6,601 client advisor jobs at 531 companies in United States
1mo
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Client Advisor
Skokie, Illinois, United States
$20-$25/hr OnsitePart Time
Customer-focused retail advisor with sales orientation; luxury or retail experience preferred; strong communication and client relationship skills; willingness to learn brand and product knowledge.
1mo
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Client Advisor
Skokie, Illinois, United States
$20-$25/hr OnsitePart Time
Customer-focused retail advisor able to meet sales goals, learn product and brand knowledge, use clienteling tools, and build long-term client relationships; retail experience preferred.
1mo
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
5+ YOE5+ years financial planning experience with high-net-worth clients; expertise in estate and tax planning; proficiency with Money Guide Pro and eMoney; strong communication, ethics, and client relationship skills.
Money Guide Pro, eMoney, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, CRM systems
1w
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Client Advisor
Glendale, California, United States
$21-$23/hr OnsiteFull Time
2+ YOERequires 2+ years of luxury, premium retail, hospitality, or client-focused experience; proven sales achievement; and fluency in spoken and written English and Mandarin.
Point of Sale (POS) systems, clienteling applications, Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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Client Advisor
Clearwater or Sarasota
HybridFull Time
Manage complex business insurance accounts, renewals, client service, and mentoring; requires current 2-20 license and deep knowledge of commercial insurance and marketplace conditions.
Sagitta Agency Management System
1w
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Client Advisor
Canoga Park, California, United States
$26-$28/hr OnsiteFull Time
3+ YOERequires 3–5 years of sales or hospitality experience, fluent English, video chat software proficiency, strong selling and communication skills, organization, reliability, and luxury client-service expertise.
Video chat software, CRM
2mo
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Client Advisor
Irvine, California, United States
$4k/mo OnsiteFull Time
Sales role requiring strong communication, negotiation, and client-building skills; coachable, goal-oriented, able to work in a performance-driven environment; Spanish bilingual is a plus; in-office Monday–Friday in Irvine.
1w
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Client Advisor
Wilmington, North Carolina, United States
HybridFull Time
2+ YOEActive North Carolina Life & Health license, 2+ years as a licensed insurance professional, employee benefits experience, Microsoft 365 proficiency, strong organization, communication, analytical, and client-service skills.
Microsoft 365, Microsoft Outlook, Microsoft Word, Microsoft Excel, Applied Epic, Employee Navigator
1w
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Client Advisor
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yr OnsiteFull Time
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
2mo
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Client Advisor
Atlanta, Georgia, United States
OnsiteFull Time
2+ YOEMinimum 2 years luxury retail experience; strong sales and customer-service skills; POS, Microsoft Word and Excel proficiency; excellent communication; ability to manage inventory, visual merchandising, and client follow-up.
Microsoft Word, Microsoft Excel, retail point of sale system, email
1mo
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Private Client Advisor
United States
RemoteFull Time
10+ YOE10+ years high-net-worth personal insurance experience, valid p&c license, strong knowledge of complex personal coverages, excellent communication and project management, success working with affluent clients and advisors.
1mo
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Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
3+ YOEBachelor's degree, advanced degree preferred; 3+ years financial planning experience with high-net-worth clients; proficiency with Money Guide Pro and eMoney; strong communication, estate/tax planning knowledge; CFP preferred.
Money Guide Pro, eMoney, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Private Client Advisor
East Haven, Connecticut, United States
HybridFull Time
Sales-focused advisor for mass-affluent clients; requires FINRA SIE, S7, S66/S63 and S65, resident state insurance licenses; high school diploma required (BA preferred); ability to obtain required licenses if not held.
2w
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Client Advisor - Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or client-related experience; commercial results; client relationship skills; POS, client tracking systems, and Microsoft Outlook proficiency; U.S. work authorization.
Point of Sales (POS) systems, Microsoft Outlook
6d
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Client Advisor - Wailea
Wailea, Hawaii, United States
$20-$28/hr OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or relevant client experience; proven commercial results; client relationship skills; POS, client tracking, and Microsoft Outlook proficiency; U.S. work authorization required.
Point of Sales (POS) systems, client tracking systems, Microsoft Outlook
2w
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Client Advisor, Jewelry
Scottsdale, Arizona, United States
$10-$25/hr OnsiteFull Time
Requires an accomplished sales track record, client focus, product knowledge, goal orientation, confidence, and passion for fashion and luxury brands.
2w
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Remote Client Advisor
United States
RemoteFull Time
High school diploma required; college degree preferred. Requires strong communication, interpersonal, organizational, and relationship-building skills. Sales or client services experience is a plus.
CRM
1w
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Client Advisor - Scottsdale
Scottsdale, Arizona, United States
OnsiteFull Time
3+ YOERequires 3+ years of retail sales and client service experience, strong communication and organization skills, product expertise, flexibility for varied shifts, and ability to lift at least 30 pounds.
KPI, UPT, ADS, phone systems, cash register, sensor-tag remover, computers
6d
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Client Advisor, Clearfork
Fort Worth, Texas, United States
OnsiteFull Time
Luxury retail experience, proven client relationship development, strong communication and problem-solving skills, refined presentation, flexible availability, and ability to lift up to 20 lbs. Additional languages preferred.
2mo
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Transportation Client Advisor
Wallingford, Connecticut, United States
$75k-$150k/yr HybridFull Time
3+ YOE3+ years client-facing or business development experience; P&C or Life & Health license preferred or able to obtain; experience with CRM and AI applications; strong communication and consultative sales skills.
CRM, AI
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