33 client advisor jobs at 18 companies in Holyoke, MA
5d
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Client Advisor with Athletic Background
West Hartford, Connecticut, United States
$71k-$88k/yr HybridFull Time
State insurance licenses required (training provided), bachelor's preferred, strong interpersonal and analytical skills, sales and client relationship experience beneficial, coaching mindset.
1mo
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Work From Home - Client Benefits Advisor
Brattleboro, Vermont, United States
RemoteFull Time
Must be driven, competitive, a self-starter, and willing to be coached; work remotely with interested clients; interviews via Zoom.
Zoom
2mo
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Client Relationship Analyst
Worcester or Middleton
$15-$43/hr OnsiteFull Time
High school diploma required (college preferred). Strong client service, Microsoft Office skills, attention to detail, and willingness to obtain required FINRA series licenses. Ability to execute money movements and support advisors.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1mo
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr HybridFull Time
4+ YOEMinimum 4 years wealth management experience, bachelor’s degree preferred, proficiency in Microsoft Office and CRM, strong communication, project management, and client service skills.
Microsoft Office, CRM
1mo
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr OnsiteFull Time
4+ YOE4-7 years wealth management experience, bachelor’s degree preferred, proficiency with Microsoft Office, strong communication, planning, and client service skills; supervisory experience a plus.
Microsoft Office
2w
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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
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.
4w
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Financial Advisor
Springfield, Massachusetts, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain insurance and securities licenses (SIE, Series 6/7/63), strong communication and time-management, legal authorization to work in the US.
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
1mo
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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
1w
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Beauty Advisor - Flex
West Hartford, Connecticut, United States
$20-$23/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication, ability to lift up to 50 lbs, meet required weekly shifts and be available nights/weekends/holidays.
1mo
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Financial Advisor – Cornerstone Bank
Athol, Massachusetts, United States
$50k-$90k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) and insurance license required; 3+ years investment sales experience; ability to build client relationships and create client-specific solutions.
1w
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Financial Advisor-in-Training
Glastonbury, Connecticut, United States
$60k/yr HybridFull Time
Bachelor's degree required (or graduation within six months). Strong client-facing, communication, problem-solving skills and growth mindset; finance experience not required.
4w
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Beauty Advisor - Part Time
South Windsor, Connecticut, United States
$20-$23/hr OnsitePart Time, Full Time
Retail or client-facing experience, strong communication and interpersonal skills, passion for beauty and trends, ability to lift up to 50 lbs, availability for nights/weekends/holidays.
1mo
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Financial Advisor – Cornerstone Bank
Athol, Massachusetts, United States
$50k-$90k/yr OnsiteFull Time
3+ YOERequired Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and develop customized financial solutions.
4w
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Homelessness Prevention Advisor
Springfield, Massachusetts, United States
$20-$23/hr OnsiteFull Time
2+ YOE2 years human/social services experience (or equivalent); ability to assess client needs, determine eligibility, process assistance applications, communicate effectively, and use Microsoft Suite and databases.
Microsoft Suite
2w
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Wealth Management Advisor
West Hartford, Connecticut, 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 required within 120 days; CFP or CFA Level I preferred.
2w
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Part-Time Beauty Advisor - Sephora
Waterbury, Connecticut, United States
$18-$23/hr OnsitePart Time
Client-facing retail experience, strong communication, passion for beauty, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays.
1mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
North Amherst, Massachusetts, United States
$17-$22/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication and sales skills, flexible availability including days/nights/weekends/holidays, ability to lift up to 50 lbs, complete training, and perform merchandising and inventory tasks.
handheld scanners, multiple frequency devices
1w
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AMP Financial Advisor Trainee - Springfield, MA
Springfield, Massachusetts, United States
$31k-$75k/yr OnsiteFull Time
3+ YOEComplete AMP training and obtain licensing; 3+ years relevant experience preferred, bachelor’s degree preferred, sales and client development skills, SIE and Series licensing required/obtainable.
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