64 client advisor jobs at 24 companies in Ledyard, CT
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Private Client Advisor
East Haven, Connecticut, United States
HybridFull Time
Sales-focused advisor for mass-affluent clients; requires FINRA SIE, S7, S66/S63 and S65, resident state insurance licenses; high school diploma required (BA preferred); ability to obtain required licenses if not held.
2mo
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Transportation Client Advisor
Wallingford, Connecticut, United States
$75k-$150k/yr HybridFull Time
3+ YOE3+ years client-facing or business development experience; P&C or Life & Health license preferred or able to obtain; experience with CRM and AI applications; strong communication and consultative sales skills.
CRM, AI
1w
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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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Client Advisor - East Hampton, NY
East Hampton, New York, United States
$25-$32/hr OnsiteFull Time
Sales-focused retail experience preferred (luxury market ideal), strong commercial mindset, product knowledge, clienteling skills, customer service and relationship-building abilities.
1mo
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Work From Home - Client Benefits Advisor
New Haven, Connecticut, United States
RemoteFull Time
Guide and educate interested clients remotely; self-starter, competitive, coachable, no cold outreach, opportunity for leadership; interviews via Zoom.
Zoom
3w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2w
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Wealth Advisor - Johnston, RI
Johnston, Rhode Island, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEActive Series 7 and 63/65/66, life/health/variable insurance license within 60 days, 2+ years financial advisor experience, new business development experience, familiarity with high-net-worth clients.
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
4d
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Financial Advisor
New Haven, Connecticut, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
2w
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Wealth Advisor
Westerly or Providence
$125k-$175k/yr OnsiteFull Time
10+ YOECFP or CTFA required or in progress, Bachelor's in Finance/Business, 10+ years experience in financial planning/wealth advisory, strong fiduciary focus, client relationship and communication skills.
CRM
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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.
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
2w
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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.
2d
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Beauty Advisor - Part Time
West Hartford, Connecticut, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, interpersonal, teamwork, product-learning, and client relationship skills; ability to lift and carry up to 50 pounds.
3w
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Merrill Advisor Development Program - Financial Advisor: Providence Market
Providence, Rhode Island, United States
$80k-$90k/yr OnsiteFull Time
1+ YOERequires Series 7 and 66 (63/65 acceptable), SAFE Act registration, minimum 1 year financial/investments or sales experience, client prospecting and relationship skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, PowerPoint, Excel, Salesforce
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.
1w
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Scientific Advisor, Medical Communications
Boston or Montclair or New York City or Parsippany or Philadelphia or Providence
$99k-$248k/yr RemoteFull Time
3+ YOE3+ years medical communications agency experience, PhD preferred or PharmD, therapeutic background, strong scientific writing/presentation skills, ability to travel for client meetings and advisory boards.
2mo
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Energy Solutions Advisor
Providence or United States
$50k-$250k/yr RemoteContract
2+ YOEB2B sales professional with 2+ years sales experience (preferred), proven track record of meeting targets, consultative selling skills, network-driven client acquisition, self-motivated and able to manage a remote sales pipeline.
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