4d
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Client Acquisition Advisor
Londonderry, New Hampshire, United States
OnsiteFull Time
3+ YOE3+ years financial advisor experience, Series 65/66 and/or CFP, strong client engagement and closing skills, Microsoft Office and CRM familiarity.
Microsoft Office Suite, CRM
1mo
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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
3w
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Work From Home - Client Benefits Advisor
Nashua, New Hampshire, United States
RemoteFull Time
Remote advisor role working inbound/interested clients; seeks competitive, self-starting, coachable individuals to guide, educate, and help clients move forward.
Zoom
1mo
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Strategic Client Advisor
Boston, Massachusetts, United States
$160k-$200k/yr HybridFull Time
5+ YOESeries 7 and 63 required; 5-10 years asset management or client-facing wholesale experience; willing to travel; strong communication/presentation; knowledge of capital markets; highly organized.
2d
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Private Client Advisor
Boston, Massachusetts, United States
$90k-$120k/yr HybridFull Time
3+ YOEUndergraduate degree preferred; 3+ years customer-facing sales in investment/private banking/wealth/real estate; experience with HNW clients, CRM and Microsoft Office; strong communication, negotiation, research, and multilingual skills advantageous.
Microsoft Office, CRM
3w
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Associate 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 Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
1mo
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Client Advisor - Newbury
Boston, Massachusetts, United States
$21-$29/hr OnsiteFull Time
2+ YOE2+ years luxury retail or suiting experience, clienteling and CRM/POS proficiency, tailoring/fit knowledge, strong communication and presentation skills, and flexibility to work retail hours including evenings and weekends.
CRM, POS
1w
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BOTTEGA VENETA Client Advisor, Boston
Boston, Massachusetts, United States
$23-$25/hr OnsiteFull Time
1+ YOE1–2 years retail sales experience (luxury preferred); ability to meet sales KPIs, build client relationships, polished appearance, strong verbal communication, mobile on sales floor, available for weekends and holiday season.
2w
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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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Client Advisor PT, Temp
Boston, Massachusetts, United States
OnsiteMultiple Commitments Available
2+ YOE2+ years customer service or retail experience; strong customer service, communication, and organization; proficiency with Microsoft Office and spa scheduling/booking systems; high school diploma preferred.
Microsoft Office, Mindbody, Booker, Zenoti
1w
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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).
3mo
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Senior Advisor, Client Engagement
Irving or Westminster or Chicago or Wakefield
$96k-$144k/yr HybridFull Time
5+ YOE2+ MgmtBachelor’s degree or equivalent; 5+ years industry experience; 2+ years managerial; program/project mgmt; 2+ years customer-facing; Martech/Adtech experience.
2mo
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Client Advisor, Prada Saks Fifth Avenue Boston (Boston, US)
Boston, Massachusetts, United States
OnsiteFull Time
Engage clients, drive sales, deliver luxury service, build relationships, and promote omni-channel experiences.
3mo
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Senior Advisor, Client Engagement
Irving or Westminster or Chicago or Wakefield
$96k-$144k/yr HybridFull Time
5+ YOEBachelor’s degree or equivalent experience; 5+ years industry experience; 2+ years managerial; program and project management; 2+ years customer-facing; Martech/Adtech industry experience. Base salary 96k-144k; full-time.
2w
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Client Advsior - Boston, MA
Boston, Massachusetts, United States
$26-$28/hr OnsiteFull Time
5+ YOEProven luxury retail sales success with high-net-worth clients, minimum 5 years' experience, CRM proficiency, strong interpersonal and storytelling skills, tech-savvy, multilingual a plus.
CRM
1d
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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
3d
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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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Financial Advisor
Middleton, Massachusetts, United States
$61k-$250k/yr OnsiteFull Time
Full-Time financial advisor role requiring Bachelor's degree, entrepreneurial mindset, client-facing skills, and ability to build relationships.
Financial Planning Software, CRM, Microsoft Office
2w
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Client Relationship Analyst
Boston, Massachusetts, United States
$67k-$78k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills, attention to detail, interpersonal skills, and willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
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
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