23 client advisor jobs at 10 companies in Walpole, NH
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Client Relationship Advisor
Concord, New Hampshire, United States
$90k-$130k/yr HybridFull Time
3+ YOEBachelor's degree, minimum 3 years relationship management or related financial services experience, Salesforce/CRM experience, strong presentation and negotiation skills, willingness to travel throughout New England.
Salesforce
1w
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Work From Home - Client Benefits Advisor
Hartford, Vermont, United States
RemoteFull Time
Requires dedication to customer service, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth.
Zoom
3mo
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Client Relationship Analyst
Worcester or Middleton
$15-$43/hr OnsiteFull Time
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
2mo
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver timely accurate client materials, promote banking solutions, and use financial platforms; strong communication and attention to detail required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
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Wealth Management Client Associate
Manchester, New Hampshire, United States
OnsiteFull Time
Client-service focused support for Financial Advisors; high school diploma required; familiarity with investment products and FINRA exams preferred; strong verbal/written communication and Microsoft/CRM skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Financial Advisor
Manchester, New Hampshire, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and US work authorization without sponsorship.
proprietary planning software
1mo
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Private Wealth Advisor
Hanover or Bedford
HybridFull Time
10+ YOE10+ years financial services experience; expertise in wealth management, trust/fiduciary/advisory services; strong client service, relationship management, and strategic planning skills.
1mo
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Associate Financial Advisor
Bedford, New Hampshire, United States
$69k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication skills; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
1mo
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Part-Time Beauty Advisor - Sephora
Manchester, New Hampshire, United States
$16/hr OnsitePart Time
Client-facing retail experience, authentic passion for beauty, strong communication and sales skills, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays.
handheld scanner
1mo
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Associate Financial Advisor - Bedford, NH
Bedford, New Hampshire, United States
OnsiteFull Time
3+ YOESeries 7 and Series 66 (or ability to obtain), FINRA and state insurance licenses, high school diploma required (bachelor's preferred), 3+ years securities experience preferred, strong client relationship and regulatory knowledge.
1mo
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Wealth Management Advisor (Hanover, NH)
Hanover, New Hampshire, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of business with affluent clients; FINRA registrations (Series 7/63/65/66) and life & health insurance license required; CFP or CFA preferred; university degree preferred; strong communication and client relationship skills.
2w
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Part-Time Beauty Advisor (Rehire/Referral)
West Lebanon, New Hampshire, United States
$15/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math and computer skills, and ability to lift up to 50 pounds.
handheld scanners
1mo
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Wealth Management Advisor (Hanover, NH)
Hanover, New Hampshire, United States
$100k-$110k/yr OnsiteFull Time
5+ YOE5+ years managing a book of business or affluent client relationships; obtain FINRA registrations within 120 days; life & health insurance license required; CFP or CFA preferred; university degree preferred.
2w
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Cybersecurity Advisor - Threat Management | Remote, North East, NYC
New York City or Providence or Hartford or Boston or Burlington or Portland or Manchester or Minneapolis or Illinois or Wisconsin
$170k-$230k/yr RemoteFull Time
5+ YOEBachelor's degree or equivalent experience; 5+ years in information security focused on threat management; cybersecurity expertise, strong sales, communication, presentation, and client advisory skills; travel around 25%.
RFI, RFP, SOC, SIEM, SOAR, UEBA
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