2mo
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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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Client Advisor
Freehold, New Jersey, United States
$62k-$121k/yr OnsiteFull Time
Proven track record selling cars, strong customer-service focus, excellent written and verbal communication, polished professional, ability to demonstrate vehicle features, multitasking and time management, stable work history.
1mo
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Work From Home - Client Benefits Advisor
Bayonne, New Jersey, United States
RemoteFull Time
Remote client-facing advisor role working with inbound interested clients; requires strong communication, self-motivation, coachability, and competitiveness; interviews via Zoom.
Zoom
2mo
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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
1w
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Client Advisor, Full Time
Short Hills, New Jersey, United States
$21-$23/hr OnsitePart Time
Provide luxury retail sales and client service, capture CRM data, perform inventory tasks, communicate in English; prior retail/luxury experience preferred.
CRM
1mo
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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 Services Advisor
Allentown, Pennsylvania, United States
HybridFull Time, Contract
Coachable, self-disciplined sales professional comfortable with commission-only compensation, appointment setting, client meetings, and following training and lead systems.
1mo
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Part Time Client Advisor
Short Hills, New Jersey, United States
OnsitePart Time
High school diploma or GED required (college preferred). Prior retail/boutique experience with high-end goods and client-focused sales. Flexible availability for open scheduling across a seven-day operation.
1mo
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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
1d
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Client Advisor with Athletic Background
Princeton, New Jersey, United States
$70k-$95k/yr HybridFull Time
Bachelor's degree preferred; strong interpersonal, communication and analytical skills; ability to obtain state insurance license (training provided); competitive sales and client-development skills.
3d
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Private Client Advisor
Philadelphia, Pennsylvania, United States
HybridFull Time
2+ YOEState P&C producer license, bachelor\u0002s degree in business-related field, 2+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication, quota-driven sales skills.
Microsoft Suite, 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
1w
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Client Advisor - New Jersey Metro
Short Hills, New Jersey, United States
$25-$32/hr OnsiteFull Time
Retail sales experience preferred, strong customer service and communication, product and brand knowledge, ability to meet sales goals and use clienteling tools to build relationships.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Boro Park, Brooklyn, NY
Brooklyn or Staten Island
$66k/yr OnsiteFull Time
2+ YOEMinimum 2 years in a financial advisor role; Series 7 and 66; Life, Health, and Long-Term Care licenses; strong client relationships and planning skills.
1mo
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Client Advisor (Full-time), A|X Armani Exchange
Staten Island, New York, United States
$17/hr OnsiteFull Time
Retail experience preferred, high school/GED preferred, strong communication and team skills, ability to work flexible schedule including nights, weekends and holidays; familiarity with CRM and client outreach tools preferred.
CRM, WeChat
2mo
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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
2w
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Premier Client Advisor - PNC Wealth Management
Hamilton, New Jersey, United States
$75k/yr OnsiteFull Time
2+ YOEBachelor's degree and 2+ years relevant experience; FINRA Series 7 and 66 (or 63/65) and Life & Health insurance required; strong coaching, sales, and communication skills.
2mo
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Client Advisor - Court at King of Prussia
King Of Prussia, Pennsylvania, United States
$17-$24/hr OnsiteFull Time
2+ YOE2+ years in luxury fashion or high-end retail; strong tailoring knowledge; excellent clienteling and CRM/POS skills; flexible retail hours.
CRM, POS systems, Fabric knowledge
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