63 client advisor jobs at 27 companies in Windham, CT
2mo
Save
Mark Applied
Hide
Private Client Advisor
East Haven, Connecticut, United States
HybridFull Time
Sales-focused advisor for mass-affluent clients; requires FINRA SIE, S7, S66/S63 and S65, resident state insurance licenses; high school diploma required (BA preferred); ability to obtain required licenses if not held.
2mo
Save
Mark Applied
Hide
Transportation Client Advisor
Wallingford, Connecticut, United States
$75k-$150k/yr HybridFull Time
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
1w
Save
Mark Applied
Hide
Client Advisor with Athletic Background
West Hartford, Connecticut, United States
$71k-$88k/yr HybridFull Time
State insurance licenses required (training provided), bachelor's preferred, strong interpersonal and analytical skills, sales and client relationship experience beneficial, coaching mindset.
1w
Save
Mark Applied
Hide
Client Advisor with Athletic Background
West Hartford, Connecticut, United States
$71k-$88k/yr OnsiteFull Time
Bachelor's degree in finance, business, or related field preferred. Strong communication, interpersonal, analytical, and relationship-building skills required; insurance licenses required with training provided.
1mo
Save
Mark Applied
Hide
Work From Home - Client Benefits Advisor
New Haven, Connecticut, United States
RemoteFull Time
Guide and educate interested clients remotely; self-starter, competitive, coachable, no cold outreach, opportunity for leadership; interviews via Zoom.
Zoom
3w
Save
Mark Applied
Hide
Client Advisor (Full-time), Armani Outlet
Wrentham, Massachusetts, United States
$17/hr OnsiteFull Time
Retail experience preferred, HS/GED preferred, strong verbal/written communication, CRM/WeChat proficiency preferred, multilingual skills are an asset, flexible availability including nights, weekends, and holidays.
CRM, WeChat
3w
Save
Mark Applied
Hide
Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
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
3mo
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
Wealth Advisor - Johnston, RI
Johnston, Rhode Island, United States
$105k-$250k/yr OnsiteFull Time
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.
1mo
Save
Mark Applied
Hide
AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr HybridFull Time
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
1mo
Save
Mark Applied
Hide
AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr OnsiteFull Time
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
3d
Save
Mark Applied
Hide
Financial Advisor
New Haven, Connecticut, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
3w
Save
Mark Applied
Hide
Financial Advisor
Springfield, Massachusetts, United States
$90k-$120k/yr OnsiteFull Time
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
2w
Save
Mark Applied
Hide
Wealth Advisor
Westerly or Providence
$125k-$175k/yr OnsiteFull Time
10+ YOECFP or CTFA required or in progress, Bachelor's in Finance/Business, 10+ years experience in financial planning/wealth advisory, strong fiduciary focus, client relationship and communication skills.
CRM
1mo
Save
Mark Applied
Hide
Financial Advisor
Wethersfield, Connecticut, United States
$80k-$85k/yr OnsiteFull Time
6+ YOE6+ years financial services experience with emphasis on sales and client relationship management; strong investment and retirement planning knowledge; excellent communication; ability to obtain/maintain FINRA and insurance licenses.
1mo
Save
Mark Applied
Hide
Financial Advisor
Wethersfield, Connecticut, United States
$80k-$85k/yr OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford or United States
$120k-$150k/yr RemoteFull Time
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
2w
Save
Mark Applied
Hide
Beauty Advisor - Flex
West Hartford, Connecticut, United States
$20-$23/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication, ability to lift up to 50 lbs, meet required weekly shifts and be available nights/weekends/holidays.
1d
Save
Mark Applied
Hide
Beauty Advisor - Part Time
West Hartford, Connecticut, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, interpersonal, teamwork, product-learning, and client relationship skills; ability to lift and carry up to 50 pounds.
3w
Save
Mark Applied
Hide
Merrill Advisor Development Program - Financial Advisor: Providence Market
Providence, Rhode Island, United States
$80k-$90k/yr OnsiteFull Time
1+ YOERequires Series 7 and 66 (63/65 acceptable), SAFE Act registration, minimum 1 year financial/investments or sales experience, client prospecting and relationship skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, PowerPoint, Excel, Salesforce
Explore Jobs