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84 client advisor jobs at 40 companies in Connecticut

1mo
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Private Client Advisor
East Haven, Connecticut, United States
HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
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.
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Private Client Advisor
Norwalk, Connecticut, United States
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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.
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1mo
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Transportation Client Advisor
Wallingford, Connecticut, United States
$75k-$150k/yr HybridFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
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
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2mo
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Client Advisor
Greenwich, Connecticut, United States
$100k-$150k/yr HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
6+ YOEBachelor's degree; 6+ years wealth management experience; Series 7/63 desired; CTFA/ CFP or CFA a plus; strong writing/presentation; proficient in MS Office and Salesforce.
Salesforce, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Word
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CLIENT ADVISOR - SAKS GREENWICH
Greenwich, Connecticut, United States
OnsiteFull Time
LVMH
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
3+ YOEMinimum 3 years retail sales experience (luxury preferred); client book preferred; computer literate; strong sales, service, and communication skills; flexible schedule including evenings/weekends/holidays.
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6d
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Private Client Advisor (2382)
New York City or Connecticut
RemoteFull Time
Berry Bros. & Rudd
Berry Bros. & Rudd: Retailer of fine wines, spirits, and bonded storage services.
Proven sales background with established private client network, strong service and relationship-building skills, commercial sales ability, wine credentials (WSET diploma or equivalent).
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3mo
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Senior Client Advisor - Northeast
Maine or Vermont or New Hampshire or Massachusetts or Connecticut or Rhode Island or Pennsylvania
$80k-$95k/yr FieldFull Time
Crucial Learning
Crucial Learning: Provides corporate training programs for leadership and communication skills.
7+ YOEBachelor's degree,7+ years sales experience selling services to enterprises,proven new business development and quota attainment,Salesforce experience,strong communication,presentation,and analytical skills.
Salesforce.com, Microsoft Office
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Client Advisor - Westfarms Mall
Farmington, Connecticut, United States
$23-$32/hr OnsiteFull Time
JCPenney
JCPenney: Retailer of apparel, home goods, and beauty products.
2+ YOE2+ years in luxury fashion or high-end retail; strong tailoring knowledge; proven clienteling; excellent communication; CRM/POS experience; able to work retail hours including evenings and weekends.
CRM, POS systems
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Retirement Client Advisor
Minneapolis or Milwaukee or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin or United States
$100k-$189k/yr RemoteFull Time
UMB Financial
UMB FinancialNASDAQ: UMBF: Provides banking, wealth management, and institutional financial services.
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking.
CRM
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3w
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Work From Home - Client Benefits Advisor
New Haven, Connecticut, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Guide and educate interested clients remotely; self-starter, competitive, coachable, no cold outreach, opportunity for leadership; interviews via Zoom.
Zoom
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1mo
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Insurance Producer / Client Advisor
Wetherfield, Connecticut, United States
$50k-$100k/yr OnsiteFull Time
King Risk Partners
King Risk Partners: Provides comprehensive personal and commercial insurance and risk management.
5+ years in sales or insurance; proven ability to build relationships; strong communication; entrepreneurial mindset.
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3mo
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Financial Advisor
Hamden, Connecticut, United States
$55k-$130k/yr HybridFull Time
Charter Oak Financial
Charter Oak Financial: Financial agency providing insurance and wealth management planning services.
0+ YOEExperience as Financial Advisor or Wealth Advisor; active Life and Health; pursuing securities license; established client relationships; strong relationship management and fiduciary focus.
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2w
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Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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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1mo
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Acura Service Advisor
Stamford, Connecticut, United States
OnsiteFull Time
Subaru Stamford
Subaru Stamford: Retailer of new and used Subaru vehicles and services.
Automotive service advisor and client relations experience required; self-motivated and process driven; ability to manage customer experience, technician coordination, and maximize service revenue.
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2w
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Director of Advisor Experience
Norwalk, Connecticut, United States
OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provider of financial planning, investment, and insurance services.
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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3w
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr HybridFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
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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3w
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
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
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1mo
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Client Experience Specialist
United States or California or Colorado or Connecticut or Maryland or Nevada or Rhode Island or Washington or New York City
$45k-$60k/yr RemoteFull Time
SmartAsset
SmartAsset: Online marketplace for financial advisor matching and personal finance tools.
1+ YOE1+ year high-volume call center experience required; comfortable with quota-driven metrics and outbound calling. Must log CRM interactions, schedule advisor consultations, communicate clearly, adapt quickly, and work some holidays/weekends. Remote within contiguous U.S.
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3mo
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Wealth Advisor Team Leader
Fairfield, Connecticut, United States
$205k-$341k/yr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
9+ YOE3+ MgmtLead a Wealth Advisor team; manage pipelines, sales, and client relationships; require Bachelor's + 9 years, 3 years management; strong communication, sales, and analytical skills.
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1d
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Wealth Advisor - New Haven - CT
New Haven, Connecticut, United States
$105k-$250k/yr OnsiteFull Time
Citizens Financial Group
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 (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.
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