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87 client advisor jobs at 35 companies in Fall River, MA

2mo
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Strategic Client Advisor
Boston, Massachusetts, United States
$160k-$200k/yr HybridFull Time
Loomis Sayles
Loomis Sayles: Active asset management firm providing global research-driven portfolio solutions.
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.
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6d
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Private Client Advisor
Boston, Massachusetts, United States
$90k-$120k/yr HybridFull Time
Henley & Partners
Henley & Partners: Advising on global residency and citizenship by investment programs.
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
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4w
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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
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
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
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1mo
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Client Advisor - Newbury
Boston, Massachusetts, United States
$21-$29/hr OnsiteFull Time
JCPenney
JCPenney: Retailer of apparel, home goods, and beauty products.
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
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2w
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BOTTEGA VENETA Client Advisor, Boston
Boston, Massachusetts, United States
$23-$25/hr OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
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.
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2w
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Client Advisor-Full Time-Natick, MA
Natick, Massachusetts, United States
$20-$27/hr OnsiteFull Time
Tiffany & Co.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
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
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2w
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Client Advisor PT, Temp
Boston, Massachusetts, United States
OnsiteMultiple Commitments Available
Biologique Recherche
Biologique Recherche: Luxury skincare brand providing personalized clinical treatments and products.
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
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1w
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J.P. Morgan Wealth Management – Private Client Advisor – Framingham, MA
Framingham, Massachusetts, United States
$48k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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).
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3w
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Work From Home - Client Benefits Advisor
Cumberland, Rhode Island, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Self-motivated, competitive sales-oriented individuals and self-starters comfortable working remotely, being coached, and guiding/educating interested clients. Role does not offer guaranteed hourly pay.
Zoom
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2mo
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Client Advisor, Prada Saks Fifth Avenue Boston (Boston, US)
Boston, Massachusetts, United States
OnsiteFull Time
Prada Group
Prada GroupHong Kong Stock Exchange: 1913: Designs and retails luxury fashion, leather goods, and footwear
Engage clients, drive sales, deliver luxury service, build relationships, and promote omni-channel experiences.
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1d
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Client Advisor (Full-time), Armani Outlet
Wrentham, Massachusetts, United States
$17/hr OnsiteFull Time
Giorgio Armani
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Retail experience preferred, HS/GED preferred, strong verbal/written communication, CRM/WeChat proficiency preferred, multilingual skills are an asset, flexible availability including nights, weekends, and holidays.
CRM, WeChat
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3w
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Client Advsior - Boston, MA
Boston, Massachusetts, United States
$26-$28/hr OnsiteFull Time
Bulgari
Bulgari: Manufacturer and retailer of luxury jewelry, watches, and accessories.
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
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5d
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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1w
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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2w
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Client Relationship Analyst
Boston, Massachusetts, United States
$67k-$78k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
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2mo
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Commercial Risk Advisor
East Providence, Rhode Island, United States
OnsiteFull Time
Starkweather & Shepley
Starkweather & Shepley: Provides comprehensive insurance brokerage and risk management services.
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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3w
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Client Service Associate (Hybrid)
Norwell, Massachusetts, United States
$59k-$78k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
1+ YOEPerform administrative and data maintenance for client accounts, process transactions and new account openings, manage policy service requests, and support advisors. Requires 1-3 years experience (financial services preferred) and proficiency in Microsoft Office.
Microsoft Office
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3w
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Advisor - Boston
Boston, Massachusetts, United States
$90k-$140k/yr OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
Undergraduate degree and professional designation (CFP, CPA, CFA, or JD). Strong financial planning experience, Microsoft Office proficiency, client communication, and team leadership; 4+ years preferred.
Microsoft Word, Microsoft Excel, Windows, CRM
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3w
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Financial Advisor
West Tisbury, Massachusetts, United States
$79k-$89k/yr OnsiteFull Time
Martha's Vineyard Bank
Martha's Vineyard Bank: Provides community-focused retail and commercial banking and investment services.
Develop and maintain client relationships, provide financial planning and investment solutions, support compliance and audit, manage client transactions; Series 7 and 66 required, Series 65 and life/health/annuity licenses desirable, bachelor’s preferred.
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3w
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Financial Advisor
West Tisbury, Massachusetts, United States
$79k-$89k/yr OnsiteFull Time
Martha's Vineyard Bank
Martha's Vineyard Bank: Provides personal and business banking, lending, and investment services.
Develop and maintain client relationships, promote financial planning and investment solutions, support compliance, and manage client transactions. Requires Series 7 and 66; Series 65 and life/health/annuity licenses also noted; bachelor\u0002s degree preferred.
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