UNKNOWN

ADAPTED_NOW

Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.

HOUR

Intuit

Retail Tax Advisor

J-Vers Cloud

OTHER

FEED

The Advisor Experience team is a new engineering team within Addepar’s Core Product Engineering organization, focused on building the products and experiences that define how financial advisors and their clients interact on the Addepar platform. You have a strong full-stack technical background — you're comfortable reviewing architecture across the stack, from Java or similar backend systems to modern frontend frameworks like React, Ember, or Svelte.

YEAR

Addepar

Engineering Manager, Advisor Experience

greenhouse_via_bold

Whether you're helping clients plan for retirement, invest wisely, or build generational wealth, you’ll have access to robust tools, an open product platform, and a powerful referral network. If so, we invite you to join a dynamic and growing team that values your expertise, supports your success, and gives you the flexibility to do your best work—from wherever you choose.

Ivy Way Placements

Wealth Advisor

sourcestack_via_bold

In this role, you will be the primary technical anchor for new capabilities including Secure Message Center — a compliant messaging experience built into Addepar's client portal that allows advisors and their clients to communicate directly within the platform. Architect, implement, and maintain full-stack engineering solutions to solve complex problems; write well-designed, efficient, and maintainable code that is scalable and extensible across frontend and backend systems.

Staff Full-Stack Software Engineer - Advisor Experience

ea_via_bold

JOB OVERVIEW: Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.

Equinox Holdings Inc

Membership Sales Advisor, Southport

linkup_via_bold

Membership Sales Advisor, Armonk

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

TIAA

Financial Planning Advisor

Celebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry. The Pricing Team is responsible for supporting price definition for new and existing offerings within our Offering organization, conducting analyses to guide go-to-market (GTM) and business strategy decisions, and partnering with our sales organization to maximize profits and growth.

Medidata Solutions

Pricing Advisor (Remote)

IRecruitee

As a Senior Software Engineer with a frontend emphasis, you will be the primary owner of the team's user interface layer - crafting modern, performant, and intuitive experiences that financial advisors rely on daily. You will lead frontend architecture decisions, build and maintain component systems, and collaborate closely with Product Design to translate complex advisor workflows into elegant, accessible interfaces.

Addepar, Inc.

Sr. Software Engineer - Advisor Experience

In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.

WealthBridge Financial Group

Financial Advisor Trainee

Key Accountabilities: Hold the critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair for making each client's experience extraordinary. Position Overview: We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.

Tiffany & Co.

Client Advisor - White Plains (Spanish Speaker)

Client Advisor - White Plains

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

JPMorgan Chase & Co

Senior Home Lending Advisor - Melville, NY

We believe in supporting your overall wellbeing and offer comprehensive benefits inclusive of health insurance, wellness and family support programs, company match retirement plan, paid leave programs, and paid time off, including a community day to serve your local community. You''ll also work on garment refill & care, presentation and contribute to a clean and tidy sales floor and back of house, working closely with the rest of your store team to deliver an excellent customer experience.

H & M Hennes & Mauritz AB

H&M Seasonal Sales Advisor - Smithhaven

Building on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents.

A trusted partner for millions of customers, Ecolab (ECL) is a global sustainability leader offering water, hygiene and infection prevention solutions and services that protect people and the resources vital to life. Building on a century of innovation, Ecolab has annual sales of $15 billion and more than 48,000 associates, Ecolab delivers comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. When you come to work at Ecolab, you get to take on some of the world’s most meaningful challenges and have the opportunity to learn and grow, shape your career, make an impact and quickly see the importance of your work. For more Ecolab news and information, visit www.ecolab.com. Follow us on Twitter @ecolab, Facebook at facebook.com/ecolab, LinkedIn at Ecolab or Instagram at Ecolab Inc. To explore career opportunities at Ecolab, visit jobs.ecolab.com.

Ecolab

Brand Standards, Guest Experience, & Food Safety Advisor

H&M Full-Time Sales Advisor - Green Acres

H&M Sales Advisor

H&M Sales Advisor-Roosevelt Field Mall

As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

Customer Advisor Jobs in Melville, NY

Retail Tax Advisor Intuit

Engineering Manager, Advisor Experience Addepar

Wealth Advisor Ivy Way Placements

Staff Full-Stack Software Engineer - Advisor Experience Addepar

Membership Sales Advisor, Southport Equinox Holdings Inc

Membership Sales Advisor, Armonk Equinox Holdings Inc

Financial Planning Advisor TIAA

Pricing Advisor (Remote) Medidata Solutions

Sr. Software Engineer - Advisor Experience Addepar, Inc.

Financial Advisor Trainee WealthBridge Financial Group

Client Advisor - White Plains (Spanish Speaker) Tiffany & Co.

Client Advisor - White Plains Tiffany & Co.

Senior Home Lending Advisor - Melville, NY JPMorgan Chase & Co

H&M Seasonal Sales Advisor - Smithhaven H & M Hennes & Mauritz AB

Brand Standards, Guest Experience, & Food Safety Advisor Ecolab

H&M Full-Time Sales Advisor - Green Acres H & M Hennes & Mauritz AB

H&M Sales Advisor H & M Hennes & Mauritz AB

H&M Sales Advisor-Roosevelt Field Mall H & M Hennes & Mauritz AB

Senior Wealth Advisor | Uptown Manhattan Citigroup Inc

Senior Wealth Advisor | Suffolk County Citigroup Inc

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