2mo
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Client Advisor
Erie or King of Prussia
HybridFull Time
2+ YOEMinimum 2 years in client-facing sales, advisory, or business development in insurance; Property & Casualty license preferred; tech-savvy with CRM/AI tools; hybrid on-site/remote work.
CRM, AI
1mo
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Senior Client Advisor
Newtown Square, Pennsylvania, United States
HybridFull Time
7+ YOEBachelor's in business/finance required, 7+ years wealth management experience, strong analytical and client relationship skills, Microsoft Office/Excel and Salesforce proficiency; CFP/CFA preferred.
Microsoft Office, Microsoft Excel, Salesforce
2mo
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Private Client Advisor
Philadelphia or Washington or Richmond
$55k-$102k/yr HybridFull Time
2+ YOE2+ years personal lines insurance with High Net Worth clients; Property & Casualty license; strong client service; ability to travel.
Property & Casualty License
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.
4d
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Private Client Advisor
Philadelphia, Pennsylvania, United States
HybridFull Time
2+ YOEState P&C producer license, bachelor\u0002s degree in business-related field, 2+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication, quota-driven sales skills.
Microsoft Suite, Salesforce
1mo
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GUCCI | Client Advisor - King of Prussia
King of Prussia, Pennsylvania, United States
OnsiteFull Time
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
1w
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Client Advisor - BMW of Catonsville
Baltimore, Maryland, United States
$43k-$100k/yr OnsiteFull Time
Sales or commission-based experience preferred, strong customer service and multitasking, tech savvy with CRM, valid driver’s license with limited violations, excellent communication and negotiation skills.
CRM, Inventory management, Internet resources
1mo
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Work From Home - Client Benefits Advisor
Bear, Delaware, United States
RemoteFull Time
Self-starter, competitive and coachable individual able to guide and educate interested clients remotely and take ownership of income and growth.
Zoom
3w
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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
2mo
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Expert Client Advisor, Fine Jewelry
King Of Prussia, Pennsylvania, United States
OnsiteFull Time
Experience in luxury retail, clienteling, and product knowledge in Fine Jewelry; strong storytelling and sales leadership.
2mo
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Private Client Advisor II
Baltimore, Maryland, United States
$100k-$275k/yr OnsiteFull Time
12+ YOESeries 7, 63 and 65 (or 7 and 66); 12+ years private banking/financial services; ability to develop new business ($3M+ investable assets); strong communication and negotiation skills.
5d
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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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Client Advisor (Full-time), A|X Armani Exchange
Cherry Hill, New Jersey, United States
$17/hr OnsiteFull Time
Retail sales experience preferred, high school diploma/GED preferred, strong verbal/written communication, teamwork, familiarity with CRM/WeChat preferred, flexible schedule including holidays, nights and weekends.
CRM, WeChat
1mo
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Financial Advisor - Hunt Valley
Hunt Valley, Maryland, United States
$100k-$1000k/yr HybridFull Time
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.
1mo
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Associate Client Executive, Commercial Risk - IAS Mid-Atlantic
Bethesda or Philadelphia or Leesburg
$100k/yr HybridFull Time
Consultative insurance advisor for large, complex commercial accounts; strong insurance technical knowledge, risk analysis, client relationship skills, and communication; preferred CPCU/CIC/CRM/ARM and required state insurance licenses within 90 days.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Fiduciary Advisor
Wilmington, Delaware, United States
$58k-$96k/yr OnsiteFull Time
2+ YOEAdminister fiduciary accounts, ensure legal/regulatory compliance, manage assets and risk, communicate with clients; typically requires a bachelor\u0002s degree and 2+ years of relevant experience.
1mo
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Residential Advisor
Philadelphia, Pennsylvania, United States
OnsitePart Time
1+ YOEProvide care and supervision to residents, implement individual program plans, document client progress; requires degree/experience in social sciences or healthcare or equivalent experience and ability to perform physical tasks.
3w
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Luxury Travel Advisor
United States or Bryn Mawr
RemoteContract
Independent contractor role; entrepreneurial, client-focused, relationship-driven, able to develop clients, design itineraries, and manage travel arrangements; remote across the United States.
1mo
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Financial Advisor
Radnor, Pennsylvania, United States
HybridFull Time
Life, Accident & Health license required to start; SIE, Series 7 and Series 66 required within 6 months. Must be U.S. citizen or permanent resident. Strong communication, client development, and financial planning skills.
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