160 client advisor jobs at 50 companies in Bethlehem, PA
2mo
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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.
1mo
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Client Advisor
Conshohocken or Pennsylvania
OnsiteFull Time
Work inbound insurance quotes, recommend home/auto/personal lines, close sales, use CRM, strong communication and time-management; P&C license preferred.
CRM, agency management systems
2mo
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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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Client Services Advisor
Allentown, Pennsylvania, United States
HybridFull Time, Contract
Coachable, self-disciplined sales professional comfortable with commission-only compensation, appointment setting, client meetings, and following training and lead systems.
6d
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Client Advisor with Athletic Background
Princeton, New Jersey, United States
$70k-$95k/yr HybridFull Time
Bachelor's degree preferred; strong interpersonal, communication and analytical skills; ability to obtain state insurance license (training provided); competitive sales and client-development skills.
1w
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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
2mo
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GUCCI | Client Advisor - King of Prussia
King of Prussia, Pennsylvania, United States
OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, proven ability to drive sales and build client relationships, strong communication and commercial awareness, flexibility to work evenings/weekends/holidays, product knowledge and grooming standards.
POS
5d
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Private Client Advisor II- Executive Coverage
New York or San Francisco or Dallas or Boston or Chicago or Los Angeles or Pennington
$225k-$298k/yr OnsiteFull Time
Provide high-touch advisory and client management for executive clients, lead client teams, register under SAFE Act when originating residential mortgages, sales and negotiation skills, leadership and cross-functional collaboration.
2mo
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GUCCI | Senior Client Advisor - King of Prussia
King of Prussia, Pennsylvania, United States
OnsiteFull Time
4+ YOE4+ years luxury sales experience, strong relationship-building, commercial awareness, flexible retail schedule including evenings/weekends/holidays, excellent communication and client service skills.
POS
4d
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Private Client Advisor II- Executive Coverage
New York or Chicago or San Francisco or Los Angeles or Dallas or Boston or Pennington
$225k-$298k/yr OnsiteFull Time
5+ YOE5+ years experience; lead client management for executive clients, provide wealth structuring, credit and banking solutions; SAFE Act registration required for residential mortgage origination; strong sales, negotiation and communication skills.
5d
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Client Security Advisor - PA/NJ/DE/MI
King of Prussia or Detroit or New Jersey or Delaware
RemoteFull Time
5+ YOEBS/BA or equivalent experience, 5+ years in information security (advisor/architect/leader), strong presentation and technical skills, knowledge of threat landscape, ability to travel up to 40%, relevant certs such as CISSP/CRISC/CISM/C-CISO.
1mo
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Work From Home - Client Benefits Advisor
Bensalem, Pennsylvania, United States
RemoteFull Time
Self-starter and competitive individual who is coachable, able to guide and educate interested clients remotely; comfortable working without guaranteed hourly pay and with performance-based income.
Zoom
3w
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Premier Client Advisor - PNC Wealth Management
Hamilton, New Jersey, United States
$75k/yr OnsiteFull Time
2+ YOEBachelor's degree and 2+ years relevant experience; FINRA Series 7 and 66 (or 63/65) and Life & Health insurance required; strong coaching, sales, and communication skills.
4w
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J.P. Morgan Wealth Management – Private Client Advisor - West Windsor, New Jersey
West Windsor, New Jersey, United States
$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; Series 7 and Series 66 (or 63/65) required; life, health and long term care insurance license required; CFP preferred; bachelor's degree preferred.
2mo
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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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Expert Client Advisor, Fine Jewelry
King Of Prussia, Pennsylvania, United States
OnsiteFull Time
Experience in luxury retail, clienteling, and product knowledge in Fine Jewelry; strong storytelling and sales leadership.
1w
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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
2w
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Associate, Advisor Success
Berwyn, Pennsylvania, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2+ years in financial services or client service, bachelor\u0002s degree preferred, experience with advisor support, strong communication and relationship skills, CRM experience.
CRM
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