102 client advisor jobs at 38 companies in Cheshire, CT
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Private Client Advisor
East Haven, Connecticut, United States
HybridFull Time
Sales-focused advisor for mass-affluent clients; requires FINRA SIE, S7, S66/S63 and S65, resident state insurance licenses; high school diploma required (BA preferred); ability to obtain required licenses if not held.
2mo
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Transportation Client Advisor
Wallingford, Connecticut, United States
$75k-$150k/yr HybridFull Time
3+ YOE3+ years client-facing or business development experience; P&C or Life & Health license preferred or able to obtain; experience with CRM and AI applications; strong communication and consultative sales skills.
CRM, AI
2mo
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Private Client Advisor
Norwalk, Connecticut, United States
HybridFull Time
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license, strong client service, ability to travel for meetings, and familiarity with luxury carriers a plus.
1mo
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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
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
1w
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Client Advisor with Athletic Background
West Hartford, Connecticut, United States
$71k-$88k/yr HybridFull Time
State insurance licenses required (training provided), bachelor's preferred, strong interpersonal and analytical skills, sales and client relationship experience beneficial, coaching mindset.
1w
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Client Advisor with Athletic Background
Stamford or Westport or Fairfield
$70k-$95k/yr HybridFull Time
Prefer bachelor’s in finance/business; strong interpersonal, analytical, and client-development skills; state insurance license required (training provided); prior sales/financial experience beneficial.
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Work From Home - Client Benefits Advisor
New Haven, Connecticut, United States
RemoteFull Time
Guide and educate interested clients remotely; self-starter, competitive, coachable, no cold outreach, opportunity for leadership; interviews via Zoom.
Zoom
1w
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Part-Time Client Advisor, Greenwich Avenue
Greenwich, Connecticut, United States
$20/hr OnsitePart Time
2+ YOEHigh school diploma, minimum 2 years customer-facing sales experience (luxury/hospitality preferred), strong communication, ability to lift ~50 lbs, flexible schedule including weekends/holidays, tech-savvy.
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J.P. Morgan Wealth Management - Private Client Advisor - Center Moriches, NY
Center Moriches, New York, United States
$66k/yr OnsiteFull Time
2+ YOE2+ years in a financial advisor or equivalent role; Series 7 and Series 66 (or 63/65) required, life/health/long-term-care insurance license required (some may be obtained within 60 days); CFP and bachelor’s degree preferred; strong client acquisition and goals-based planning skills.
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Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
Deliver client service support to Financial Advisors, ensure timely and accurate client materials, learn technology platforms, and act with a client-centric mindset; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, learn banking and investment platforms, and manage client materials; 1 year experience preferred; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Acura Service Advisor
Stamford, Connecticut, United States
OnsiteFull Time
Automotive service advisor and client relations experience required; self-motivated and process driven; ability to manage customer experience, technician coordination, and maximize service revenue.
1mo
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Director of Advisor Experience
Norwalk, Connecticut, United States
OnsiteFull Time
Leadership experience overseeing client/advisor service teams, process design, cross-functional collaboration, and performance management to deliver a pre-eminent advisor experience.
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr HybridFull Time
4+ YOEMinimum 4 years wealth management experience, bachelor’s degree preferred, proficiency in Microsoft Office and CRM, strong communication, project management, and client service skills.
Microsoft Office, CRM
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr OnsiteFull Time
4+ YOE4-7 years wealth management experience, bachelor’s degree preferred, proficiency with Microsoft Office, strong communication, planning, and client service skills; supervisory experience a plus.
Microsoft Office
3w
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Wealth Advisor - New Haven - CT
New Haven, Connecticut, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEActive Series 7 and 63/65 (or 66), life/health/variable insurance license (or obtain within 60 days), minimum 2 years financial advisor experience, track record in new business development, familiarity with high-net-worth clients; bachelor\u0002s degree preferred.
1d
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Financial Advisor
Paramus or Farmington
OnsiteFull Time
Seeking ethical, articulate, self-motivated, entrepreneurial candidates with a passion for client service, hard work, continuous improvement, and building a financial advisory business.
1w
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Financial Advisor
Hauppauge, New York, United States
$90k/yr OnsiteFull Time
1+ YOERequires 1–3 years of financial planning and advising experience, strong client relationship, communication, analytical, collaboration, regulatory, and investment analysis skills.
6d
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Financial Advisor
New Haven, Connecticut, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
4w
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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
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