105 client advisor jobs at 44 companies in Temple, PA
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.
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.
1mo
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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.
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
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
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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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.
1mo
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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
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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
3w
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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
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Work From Home - Client Benefits Advisor
Allentown, Pennsylvania, United States
RemoteRemote
Customer service dedication, strong communication and interpersonal skills, team leadership ability, and interest in professional growth and development.
Zoom
1w
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Client Advisor with Athletic Background
Jamison, Pennsylvania, United States
$70k-$95k/yr OnsiteFull Time
Bachelor's degree in finance, business, or related field preferred; strong interpersonal, communication, analytical, networking, and client relationship-building skills required. State insurance licenses must be obtained.
1w
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Client Security Advisor | Remote, PA/NJ/DE/MI
Pennsylvania or Michigan or New Jersey or Delaware or King of Prussia or Detroit
RemoteFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years in information security, strong business and technical acumen, communication skills, security knowledge, and relevant certifications preferred.
Standardized Sales Operating Processes (SOPs), whiteboard
3w
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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
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Wealth Management Client Associate
Wyomissing, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on bank offerings, ensure accuracy of client materials, and support operational excellence; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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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
1mo
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Associate, Advisor Success
Berwyn, Pennsylvania, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2+ years in financial services or client service, bachelor\u0002s degree preferred, experience with advisor support, strong communication and relationship skills, CRM experience.
CRM
1mo
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Advisor
Lancaster, Pennsylvania, United States
OnsiteFull Time
Develop and manage commercial P&C book of business, analyze client exposures, prepare submissions, negotiate terms, and meet revenue quotas; P&C producer licensure required; associate degree or equivalent preferred.
1mo
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Private Client Associate - Royersford, PA
Royersford, Pennsylvania, United States
OnsiteFull Time
Provide client service and operational support for financial advisors; strong customer service, communication, attention to detail; proficiency in Word, Excel, PowerPoint, Outlook; Series licensing preferred or obtainable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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