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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
[job_card.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...[internal_linking.show_more]

Client Advisor

Freestone Capital ManagementSeattle, WA, United States
[job_card.full_time]

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients.With a 26-year history of consistent growth and success, we are an independent wealth and...[internal_linking.show_more]

Client Advisor

ACRISURENEW YORK
[job_card.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...[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

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

BurberryNew York, New York, US
[job_card.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...[internal_linking.show_more]

Client Advisor

S&P GlobalSouthfield, MI, United States
[job_card.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 ...[internal_linking.show_more]

Client Advisor

US001 Marsh USA LLCMeredith,Urbandale
[job_card.full_time]

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

Client Advisor

KelacaRaleigh, NC, United States
[job_card.full_time] +1

At Kelaca, we're on a mission to redefine the recruiting experience because, frankly, the industry needs it.Too many recruiters treat candidates and clients like transactions.We believe relationshi...[internal_linking.show_more]

Client Advisor

Harrison National Employment, LLC (Archwell Holdings, LLC)Conshohocken, PA, US
[job_card.permanent]
[filters_job_card.quick_apply]

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

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

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

Hendrick BMW Northlake Location: 10720 Northlake Auto Plaza Blvd, Charlotte, North Carolina 28269 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfac...[internal_linking.show_more]

Client Advisor

Simon Property GroupChestnut Hill, MA
[job_card.full_time]

Beauty, Romance and the iconic Blue Box.For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals.Tiffany employees are passionate, kind and professionally committed.We h...[internal_linking.show_more]

Client Advisor

Oliver Wyman, LLCGrimes, 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

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

Mercer FranceGrimes, 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

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

Germain Honda of Ann Arbor2601 S State St., Ann Arbor, MI, US
[job_card.full_time]

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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.