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Client advisor Jobs in USA

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Client advisor • usa

Last updated: 3 days ago

Private Client Advisor

Henley & Partners - The Firm of Global Citizens®San Francisco, CA, US
$90.00 hourly
Full-time
Quick Apply

Joining Henley & Partners As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment mi... Show more

Private Client Advisor

TrucordiaAnnapolis, Maryland, United States
Full-time

Reports To: VP of Sales/Market Leader.Meets established sales quotas on monthly, quarterly, and annual basis.Utilizes Trucordia sales and marketing tools to execute results-oriented activities such... 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

RoofingSourceNiles, IL, US
Full-time
Quick Apply

Client Advisor is not required to bring roofing or construction experience, and can be trained.This role suits an organized, energetic professional who thrives in a dynamic environment and wants to... Show more

Client Success Advisor

SiteCareAtlanta, GA, US
Full-time
Quick Apply

About SiteCare SiteCare is a managed WordPress services company serving mid-market and Enterprise clients.Our clients rely on us for hosting, website management, security, performance, accessibilit... 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

BurberrySanta Clara, California, US
$25.00–$25.75 hourly
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 Volkswagen of North NashvilleNashville, Tennessee, United States
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... Show more

Client Support Advisor

Soble PLCFarmington Hills, MI, US
$20.00 hourly
Full-time +1

Do you have an interest in real estate and the law? Do you like to help people solve really interesting problems? We are known for helping clients protect and secure their property and contract rig... Show more

Client Travel Advisor

Camirand TravelLas Vegas, NV, United States
Remote
Full-time
Quick Apply

Do you have a passion for travel and enjoy helping others plan unforgettable vacations? We are seeking motivated, customer-focused individuals to join our team as Remote Travel Sales Consultants.In... Show more

Sales Client Advisor

Porsche JacksonJackson, Mississippi, United States
Full-time

If you’re ready to kick your sales career into overdrive, now is the perfect time to join our team of automotive sales professionals.This is an opportunity for you to turn your sales skills, excell... Show more

Remote Client Advisor

Nuvant Consulting GroupUS
Remote
Full-time
Quick Apply

Remote Client Advisor About the Role:.Nuvant is hiring Remote Client Advisors to help individuals and small businesses explore personalized financial solutions.In this role, you’ll connect wi... Show more

Client Advisor

Harrison National Employment, LLC (Archwell Holdings, LLC)Conshohocken, PA, US
Permanent
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 affili... Show more

Client Advisor

GpacAkron, Ohio, United States
Full-time
Quick Apply

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

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 #2241

Pivotal Talent SearchLos Angeles, CA, United States
Full-time

Prefer candidates candidates that speak Korean, Japanese or Mandarin.Welcomes clients warmly and ensures a professional environment.Engages clients to assist, respond to inquiries, and provide expe... Show more

Client Solutions Advisor

Prosperity Tax AdvisorsTampa, Florida, United States
Full-time

Unlimited Earning Potential | Performance-Based Pay | Build Your Own Wealth.We're not in the business of just filing tax returns—we're in the business of.Our firm is obsessed with proactive tax and... Show more

Client Service Advisor

The Chamberlin GroupSt. Louis, MO, US
Full-time
Quick Apply

Client Service Advisor 📍 St.Louis, MO | 💵 $70K-$90K base + 20% bonus potential| 🕒 Full-time The Chamberlin Group is seeking a financial services professional with a focus on... Show more

Client Sales Advisor

Stratford DavisNewark, NJ, us
Full-time
Quick Apply

We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career.This opportunity allows you to work from home wh... Show more

Client Protection Advisor

Meron Financial AgencySt. George, Utah, United States
$50,000.00 yearly
Full-time +2

Are you working hard but not getting paid what you're worth? Or maybe you're earning well but sacrificing your time, freedom, and peace of mind?.We're not just building careers—we're building ... Show more

Private Client Advisor

Private Client Advisor

Henley & Partners - The Firm of Global Citizens®San Francisco, CA, US
30+ days ago
Salary
$90.00 hourly
Job type
  • Full-time
  • Quick Apply
Job description

Joining Henley & Partners As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning. Why Choose Henley & Partners?

