154 client advisor jobs at 49 companies in Manchester, NH
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Client Acquisition Advisor
Londonderry, New Hampshire, United States
OnsiteFull Time
3+ YOE3+ years financial advisor experience, Series 65/66 and/or CFP, strong client engagement and closing skills, Microsoft Office and CRM familiarity.
Microsoft Office Suite, CRM
3mo
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SAINT LAURENT Senior Client Advisor Boston
Boston, Massachusetts, United States
$22-$24/hr OnsiteFull Time
Leadership in retail or luxury hospitality, ability to manage and train client advisors, strong sales and client relationship skills, business mindset, English proficiency, comfort with retail tools and KPIs.
2mo
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Construction Client Advisor
North Andover, Massachusetts, United States
$75k-$150k/yr OnsiteFull Time
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.
CRM, AI
1mo
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Work From Home - Client Benefits Advisor
Nashua, New Hampshire, United States
RemoteFull Time
Remote advisor role working inbound/interested clients; seeks competitive, self-starting, coachable individuals to guide, educate, and help clients move forward.
Zoom
4d
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CLIENT ADVISOR - SAKS BOSTON
Boston, Massachusetts, United States
OnsiteFull Time
3+ YOEMinimum 3 years of retail sales experience, preferably luxury; client book preferred; product knowledge, software proficiency, customer focus, and flexible evening, weekend, and holiday availability.
Email
2w
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Environmental Client Advisor
Boston or New York City or Philadelphia
$93k-$197k/yr HybridFull Time
5+ YOE5+ years industry experience, P&C license (or ability to obtain), bachelor\u0002s degree preferred, strong client relationship and risk advisory skills.
1mo
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Private Client Advisor
Boston, Massachusetts, United States
$90k-$120k/yr HybridFull Time
3+ YOEUndergraduate degree preferred; 3+ years customer-facing sales in investment/private banking/wealth/real estate; experience with HNW clients, CRM and Microsoft Office; strong communication, negotiation, research, and multilingual skills advantageous.
Microsoft Office, CRM
2mo
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Client Advisor - Newbury
Boston, Massachusetts, United States
$21-$29/hr OnsiteFull Time
2+ YOE2+ years luxury retail or suiting experience, clienteling and CRM/POS proficiency, tailoring/fit knowledge, strong communication and presentation skills, and flexibility to work retail hours including evenings and weekends.
CRM, POS
4d
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Client Advisor-Mandarin Speaker-Natick
Natick, Massachusetts, United States
$20-$28/hr OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or client-related experience; proven sales results; POS and client tracking system proficiency; Microsoft Outlook/email; U.S. work authorization; flexibility for nights, weekends, and holidays.
Point of Sales (POS), Microsoft Outlook
1w
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Client Relationship Advisor
Concord, New Hampshire, United States
$90k-$130k/yr HybridFull Time
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.
Salesforce
1w
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Private Client Advisor II- Executive Coverage
New York or San Francisco or Dallas or Boston or Chicago or Los Angeles or Pennington
$225k-$298k/yr OnsiteFull Time
Provide high-touch advisory and client management for executive clients, lead client teams, register under SAFE Act when originating residential mortgages, sales and negotiation skills, leadership and cross-functional collaboration.
3w
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GUCCI | Client Advisor - Boston Copley
Boston, Massachusetts, United States
$22-$23/hr OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong communication and commercial awareness, ability to work retail schedule including evenings/weekends/holidays.
POS
1w
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Private Client Advisor II- Executive Coverage
New York or Chicago or San Francisco or Los Angeles or Dallas or Boston or Pennington
$225k-$298k/yr OnsiteFull Time
5+ YOE5+ years experience; lead client management for executive clients, provide wealth structuring, credit and banking solutions; SAFE Act registration required for residential mortgage origination; strong sales, negotiation and communication skills.
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J.P. Morgan Wealth Management – Private Client Advisor – Framingham, MA
Framingham, Massachusetts, United States
$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, client acquisition skills, goals-based planning, active Series 7 and Series 66 (or 63/65 obtained within 60 days), life/health/long-term-care insurance license (obtainable within 60 days).
3mo
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Client Advisor, Prada Saks Fifth Avenue Boston (Boston, US)
Boston, Massachusetts, United States
OnsiteFull Time
Engage clients, drive sales, deliver luxury service, build relationships, and promote omni-channel experiences.
1mo
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Client Advsior - Boston, MA
Boston, Massachusetts, United States
$26-$28/hr OnsiteFull Time
5+ YOEProven luxury retail sales success with high-net-worth clients, minimum 5 years' experience, CRM proficiency, strong interpersonal and storytelling skills, tech-savvy, multilingual a plus.
CRM
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Client Relationship Analyst
Boston, Massachusetts, United States
$67k-$78k/yr OnsiteFull Time
Provide client support for financial advisors, execute money movements, maintain client documentation, use Microsoft Office and firm systems; willingness to obtain Series 7 and Series 63/65 or Series 66.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Relationship Analyst
Boston, Massachusetts, United States
$67k-$78k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills, attention to detail, interpersonal skills, and willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
3mo
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Senior Wealth Advisor
Boston, Massachusetts, United States
$125k-$175k/yr FieldFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor’s degree in finance/business/economics preferred; strong communication and organization.
3w
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Wealth Advisor - Boston, MA
Charlestown or East Boston or Revere
$105k-$250k/yr OnsiteFull Time
2+ YOESeries 7/63/65 (or 66) and life/health/variable insurance license required; minimum 2 years financial advisor experience; demonstrated new business development and client management; bachelor's degree preferred.
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