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90 client advisor jobs at 42 companies in Lancaster, PA

2mo
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Client Advisor
Wayne or Mechanicsburg
HybridFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
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
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5d
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
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.
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1mo
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Expert Client Advisor, Hardsided
King of Prussia, Pennsylvania, United States
OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Experienced luxury retail sales professional with strong product expertise, storytelling and clienteling skills, ability to drive category sales, lead training, and develop client relationships.
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
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.
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Private Client Advisor
Cockeysville, Maryland, United States
HybridFull Time
Trucordia
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
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
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GUCCI | Client Advisor - King of Prussia
King of Prussia, Pennsylvania, United States
OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury fashion sales experience, proven ability to drive sales and build client relationships, strong communication and commercial awareness, flexibility to work evenings/weekends/holidays, product knowledge and grooming standards.
POS
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GUCCI | Senior Client Advisor - King of Prussia
King of Prussia, Pennsylvania, United States
OnsiteFull Time
Kering
KeringEuronext Paris: KER: Global luxury group managing renowned fashion, jewelry, and eyewear brands.
4+ YOE4+ years luxury sales experience, strong relationship-building, commercial awareness, flexible retail schedule including evenings/weekends/holidays, excellent communication and client service skills.
POS
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5d
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Client Security Advisor - PA/NJ/DE/MI
King of Prussia or Detroit or New Jersey or Delaware
RemoteFull Time
Optiv
Optiv: Provides cybersecurity consulting, technology integration, and managed security services.
5+ YOEBS/BA or equivalent experience, 5+ years in information security (advisor/architect/leader), strong presentation and technical skills, knowledge of threat landscape, ability to travel up to 40%, relevant certs such as CISSP/CRISC/CISM/C-CISO.
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1mo
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Work From Home - Client Benefits Advisor
Bear, Delaware, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Self-starter, competitive and coachable individual able to guide and educate interested clients remotely and take ownership of income and growth.
Zoom
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Client Advisor - Court at King of Prussia
King Of Prussia, Pennsylvania, United States
$17-$24/hr OnsiteFull Time
JCPenney
JCPenney: Retailer of apparel, home goods, and beauty products.
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
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Expert Client Advisor, Fine Jewelry
King Of Prussia, Pennsylvania, United States
OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Experience in luxury retail, clienteling, and product knowledge in Fine Jewelry; strong storytelling and sales leadership.
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1w
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Part-Time Client Advisor - King of Prussia
King of Prussia, Pennsylvania, United States
OnsitePart Time
Dolce & Gabbana
Dolce & Gabbana: Designs and retails luxury fashion apparel and beauty products.
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
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Wealth Management Client Associate
Towson, Maryland, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to Financial Advisors; high school diploma/GED; client-centric, adaptable, detail-oriented; proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; SIE/Series securities preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1w
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Client Service Associate
Ephrata, Pennsylvania, United States
$24-$35/hr OnsiteFull Time
Smoker & Company
Smoker & Company: Provides accounting, tax planning, and business advisory services.
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
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3w
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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3w
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Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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2w
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Associate, Advisor Success
Berwyn, Pennsylvania, United States
$60k-$70k/yr OnsiteFull Time
Great Valley Advisor Group
Great Valley Advisor Group: Provides investment advisory and comprehensive financial planning services.
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
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2w
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Private Client Associate - Royersford, PA
Royersford, Pennsylvania, United States
OnsiteFull Time
Janney Montgomery Scott
Janney Montgomery Scott: Provides wealth management, investment banking, and financial advisory services.
Provide client service and operational support for financial advisors; strong customer service, communication, attention to detail; proficiency in Word, Excel, PowerPoint, Outlook; Series licensing preferred or obtainable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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3w
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Advisor
Lancaster, Pennsylvania, United States
OnsiteFull Time
Element Risk Management
Element Risk Management: Provides personalized insurance and independent risk management services.
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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1mo
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Financial Advisor - Hunt Valley
Hunt Valley, Maryland, United States
$100k-$1000k/yr HybridFull Time
Lenox Advisors
Lenox AdvisorsNYSE: AON: Provides wealth management and financial planning for high-net-worth individuals.
3+ YOEMinimum 3 years as a financial advisor with a bachelor's degree; required licenses: Maryland Life, Health & Accident, Series 7, and Series 65 or 66; strong client relationship, investment, insurance, and retirement knowledge.
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