3w
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Client Advisor-Full Time-Natick, MA
Natick, Massachusetts, United States
$20-$27/hr OnsiteFull Time
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
2w
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J.P. Morgan Wealth Management – Private Client Advisor – Framingham, MA
Framingham, Massachusetts, United States
$48k/yr OnsiteFull Time
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).
3w
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Work From Home - Client Benefits Advisor
Cumberland, Rhode Island, United States
RemoteFull Time
Self-motivated, competitive sales-oriented individuals and self-starters comfortable working remotely, being coached, and guiding/educating interested clients. Role does not offer guaranteed hourly pay.
Zoom
3d
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Client Advisor (Full-time), Armani Outlet
Wrentham, Massachusetts, United States
$17/hr OnsiteFull Time
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
1w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
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
1w
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors, execute money movements, manage calendars, and use Microsoft Office and digital client tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2mo
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Commercial Risk Advisor
East Providence, Rhode Island, United States
OnsiteFull Time
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
2d
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Wealth Advisor - Johnston, RI
Johnston, Rhode Island, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEActive Series 7 and 63/65/66, life/health/variable insurance license within 60 days, 2+ years financial advisor experience, new business development experience, familiarity with high-net-worth clients.
2mo
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Financial Advisor
Wellesley, Massachusetts, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree; entrepreneurial mindset; client-focused; strong communication; time management; willingness to obtain licenses.
CRM, Financial planning software
1mo
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Beauty Advisor - Flex
Uncasville, Connecticut, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, availability for nights/weekends/holidays, meet minimum weekly hours for flex scheduling.
1d
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Tax Strategy Advisor
Rockford or Chicago or Lincolnshire or Middleton or Satellite Beach or Westwood
$100k-$135k/yr HybridFull Time
6+ YOEProvide advanced tax planning and advisory services for high-net-worth clients; prepare complex returns; research tax issues; client-facing experience and strong communication required.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Financial Advisor-in-Training
Glastonbury, Connecticut, United States
$60k/yr HybridFull Time
Bachelor's degree (or graduating within six months); strong people, communication, and problem-solving skills; client-facing experience preferred; growth-minded and resilient.
1mo
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Client Consulting Transformation Director - 274409 | CBRE
Worcester, Massachusetts, United States
$135k-$155k/yr OnsiteFull Time
10+ YOEBachelor's preferred with 10+ years relevant experience; experience leading matrixed teams; trusted advisor to senior stakeholders; strong Microsoft Office skills; experience with occupancy planning, space data, and CAD-related services.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CAD
1w
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Beauty Advisor - Part Time
Uncasville, Connecticut, United States
$18-$21/hr OnsitePart Time
Retail experience and strong client service skills; passion for beauty; ability to lift up to 50 lbs; excellent communication and teamwork; available for nights, weekends, and holidays.
1mo
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Financial Advisor | Succession Opportunity
Westborough, Massachusetts, United States
$110k-$200k/yr HybridFull Time
4+ YOEBachelor's degree and minimum 4+ years as an Investment Adviser Representative required; CFP preferred, Series 65 preferred; experience with high-net-worth clients, strong communication, and completion of background/credit check required. Local to Westborough, MA.
1mo
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Energy Solutions Advisor
Providence or United States
$50k-$250k/yr RemoteContract
2+ YOEB2B sales professional with 2+ years sales experience (preferred), proven track record of meeting targets, consultative selling skills, network-driven client acquisition, self-motivated and able to manage a remote sales pipeline.
2w
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Part-Time Beauty Advisor - Sephora
Warwick, Rhode Island, United States
$17/hr OnsitePart Time
Retail client-facing experience, passion for beauty, strong communication, ability to lift up to 50 lbs, complete company training, flexible schedule.
handheld scanners, multiple frequency devices
2mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Millbury, Massachusetts, United States
$16-$20/hr OnsitePart Time
Retail sales role requiring client-facing experience, passion for beauty, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, complete training, and basic math/computer skills.
multiple frequency devices, handheld scanners
3mo
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Wealth Management Associate
Worcester, Massachusetts, United States
$68k-$120k/yr OnsiteFull Time
Support Financial Advisors/ PWAs and teams; client service, business development, and operations; strong interpersonal skills and knowledge of financial products.
MS Office, MS Excel
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