139 client advisor jobs at 50 companies in Naugatuck, 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.
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Private Client Advisor
Norwalk, Connecticut, United States
HybridFull Time
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license, strong client service, ability to travel for meetings, and familiarity with luxury carriers a plus.
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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
2mo
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Client Advisor - White Plains
White Plains, New York, United States
$22-$30/hr OnsiteFull Time
Retail or luxury retail experience with proven commercial results; POS and Microsoft Outlook proficiency; ability to build client relationships; flexible availability including days, nights, weekends, and holidays; authorization to work in the U.S.; degree and multilingual skills preferred.
POS, Microsoft Outlook
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
4d
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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.
4d
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Client Advisor with Athletic Background
Stamford or Westport or Fairfield
$70k-$95k/yr HybridFull Time
Prefer bachelor’s in finance/business; strong interpersonal, analytical, and client-development skills; state insurance license required (training provided); prior sales/financial experience beneficial.
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Client Advisor - White Plains
White Plains, New York, United States
$23-$26/hr OnsiteFull Time
Retail sales role requiring strong customer service, sales conversion, CRM usage, fashion knowledge, ability to lead and coach sales peers, and ability to work weekends/evenings; must have legal right to work in the US.
CRM
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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
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Client Advisor, Breitling & Omega Boutique - Westchester
White Plains, New York, United States
$24-$27/hr OnsiteFull Time
Customer-focused sales in luxury watches; strong relationship building; brand knowledge; CRM usage; flexible schedule.
CRM, POS
3d
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Part-Time Client Advisor, Greenwich Avenue
Greenwich, Connecticut, United States
$20/hr OnsitePart Time
2+ YOEHigh school diploma, minimum 2 years customer-facing sales experience (luxury/hospitality preferred), strong communication, ability to lift ~50 lbs, flexible schedule including weekends/holidays, tech-savvy.
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J.P. Morgan Wealth Management - Private Client Advisor - Center Moriches, NY
Center Moriches, New York, United States
$66k/yr OnsiteFull Time
2+ YOE2+ years in a financial advisor or equivalent role; Series 7 and Series 66 (or 63/65) required, life/health/long-term-care insurance license required (some may be obtained within 60 days); CFP and bachelor’s degree preferred; strong client acquisition and goals-based planning skills.
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Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
Deliver client service support to Financial Advisors, ensure timely and accurate client materials, learn technology platforms, and act with a client-centric mindset; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Wealth Management Client Associate
Stamford, Connecticut, United States
$25-$44/hr OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, learn banking and investment platforms, and manage client materials; 1 year experience preferred; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Acura Service Advisor
Stamford, Connecticut, United States
OnsiteFull Time
Automotive service advisor and client relations experience required; self-motivated and process driven; ability to manage customer experience, technician coordination, and maximize service revenue.
4w
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Director of Advisor Experience
Norwalk, Connecticut, United States
OnsiteFull Time
Leadership experience overseeing client/advisor service teams, process design, cross-functional collaboration, and performance management to deliver a pre-eminent advisor experience.
2mo
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Client Service Associate
White Plains, New York, United States
$44k-$66k/yr OnsiteFull Time
2+ YOEClerical/account opening, customer service, MS Office, ability to work with financial advisors.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
1mo
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Luxury Automobile Sales Professional
White Plains, New York, United States
$120k-$350k/yr OnsiteFull Time
Previous BMW client advisor experience required; luxury automotive sales record, valid driver's license and clean driving record, strong communication, negotiation, and relationship-building skills.
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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
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