227 client advisor jobs at 54 companies in Edgewater, MD
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Senior Client Advisor
South Jordan or Tysons Corner
HybridFull Time
7+ YOE7+ years in counterintelligence, insider risk, national security, intelligence analysis, consulting, or related advisory roles; experience leading client engagements, facilitation, assessments, project management, and executive communication; bachelor\u0002s degree required.
DCSA, NITTF
1w
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Client Advisor
Washington, D.C. or District of Columbia or United States
$22-$26/hr OnsiteFull Time
Previous retail or customer-focused experience preferred, with strong sales, commercial, relationship-building, communication, curiosity, and product-learning skills.
1w
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Client Advisor
Washington, D.C., District of Columbia, United States
$22-$26/hr OnsiteFull Time
3+ YOEMinimum 3 years of experience preferred, ideally in luxury retail or customer-centric environments, with strong sales, commercial, relationship-building, and product-learning skills.
1w
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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 Grand Cayman or Greenwich or Houston or Los Angeles or Miami or Palm Beach or Nevada or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
6+ YOEBachelor's degree in a relevant field, ideally 6+ years of related business experience, strong writing and presentation skills, and organizational, teamwork, and leadership abilities. Series 7 and Series 63 desired.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Salesforce, Trust Builder
2mo
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Client Success Advisor
New York or Vancouver or Washington
$99k-$124k/yr HybridFull Time
5+ YOE5+ years client-facing experience in legal/audit/risk/compliance; strong communication, analytical and relationship-building skills; GRC domain knowledge; ability to manage multiple clients and travel to client sites.
Diligent One Platform
3mo
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Private Client Advisor
Philadelphia or Washington or Richmond
$55k-$102k/yr HybridFull Time
2+ YOE2+ years personal lines insurance with High Net Worth clients; Property & Casualty license; strong client service; ability to travel.
Property & Casualty License
2mo
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Client Advisor - Tysons
McLean, Virginia, United States
$24-$26/hr OnsiteFull Time
2+ YOEMinimum 2 years luxury retail sales experience, fluent English, strong selling and interpersonal skills, CRM and computer proficiency, luxury brand/product knowledge, results-oriented and team player.
2mo
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Client Advisor - Pentagon
Arlington, Virginia, United States
OnsiteFull Time
3+ YOE3+ years relevant experience (luxury sales preferred); strong communication and interpersonal skills; sales-driven; flexible schedule; polished professional appearance; Bachelor\u0002s preferred; bilingual a plus; CRM proficiency.
CRM
1mo
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GUCCI | Client Advisor - Tyson's Galleria
McLean, Virginia, United States
$19-$20/hr OnsiteFull Time
2+ YOE2+ years luxury retail/sales experience; strong communication, commercial awareness, client service, and flexibility to work evenings, weekends, and holidays.
1mo
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Private Client Advisor II
McLean, Virginia, United States
$100k-$275k/yr OnsiteFull Time
12+ YOE10+ years private banking/complex financial services experience, Series 7/63/65 (or 7/66) or willingness to obtain, ability to drive new business for $3M+ investable assets, strong client relationship and advisory skills.
2mo
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Client Advisor / Sales Assistant
Woodbridge, Virginia, United States
OnsiteFull Time
Provide showroom customer service, assist through the sales process, prepare paperwork, communicate clearly, multitask, and maintain showroom standards; high school diploma/GED preferred; bilingual and prior sales experience a plus.
3w
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Luxury Automotive Client Advisor
Clarksville or Columbia
$90k-$200k/yr OnsiteFull Time
Automotive, luxury retail, or commissioned sales experience preferred; strong communication, presentation, organization, CRM skills, and a valid driver's license with clean driving record required.
Customer Relationship Management (CRM)
2w
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Private Client Advisor
Washington, District of Columbia, United States
HybridFull Time
2+ YOERequires a state-issued property and casualty or life and health producer license, four-year degree, 2–5 years of insurance sales experience, Microsoft Suite and Salesforce proficiency, and analytical and communication skills.
Microsoft Suite, Salesforce
3mo
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Private Client Advisor II
Chevy Chase, Maryland, United States
$100k-$275k/yr OnsiteFull Time
12+ YOE12+ years private banking experience; Series 7, 63 and 65 (or 7 and 66); able to develop new business; strong client advisory and negotiation skills.
1w
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J.P. Morgan Wealth Management – Private Client Advisor - Reisterstown, Maryland
Reisterstown, Maryland, United States
$48k/yr OnsiteFull Time
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, client acquisition and relationship management success, Series 7, Series 66 or 63/65, and life, health and long-term care insurance licenses.
2w
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Showroom Client Advisor - Part-Time (Washington DC)
Washington, District of Columbia, United States
$30/hr OnsitePart Time
Provides style advice, takes measurements, explains fabrics and design options, adjusts custom garments, assists with orders, and maintains showroom presentation. Sales strength and menswear interest required.
4d
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Advisor, Client Accounting & Advisory Services
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yr RemoteFull Time
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
QuickBooks Online
2w
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Work From Home - Client Benefits Advisor
Arlington, Virginia, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth.
Zoom
1mo
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Lead Wealth Advisor
Reston, Virginia, United States
OnsiteFull Time
Experienced advisor needed to manage client relationships, deliver comprehensive financial plans, coordinate tax and estate strategies, analyze portfolios, and guide junior advisors.
1mo
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Client Relationship Analyst
Arlington, Virginia, United States
$35k-$90k/yr OnsiteFull Time
Assist financial advisors by servicing client accounts, executing money movements, onboarding and maintaining accounts, and supporting client communications; Series licensing required and strong Microsoft Office skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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