30 client advisor jobs at 13 companies in Ashfield, MA
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Private Client Advisor
East Greenbush, New York, United States
$62k/yr HybridFull Time
FINRA SIE, Series 7 and Series 66/63+65 required; resident state insurance licenses required. High school diploma required (bachelor's preferred). Valid driver's license, occasional travel, consultative sales and financial planning experience.
1w
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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
1mo
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J.P. Morgan Wealth Management – Private Client Advisor – Albany, NY
Albany or Albany or Albany
$64k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, client acquisition skills, Series 7 and Series 66 (or 63/65) active, life/health/long-term-care insurance license, goals-based planning and relationship management.
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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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
Albany, New York, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, client-facing or relationship-building success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
1d
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Beauty Advisor - Flex
South Windsor, Connecticut, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication and interpersonal skills; product-learning ability; teamwork; and ability to lift and carry up to 50 pounds.
1d
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Beauty Advisor - Flex
South Windsor, Connecticut, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires strong communication, product learning, teamwork, reliability, and ability to lift and carry up to 50 pounds.
2d
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Beauty Advisor - Flex
South Windsor, Connecticut, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; beauty and trend knowledge; strong communication and interpersonal skills; teamwork; quick learning; ability to lift and carry up to 50 pounds.
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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Financial Advisor with Athletic Background
Springfield, Massachusetts, United States
$107k-$149k/yr OnsiteFull Time
Bachelor's degree in finance, business, or a related field preferred. Strong interpersonal, communication, analytical, and client relationship-building skills required. Insurance licensing required with training provided.
Technology Coach
3mo
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Wealth Management Advisor (Albany, NY)
Albany, New York, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of business for affluent clients; FINRA Series 7 and Series 63; Series 65 or 66; Life and Health Insurance License (must be obtained within 120 days).
6d
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Keene, New Hampshire, United States
$14/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and physical handling skills.
Handheld scanners
3w
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AMP Financial Advisor Trainee - Springfield, MA
Springfield, Massachusetts, United States
$31k-$75k/yr OnsiteFull Time
3+ YOEComplete AMP training and obtain licensing; 3+ years relevant experience preferred, bachelor’s degree preferred, sales and client development skills, SIE and Series licensing required/obtainable.
1mo
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Full-Time Beauty Lead Advisor - Sephora
Stafford, Connecticut, United States
$16-$23/hr OnsiteFull Time
Retail client-facing experience, strong communication and product knowledge, ability to lift up to 50 lbs, stand for full shifts, and work days/nights/weekends/holidays; complete required training and use handheld devices.
handheld scanners, multiple frequency devices
1w
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AWM, Goldman Sachs Ayco, Personal Wealth, Financial Advisor, Analyst, Albany, NY
Albany, New York, United States
$60k-$75k/yr OnsiteFull Time
Bachelor's degree required; strong financial market interest, investment judgment, communication, organization, multitasking, collaboration, and client relationship skills required.
2mo
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Retail Cosmetics Sales Counter Manager - Trend Beauty, Colonie Center - Full Time
Albany, New York, United States
$17-$28/hr OnsiteFull Time
Lead a team of beauty advisors, drive sales and client development, manage merchandising and events; flexible availability including days, evenings, weekends and holidays; 3–5 years retail/beauty/leadership experience preferred; ability to lift 25 lbs and stand for extended periods.
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