Client Wealth Advisor
New York Life Insurance Company
Job Description
Job Description
What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn’t for everyone, but the best Financial Service Professionals and Managers in our company will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That’s one reason our Company is a great place to build your career. If you're looking for a career where you can grow your own business and make a difference in your community, then let’s talk. We're looking for motivated –self-starters who want:
Here's what you'll do: As a New York Life Financial services professional, you'll be offering high quality life insurance, fixed annuities, 2 long-term care insurance and other products for insurance and retirement planning needs. You'll also:
EOE M/F/D/V 503908 1 Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. 2 Issued by New York Life and Annuity Corporation, a Delaware Corporation
$97k - $127k
...Associate Wealth Advisor Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net... ...: Associate Wealth Advisors work with high-net worth clients and advise them in all areas of their financial lives. Associate...SuggestedPermanent employmentTemporary workWork at officeFlexible hours- Position Member Service Representative / Personal Banker (Bilingual Spanish Speaking Preferred) Location Levittown, NY Responsibilities Engage with members to obtain information and explain available services to meet their financial needs. Support and promote a successful...SuggestedFull timeFlexible hours
$44.19k - $51.99k
Member Service Representative / Personal Banker Join our team and begin writing your next success story with us. If you're looking for a place where culture and leadership matter, look no further. Whether you work here, bank here, or are just getting to know us -...SuggestedFull timeFor contractorsFlexible hours- Why Join the Center for Wealth Preservation (CWP)? Because high performers need leverage—not limitations. CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. We combine personalized attention...SuggestedFull timeImmediate start
$80k - $90k
The Senior Financial Analyst is responsible for supporting the Shared Services groups for the enterprise, which encompasses the Technology, Call Center, Product & AI, Finance, and HR teams, among others. This role involves budgeting, forecasting, financial analysis and...SuggestedFull timeWork at officeFlexible hours- ...SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently focus on comprehensive advisory for high-net-worth and ultra-high-net...Work at officeImmediate start
$26.73 - $30.88 per hour
NYU Langone Hospital-Long Island is a 591-bed university-affiliated medical center, which offers sophisticated diagnostic and therapeutic care in virtually every specialty and subspecialty of medicine and surgery. We are a major regional healthcare resource with a deep...Hourly payPart timeWork at office- ...collaboration, shared responsibility, and long-term relationships with clients and communities. MassMutual continues to evolve its brand while... ...at Role Description This full-time on-site Financial Advisor role is based in Greenvale, NY. The Financial Advisor will meet...Full timeWork at office
- A national Registered Investment Advisor is seeking a Senior Advisor in Wealth Management to join their Financial Services team. This role involves building client relationships, delivering comprehensive financial plans, and managing client portfolios using an integrated...Full timeRemote work
$90k - $120k
...Bonus + Full Benefits Experience: 2–3+ Years in Wealth Management / Financial Planning Are you an experienced Financial Advisor tired of cold calling and relentless... ...exceptional Financial Advisor opportunity. Our client believes true financial planning should always...Interim roleWork at officeWork from homeAfternoon shift- ...Junior Financial Advisor Position Summary Center for Wealth Preservation (CWP) is seeking 1-2 Junior Financial Advisors to join our growing... ...-term career in investments, financial planning, and client advisory services while working alongside experienced...Local area
$45k - $100k
...0¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...As an Associate Advisor, you will provide comprehensive evaluations of clients' current financial situations while helping them define and achieve their short- and... ..., real estate, retirement planning, mutual funds, and other wealth management solutions. #J-18808-Ljbffr...Temporary work
- At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for lifes expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly...Full timeTraineeshipWork experience placementLocal areaMonday to Friday
- ...at Role Description This is a full-time, on-site role located in the Woodbury Common Premium Outlet, Central Valley, NY for a Client Advisor. The Client Advisor will be responsible for delivering exceptional customer service, providing personalized recommendations, and...Full time
$20.53 - $34.23 per hour
...believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are...Full timePart time- Job Summary This position is a direct report to the Technology Group Product Manager. The NERC Compliance Specialist is responsible for ensuring compliance with NERC CIP (Critical Infrastructure Protection) and other regulations related to IT systems and processes. Documents...
- ...developing relationships, reviewing financial goals, and delivering comprehensive recommendations aligned with client objectives. Collaborate with Merrill Financial Advisor Teams to promote portfolio growth, prioritize sourcing prospective clients, and provide customized...
$32k
A community-focused financial institution in New York is seeking a Financial Advisor to provide long-term investment planning services. The ideal candidate will have a strong sales background, experience in the financial market, and relevant certifications. This hybrid...- ...activities while fostering customer relationships. The role includes working with business credit requests and delivering exceptional client experiences. Ideal candidates will bring 0-2 years of experience in banking or sales and possess strong communication skills. The...
- ...prior experience in banking or retail and be adaptable to new technologies. The role includes working with business credit, providing client services, and ensuring compliance with Citibank policies. Citi offers a comprehensive salary range and competitive benefits for...
- ...ConnectOne Bank in Glen Head, NY is hiring a Banking Relationship Specialist to acquire, retain, and expand client relationships for business and consumer customers, aligned with the bank's Client First culture. You will open accounts, educate clients on products, handle...
$41.6k - $51.96k
...Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to...Full timePart time$41.6k - $49.25k
...improve the flow of the branch and consequently the customer experience. The Teller promotes alternative channels that Citi offers to clients. Responsibilities: Advises the Digital Branch clients, by using the digital tools within the branch. Solve clients'...Full timePart time$41.6k - $51.96k
...Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to...Full timePart time$71.82k - $95.78k
Pay Range: $71,823.00 - $95,780.00 Responsibilities 65% Prepare accurate and detailed analytical memorandums on customers with larger exposures for commercial and industrial borrowers including complex borrowing structures and commercial real estate (office, industrial...Full timeTemporary workPart timeWork at officeLocal areaMonday to FridayFlexible hours$20 per hour
...include: Qualifying and selling our hotel's facilities and services to inquiries and sales leads. Maintaining communication with clients from the beginning to end of their event to ensure their satisfaction. Conducting hotel tours and site inspections for...Hourly payWork at office$19 - $28 per hour
...is passionate about the retail beauty industry and believes the client experience should be top-notch. Our customers will experience... ...Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales...Hourly payFull timeLocal areaFlexible hoursDay shiftAfternoon shift$19 - $28 per hour
...Experience Seek out customers to ensure they have a world class beauty advisor experience. Provide personalized sales service based on... ...between consultations, scheduled services and walk-in clients. Display current and active Cosmetology/Esthetician license during...Hourly payFull timeLocal areaFlexible hoursDay shiftAfternoon shift$25 - $28 per hour
Join to apply for the Purchasing Assistant role at Mill‑Max Mfg. Corp. Base pay range $25.00/hr - $28.00/hr Mill‑Max Mfg. Corp., located in Oyster Bay, NY, invites applications for a Purchasing Assistant. The role requires a detail‑oriented, motivated individual who will...Hourly payFull timeWork at officeMonday to FridayDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Wealth Advisor. Be the first to apply!
- full time customer service representative work from home Jericho, NY
- full time remote customer service representative Jericho, NY
- employee relations administrator
- client relations specialist
- customer service expert
- customer service representative - weekly pay
- customer service representative insurance
- senior customer support associate
- bilingual customer experience representative
- customer service representative hybrid

