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146 client advisor jobs at 52 companies in Cambridge, MA

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Client Acquisition Advisor
Londonderry, New Hampshire, United States
OnsiteFull Time
Retirement Income Source SFG
Retirement Income Source SFG: Provides income-focused retirement planning and financial education services.
3+ YOE3+ years financial advisor experience, Series 65/66 and/or CFP, strong client engagement and closing skills, Microsoft Office and CRM familiarity.
Microsoft Office Suite, CRM
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1mo
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Construction Client Advisor
North Andover, Massachusetts, United States
$75k-$150k/yr OnsiteFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
3+ YOE3+ years client-facing or business development experience; insurance experience preferred; P&C or Life & Health license preferred or ability to obtain; experience with CRM and AI tools; strong sales and consultative skills.
CRM, AI
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1mo
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Work From Home - Client Benefits Advisor
Nashua, New Hampshire, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor role working inbound/interested clients; seeks competitive, self-starting, coachable individuals to guide, educate, and help clients move forward.
Zoom
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2mo
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Strategic Client Advisor
Boston, Massachusetts, United States
$160k-$200k/yr HybridFull Time
Loomis Sayles
Loomis Sayles: Active asset management firm providing global research-driven portfolio solutions.
5+ YOESeries 7 and 63 required; 5-10 years asset management or client-facing wholesale experience; willing to travel; strong communication/presentation; knowledge of capital markets; highly organized.
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1w
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Private Client Advisor
Boston, Massachusetts, United States
$90k-$120k/yr HybridFull Time
Henley & Partners
Henley & Partners: Advising on global residency and citizenship by investment programs.
3+ YOEUndergraduate degree preferred; 3+ years customer-facing sales in investment/private banking/wealth/real estate; experience with HNW clients, CRM and Microsoft Office; strong communication, negotiation, research, and multilingual skills advantageous.
Microsoft Office, CRM
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
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1mo
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Client Advisor - Newbury
Boston, Massachusetts, United States
$21-$29/hr OnsiteFull Time
JCPenney
JCPenney: Retailer of apparel, home goods, and beauty products.
2+ YOE2+ years luxury retail or suiting experience, clienteling and CRM/POS proficiency, tailoring/fit knowledge, strong communication and presentation skills, and flexibility to work retail hours including evenings and weekends.
CRM, POS
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3w
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BOTTEGA VENETA Client Advisor, Boston
Boston, Massachusetts, United States
$23-$25/hr OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
1+ YOE1–2 years retail sales experience (luxury preferred); ability to meet sales KPIs, build client relationships, polished appearance, strong verbal communication, mobile on sales floor, available for weekends and holiday season.
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4w
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Client Advisor-Full Time-Natick, MA
Natick, Massachusetts, United States
$20-$27/hr OnsiteFull Time
Tiffany & Co.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or luxury client-facing experience with proven commercial results; minimum 3 years preferred. Must be flexible to work days/nights/weekends/holidays, authorized to work in the hiring country, proficient with POS, client tracking systems, and Microsoft Outlook.
Point of Sales (POS) systems, client tracking systems, Microsoft Outlook
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J.P. Morgan Wealth Management – Private Client Advisor – Framingham, MA
Framingham, Massachusetts, United States
$48k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, client acquisition skills, goals-based planning, active Series 7 and Series 66 (or 63/65 obtained within 60 days), life/health/long-term-care insurance license (obtainable within 60 days).
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Client Advisor, Prada Saks Fifth Avenue Boston (Boston, US)
Boston, Massachusetts, United States
OnsiteFull Time
Prada Group
Prada GroupHong Kong Stock Exchange: 1913: Designs and retails luxury fashion, leather goods, and footwear
Engage clients, drive sales, deliver luxury service, build relationships, and promote omni-channel experiences.
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1w
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Client Advisor (Full-time), Armani Outlet
Wrentham, Massachusetts, United States
$17/hr OnsiteFull Time
Giorgio Armani
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Retail experience preferred, HS/GED preferred, strong verbal/written communication, CRM/WeChat proficiency preferred, multilingual skills are an asset, flexible availability including nights, weekends, and holidays.
CRM, WeChat
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Collision Center Client Advisor / Estimator
Nashua, New Hampshire, United States
OnsiteFull Time
Tulley Automotive Group
Tulley Automotive Group: Automotive dealership group selling vehicles and providing repair services.
Valid driver’s license and acceptable driving record; strong verbal and written communication, time management, organization, and attention to detail.
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4w
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Client Advsior - Boston, MA
Boston, Massachusetts, United States
$26-$28/hr OnsiteFull Time
Bulgari
Bulgari: Manufacturer and retailer of luxury jewelry, watches, and accessories.
5+ YOEProven luxury retail sales success with high-net-worth clients, minimum 5 years' experience, CRM proficiency, strong interpersonal and storytelling skills, tech-savvy, multilingual a plus.
CRM
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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3mo
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Financial Advisor
Middleton, Massachusetts, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Full-Time financial advisor role requiring Bachelor's degree, entrepreneurial mindset, client-facing skills, and ability to build relationships.
Financial Planning Software, CRM, Microsoft Office
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Client Relationship Analyst
Boston, Massachusetts, United States
$67k-$78k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client support for financial advisors, execute money movements, maintain client documentation, use Microsoft Office and firm systems; willingness to obtain Series 7 and Series 63/65 or Series 66.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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Client Relationship Analyst
Boston, Massachusetts, United States
$67k-$78k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors; strong Microsoft Office skills, attention to detail, interpersonal skills, and willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
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2mo
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Commercial Risk Advisor
East Providence, Rhode Island, United States
OnsiteFull Time
Starkweather & Shepley
Starkweather & Shepley: Provides comprehensive insurance brokerage and risk management services.
Sales-focused risk advisor with license, able to generate new business and retain clients; strong networking and communication skills; experience in high-activity sales and insurance.
Sagitta, ImageRight, Helix
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4w
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Client Service Associate (Hybrid)
Norwell, Massachusetts, United States
$59k-$78k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
1+ YOEPerform administrative and data maintenance for client accounts, process transactions and new account openings, manage policy service requests, and support advisors. Requires 1-3 years experience (financial services preferred) and proficiency in Microsoft Office.
Microsoft Office
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