140 client advisor jobs at 43 companies in Providence, RI
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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.
5d
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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.
2w
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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
1mo
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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
1mo
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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
4w
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BOTTEGA VENETA Client Advisor, Boston
Boston, Massachusetts, United States
$23-$25/hr OnsiteFull Time
1+ YOE1–2 years retail sales experience (luxury preferred); ability to meet sales KPIs, build client relationships, polished appearance, strong verbal communication, mobile on sales floor, available for weekends and holiday season.
1mo
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Client Advisor-Full Time-Natick, MA
Natick, Massachusetts, United States
$20-$27/hr OnsiteFull Time
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
2d
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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.
1d
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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.
3w
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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).
1mo
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Work From Home - Client Benefits Advisor
Cumberland, Rhode Island, United States
RemoteFull Time
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
2mo
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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.
2w
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Client Advisor (Full-time), Armani Outlet
Wrentham, Massachusetts, United States
$17/hr OnsiteFull Time
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
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
1mo
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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
2mo
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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.
2w
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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.
1mo
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Advisor - Boston
Boston, Massachusetts, United States
$90k-$140k/yr OnsiteFull Time
Undergraduate degree and professional designation (CFP, CPA, CFA, or JD). Strong financial planning experience, Microsoft Office proficiency, client communication, and team leadership; 4+ years preferred.
Microsoft Word, Microsoft Excel, Windows, CRM
3w
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Financial Advisor
Wellesley, Massachusetts, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, licensing (SIE, Series 6,7,63,Life/Accident & Health), strong relationship-building, entrepreneurship, time management, and client-facing experience.
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