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Client advisor Jobs in USA

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Client advisor • usa

Last updated: 4 days 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

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

Scanlan Theodore AmericasManhasset, New York (US)
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...Show more

Client Advisor

California Manufacturing Technology ConsultingLong Beach, CA
Full-time

To serve as a trusted advisor providing solutions that increase the productivity and competitiveness of California's manufacturers.CMTC is currently seeking talented resources to join our Field Ope...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

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

Lithia & DrivewayFreehold, Freehold, NJ, US
Full-time

Now Hiring Sales Representatives.BMW of Freehold is busier than ever, and we need additional Sales Reps who can help us keep up with the demand while providing a truly best-in-class, customer exper...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

MCM WORLDWIDEWoodbury Outlet
Full-time

Responsible for providing exceptional sales and customer service.Initiates and builds relationships and core personal business through creative selling and use of client-book, mailings, and complet...Show more

Client Advisor

Hello Mazda of San DiegoSan Diego, CA, US
Full-time

More people are saying goodbye to their old jobs and Hello to their new careers.Hello, Automotive Group will be bringing a unique experience.It doesn't matter if you have automotive experience or n...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

AcrisureLinthicum Heights, MD, United States
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

GB001 Marsh LtdAcorn,Worcester
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...Show more

Client Advisor

Kohr ConsultingMercer Island, WA, United States
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...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

Hello Mazda of TemeculaTemecula, CA, US
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...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

Client Advisor

International Search ConsultantsBellevue, WA, United States
14 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.