197 client advisor jobs at 67 companies in Pennsylvania
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Client Advisor
Wayne or Mechanicsburg
HybridFull Time
2+ YOEMinimum 2 years in client-facing or business development roles; insurance industry experience preferred; property & casualty license preferred or obtainable upon hire.
CRM, AI
1mo
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Private Client Advisor
Lansdale, Pennsylvania, United States
$62k/yr HybridFull Time
Sales-focused advisor for mass affluent clients, requires FINRA licenses (SIE, S7, S63/S65/S66), resident state insurance licenses, high school diploma (BA preferred), valid driver's license, and ability to obtain required licenses.
1mo
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Client Advisor
Conshohocken or Pennsylvania
OnsiteFull Time
Work inbound insurance quotes, recommend home/auto/personal lines, close sales, use CRM, strong communication and time-management; P&C license preferred.
CRM, agency management systems
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.
2mo
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GUCCI | Client Advisor - Pittsburgh
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong selling and client relationship skills, product knowledge, flexibility for evenings/weekends/holidays, excellent communication and commercial awareness.
POS
3w
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Client Services Advisor
Allentown, Pennsylvania, United States
HybridFull Time, Contract
Coachable, self-disciplined sales professional comfortable with commission-only compensation, appointment setting, client meetings, and following training and lead systems.
2mo
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GUCCI | Client Advisor - Pittsburgh
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience; ability to drive sales, build client relationships, use POS and in-store technology; flexibility to work evenings, weekends, and holidays; strong communication and product knowledge.
POS
1w
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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
2w
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Client Services Advisor - Canonsburg, PA
Canonsburg, Pennsylvania, United States
OnsiteFull Time
2+ YOESeries 65 preferred, Life & Health license preferred, 2+ years client-facing financial advisory experience preferred, strong interpersonal and communication skills, goal-oriented and organized.
4d
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Client Security Advisor - PA/NJ/DE/MI
King of Prussia or Detroit or New Jersey or Delaware
RemoteFull Time
5+ YOEBS/BA or equivalent experience, 5+ years in information security (advisor/architect/leader), strong presentation and technical skills, knowledge of threat landscape, ability to travel up to 40%, relevant certs such as CISSP/CRISC/CISM/C-CISO.
1mo
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Work From Home - Client Benefits Advisor
Bensalem, Pennsylvania, United States
RemoteFull Time
Self-starter and competitive individual who is coachable, able to guide and educate interested clients remotely; comfortable working without guaranteed hourly pay and with performance-based income.
Zoom
3w
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Premier Client Advisor - PNC Wealth Management
Clarks Summit or Scranton or Abington
OnsiteFull Time
2+ YOEFINRA Series 7 and 66 (or 63/65) and Life & Health insurance license required; bachelor\u0002s degree typically required; 2+ years relevant experience preferred; strong coaching, sales, and communication skills.
4w
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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.
1w
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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
1w
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Client Service Associate
Ephrata, Pennsylvania, United States
$24-$35/hr OnsiteFull Time
Provide client service and advisor support with strong communication, attention to detail, Microsoft Office proficiency, ability to learn technology, and pass criminal and financial background checks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Redtail
3w
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Wealth Management Client Associate
York, Pennsylvania, United States
OnsiteFull Time
Provide client service support to financial advisors, ensure accuracy of client materials, deepen client relationships, and follow bank policies; high school diploma required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
4w
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Wealth Management Client Associate
State College, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, deliver timely and accurate client materials, follow policies, promote bank offerings, and use Microsoft and CRM tools.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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