2w
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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
1mo
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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
2mo
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Private Client Advisor
Saco, Maine, United States
HybridFull Time
Experience in selling investment solutions; FINRA licenses required; strong client-focused sales with relationship building.
FINRA Systems, Office Software, Customer Relationship Management (CRM)
1d
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Environmental Client Advisor
Boston or New York City or Philadelphia
$93k-$197k/yr HybridFull Time
5+ YOE5+ years industry experience, P&C license (or ability to obtain), bachelor\u0002s degree preferred, strong client relationship and risk advisory skills.
2w
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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
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
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
3w
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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.
3w
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J.P. Morgan Wealth Management – Private Client Advisor – Wayland, MA
Wayland, Massachusetts, United States
$48k/yr OnsiteFull Time
2+ YOEMinimum 2 years financial advisor or equivalent experience; active Series 7 and Series 66 (or obtain within 60 days); life, health & long-term care insurance license (or obtain within 60 days); CFP preferred; bachelor’s degree preferred; strong client acquisition and relationship skills.
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.
1w
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Collision Center Client Advisor / Estimator
Nashua, New Hampshire, United States
OnsiteFull Time
Valid driver’s license and acceptable driving record; strong verbal and written communication, time management, organization, and attention to detail.
1mo
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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
4w
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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
1mo
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Wealth Management Client Associate
Cambridge, Massachusetts, United States
$25-$44/hr OnsiteFull Time
Provides client service support to Financial Advisors; high school diploma/GED required; desirable FINRA SIE/Series 7/66 (63/65 accepted); strong communication, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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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.
1mo
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Advisor - Boston
Boston, Massachusetts, United States
$90k-$140k/yr OnsiteFull Time
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
1mo
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Business Advisor
Durham, New Hampshire, United States
$38/hr OnsitePart Time
3+ YOEBachelor's in accounting/business or related field and 3+ years relevant experience; business advising experience; strong communication, research, and data skills; willingness to travel and work with diverse clients.
MIS
3w
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VP/Wealth Advisor
Boston, Massachusetts, United States
$175k-$200k/yr OnsiteFull Time
Established client network and relationship-building skills; experience advising high-net-worth clients; strong interpersonal, communication, and ethical standards; passion for investing and strong academic background.
2mo
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Beauty Advisor - Flex
Hingham, Massachusetts, United States
$20-$23/hr OnsiteFull Time, Part Time
Retail/client-service experience; ability to provide personalized consultations, meet sales goals, lift up to 50 lbs, and be available nights, weekends and holidays. Must meet minimum weekly shift requirements.
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