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20 client advisor jobs at 13 companies in Rhode Island

3mo
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Senior Client Advisor - Northeast
Maine or Vermont or New Hampshire or Massachusetts or Connecticut or Rhode Island or Pennsylvania
$80k-$95k/yr FieldFull Time
Crucial Learning
Crucial Learning: Provides corporate training programs for leadership and communication skills.
7+ YOEBachelor's degree,7+ years sales experience selling services to enterprises,proven new business development and quota attainment,Salesforce experience,strong communication,presentation,and analytical skills.
Salesforce.com, Microsoft Office
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1mo
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Retirement Client Advisor
Minneapolis or Milwaukee or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin or United States
$100k-$189k/yr RemoteFull Time
UMB Financial
UMB FinancialNASDAQ: UMBF: Provides banking, wealth management, and institutional financial services.
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking.
CRM
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3w
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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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6d
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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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2mo
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Commercial Risk Advisor
East Providence, Rhode Island, United States
OnsiteFull Time
Starkweather & Shepley
Starkweather & Shepley: Provides comprehensive insurance brokerage and risk management services.
Sales-focused risk advisor with license, able to generate new business and retain clients; strong networking and communication skills; experience in high-activity sales and insurance.
Sagitta, ImageRight, Helix
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1d
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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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1mo
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Client Experience Specialist
United States or California or Colorado or Connecticut or Maryland or Nevada or Rhode Island or Washington or New York City
$45k-$60k/yr RemoteFull Time
SmartAsset
SmartAsset: Online marketplace for financial advisor matching and personal finance tools.
1+ YOE1+ year high-volume call center experience required; comfortable with quota-driven metrics and outbound calling. Must log CRM interactions, schedule advisor consultations, communicate clearly, adapt quickly, and work some holidays/weekends. Remote within contiguous U.S.
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2w
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Financial Advisor
Providence, Rhode Island, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6, 7, 63 licenses; entrepreneurial mindset, client-building experience, strong communication and time-management, legal US work authorization required.
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2w
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Beauty Advisor - Flex
Newport, Rhode Island, United States
$20-$23/hr OnsiteFull Time, Part Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication and interpersonal skills, product knowledge, ability to meet sales goals, physically able to lift up to 50 lbs, available for nights, weekends, and holidays.
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1mo
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Energy Advisor- Commercial Sales
New York or Pennsylvania or Massachusetts or New Jersey or Maryland or Connecticut or Delaware or Rhode Island or Illinois or Texas or Ohio or New Hampshire or California or Houston
$75k-$175k/yr RemoteFull Time
5
5: Provides data-driven energy advisory and procurement services to businesses.
3+ YOE3+ years in the energy industry and 3+ years B2B outside sales; proven prospecting, negotiation, and client relationship skills; self-starter with sales hunting experience; BA/BS preferred.
HubSpot
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3w
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Financial Advisor - Hybrid (Danvers, MA)
Danvers or San Francisco or Los Angeles or Los Angeles County or United States or California or Connecticut or Colorado or Hawaii or Illinois or Maine or Maryland or Massachusetts or Minnesota or New Jersey or New Mexico or Oregon or Rhode Island or Vermont or Washington
$80k-$90k/yr HybridFull Time
OneDigital
OneDigital: Provides insurance, employee benefits, and human resources consulting services.
Bachelor's degree required; experience with high-net-worth clients preferred. Strong analytical, communication, presentation, and interpersonal skills. Ability to develop client relationships and meet sales goals. Must be authorized to work in the U.S. without sponsorship.
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1mo
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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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1w
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Part-Time Beauty Advisor - Sephora
Warwick, Rhode Island, United States
$17/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Retail client-facing experience, passion for beauty, strong communication, ability to lift up to 50 lbs, complete company training, flexible schedule.
handheld scanners, multiple frequency devices
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3mo
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Licensed Beauty Advisor - Part Time (Cranston, RI, US, 02920)
Cranston, Rhode Island, United States
$22-$25/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOEActive license to provide waxing, makeup, and related beauty services; 1-3 years in a similar role or in customer service; strong knowledge of beauty products and trends; ability to deliver personalized client service; physically able to lift up to 50 pounds.
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