931 Client Development Private Wealth jobs in New York,NY

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Private Client Group Event Coordinator

Wilson Daniels

New York, NY 10025

Onsite

Bachelor's degree required.
1-2 years of experience in event coordination, hospitality, luxury client services or a related field
WSET and/or CMS credentials preferred
Work proficiency with Microsoft Office Suite, particularly Microsoft Excel required
Lifting and carrying: this role may involve lifting and carrying product samples, promotional materials, or demonstration equipment up to 50 lbs

SmartExplore AI is experimental.

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Remote Insurance Sales - No Cold Calling Required

Globe Life - Moore Organization

New York, NY

RemoteFlexible Schedule

Ability to obtain licensing with guidance

SmartExplore AI is experimental.

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Client Relationship Manager - Millburn, NJ

Charles Schwab

Millburn, NJ 07041

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Wealth Advisor - Brooklyn, NY

Citizens

Brooklyn, NY 11215

$105,000-$250,000/yr

~ 26 min OnsiteFlexible ScheduleHealth InsurancePaid Time OffRetirement Benefit

Series 7, 63, 65 (or 66) active and valid
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services
Demonstrated track record in new business development and client book management
Proven experience in a team-oriented consumer bank setting
Familiarity with servicing high-net-worth individuals
Bachelor's degree is preferred

SmartExplore AI is experimental.

New, Posted 1 day ago

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Seasonal Tax Preparer - Retail

Intuit

Staten Island, NY 10314

~ 41 min OnsiteUrgently HiringBilingual Preferred

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
Familiarity with Circular 230
Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

SmartExplore AI is experimental.

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Emirates Cabin Crew

Emirates

New York, NY 10138

New, Posted 1 day ago

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Seasonal Tax Preparer - Retail

Intuit

Flushing, NY 11354

~ 22 min OnsiteUrgently HiringBilingual Preferred

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
Familiarity with Circular 230
Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

SmartExplore AI is experimental.

Easy Apply

Remote Insurance Sales - No Cold Calling Required

Globe Life - Moore Organization

Manhattan, NY 10025

RemoteFlexible Schedule

Ability to obtain licensing with guidance

SmartExplore AI is experimental.

New, Posted 1 hour ago

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Entry Level Sales Representative

UniFirst

Bronx, NY 10462

$52,500-$120,000/mo

~ 17 min OnsiteHealth InsurancePaid Time OffRetirement Benefit

0-2+ years of B2B sales experience
Proven track record of exceeding sales targets and managing a full sales cycle
Valid driver's license, clean driving record, and a reliable vehicle
Individuals who drive their personal vehicles for business purposes will be required to comply with minimum auto insurance requirements per UniFirst's standards

SmartExplore AI is experimental.

New, Posted 2 hours ago

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