Global Impact:

  • Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options.

Cutting-Edge Expertise:

  • Join industry pioneers providing innovative solutions and exceptional service through an extensive international network.

Dynamic Culture:

  • Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth.

Continuous Learning:

  • Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills.

Impactful Projects:

  • Engage in high-profile projects that shape the future of investment migration and global mobility.

Work-Life Balance:

  • Enjoy flexible working arrangements and benefits that support your well-being. ...but that's enough about us, let's talk about you!
  • As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth.
  • This is a proactive, relationship-driven sales role focused on acquiring high-net-worth clients through direct business development, networking, and strategic referral partnerships.
  • You will build and manage your own pipeline by developing relationships with intermediaries, professional advisors, family offices, private banks, wealth managers, and other centres of influence, while also identifying direct client opportunities.
  • Success requires a commercial mindset, entrepreneurial drive, resilience, and a passion for building relationships.
  • Technical knowledge of residence and citizenship planning can be taught; what matters most is your ability to create opportunities, win new business, and deliver an exceptional client experience.

Responsibilities:

  • Generate leads through prospecting, networking, referrals, strategic partnerships, events, and other business development activities.
  • Develop and convert a pipeline of high-net-worth clients for residence and citizenship planning services.
  • Build and maintain strong relationships with intermediary partners, professional advisors, family offices, private banks, wealth managers, lawyers, tax advisors, and other referral sources.
  • Own the full sales cycle, from prospecting and qualification through consultation, proposal, and conversion.
  • Conduct consultative client meetings, understand client objectives, and recommend suitable solutions.
  • Deliver compelling presentations and maintain consistent follow-up throughout often complex sales processes.
  • Meet or exceed agreed sales, pipeline, and revenue targets while maintaining accurate CRM records.
  • Collaborate with internal Relationship Managers and operational teams across the globe to ensure a seamless client experience.
  • Nurture long-term client relationships, identifying referral and cross-selling opportunities.
  • Represent Henley & Partners with professionalism, discretion, and integrity while staying informed on market developments and relevant programs.
  • Candidate Profile We are looking for an ambitious, commercially driven individual with a strong hunter mentality and a proven ability to build relationships and generate new business.

The ideal candidate will demonstrate:

  • A proactive, entrepreneurial approach with strong self-motivation and accountability.
  • Proven ability to generate opportunities through networking, referrals, and business development.
  • Resilience, persistence, and confidence in managing long sales cycles.
  • Excellent relationship-building, communication, negotiation, and presentation skills.
  • A consultative sales approach with the ability to understand client needs and recommend appropriate solutions.
  • Credibility and discretion when working with high-net-worth individuals and senior professional advisors.
  • A collaborative mindset and the ability to learn complex products quickly.

Requirements:

  • Minimum 3 years' experience in business development, consultative sales, client acquisition, or a similar revenue-generating role.
  • Bachelor's degree in Business, Economics, Marketing, or a related field preferred, or equivalent commercial experience.
  • Demonstrated success in generating new business/leads and achieving sales targets.
  • Experience working with high-net-worth clients, private banks, wealth managers, family offices, professional services, luxury sectors, or similar relationship-led industries is advantageous.
  • Experience in residence or citizenship planning is beneficial but not essential; full training will be provided.
  • CRM proficiency, strong business software skills, multilingual capabilities, and local market knowledge are advantageous.

What we offer:

  • Base salary up to USD 90-100K per year; Performance-based commission structure; Comprehensive health, dental, and vision insurance; 401K retirement match up to 4%; 20 days of PTO; Hybrid setting; Career advancement opportunities.
  • Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees.
  • We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.
  • If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.

  • We value your privacy and are committed to protecting your personal information.
  • By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies.

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