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Client advisor h1.location_city

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Client advisor • usa

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Client Advisor

International Search ConsultantsBellevue, WA, United States
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Our client is a growing wealth advisory firm looking to hire two key Advisory roles both open due to new clients coming on board and growth within the firm.The Client Advisor is an excellent opport...[internal_linking.show_more]

Client Advisor

ACRISUREWALNUT CREEK, CA, 1350 Treat Boulevard, Ste 100
[job_card.full_time]

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...[internal_linking.show_more]

Client Advisor

Maiden HomeNew York, NY, US
[job_card.full_time]
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Client Services exists to make working with Maiden Home feel thoughtful, calm, and confident — especially when things are complex, emotional, or don’t go as planned.We are not just here to respond ...[internal_linking.show_more]

Client Advisor

Scanlan Theodore AmericasManhasset, New York (US)
[job_card.permanent]

Scanlan Theodore is a heritage Australian house, defined by elegance and refined sophistication.With a 40-year legacy, the brand is grounded in artisanal craftsmanship, luxurious fabrication, and a...[internal_linking.show_more]

Client Advisor

Linked Permanent Jewelry TrainingWinter Garden, FL, US
[job_card.permanent]

The Client Advisor nurtures leads and directly influences conversions into our core program.This role is critical to our revenue engine and is ideal for someone who thrives in a fast-paced, metrics...[internal_linking.show_more]

Client advisor

Simon Property GroupSan Marcos, TX
[job_card.part_time]

Client advisor that will sell in store and outreach to clients.Someone that can build their client relationships and business.[internal_linking.show_more]

Client Advisor

Carlock Volkswagen of North NashvilleNashville, Tennessee, United States
[job_card.full_time]

Join the Team That’s Redefining What a Car Dealership Can Be.If you’re ready to put your sales career in the fast lane, Volkswagen of North Nashville isn’t just another dealership — it’s.We’re buil...[internal_linking.show_more]

Client Advisor

Hendrick Automotive GroupDurham, NC, US
[job_card.full_time]

Hendrick Chevrolet Buick GMC Cadillac Southpoint Location: 127 Kentington Drive, Durham, North Carolina 27713 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring custo...[internal_linking.show_more]

Client Advisor

Harrison National Employment, LLC (Archwell Holdings, LLC)Conshohocken, PA, US
[job_card.permanent]
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Training & Licensing Provided | Pre-qualified Affiliate Company Leads.Conshohocken, PA is launching a new business focused on serving the homeowner’s and auto insurance needs of our affiliated comp...[internal_linking.show_more]

Client Advisor

Marsh & McLennanGrimes, IA, United States
[job_card.full_time]

We are seeking a talented individual to join our team at Marsh as a Client Advisor.This role will be based in Urbandale, Iowa, and is a hybrid position requiring a minimum of three days per week in...[internal_linking.show_more]

Client Advisor

Suncap Technology Inc.Boca Raton, FL, US
[job_card.full_time]

Wealth Advisor seeking a potential partner in Boca Raton Our client is a high-net-worth advisor seeking a potential advisor (no 7 required), eager to learn, grow to assist in managing his book of c...[internal_linking.show_more]

Client Advisor

GB001 Marsh LtdAcorn,Worcester
[job_card.full_time]

We are seeking a talented individual to join our team at.This role will be based in the.This is a hybrid role that has a requirement of working at least 3 days a week in the office.The role: Client...[internal_linking.show_more]

Client Advisor

Kohr ConsultingMercer Island, WA, United States
[job_card.full_time]

Our client is a family business, formed in 2013.The principals had enjoyed lengthy tenures at a major, well-regarded financial institution but longed to create more personal, long-term relationship...[internal_linking.show_more]

Client Advisor

The Level GroupUS
[job_card.full_time]

La DoubleJ employees are Brand Ambassadors who embody Brand culture and values.They are passionate, kind and professionally committed.Ambassadors will engage with La DoubleJ high energy level every...[internal_linking.show_more]

Client Advisor

ACRISUREUniondale, NY, 333 Earle Ovington Blvd
[job_card.full_time]

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...[internal_linking.show_more]

Client Advisor

Hello Mazda of TemeculaTemecula, CA, US
[job_card.full_time]

Hello Auto Group has an immediate opening for a Sales Associate at our rapidly growing Mazda store in Temecula, California.We're looking for an individual who feels passionate about customer servic...[internal_linking.show_more]

Client Advisor

AO Globe Life(Multiple States), US
[job_card.full_time]
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Looking for more than just a job?.AO Globe Life offers recent graduates the chance to build a meaningful career from day one.This opportunity combines mentorship, professional development, and real...[internal_linking.show_more]

Client Advisor

StaffingMinneapolis, MN, United States
[job_card.full_time]

Wealth advisor seeking a potential partner in Boca Raton.Our client is a high-net-worth advisor seeking a potential advisor, eager to learn, grow to assist in managing his book of clients located i...[internal_linking.show_more]

Client Advisor

Client Advisor

International Search ConsultantsBellevue, WA, United States
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  • [job_card.full_time]
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Client Advisor

Seattle, WA

Our client is a growing wealth advisory firm looking to hire two key Advisory roles both open due to new clients coming on board and growth within the firm.

The Client Advisor is an excellent opportunity for someone with 5+ years of Associate Advisory experience seeking a supportive culture that fosters mentorship and growth from within toward a key Advisory role. The Client Advisor will work closely with ultra-wealthy families, entrepreneurs, and business owners, and is designed for someone who enjoys blending financial planning with project management and who thrives in a collaborative, client-focused setting.

Responsibilities:

  • Coordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy.
  • Draft and deliver customized reports, planning materials, and meeting presentations for clients.
  • Partner with senior advisors to support significant, complex relationships while gaining increasing responsibility.
  • Engage directly with clients and their outside professionals (attorneys, accountants, insurance providers) to ensure seamless execution of strategies.
  • Contribute to multi-generational family discussions and planning sessions.

Requirements:

  • 5 years of direct client advisory experience in wealth management, financial planning, or a family office environment.
  • A working knowledge of estate structures, asset management approaches, and advanced planning techniques.
  • Active Series 65 (or equivalent) license; CFP or progress toward certification strongly preferred.
  • Clear communicator with the ability to simplify complex ideas.
  • Organized, detail-oriented, and comfortable juggling multiple priorities.
  • A relationship-builder with high emotional intelligence and a proactive mindset.

Compensation & Benefits

  • Salary range: $88,000 $150,000, plus discretionary bonus.
  • Full benefits package including health, dental, vision, disability, life insurance, and 401(k) with company match.
  • Paid time off starting at 15 days annually, plus holidays.
  • Support for licenses, certifications, and ongoing professional development.
  • Team culture that values collaboration, personal growth, and community involvement.