119 client advisor jobs at 31 companies in Foster, RI
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Client Advisor-Mandarin Speaker-Natick
Natick, Massachusetts, United States
$20-$28/hr OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or related client experience; proven sales results; POS, client tracking, and Microsoft Outlook proficiency; U.S. work authorization; Mandarin speaking ability.
Point of Sales (POS) systems, Microsoft Outlook
2mo
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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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Client Advisor-Mandarin Speaker-Natick
Natick, Massachusetts, United States
$20-$28/hr OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or client-related experience; proven sales results; POS and client tracking system proficiency; Microsoft Outlook/email; U.S. work authorization; flexibility for nights, weekends, and holidays.
Point of Sales (POS), Microsoft Outlook
2d
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Client Service Advisor
Longmeadow or Springfield or New York
OnsiteFull Time
Bachelor’s degree in Finance, Business, or related field preferred; financial services or advisory experience; sales success; CRM and financial planning software proficiency; Series 65 or Series 7 and 66 required.
CRM, Salesforce, Microsoft Office Suite, Microsoft Excel, Microsoft Outlook
1mo
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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).
1mo
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Client Advisor (Full-time), Armani Outlet
Wrentham, Massachusetts, United States
$17/hr OnsiteFull Time
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
1w
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Work From Home - Client Benefits Advisor
Providence, Rhode Island, United States
RemoteRemote
Customer service dedication, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth and work-life balance.
Zoom
1mo
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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
1mo
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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 travel, and assist with digital tool enrollment. Detail-oriented with strong communication and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Wealth Advisor - Johnston, RI
Johnston, Rhode Island, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEActive Series 7 and 63/65/66, life/health/variable insurance license within 60 days, 2+ years financial advisor experience, new business development experience, familiarity with high-net-worth clients.
2mo
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Wealth Management Client Associate - Resident Director’s Assistant
Cambridge, Massachusetts, United States
$25-$44/hr OnsiteFull Time
1+ YOE1+ years client service experience, high school diploma/GED, supports Financial Advisors, strong communication, prioritization, and administrative skills.
1mo
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Financial Advisor
Springfield, Massachusetts, United States
$90k-$120k/yr OnsiteFull Time
Series 7 required, professional client-facing experience, proficiency with financial planning software and Microsoft Office, ability to work on-site in Springfield, MA, and maintain confidentiality.
RightCapital, eMoney, MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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Financial Advisor
Hartford, Connecticut, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
planning software
3mo
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Financial Advisor
Wellesley, Massachusetts, 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.
3w
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Wealth Advisor
Westerly or Providence
$125k-$175k/yr OnsiteFull Time
10+ YOECFP or CTFA required or in progress, Bachelor's in Finance/Business, 10+ years experience in financial planning/wealth advisory, strong fiduciary focus, client relationship and communication skills.
CRM
1mo
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Financial Advisor
Wethersfield, Connecticut, United States
$80k-$85k/yr OnsiteFull Time
6+ YOE6+ years financial services experience with emphasis on sales and client relationship management; strong investment and retirement planning knowledge; excellent communication; ability to obtain/maintain FINRA and insurance licenses.
1mo
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Financial Advisor
Wethersfield, Connecticut, United States
$80k-$85k/yr OnsiteFull Time
6+ YOE6+ years in financial services with emphasis on sales and client relationship management; strong investment and retirement planning knowledge; excellent communication; ability to work in a fast-paced environment. Preferred: Series 65 or Series 7 & 66, Connecticut Life & Health, CFP.
iCIMS
2mo
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Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford or United States
$120k-$150k/yr RemoteFull Time
5+ YOEBachelor's in finance/economics required, 5+ years wealth advisory experience, Series 65/66 (or CFP/CFA waiver), proficiency with eMoney, Salesforce and Microsoft platform, strong communication and client management skills.
Microsoft, eMoney, Salesforce
2mo
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Beauty Advisor - Flex
Uncasville, Connecticut, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, availability for nights/weekends/holidays, meet minimum weekly hours for flex scheduling.
4w
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Tax Strategy Advisor
Rockford or Chicago or Lincolnshire or Middleton or Satellite Beach or Westwood
$100k-$135k/yr HybridFull Time
6+ YOEProvide advanced tax planning and advisory services for high-net-worth clients; prepare complex returns; research tax issues; client-facing experience and strong communication required.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
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