58 client advisor jobs at 21 companies in Hooksett, NH
4w
Save
Mark Applied
Hide
4w
Client Acquisition Advisor
Londonderry, New Hampshire, United States
OnsiteFull Time
Retirement Income Source SFG: Provides income-focused retirement planning and financial education services.
3+ YOE3+ years financial advisor experience, Series 65/66 and/or CFP, strong client engagement and closing skills, Microsoft Office and CRM familiarity.
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
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.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor role working inbound/interested clients; seeks competitive, self-starting, coachable individuals to guide, educate, and help clients move forward.
Atlantic Community Bankers Bank: Provides correspondent banking services to community financial institutions.
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.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client-service focused support for Financial Advisors; high school diploma required; familiarity with investment products and FINRA exams preferred; strong verbal/written communication and Microsoft/CRM skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and US work authorization without sponsorship.
University System of New Hampshire: Providing public higher education and research through New Hampshire colleges.
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.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Provide personalized consultations, excellent client service, retail experience preferred, ability to lift up to 50 pounds, available nights/weekends/holidays.
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, passion for beauty, strong communication, ability to lift up to 50 lbs, flexible availability including nights/weekends/holidays, meet minimum weekly hours.
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years managing a book of business or building relationships with affluent clients; university degree preferred; obtain required FINRA registrations within 120 days; life & health license required; CFP or CFA preferred.
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and three or more years of investment sales experience; ability to service a book of business and build client relationships.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, authentic passion for beauty, strong communication and sales skills, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOERequires Series 7 and Series 66 (Series 63/65), insurance license, and 3+ years of investment sales experience; must be able to service and build a book of business and create client solutions.
Edward Jones: Offers investment management and financial planning through local branches.
3+ YOESeries 7 and Series 66 (or ability to obtain), FINRA and state insurance licenses, high school diploma required (bachelor's preferred), 3+ years securities experience preferred, strong client relationship and regulatory knowledge.
OneDigital: Provider of insurance, financial services, and HR consulting solutions.
Bachelor's degree required; experience with high-net-worth clients; strong analytical, communication, presentation, and business development skills; entrepreneurial, team-oriented, and self-motivated; must be eligible to work in the U.S. without sponsorship.
CGINYSE: GIB: Provides information technology and business consulting services.
12+ YOE12+ years insurance and consulting experience across P&C, life, reinsurance and brokers; proven business development, client engagement, and transformation delivery; C-suite interaction and strong communication skills.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail or service experience, strong communication, flexible availability (days/nights/weekends/holidays), able to lift up to 50 lbs, complete company training, basic computer and math skills.