54 client advisor jobs at 19 companies in Dover, NH
2mo
Save
Mark Applied
Hide
2mo
Construction Client Advisor
North Andover, Massachusetts, United States
$75k-$150k/yrOnsiteFull Time
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.
Atlantic Community Bankers Bank: Provides correspondent banking services to community financial institutions.
3+ YOEBachelor's degree, minimum 3 years relationship management or related financial services experience, Salesforce/CRM experience, strong presentation and negotiation skills, willingness to travel throughout New England.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires dedication to customer service, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth and work-life balance.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years in financial advising or equivalent financial services experience, client relationship and acquisition success, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, deliver timely accurate client materials, promote banking solutions, and use financial platforms; strong communication and attention to detail required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client-service focused support for Financial Advisors; high school diploma required; familiarity with investment products and FINRA exams preferred; strong verbal/written communication and Microsoft/CRM skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, time management, communication, critical thinking, motivation, entrepreneurial ambition, and legal US work authorization without sponsorship.
7+ YOEBachelor's degree (or equivalent experience), minimum 7 years sales experience in financial services (3+ years in HNW preferred), proven wealth management track record, SAFE Act registration, and ability to lead client relationship teams.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
Retail, hospitality, or client-service experience preferred; requires strong communication, product-learning ability, teamwork, reliability, and ability to lift up to 50 pounds.
Sephora: Global retailer of prestige beauty and personal care products.
Provide excellent client service in retail, strong communication, ability to lift up to 50 lbs, retail or hospitality experience preferred, passion for beauty and product knowledge.
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
5+ YOEBachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience. Requires communication, presentation, networking, organizational, and client advisory skills, background check, and U.S. work authorization.
Securities Industry Essential (SIE) Exam, Series 7, Series 66
Edward Jones: Provides personalized financial advice and wealth management services.
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication skills; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years managing a book of business or building relationships with affluent clients; university degree preferred; obtain required FINRA registrations within 120 days; life & health license required; CFP or CFA preferred.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Requires beauty passion, client-facing retail or service experience, strong communication, flexible availability, basic math and computer skills, and ability to lift 50 pounds and stand for shifts.
Edward Jones: Offers investment management and financial planning through local branches.
3+ YOESeries 7 and Series 66 (or ability to obtain), FINRA and state insurance licenses, high school diploma required (bachelor's preferred), 3+ years securities experience preferred, strong client relationship and regulatory knowledge.
OneDigital: Provider of insurance, financial services, and HR consulting solutions.
Bachelor's degree required; experience with high-net-worth clients; strong analytical, communication, presentation, and business development skills; entrepreneurial, team-oriented, and self-motivated; must be eligible to work in the U.S. without sponsorship.