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55 client advisor jobs at 18 companies in New Bedford, MA

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Client Advisor - Newbury
Boston, Massachusetts, United States
$21-$29/hr OnsiteFull Time
JCPenney
JCPenney: Retailer of apparel, home goods, and beauty products.
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
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Client Advisor-Full Time-Natick, MA
Natick, Massachusetts, United States
$20-$27/hr OnsiteFull Time
Tiffany & Co.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or luxury client-facing experience with proven commercial results; minimum 3 years preferred. Must be flexible to work days/nights/weekends/holidays, authorized to work in the hiring country, proficient with POS, client tracking systems, and Microsoft Outlook.
Point of Sales (POS) systems, client tracking systems, Microsoft Outlook
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Work From Home - Client Benefits Advisor
Cumberland, Rhode Island, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Self-motivated, competitive sales-oriented individuals and self-starters comfortable working remotely, being coached, and guiding/educating interested clients. Role does not offer guaranteed hourly pay.
Zoom
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Client Advisor (Full-time), Armani Outlet
Wrentham, Massachusetts, United States
$17/hr OnsiteFull Time
Giorgio Armani
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Retail experience preferred, HS/GED preferred, strong verbal/written communication, CRM/WeChat proficiency preferred, multilingual skills are an asset, flexible availability including nights, weekends, and holidays.
CRM, WeChat
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr 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, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr 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, execute money movements, manage calendars and travel, and assist with digital tool enrollment. Detail-oriented with strong communication and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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Wealth Advisor - Johnston, RI
Johnston, Rhode Island, United States
$105k-$250k/yr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
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.
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Financial Advisor
West Tisbury, Massachusetts, United States
$79k-$89k/yr OnsiteFull Time
Martha's Vineyard Bank
Martha's Vineyard Bank: Provides community-focused retail and commercial banking and investment services.
Develop and maintain client relationships, provide financial planning and investment solutions, support compliance and audit, manage client transactions; Series 7 and 66 required, Series 65 and life/health/annuity licenses desirable, bachelor’s preferred.
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Financial Advisor
West Tisbury, Massachusetts, United States
$79k-$89k/yr OnsiteFull Time
Martha's Vineyard Bank
Martha's Vineyard Bank: Provides personal and business banking, lending, and investment services.
Develop and maintain client relationships, promote financial planning and investment solutions, support compliance, and manage client transactions. Requires Series 7 and 66; Series 65 and life/health/annuity licenses also noted; bachelor\u0002s degree preferred.
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Financial Advisor
Hingham, Massachusetts, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
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Financial Advisor
Wellesley, Massachusetts, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; strong communication, time-management, and entrepreneurial drive.
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Wealth Advisor
Westerly or Providence
$125k-$175k/yr OnsiteFull Time
Washington Trust
Washington TrustNASDAQ: WASH: Provides personal and commercial banking and wealth management services.
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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3w
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Tax Strategy Advisor
Rockford or Chicago or Lincolnshire or Middleton or Satellite Beach or Westwood
$100k-$135k/yr HybridFull Time
Savant Wealth Management
Savant Wealth Management: Independent fiduciary firm providing comprehensive wealth management and planning.
6+ YOEProvide advanced tax planning and advisory services for high-net-worth clients; prepare complex returns; research tax issues; client-facing experience and strong communication required.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
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Beauty Advisor - Flex
Hingham, Massachusetts, United States
$20-$23/hr OnsiteFull Time, Part Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail/client-service experience; ability to provide personalized consultations, meet sales goals, lift up to 50 lbs, and be available nights, weekends and holidays. Must meet minimum weekly shift requirements.
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Merrill Advisor Development Program - Financial Advisor: Providence Market
Providence, Rhode Island, United States
$80k-$90k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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Beauty Advisor - Part Time
Natick or Boston
$20-$23/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail, hospitality, or client-service experience preferred; requires beauty interest, communication skills, teamwork, product learning, reliable attendance, and ability to lift up to 50 pounds.
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2w
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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
IQVIA
IQVIANYSE: IQV: Provides clinical research and healthcare data analytics services.
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.
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Energy Solutions Advisor
Providence or United States
$50k-$250k/yr RemoteContract
Navigate Power & Verde Solutions
Navigate Power & Verde Solutions: Providing energy procurement and sustainable efficiency solutions for businesses.
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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DESIGN SHOP ADVISOR
Chestnut Hill, Massachusetts, United States
$24-$28/hr OnsiteFull Time
Serena & Lily
Serena & Lily: Retailer of home furnishings, decor, and bedding.
1+ YOE1+ year retail or relevant sales experience in home furnishings, strong communication, client service and sales skills, ability to use MacBook/Zoom/POS, able to handle merchandise up to 50 lbs and work varied hours including weekends and holidays.
MacBook, Zoom, POS
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Part-Time Beauty Advisor - Sephora
Seekonk, Massachusetts, United States
$16-$20/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong communication and sales skills, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays, complete company training.
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