Client Advisor Jobs in Cedarhurst, NY

Elevate your career with this client-facing role, where you'll provide high-touch service to high-net-worth clients, manage accounts, and support equity trading, while collaborating with cross-functio...

Lead the charge in wealth management by driving strategic initiatives across advisor teams. Manage a talented group to enhance productivity, champion tech adoption, and elevate service offerings, ensu...

Optimize personalized client financial journeys, providing expert investment guidance and comprehensive planning. Cultivate relationships, enhance wealth strategies, and ensure compliance through exce...

Support clients in financial planning by managing relationships and providing exceptional service. Collaborate with advisors to facilitate reviews and client engagement, striving for excellent outcome...

Grow your career with a dynamic team where you will provide financial planning guidance and investment management solutions to clients, enhancing relationships and achieving financial goals while deli...

Lead the charge in designing and implementing innovative data solutions that enhance operational efficiency within Private Markets, collaborating with investment teams and managing projects to drive i...

Shape the future of Private Markets technology by analyzing, designing, and implementing scalable solutions. Collaborate with investment teams to enhance operational efficiency and deliver impactful d...

Join a team that's dedicated to expanding strategic accounts in the Retirement Services sector, leveraging technology and consulting solutions to drive revenue growth and foster long-term client relat...

Drive the legal framework of a dynamic family office, providing strategic advice on governance, compliance, and AI law. Collaborate with teams to develop policies and documentation that enable growth...

Drive client engagement and business growth by leveraging private banking expertise. Responsible for managing client relationships, advocating for their needs, and ensuring a top-tier branded client e...

Optimize operations in Execution Services by managing daily tasks and driving strategic initiatives, contributing to risk remediation while enhancing trading platform resiliency through collaboration...

Champion the delivery of high-quality consulting projects in the pharma and healthcare sectors, leading teams, nurturing client relationships, and executing strategic initiatives that drive actionable...

Champion the Medicare client experience by guiding individuals through complex Medigap solutions, coordinating enrollment processes, and providing expert consultations to enhance understanding and max...

Drive development and performance of a Wealth Advisor team, overseeing client relations and advising on integrated wealth management solutions. Empower team through coaching and leadership to achieve...

Join a dynamic consulting team focused on delivering strategic insights and impactful solutions across Financial Services, driving client success through structured analysis and collaboration with sen...

Transform client relationships as you deliver personalized financial advice, addressing wealth management needs. Increase client retention and growth through expert analysis and tailored strategies wh...

Take ownership of client relationships and support portfolio management by addressing high-net-worth inquiries, executing trades, processing account requests, and maintaining accurate reporting in a d...

Grow your career with a role that leverages your RIA operations expertise to enhance advisor and client experiences, engage with market prospects, and build lasting relationships in the financial serv...

Empower your career by optimizing advisor onboarding processes, enhancing operational efficiency, and driving revenue growth in a dynamic fintech environment. Collaborate across teams to foster custom...

Drive client acquisition and deepen relationships by leading the Client Management Process and delivering a superior client experience through strategic insights and collaboration with internal partne...

Shape the future of wealth management by leading cross-functional teams to develop innovative platforms that enhance advisor and client experiences, ensuring seamless integration and efficiency while...

Transform the wealth management landscape by advising high-net-worth clients, developing comprehensive wealth plans, and leveraging internal resources for growth while ensuring compliance and deliveri...

Join a team that's dedicated to managing complex project finance transactions, ensuring excellence and client satisfaction across global markets while collaborating closely with stakeholders to naviga...

Play a key role in driving M&A and advisory projects within healthcare, enhancing your analytical and communication skills while mentoring junior Analysts and supporting a dynamic team in a fast-paced...

Empower individuals as you build a financial advising practice, helping clients achieve their goals through personalized strategies. Enjoy the flexibility of entrepreneurship while receiving comprehen...