114 client advisor jobs at 50 companies in Intercourse, PA
2mo
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Client Advisor
Wayne or Mechanicsburg
HybridFull Time
2+ YOEMinimum 2 years in client-facing or business development roles; insurance industry experience preferred; property & casualty license preferred or obtainable upon hire.
CRM, AI
2mo
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Private Client Advisor
Lansdale, Pennsylvania, United States
$62k/yr HybridFull Time
Sales-focused advisor for mass affluent clients, requires FINRA licenses (SIE, S7, S63/S65/S66), resident state insurance licenses, high school diploma (BA preferred), valid driver's license, and ability to obtain required licenses.
3w
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree or equivalent experience, 7+ years relevant experience managing ultra-high net worth clients, deep expertise in planning/investments/banking, strong communication and influencing skills, SAFE registration required.
2d
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Client Advisor
King of Prussia, Pennsylvania, United States
OnsiteFull Time
2+ YOERequires 2+ years in luxury retail, strong communication and customer service skills, sales focus, multitasking ability, fashion interest, and proficiency with retail POS, Microsoft Word, Microsoft Excel, and email.
retail point of sale system, Microsoft Word, Microsoft Excel, email
1mo
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Expert Client Advisor, Hardsided
King of Prussia, Pennsylvania, United States
OnsiteFull Time
Experienced luxury retail sales professional with strong product expertise, storytelling and clienteling skills, ability to drive category sales, lead training, and develop client relationships.
3w
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree and 7+ years relevant experience; deep expertise in planning, investments, banking and fiduciary; SAFE Act registration; strong communication and interpersonal skills.
1mo
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Manager, Client Advisor II
Conshohocken, Pennsylvania, United States
OnsiteFull Time
5+ YOE5+ years P&C insurance sales in a call center, active P&C insurance license, leadership experience preferred, CRM and Microsoft Office proficiency, strong coaching and analytical skills.
CRM platforms, agency management systems, Microsoft Office
2mo
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Private Client Advisor
Cockeysville, Maryland, United States
HybridFull Time
2+ YOEState-issued Property & Casualty or Life & Health producer license, 4-year degree in a business-related field, 2+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills.
Microsoft Suite, Salesforce
2d
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Client Services Advisor (WFH)
Lancaster, Pennsylvania, United States
RemoteFull Time, Contract
Entry-level candidates are welcome. Must be coachable, hardworking, self-disciplined, eager to learn, and willing to complete training and follow the company's sales system.
1mo
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J.P. Morgan Wealth Management - Private Client Advisor - Norristown and Conshohocken, PA
Norristown or Conshohocken
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; proven client acquisition and relationship skills; Series 7 and Series 66/63/65 required or must be obtained within 60 days; life, health and long-term care insurance license required; CFP and bachelor's degree preferred.
2mo
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Client Advisor - Court at King of Prussia
King Of Prussia, Pennsylvania, United States
$17-$24/hr OnsiteFull Time
2+ YOE2+ years in luxury fashion or high-end retail; strong tailoring knowledge; excellent clienteling and CRM/POS skills; flexible retail hours.
CRM, POS systems, Fabric knowledge
4w
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Part-Time Client Advisor - King of Prussia
King of Prussia, Pennsylvania, United States
OnsitePart Time
3+ YOE3+ years luxury retail sales experience, strong communication, knowledge of women's and men's RTW, CRM use, and ability to meet sales targets.
CRM
2mo
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GUCCI | Senior Client Advisor - King of Prussia
King of Prussia, Pennsylvania, United States
OnsiteFull Time
4+ YOE4+ years luxury fashion sales experience, strong relationship-building and communication, commercial awareness, flexibility for retail schedule (evenings/weekends/holidays), ability to drive sales and uphold brand standards.
POS
2w
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Work From Home - Client Benefits Advisor
Brookside, Delaware, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and desire for professional growth and development.
Zoom
2w
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Client Security Advisor | Remote, PA/NJ/DE/MI
Pennsylvania or Michigan or New Jersey or Delaware or King of Prussia or Detroit
RemoteFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years in information security, strong business and technical acumen, communication skills, security knowledge, and relevant certifications preferred.
Standardized Sales Operating Processes (SOPs), whiteboard
3w
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Client Service Associate
Ephrata, Pennsylvania, United States
$24-$35/hr OnsiteFull Time
Provide client service and advisor support with strong communication, attention to detail, Microsoft Office proficiency, ability to learn technology, and pass criminal and financial background checks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Redtail
1mo
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
Provide client service support to financial advisors, ensure accuracy of client materials, deepen client relationships, and follow bank policies; high school diploma required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products; Series registrations preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
1mo
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Associate, Advisor Success
Berwyn, Pennsylvania, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2+ years in financial services or client service, bachelor\u0002s degree preferred, experience with advisor support, strong communication and relationship skills, CRM experience.
CRM
1mo
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Advisor
Lancaster, Pennsylvania, United States
OnsiteFull Time
Develop and manage commercial P&C book of business, analyze client exposures, prepare submissions, negotiate terms, and meet revenue quotas; P&C producer licensure required; associate degree or equivalent preferred.
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