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46 client advisor jobs at 22 companies in Springfield, MA

1mo
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Transportation Client Advisor
Wallingford, Connecticut, United States
$75k-$150k/yr HybridFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
3+ YOE3+ years client-facing or business development experience; P&C or Life & Health license preferred or able to obtain; experience with CRM and AI applications; strong communication and consultative sales skills.
CRM, AI
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3mo
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Client Advisor - Westfarms Mall
Farmington, Connecticut, United States
$23-$32/hr OnsiteFull Time
JCPenney
JCPenney: Retailer of apparel, home goods, and beauty products.
2+ YOE2+ years in luxury fashion or high-end retail; strong tailoring knowledge; proven clienteling; excellent communication; CRM/POS experience; able to work retail hours including evenings and weekends.
CRM, POS systems
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3mo
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Financial Advisor
Holyoke, Massachusetts, United States
$55k-$130k/yr HybridFull Time
Charter Oak Financial
Charter Oak Financial: Financial agency providing insurance and wealth management planning services.
0+ YOEEntry level financial advisor with Life and Health licenses; client development and fiduciary-focused advisory; commission-based earnings.
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3mo
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Wealth Management Client Associate
Hartford, Connecticut, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client service support for Financial Advisors, ensure timely materials, assist with risk-aware client servicing; strong communication and computer skills required.
Microsoft Word, Excel, PowerPoint, Salesforce
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2mo
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Client Relationship Analyst
Worcester or Middleton
$15-$43/hr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Strong client service, Microsoft Office skills, attention to detail, and willingness to obtain required FINRA series licenses. Ability to execute money movements and support advisors.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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2w
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr HybridFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
4+ YOEMinimum 4 years wealth management experience, bachelor’s degree preferred, proficiency in Microsoft Office and CRM, strong communication, project management, and client service skills.
Microsoft Office, CRM
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3w
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
4+ YOE4-7 years wealth management experience, bachelor’s degree preferred, proficiency with Microsoft Office, strong communication, planning, and client service skills; supervisory experience a plus.
Microsoft Office
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4d
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Financial Advisor
Springfield, Massachusetts, United States
$90k-$120k/yr OnsiteFull Time
Grenier Financial Advisors
Grenier Financial Advisors: Provides customized financial planning and investment advisory services.
Series 7 required, professional client-facing experience, proficiency with financial planning software and Microsoft Office, ability to work on-site in Springfield, MA, and maintain confidentiality.
RightCapital, eMoney, MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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1w
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Financial Advisor
West Hartford, Connecticut, 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 and 63 licenses; entrepreneurial, relationship-building and client-facing skills; US work authorization required.
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3w
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Financial Advisor
Wethersfield, Connecticut, United States
$80k-$85k/yr OnsiteFull Time
Alera Group
Alera Group: National firm providing insurance brokerage and financial services.
6+ YOE6+ years in financial services with emphasis on sales and client relationship management; strong investment and retirement planning knowledge; excellent communication; ability to work in a fast-paced environment. Preferred: Series 65 or Series 7 & 66, Connecticut Life & Health, CFP.
iCIMS
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1mo
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Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford or United States
$120k-$150k/yr RemoteFull Time
Virtus Investment Partners
Virtus Investment PartnersNYSE: VRTS: Provides investment management services to individual and institutional investors.
5+ YOEBachelor's in finance/economics required, 5+ years wealth advisory experience, Series 65/66 (or CFP/CFA waiver), proficiency with eMoney, Salesforce and Microsoft platform, strong communication and client management skills.
Microsoft, eMoney, Salesforce
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1w
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Beauty Advisor - Flex
Canton, Connecticut, United States
$20-$23/hr OnsiteMultiple Commitments Available
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, strong communication and interpersonal skills, passion for beauty and trends, ability to lift up to 50 pounds, punctual and reliable.
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1w
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Beauty Advisor - Flex
Canton, Connecticut, 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-focused experience, passion for beauty, strong communication, ability to lift up to 50 lbs, punctual and available for nights/weekends/holidays.
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2w
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Financial Advisor – Cornerstone Bank
Athol, Massachusetts, United States
$50k-$90k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOESeries 7 and 66 (63/65) and insurance license required; 3+ years investment sales experience; ability to build client relationships and create client-specific solutions.
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1mo
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Client Consulting Transformation Director - 274409 | CBRE
Worcester, Massachusetts, United States
$135k-$155k/yr OnsiteFull Time
CBRE
CBRENYSE: CBRE: Provides global commercial real estate services and investment management.
10+ YOEBachelor's preferred with 10+ years relevant experience; experience leading matrixed teams; trusted advisor to senior stakeholders; strong Microsoft Office skills; experience with occupancy planning, space data, and CAD-related services.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CAD
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2w
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Financial Advisor-in-Training
Glastonbury, Connecticut, United States
$60k/yr HybridFull Time
AdviceOne
AdviceOne: Provides retirement, investment, and financial planning advisory services.
Bachelor's degree (or graduating within six months); strong people, communication, and problem-solving skills; client-facing experience preferred; growth-minded and resilient.
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2w
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Financial Advisor – Cornerstone Bank
Athol, Massachusetts, United States
$50k-$90k/yr OnsiteFull Time
Central Pacific Bank
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOERequired Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and develop customized financial solutions.
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1w
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Homelessness Prevention Advisor
Springfield, Massachusetts, United States
$20-$23/hr OnsiteFull Time
Way Finders
Way Finders: Develops affordable housing and provides housing support services.
2+ YOE2 years human/social services experience (or equivalent); ability to assess client needs, determine eligibility, process assistance applications, communicate effectively, and use Microsoft Suite and databases.
Microsoft Suite
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2w
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Financial Advisor with Athletic Background
Springfield, Massachusetts, United States
$107k-$149k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's preferred; ability to obtain state insurance licenses (training provided, sponsorship considered); strong interpersonal, analytical, and client-development skills; coachable and goal-oriented.
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2mo
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Specialty Beauty Advisor - Clinique
Waterbury, Connecticut, United States
$18-$28/hr OnsiteFull Time
Ulta Beauty
Ulta BeautyNASDAQ: ULTA: Largest US beauty retailer selling cosmetics and salon services.
High school diploma preferred; cosmetology or demonstrator license where required by state law; cosmetics artistry experience preferred; strong sales, communication, and client relationship skills.
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