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Client advisor Jobs in USA

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Client advisor • usa

Last updated: 12 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 oppor... Show more

Client Advisor

Mercer FranceSarasota, FL, United States
Full-time

Business Insurance Account Manager.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.More than 15,000 of the industry's bri... Show more

Client Advisor

MCM WorldwideParamus, NJ, United States
Full-time

MCM is a luxury lifestyle goods and fashion house founded in 1976 with an attitude defined by the cultural Zeitgeist and its German heritage with a focus on functional innovation, including the use... Show more

Client Advisor

BandanaNew York, NY, United States
$21.00 hourly
Full-time

Gucci is hiring for a Client Advisor Position in Midtown, New York City.TransparentPay #TransparentSalaries #NYCJobs #SalaryTransparency.If you are a Dream-maker, this is the place for you.Together... Show more

Client Advisor

Freestone Capital ManagementSeattle, WA, United States
$125,000.00 yearly
Full-time

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients.With a 27-year history of consistent growth and success, we are an independent wealth and... Show more

Client Advisor

StifelSan Francisco, CA, US
Full-time

We are seeking a highly skilled and experienced Client Advisor to join our team.The ideal candidate will possess a strong background in financial planning and client management.The Client Advisor m... Show more

Client Advisor

GPACAkron, OH, United States
Full-time

Client Advisor to join their tight-knit team.If you're ready to take your financial career to new heights and make a significant impact on people's lives, this amazing opportunity is just for you!.... Show more

 • New!

Client Advisor

S&P GlobalSouthfield, MI, United States
$85,000.00–$105,000.00 yearly
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

Stifel FinancialSan Francisco, CA, United States
$130,000.00 yearly
Full-time

We are seeking a highly skilled and experienced Client Advisor to join our team.The ideal candidate will possess a strong background in financial planning and client management.The Client Advisor m... Show more

Client Advisor

Hendrick Automotive GroupDurham, NC, United States
Full-time

Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.Kentington Drive, Durham, North Carolina 27713.Essential Duties and Responsibilities Include The Follo... Show more

 • New!

Client Advisor

Marsh & McLennanHouston, TX, United States
Full-time

Marsh is seeking a Client Advisor to support strategic clients within our transportation practice.This role is part of Marsh's US Affinity organization and will support our continued growth across ... Show more

Client Advisor

JCPenneyBoca Raton, FL, United States
Full-time

This role is ideal for someone who values craftsmanship, style, and personalized service.The successful candidate will be responsible for building lasting client relationships, offering expert ward... Show more

Client Advisor

Toyota of GreensboroGreensboro, NC, United States
$68,000.00 yearly
Full-time

We are seeking a customer-oriented and results driven Client Advisor to join our Sales team.Weekly Guarantee - $1,000 for two weeks.Average yearly salary - $68,000.No experience necessary, all Toyo... Show more

Client Advisor

Liberty Chrysler Dodge JeepHinesville, GA, United States
Full-time

Automotive Sales Professional Build a Lifelong Career with Us.Are you ready to commit to a careernot just a job? Our dealership is looking for motivated, hardworking individuals who want to build ... Show more

Client Advisor

RoofingSourceNiles, IL, United States
Full-time

The Client Advisor will manage client accounts and portfolios, coordinating with client or designated facility point of contact to schedule service or projects, advising clients on available servic... Show more

Client Advisor

World Insurance Associates LLCSioux Falls, SD, US
$200,000.00 yearly
Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk... Show more

Client Advisor

BurberryBeverly Hills, Cali, 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

LithiaRamsey, NJ, United States
$75,000.00–$150,000.00 yearly
Full-time

NOW HIRING Automotive Sales Consultants!.Pay: Approximate compensation of $75,000 - $150,000+ annually based on performance.Schedule: Full time, evenings and Saturday availability required.If you'r... Show more

Client Advisor

Oliver Wyman, LLCUrbandale, IA, United States
Full-time

Marsh is seeking a Client Advisor to support strategic clients within our transportation practice.This role is part of Marsh's US Affinity organization and will support our continued growth across ... Show more

Client Advisor

Garcia Automotive Group of El PasoAlbuquerque, NM, United States
Full-time

Garcia Automotive Group of Albuquerque Hiring.Garcia Automotive Group of Albuquerque is hiring! We are proud to be the largest, locally-owned, automotive group in New Mexico! We are scheduling inte... Show more

Client Advisor

Client Advisor

International Search ConsultantsBellevue, WA, United States
30+ 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.