26 client advisor jobs at 14 companies in Carlisle, PA
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Client Advisor
Wayne or Mechanicsburg
HybridFull Time
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
2+ YOEMinimum 2 years in client-facing or business development roles; insurance industry experience preferred; property & casualty license preferred or obtainable upon hire.
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
5+ YOEBachelor’s degree and 5+ years in merchant services or a related industry. Requires analytical, communication, multitasking, client service, software, payment processing, and compliance expertise.
Microsoft Word, Microsoft Excel, Salesforce, POS, PCI, ACH, Clover
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, ensure accuracy of client materials, deepen client relationships, and follow bank policies; high school diploma required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
2+ YOEActive Series 7 and 63/65 (or 66), life/health/variable insurance license within 60 days, minimum 2 years financial advisor experience, new business development and client management skills.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial ambition, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
Valley Youth House: Provides housing, counseling, and support services for vulnerable youth.
Provide on-site supervision, engage clients using trauma-informed practices, plan activities, maintain site compliance, and complete required training; high school diploma/GED and valid driver's license preferred.
Citizens & NorthernNASDAQ: CZNC: Provides community banking, lending, and wealth management services.
7+ YOEBachelor's degree (MBA preferred) and 7+ years advising high-net-worth clients; CFP, FINRA Series 7 & 66, Pennsylvania insurance license (obtain within 6 months); strong relationship management and business development skills.
5+ YOE5+ years investment management or financial planning experience, bachelor’s degree required (finance preferred), CFP preferred/required within two years, clean U4, strong planning and client relationship skills, proficiency with Microsoft Office and financial planning software.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Sephora: Global retailer of prestige beauty and personal care products.
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.
Evolv Merchant Services: Provider of payment processing and digital business solutions.
5+ YOEConsultative B2B sales or relationship management experience working with business owners or commercial clients; strong relationship-building and communication skills; self-motivated and entrepreneurial.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail, hospitality, or client-focused service experience; strong communication, interpersonal, product-learning, teamwork, and beauty knowledge skills; ability to lift and carry up to 50 pounds.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail or service experience, strong communication, flexible availability including nights/weekends/holidays, ability to lift up to 50 lbs.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, complete training, basic math and computer skills, operate handheld scanners.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOE5+ MgmtLeads a market team to grow assets under management and retain clients; manages ~15 investment advisors, requires strong portfolio and risk management, leadership, and client relationship skills; travel across PA markets.