254 client advisor jobs at 72 companies in Roebling, NJ
2mo
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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
2mo
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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.
3w
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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.
6d
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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 Grand Cayman or Greenwich or Houston or Los Angeles or Miami or Palm Beach or Nevada or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
6+ YOEBachelor's degree in a relevant field, ideally 6+ years of related business experience, strong writing and presentation skills, and organizational, teamwork, and leadership abilities. Series 7 and Series 63 desired.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Salesforce, Trust Builder
1d
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Client Advisor
King of Prussia, Pennsylvania, United States
OnsiteFull Time
2+ YOERequires 2+ years in luxury retail, strong communication and customer service skills, sales focus, multitasking ability, fashion interest, and proficiency with retail POS, Microsoft Word, Microsoft Excel, and email.
retail point of sale system, Microsoft Word, Microsoft Excel, email
3mo
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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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Client Advisor, Full Time
Short Hills, New Jersey, United States
$21-$23/hr OnsitePart Time
Provide luxury retail sales and client service, capture CRM data, perform inventory tasks, communicate in English; prior retail/luxury experience preferred.
CRM
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.
1w
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Part Time Client Advisor
Short Hills, New Jersey, United States
OnsitePart Time
High school diploma or GED required; college degree preferred. Requires prior high-end retail or boutique sales experience, client-focused service, and open scheduling availability.
2mo
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Client Advisor- Red Bank, NJ
Red Bank, New Jersey, United States
$19-$25/hr OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or relevant client experience; proven sales results; POS and client tracking proficiency; Microsoft Outlook/email; U.S. work authorization; flexible availability.
Point of Sales (POS) systems, Microsoft Outlook
3w
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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.
1mo
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Manager, Client Advisor II
Conshohocken, Pennsylvania, United States
OnsiteFull Time
5+ YOE5+ years P&C insurance sales in a call center, active P&C insurance license, leadership experience preferred, CRM and Microsoft Office proficiency, strong coaching and analytical skills.
CRM platforms, agency management systems, Microsoft Office
3w
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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
2mo
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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
3w
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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.
2mo
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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
1mo
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Client Advisor - New Jersey Metro
Short Hills, New Jersey, United States
$25-$32/hr OnsiteFull Time
Retail sales experience preferred, strong customer service and communication, product and brand knowledge, ability to meet sales goals and use clienteling tools to build relationships.
3w
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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.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Boro Park, Brooklyn, NY
Brooklyn or Staten Island
$66k/yr OnsiteFull Time
2+ YOEMinimum 2 years in a financial advisor role; Series 7 and 66; Life, Health, and Long-Term Care licenses; strong client relationships and planning skills.
1mo
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Premier Client Advisor - PNC Wealth Management
Hamilton, New Jersey, United States
$75k/yr OnsiteFull Time
2+ YOEBachelor's degree and 2+ years relevant experience; FINRA Series 7 and 66 (or 63/65) and Life & Health insurance required; strong coaching, sales, and communication skills.
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