162 client advisor jobs at 63 companies in Avondale, PA
3mo
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Client Advisor
Wayne or Mechanicsburg
HybridFull Time
2+ YOEMinimum 2 years in client-facing or business development roles; insurance industry experience preferred; property & casualty license preferred or obtainable upon hire.
CRM, AI
2mo
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Private Client Advisor
Lansdale, Pennsylvania, United States
$62k/yr HybridFull Time
Sales-focused advisor for mass affluent clients, requires FINRA licenses (SIE, S7, S63/S65/S66), resident state insurance licenses, high school diploma (BA preferred), valid driver's license, and ability to obtain required licenses.
3w
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree or equivalent experience, 7+ years relevant experience managing ultra-high net worth clients, deep expertise in planning/investments/banking, strong communication and influencing skills, SAFE registration required.
4d
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Client Advisor
King of Prussia, Pennsylvania, United States
OnsiteFull Time
2+ YOERequires 2+ years in luxury retail, strong communication and customer service skills, sales focus, multitasking ability, fashion interest, and proficiency with retail POS, Microsoft Word, Microsoft Excel, and email.
retail point of sale system, Microsoft Word, Microsoft Excel, email
3mo
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Private Client Advisor
Philadelphia or Washington or Richmond
$55k-$102k/yr HybridFull Time
2+ YOE2+ years personal lines insurance with High Net Worth clients; Property & Casualty license; strong client service; ability to travel.
Property & Casualty License
1mo
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Expert Client Advisor, Hardsided
King of Prussia, Pennsylvania, United States
OnsiteFull Time
Experienced luxury retail sales professional with strong product expertise, storytelling and clienteling skills, ability to drive category sales, lead training, and develop client relationships.
3w
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree and 7+ years relevant experience; deep expertise in planning, investments, banking and fiduciary; SAFE Act registration; strong communication and interpersonal skills.
1mo
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Manager, Client Advisor II
Conshohocken, Pennsylvania, United States
OnsiteFull Time
5+ YOE5+ years P&C insurance sales in a call center, active P&C insurance license, leadership experience preferred, CRM and Microsoft Office proficiency, strong coaching and analytical skills.
CRM platforms, agency management systems, Microsoft Office
4w
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Private Client Advisor
Philadelphia, Pennsylvania, United States
HybridFull Time
2+ YOEState P&C producer license, bachelor\u0002s degree in business-related field, 2+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication, quota-driven sales skills.
Microsoft Suite, Salesforce
4d
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Client Services Advisor (WFH)
Lancaster, Pennsylvania, United States
RemoteFull Time, Contract
Entry-level candidates are welcome. Must be coachable, hardworking, self-disciplined, eager to learn, and willing to complete training and follow the company's sales system.
1mo
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Premier Client Advisor - PNC Wealth Management
Clarks Summit or Scranton or Abington
OnsiteFull Time
2+ YOEFINRA Series 7 and 66 (or 63/65) and Life & Health insurance license required; bachelor\u0002s degree typically required; 2+ years relevant experience preferred; strong coaching, sales, and communication skills.
1mo
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J.P. Morgan Wealth Management - Private Client Advisor - Norristown and Conshohocken, PA
Norristown or Conshohocken
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; proven client acquisition and relationship skills; Series 7 and Series 66/63/65 required or must be obtained within 60 days; life, health and long-term care insurance license required; CFP and bachelor's degree preferred.
3mo
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Client Advisor - Court at King of Prussia
King Of Prussia, Pennsylvania, United States
$17-$24/hr OnsiteFull Time
2+ YOE2+ years in luxury fashion or high-end retail; strong tailoring knowledge; excellent clienteling and CRM/POS skills; flexible retail hours.
CRM, POS systems, Fabric knowledge
2mo
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GUCCI | Senior Client Advisor - King of Prussia
King of Prussia, Pennsylvania, United States
OnsiteFull Time
4+ YOE4+ years luxury fashion sales experience, strong relationship-building and communication, commercial awareness, flexibility for retail schedule (evenings/weekends/holidays), ability to drive sales and uphold brand standards.
POS
1mo
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Part-Time Client Advisor - King of Prussia
King of Prussia, Pennsylvania, United States
OnsitePart Time
3+ YOE3+ years luxury retail sales experience, strong communication, knowledge of women's and men's RTW, CRM use, and ability to meet sales targets.
CRM
4d
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Advisor, Client Accounting & Advisory Services
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yr RemoteFull Time
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
QuickBooks Online
2w
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Client Advisor (Full-time), A|X Armani Exchange
Cherry Hill, New Jersey, United States
$17/hr OnsiteFull Time
Preferred retail experience, high school diploma/GED preferred, excellent verbal and written communication, teamwork, CRM and WeChat proficiency preferred, and flexible holiday, night, and weekend availability.
CRM, WeChat
2w
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Work From Home - Client Benefits Advisor
Brookside, Delaware, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and desire for professional growth and development.
Zoom
1w
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Client Advisor with Athletic Background
Jamison, Pennsylvania, United States
$70k-$95k/yr OnsiteFull Time
Bachelor's degree in finance, business, or related field preferred; strong interpersonal, communication, analytical, networking, and client relationship-building skills required. State insurance licenses must be obtained.
2w
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Client Security Advisor | Remote, PA/NJ/DE/MI
Pennsylvania or Michigan or New Jersey or Delaware or King of Prussia or Detroit
RemoteFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years in information security, strong business and technical acumen, communication skills, security knowledge, and relevant certifications preferred.
Standardized Sales Operating Processes (SOPs), whiteboard
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