119 client advisor jobs at 27 companies in Gardner, MA
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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
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 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
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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
2w
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Client Relationship Advisor
Concord, New Hampshire, United States
$90k-$130k/yr HybridFull Time
3+ YOEBachelor's degree, minimum 3 years relationship management or related financial services experience, Salesforce/CRM experience, strong presentation and negotiation skills, willingness to travel throughout New England.
Salesforce
4d
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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).
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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
2mo
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver timely accurate client materials, promote banking solutions, and use financial platforms; strong communication and attention to detail required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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Wealth Management Client Associate - RDA
Cambridge, Massachusetts, United States
$25-$44/hr OnsiteFull Time
High school diploma required; experience in client service, account management, and supporting Financial Advisors; strong communication and organizational skills.
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Wealth Advisor - Boston, MA
Charlestown or East Boston or Revere
$105k-$250k/yr OnsiteFull Time
2+ YOESeries 7/63/65 (or 66) and life/health/variable insurance license required; minimum 2 years financial advisor experience; demonstrated new business development and client management; bachelor's degree preferred.
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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
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.
2w
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Financial Advisor
Woburn, Massachusetts, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
planning software
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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
1d
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Senior Investment Advisor
Boston or Waltham or Florida or New Hampshire
$180k-$265k/yr OnsiteFull Time
12+ YOEBachelor's degree in economics, finance, mathematics, or quantitative science; 12+ years in investment management, financial services, or investment research; strong portfolio management, analytical, communication, and client advisory skills.
1mo
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Wealth Management Advisor
Cambridge, Massachusetts, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63 required, Series 65 or 66 required, Life and Health insurance license within 120 days, CFP or CFA I preferred, strong sales and client relationship skills.
3w
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Beauty Advisor - Part Time
Somerville, Massachusetts, United States
$22-$25/hr OnsitePart Time
Retail or client-facing experience, passion for beauty, strong communication, ability to lift 50 lbs, punctuality and availability for nights/weekends/holidays.
4d
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Beauty Advisor - Part Time
Woburn or Boston
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-service experience; excellent communication; beauty and trend knowledge; teamwork; quick learning; and ability to lift and carry up to 50 pounds.
3d
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Senior Associate Wealth Advisor
Needham, Massachusetts, United States
$125k-$140k/yr HybridFull Time
5+ YOEBachelor’s degree, 5+ years of financial services experience, CFP or equivalent required, and expertise in financial analysis, investment, risk, tax, estate planning, and client development.
CRM, LinkedIn
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