69 client advisor jobs at 21 companies in Eliot, ME
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Construction Client Advisor
North Andover, Massachusetts, United States
$75k-$150k/yr OnsiteFull Time
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.
CRM, AI
2mo
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Private Client Advisor
Saco, Maine, United States
HybridFull Time
Experience in selling investment solutions; FINRA licenses required; strong client-focused sales with relationship building.
FINRA Systems, Office Software, Customer Relationship Management (CRM)
2w
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Client Relationship Advisor
Concord, New Hampshire, United States
$90k-$130k/yr HybridFull Time
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.
Salesforce
1w
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Work From Home - Client Benefits Advisor
Sanford, Maine, United States
RemoteFull Time
Requires dedication to customer service, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth and work-life balance.
Zoom
1w
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J.P. Morgan Wealth Management – Private Client Advisor – Seacoast Region, NH
Dover or North Hampton
OnsiteFull Time
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.
2mo
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
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
1mo
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
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
2w
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Financial Advisor
Woburn, Massachusetts, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
planning software
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Wealth Advisor
Portland, Maine, United States
$116k-$194k/yr OnsiteFull Time
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.
3mo
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Senior Advisor - GeoTechnical
South Portland, Maine, United States
OnsitePart Time
12+ YOEProvide geotechnical engineering guidance, perform reviews, mentor staff, assist in proposals, and coordinate with clients and partners.
1mo
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Beauty Advisor - Part Time
South Portland, Maine, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience preferred, ability to lift up to 50 lbs, excellent communication and teamwork, passion for beauty and trends.
4d
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Beauty Advisor - Part Time
Woburn or Boston
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-service experience; excellent communication; beauty and trend knowledge; teamwork; quick learning; and ability to lift and carry up to 50 pounds.
1mo
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Beauty Advisor - Part Time
South Portland, Maine, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires strong communication, product-learning ability, teamwork, reliability, and ability to lift up to 50 pounds.
1mo
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Private Wealth Advisor
Hanover or Bedford
HybridFull Time
10+ YOE10+ years financial services experience; expertise in wealth management, trust/fiduciary/advisory services; strong client service, relationship management, and strategic planning skills.
1w
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Financial Advisor Associate
Portsmouth, New Hampshire, United States
$65k-$90k/yr OnsiteFull Time
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
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Associate Financial Advisor
Bedford, New Hampshire, United States
$69k-$75k/yr OnsiteFull Time
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.
MoneyGuide, Salesforce
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Wealth Management Advisor
Andover, Massachusetts, United States
$100k-$110k/yr OnsiteFull Time
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.
2w
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Part-Time Beauty Advisor - Sephora
Biddeford, Maine, United States
$16-$20/hr OnsitePart Time
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.
handheld scanners
1mo
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Associate Financial Advisor - Bedford, NH
Bedford, New Hampshire, United States
OnsiteFull Time
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.
3w
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Financial Advisor - Hybrid (Danvers, MA)
Danvers, Massachusetts, United States
$80k-$90k/yr HybridFull Time
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.
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