1mo
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Client Advisor
Wayne or Mechanicsburg
HybridFull Time
2+ YOEMinimum 2 years in client-facing or business development roles; insurance industry experience preferred; property & casualty license preferred or obtainable upon hire.
CRM, AI
1mo
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Private Client Advisor
Lansdale, Pennsylvania, United States
$62k/yr HybridFull Time
Sales-focused advisor for mass affluent clients, requires FINRA licenses (SIE, S7, S63/S65/S66), resident state insurance licenses, high school diploma (BA preferred), valid driver's license, and ability to obtain required licenses.
1mo
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Senior Client Advisor
Newtown Square, Pennsylvania, United States
HybridFull Time
7+ YOEBachelor's in business/finance required, 7+ years wealth management experience, strong analytical and client relationship skills, Microsoft Office/Excel and Salesforce proficiency; CFP/CFA preferred.
Microsoft Office, Microsoft Excel, Salesforce
1mo
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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
2w
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Expert Client Advisor, Hardsided
King of Prussia, Pennsylvania, United States
OnsiteFull Time
Experienced luxury retail sales professional with strong product expertise, storytelling and clienteling skills, ability to drive category sales, lead training, and develop client relationships.
2w
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Client Advisor - King of Prussia
King of Prussia, Pennsylvania, United States
OnsiteFull Time
2+ YOEMinimum 2 years retail experience (luxury preferred); strong interpersonal and communication skills; client-centric; proficiency with Microsoft Word, Excel, and Outlook; English required.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3mo
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Expert Client Advisor, Hardsided
King Of Prussia, Pennsylvania, United States
OnsiteFull Time
Luxury retail experience; strong knowledge in watches/jewelry; excellent interpersonal and clienteling skills; sales leadership and product expertise.
1mo
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Private Client Advisor
Philadelphia, Pennsylvania, United States
HybridFull Time
2+ YOELicense in Property & Casualty or Life & Health, Bachelor's degree, 2-5 years in insurance sales, proficiency with Microsoft Office and Salesforce, strong analytics and communication skills.
Microsoft Office, Salesforce
1mo
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GUCCI | Client Advisor - King of Prussia
King of Prussia, Pennsylvania, United States
OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, proven ability to drive sales and build client relationships, strong communication and commercial awareness, flexibility to work evenings/weekends/holidays, product knowledge and grooming standards.
POS
2mo
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Client Advisor - Gloucester Premium Outlets
Blackwood, New Jersey, United States
$22-$31/hr OnsiteFull Time
2+ YOE2+ years in luxury fashion or high-end retail; tailoring/fabric knowledge; strong clienteling and CRM/POS proficiency; able to work evenings and weekends.
CRM, POS, Point of Sale
3w
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Work From Home - Client Benefits Advisor
Bear, Delaware, United States
RemoteFull Time
Self-starter, competitive and coachable individual able to guide and educate interested clients remotely and take ownership of income and growth.
Zoom
1mo
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Client Advisor - BMW of Mt. Laurel
Mount Laurel or United States
$3k-$10k/mo OnsiteFull Time
1+ YOECustomer-focused sales role requiring high school diploma, valid driver’s license, and up to 1 year related sales experience; strong communication and computer skills; commission-based pay.
Sales software
3mo
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Client Advisor, Lead Generation/Customer Care
Warminster, Pennsylvania, United States
OnsiteFull Time
1+ YOEEngage prospects, conduct discovery, manage CRM records, and drive lead generation in a sales cycle.
CRM, Power Dialer, SMS Outreach Tools
4d
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Premier Client Advisor - PNC Wealth Management
Clarks Summit or Scranton or Abington
OnsiteFull Time
2+ YOEFINRA Series 7 and 66 (or 63/65) and Life & Health insurance license required; bachelor\u0002s degree typically required; 2+ years relevant experience preferred; strong coaching, sales, and communication skills.
1w
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J.P. Morgan Wealth Management - Private Client Advisor - Norristown and Conshohocken, PA
Norristown or Conshohocken
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; proven client acquisition and relationship skills; Series 7 and Series 66/63/65 required or must be obtained within 60 days; life, health and long-term care insurance license required; CFP and bachelor's degree preferred.
2mo
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Client Advisor (Full-time), A|X Armani Exchange
Cherry Hill, New Jersey, United States
$17/hr OnsiteFull Time
Retail sales experience preferred, high school diploma/GED preferred, strong verbal/written communication, teamwork, familiarity with CRM/WeChat preferred, flexible schedule including holidays, nights and weekends.
CRM, WeChat
6d
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products; Series registrations preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
2w
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Senior Financial Advisor – Experienced Professionals
Mount Laurel, New Jersey, United States
FieldFull Time, Contract
Experienced advisor with required securities registrations (Series 7 & 66 or equivalent), Life & Health license; strong advisory, planning, and client relationship skills for serving military families.
3w
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Associate Client Executive, Commercial Risk - IAS Mid-Atlantic
Bethesda or Philadelphia or Leesburg
$100k/yr HybridFull Time
Consultative insurance advisor for large, complex commercial accounts; strong insurance technical knowledge, risk analysis, client relationship skills, and communication; preferred CPCU/CIC/CRM/ARM and required state insurance licenses within 90 days.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Financial Advisor
Jamison, Pennsylvania, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6/7/63 licenses; strong communication, time-management, and entrepreneurial drive.
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