138 client advisor jobs at 53 companies in Reading, PA
2mo
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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.
5d
Save
Mark Applied
Hide
Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree or equivalent experience, 7+ years relevant experience managing ultra-high net worth clients, deep expertise in planning/investments/banking, strong communication and influencing skills, SAFE registration required.
1d
Save
Mark Applied
Hide
Client Advisor
Conshohocken or Pennsylvania
OnsiteFull Time
High school diploma required; insurance, mortgage, or sales experience preferred but not required. Strong communication, organization, customer assessment, and solution recommendation skills required.
CRM, agency management systems
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
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.
5d
Save
Mark Applied
Hide
Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree and 7+ years relevant experience; deep expertise in planning, investments, banking and fiduciary; SAFE Act registration; strong communication and interpersonal skills.
1w
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
GUCCI | Senior Client Advisor - King of Prussia
King of Prussia, Pennsylvania, United States
OnsiteFull Time
4+ YOE4+ years luxury sales experience, strong relationship-building, commercial awareness, flexible retail schedule including evenings/weekends/holidays, excellent communication and client service skills.
POS
5d
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Registered Client Service Associate
Newtown Square, Pennsylvania, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products; Series registrations preferred; advanced Microsoft Office skills; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
Explore Jobs
Expand Your Job Search
Top Cities Near Reading for Client Advisor
- Client Advisor jobs in Philadelphia, PA
- Client Advisor jobs in Allentown, PA
- Client Advisor jobs in Bethlehem, PA
- Client Advisor jobs in Wilmington, DE
- Client Advisor jobs in Lancaster, PA
- Client Advisor jobs in Abington, PA
- Client Advisor jobs in Wharton, PA
- Client Advisor jobs in York, PA
- Client Advisor jobs in Norristown, PA
- Client Advisor jobs in Chester, PA
- Client Advisor jobs in Newark, DE
- Client Advisor jobs in Wayne, PA
- Client Advisor jobs in Radnor, PA
- Client Advisor jobs in Easton, PA
- Client Advisor jobs in Lebanon, PA
- Client Advisor jobs in Hazleton, PA
- Client Advisor jobs in Springfield, PA
- Client Advisor jobs in Pottstown, PA
- Client Advisor jobs in West Chester, PA
- Client Advisor jobs in Limerick, PA