61 client advisor jobs at 23 companies in Agawam, MA
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
21h
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Client Advisor-West Hartford
Farmington, Connecticut, United States
$20-$24/hr OnsiteFull Time
3+ YOERequires retail, luxury retail, hospitality, or client-related experience, proven sales results, POS and client tracking system proficiency, Microsoft Outlook/email skills, and U.S. work authorization.
Point of Sales (POS) systems, client tracking systems, Microsoft Outlook
21h
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Client Advisor-West Hartford
Farmington, Connecticut, United States
$20-$24/hr OnsiteFull Time
Requires retail, luxury retail, hospitality, or related client experience; proven sales results; POS and client-tracking system proficiency; Microsoft Outlook/email proficiency; and U.S. work authorization. Degree and GIA coursework preferred.
Point of Sales (POS), Microsoft Outlook, email
6d
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Client Service Advisor
Longmeadow or Springfield or New York
OnsiteFull Time
Bachelor’s degree in Finance, Business, or related field preferred; financial services or advisory experience; sales success; CRM and financial planning software proficiency; Series 65 or Series 7 and 66 required.
CRM, Salesforce, Microsoft Office Suite, Microsoft Excel, Microsoft Outlook
2w
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Work From Home - Client Benefits Advisor
Waterbury, Connecticut, United States
RemoteRemote
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and commitment to professional growth and work-life balance.
Zoom
3mo
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Client Relationship Analyst
Worcester or Middleton
$15-$43/hr OnsiteFull Time
High school diploma required (college preferred). Strong client service, Microsoft Office skills, attention to detail, and willingness to obtain required FINRA series licenses. Ability to execute money movements and support advisors.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1mo
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr HybridFull Time
4+ YOEMinimum 4 years wealth management experience, bachelor’s degree preferred, proficiency in Microsoft Office and CRM, strong communication, project management, and client service skills.
Microsoft Office, CRM
1mo
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr OnsiteFull Time
4+ YOE4-7 years wealth management experience, bachelor’s degree preferred, proficiency with Microsoft Office, strong communication, planning, and client service skills; supervisory experience a plus.
Microsoft Office
1w
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Financial Advisor
Paramus or Farmington
OnsiteFull Time
Seeking ethical, articulate, self-motivated, entrepreneurial candidates with a passion for client service, hard work, continuous improvement, and building a financial advisory business.
1mo
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Financial Advisor
Springfield, Massachusetts, United States
$90k-$120k/yr OnsiteFull Time
Series 7 required, professional client-facing experience, proficiency with financial planning software and Microsoft Office, ability to work on-site in Springfield, MA, and maintain confidentiality.
RightCapital, eMoney, MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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Financial Advisor
Hartford, Connecticut, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
planning software
1mo
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Financial Advisor
Wethersfield, Connecticut, United States
$80k-$85k/yr OnsiteFull Time
6+ YOE6+ years financial services experience with emphasis on sales and client relationship management; strong investment and retirement planning knowledge; excellent communication; ability to obtain/maintain FINRA and insurance licenses.
2mo
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Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford or United States
$120k-$150k/yr RemoteFull Time
5+ YOEBachelor's in finance/economics required, 5+ years wealth advisory experience, Series 65/66 (or CFP/CFA waiver), proficiency with eMoney, Salesforce and Microsoft platform, strong communication and client management skills.
Microsoft, eMoney, Salesforce
4w
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Beauty Advisor - Flex
West Hartford, Connecticut, United States
$20-$23/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication, ability to lift up to 50 lbs, meet required weekly shifts and be available nights/weekends/holidays.
2w
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Beauty Advisor - Part Time
West Hartford, Connecticut, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, interpersonal, teamwork, product-learning, and client relationship skills; ability to lift and carry up to 50 pounds.
1w
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in business, finance, or related field; 1–3 years investment advisory experience preferred; active Series 65, Series 66, or qualifying designation such as CFP; clean U4/U5 history and strong client service skills.
3w
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Financial Advisor-in-Training
Glastonbury, Connecticut, United States
$60k/yr HybridFull Time
Bachelor's degree required (or graduation within six months). Strong client-facing, communication, problem-solving skills and growth mindset; finance experience not required.
1w
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Financial Advisor Associate
Springfield, Massachusetts, United States
$65k-$90k/yr OnsiteFull Time
Bachelor’s degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, networking, organization, problem-solving, and client advisory skills; U.S. work authorization required.
Financial Planning Specialist (FPS)
1w
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in business, finance, or related field; active Series 65, Series 66, or qualifying professional designation; 1–3 years investment advisory experience preferred; strong business development and client service skills.
1mo
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Wealth Management Advisor
West Hartford, Connecticut, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of affluent clients; deep investment and financial planning knowledge; FINRA Series 7 and 63 required, Series 65 or 66 required, life and health insurance license required within 120 days; CFP or CFA Level I preferred.
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