Talent.com

Client advisor Jobs in USA

Create a job alert for this search

Client advisor • usa

Last updated: 23 hours ago

Client Advisor

International Search ConsultantsBellevue, WA, United States
Full-time

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...Show more

Client Advisor

Clark Dietz IncChicago, IL, United States
Full-time

With offices across Illinois, Indiana, Kentucky, Michigan, and Wisconsin, Clark Dietz, Inc.We are recognized leaders in transportation, civil, environmental, structural, mechanical, electrical and ...Show more

Client Advisor

Maiden HomeNew York, NY, US
Full-time
Quick Apply

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 ...Show more

Client Advisor

Linked Permanent Jewelry TrainingWinter Garden, FL, US
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...Show more

Client Advisor

ACRISURE2115 W 8th St., Erie PA 16505
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...Show more

Client Advisor

ACRISUREOHIO
Full-time

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward.Bringing cutting-edge technology and top-tier human suppo...Show more

Client Advisor

BurberryNew York, New York, US
Full-time

At Burberry, we believe creativity opens spaces.Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities.Thi...Show more

Client Advisor

Carlock Chrysler Dodge Jeep Ram of TupeloSaltillo, Mississippi, United States
Full-time

This is your opportunity to be part of a.Greet and assist customers in finding the right vehicle for their needs.Build lasting relationships by delivering.Guide customers through the buying process...Show more

Client Advisor

Suncap TechnologyMinneapolis, MN, United States
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...Show more

Client Advisor

S&P GlobalSouthfield, MI, United States
Full-time

Sales and Marketing Consulting Services is the main point of contact for our OEM partners in need of data to support their sales and marketing efforts.We provide differentiated value and strategic ...Show more

Client Advisor

Hendrick Automotive GroupDurham, NC, US
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...Show more

Client Advisor

Suncap Technology Inc.Boca Raton, FL, US
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...Show more

Client Advisor

Oliver Wyman, LLCGrimes, IA, United States
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...Show more

Client Advisor

ACRISUREUniondale, NY, 333 Earle Ovington Blvd
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...Show more

Client Advisor

Simon Property GroupClinton, CT
Full-time

Client Advisor | A|X Outlet Clinton Crossing | Full-Time.As an associate with Giorgio Armani Corporation, you will be part of a .As a Client Advisor you will assist in the execution of .Your daily ...Show more

Client Advisor

ACRISUREINDIANA
Full-time

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward.Bringing cutting-edge technology and top-tier human suppo...Show more

Client Advisor

The Level GroupUS
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...Show more

Client Advisor

StaffingMinneapolis, MN, United States
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...Show more

Client Advisor

AO Globe Life(Multiple States), US
Full-time
Quick Apply

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...Show more

Client Advisor

Client Advisor

International Search ConsultantsBellevue, WA, United States
16 days ago
Job type
  • Full-time
Job description

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.