supporting...SuggestedInternshipWork at officeRemote workFlexible hours$225k
...sophisticated legal solutions to clients across industries. Our team combines... ...Details We are seeking corporate associates to join a transactional practice focused on mergers and acquisitions and... ...with transaction structuring and execution. Coordinate deal processes,...Local area- ...Partners is partnering with a premier, startup-focused corporate platform seeking a junior associate to join its integrated Venture Capital... ...equity sponsors, and public company executives. The practice is known for its deep client trust, startup sensibility, and ability...
- Work From Home Associate Role | Entry-Level Opportunity | Development-Focused | Career Growth Available Build a Flexible Remote Career With Professional Growth Potential... ...As a Work From Home Associate, you will support client communication, customer service, business...FreelanceCurrently hiringRemote workWork from homeFlexible hours
- AO Globe Life is hiring for a Work From Home Associate, an entry-level position offering flexibility and professional growth opportunities... ..., support tasks, and digital workflow management, with a focus on developing in-demand skills. The position promises competitive...Remote jobWork from home
- ## Associate Wealth AdvisorApplylocations: Wayne... ...care about. We focus on exceeding expectations... ...** Support Wealth Advisor in delivering... ...services to clients, with the potential... ..., investment, and financial planning processes... ...related to client execution items and ultimately...Permanent employmentTemporary workWork at officeFlexible hours
- ...kind tax-smart financial services firm... ...with disciplined execution across the... ...more than 20,000 clients, and is one of... ...doctor‑focused platforms in the... ...it easier for advisors and sales teams... ...looking for an Associate Wealth Advisor... ...apprentice with a top senior wealth advisor...ApprenticeshipLocal area
- Associate to Ownership - North-Central Idaho Practice This 6,500 sq. ft. Idaho orthodontic practice offers a highly differentiated, airway... ...no marketing Longstanding, Ortho practice Child & Adult Pt focused Facts : Located just south of Spokane, WA & CDA, ID $2,141,000...For retireesLive inWork at office
- Associate Implementation Consultant - Strategic Advancement Focus About Foundant: At Foundant, we empower mission-driven organizations to manage their data, workflows... ...(AIC), you are a key team member in the Client Delivery team responsible for driving the successful...Work at officeRemote workFlexible hoursShift work
- Associate Pastor to focus on Teen Ministry and Community outreach Looking for an associate pastor who... ...become a partner with the Sr. Pastor in executing the vision of the church with the long term intent of stepping into the Senior pastor position. Undergrad degree in...Day shift
- ...be contributing to a vibrant, collaborative culture focused on driving meaningful impact across the world. What You’ll Do As a Foundant Associate Implementation Consultant (AIC), you are a key team member in the Client Delivery team responsible for driving the...Work at officeRemote workFlexible hoursShift work
$120k - $145k
## Associate, Product Specialist (Wealth Focus)Applylocations: Chicago: New Yorktime... ..., and go-to-market execution.The team partners... ...Associate, will support senior Product Specialists... ...specialist or client portfolio management... ...skills, including financial analysis.* Strong proficiency...Temporary workWork at office$145k
...and innovator in the financial services industry and... ...for an Analyst and/or Associate to join the Export & Agency... ...US, with a primary focus on Latin America and Multilateral... ...working closely with clients, multilaterals, and... ..., structuring, and execution of EAF transactions,...Hourly payFull timeContract workWork experience placementWork at officeShift work$110k - $155k
...About the Role We’re hiring a Senior Asset Management Associate to help run the engine... ...Produce and analyze detailed financial reports for each market,... ...— internally and exter. Execute Dispositions: Identify sell... ...large firms, with a laser focus on portfolio performance data...For retirees$100k - $160k
...work one-on-one with clients to advise and deliver... ...reach. Our Private Wealth Advisors (PWAs) deliver an... ...highest ethical standard in execution Curate a network of... ...wealth management, financial services, or related professional... ...Exceptional client focus, business development,...Full timeTemporary workPart time- Santander Consumer USA Inc. is looking for an Associate Financial Advisor in New York to help clients identify their financial needs and recommend investment solutions. In this role, you will exceed sales goals, conduct client meetings, and manage a portfolio. The ideal...
- ...putting a human wealth advisor in every pocket.... ...enabling them to serve clients they historically never... ...We are looking for a Senior Wealth Advisor to join... ...and compounding their financial knowledge. You will work... ...clients in discussions focused on the nuances of Titan...Work at office
- ...practice in New York, seeks driven individuals for a career in financial advisory. You will partner with senior advisors to close new business, engage warm leads, and deliver exceptional service to high-net-worth clients. Candidates should be competitive, confident...
$80k - $100k
A leading financial services company in New York is seeking a Financial Advisor to help clients with personalized financial planning. Responsibilities include building clientele, educating clients, and managing financial plans. Ideal candidates will have a degree or relevant...- Crewzio is looking for a Client Account Manager to serve as the main contact for Australian clients. This fully remote position requires... ...client needs, and ensuring service excellence. With a focus on client management and business development, candidates should...Remote job
- ...search platform. You will bridge technology and users, ensuring clients succeed and become champions of our product. You will translate... ...engagement and retention, and lead quarterly business reviews with a focus on content visibility and AI‑discovery performance. #J-18808-...
$90k - $95k
Position Summary Experiential Client Services Manager (Sales-Focused) Our client is seeking an experienced, sales-driven Account Manager with a proven... ...experiential standards. Reporting Structure: Reports directly to senior leadership Compensation: $90K - $95K base salary (no...$160k - $235k
Consulting Client Partner - Retail & CPG industry focus About the job Consulting Client Partner - Retail & CPG industry... ...The Role Account Manager / Client Executive - Retail & E‑Commerce Portfolio... ...presence and ability to engage senior stakeholders in retail/e-commerce...- ...TD Bank is hiring a part-time Teller I for their Staten Island location. The role focuses on delivering excellent customer experiences, processing banking transactions, and educating customers on available services. Ideal candidates should have a high school diploma, strong...Part time
- New York Life is seeking an Associate, Auditor to join Corporate Audit. This hybrid position involves conducting critical audits and providing stakeholder-focused insights to safeguard the company's financial integrity. The ideal candidate will have a Bachelor’s degree...
- A financial services firm in New York seeks a Financial Services Representative to help clients by building tailored financial plans and advising on financial products. Responsibilities include analyzing customer needs and developing investment strategies. Ideal candidates...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Executive Associate for Senior Financial Advisor. Be the first to apply!
- client finance manager New York, NY
- client account executive New York, NY
- client service account manager New York, NY
- senior client services manager New York, NY
- client service manager New York, NY
- member engagement manager New York, NY
- client executive New York, NY
- strategic engagement manager New York, NY
- senior engagement manager New York, NY
- client solutions executive New York, NY

