Client Advisor Jobs in Lake Peekskill, NY (1,029)
Director, Client Account Manager
Tbwa Chiat/Day
Greenwich, Connecticut
Dental Insurance
Education
Parental Leave
$180k - $220k / year
Director, Client Account Manager Greenwich, CT - Hybrid
Tbwa Chiat/Day
Greenwich, Connecticut
Hybrid
Dental Insurance
Education
Parental Leave
$180k - $220k / year
Director, Client Account Manager Bridgewater, NJ- Hybrid
Tbwa Chiat/Day
Greenwich, Connecticut
Hybrid
Dental Insurance
Education
Parental Leave
$180k - $220k / year
Director, Client Account Manager New York City, NY - Hybrid
Tbwa Chiat/Day
Greenwich, Connecticut
Hybrid
Dental Insurance
Education
Parental Leave
$180k - $220k / year
Personal Risk Advisor LA
USI Insurance Services
Valhalla, New York
Wealth Management Global Investment Office - Investment Strategist - Executive Director
Morgan Stanley
Purchase, New York
$150k - $235k / year
‌
Pension Consultant Entry level
Pension Associates Retirement Planning
Stamford, Connecticut
Entry-Level
Health Insurance
Dental Insurance
‌
Corporate Vice President, Financial Professional Business Transition Lead
New York Life Insurance
White Plains, New York
$117.5k - $140k / year
‌
Human Resources Business Partner
New York Power Authority
White Plains, New York
$95.4k - $125k / year
‌
Senior Wealth Advisor
Midland States Bank
Tarrytown, New York
Health Insurance
‌
PWM Analyst
Morgan Stanley
White Plains, New York
$50k - $115k / year
‌
Client Advisor
Acne Studios
Woodbury, NY
New
Hospitality
‌
Client Advisor
Bronson Kinkade Consulting
Stamford, CT
New
Dental Insurance
Vision Insurance
$150k / year
‌
Junior Client Service & Relations Associate - Altium Wealth Management
HighTower
Harrison, NY
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$65k / year
‌
Not Registered - Client Service Associate
Stifel
White Plains, NY
New
401(k)
Health Insurance
Dental Insurance
Vision Insurance
$43.8k / year
‌
Client Service Associate - Not Registered
Stifel
Goshen, NY
401(k)
Health Insurance
Dental Insurance
Vision Insurance
$36.2k / year
‌
Client Advisor Seeking Athletes
Northwestern Mutual
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$80k / year
‌
Client Advisor Seeking Athletes
Northwestern Mutual of Southern KY
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Client Advisor Seeking Athletes
Stokes Financial Group
🌎 Remote
New
Remote
Health Insurance
Dental Insurance
Vision Insurance
‌
J.P. Morgan Wealth Management - Private Client Advisor - White Plains, NY
JPMorganChase
White Plains, NY
Health Insurance
Education
‌
Private Client Financial Advisor - White Plains, NY
Citizens
White Plains, NY
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Mount Kisco Financial Center
Bank of America
Mount Kisco, NY
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Merrill Financial Solutions Advisor - Wayne & Associates Market
Bank of America
Montvale, NJ
Diversity Leader
Eco-Friendly
$100k / year
‌
Tax Manager - Real Estate Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager, Business Tax Services - Fed/Corporate Tax (East Coast)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Business Development Executive, Northeast - Financial Services
Avanade
Stamford, CT
New
$120k / year
‌
Tax Manager - Financial Svcs - Banking & Capital Markets Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Wealth Management Client Associate
Bank of America
Greenwich, CT
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
‌
Tax Manager - Financial Services-Insurance Tax (East Region City Locations)
Deloitte
Stamford, CT
Diversity Leader
$85k - $193.4k / year
‌
Full Time Tax Consultant (Accounting) (Summer/Fall 2026, Winter 2027)
Deloitte
Stamford, CT
Diversity Leader
$94.8k / year
‌
AI/ML Data Engineering Lead (Specialist Master) - SFL Scientific
Deloitte
Stamford, CT
Diversity Leader
‌
Wealth Management Advisor
Equitable Advisors
Stamford, CT
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Associate Financial Advisor
Kovitz
Greenwich, CT
New
Job Description
Working as a Client Advisor in Lake Peekskill, NY
There are 1,029 Client Advisor opportunities available in Lake Peekskill, NY all with unique requirements.
A Client Advisor is responsible for identifying gaps in client knowledge and providing continuous support to enhance client satisfaction. Responsible for taking ownership of complicated client accounts while growing the relationship through education, advice, and action. Similarly, this role is often accountable for acquiring, building, maintaining, and growing relationships with clients and assisting with account partnership renewals.
Client Advisor jobs near Lake Peekskill, NY
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