Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Advisor

$40k

Beantown Builders Inc

Job Description Job Description Client Advisor Guide Clients Through Renovation Projects That Are Too Important to Get Wrong Beantown Builders Inc. is a premium design-build remodeling company serving Greater Boston. We specialize in significant residential renovations and select commercial renovation projects where thoughtful planning, disciplined execution, and professional guidance are just as important as construction itself. Our clients aren't looking for someone to simply provide an estimate. They're making meaningful investments in their homes, businesses, and properties, and they want an experienced professional who can help them evaluate options, identify challenges, reduce uncertainty, and confidently move from concept to construction. We're seeking a Client Advisor to become that trusted first point of contact. This is not a traditional sales position. It's a client advisory role for someone who understands construction, enjoys solving problems, and takes pride in helping clients make informed decisions about projects where planning matters. Whether your background is in construction, architecture, engineering, estimating, project management, or residential design, if you enjoy working with people and want to apply your technical knowledge in a client-facing role, we'd like to hear from you. What You'll Do As a Client Advisor, you'll guide clients through the earliest—and often most important—stage of their renovation journey. You'll evaluate opportunities, identify potential challenges, educate clients on their options, and help determine whether Beantown Builders is the right partner for their project. Your responsibilities will include: Responding promptly to new inquiries. Conducting discovery calls to understand each client's goals, priorities, budget, and timeline. Qualifying prospective clients based on project fit, objectives, and expectations. Meeting clients on-site to evaluate existing conditions and identify design and construction considerations. Providing thoughtful guidance on project feasibility and recommending appropriate next steps. Guiding qualified clients through our structured preconstruction process. Collaborating with our design and estimating teams to develop preliminary budgets, scope recommendations, and project strategies. Helping clients navigate design development, budgeting, and value engineering decisions. Presenting project proposals and serving as a trusted advisor throughout the decision-making process. Maintaining accurate client records within our CRM. Coordinating a seamless transition to our Operations team once a construction agreement is executed. Business Development Building trusted relationships is a core responsibility of this role. In addition to working with company-generated opportunities, you'll help strengthen Beantown Builders' reputation throughout Greater Boston by: Developing relationships with architects, engineers, interior designers, Realtors, insurance professionals, and other referral partners. Representing Beantown Builders at networking events, industry associations, and community organizations. Supporting and expanding our Partner Access Program. Maintaining relationships with past clients to encourage repeat business and referrals. Collaborating with our Marketing team to strengthen our visibility within the markets we intentionally serve. What We're Looking For We're looking for professionals who understand buildings and enjoy helping clients make informed decisions. Experience in one or more of the following is strongly preferred: Residential remodeling Commercial renovation Construction management Project management Estimating Architecture Architectural or residential design Engineering Design-build Professional licensure is not required. Relevant experience, sound construction judgment, and the ability to communicate professionally are far more important than credentials. The ideal candidate: Understands how buildings are assembled and can recognize opportunities and potential challenges during site visits. Is naturally curious and asks thoughtful questions before offering solutions. Communicates with professionalism, confidence, and empathy. Enjoys educating clients rather than "selling" them. Builds trust quickly through expertise and sound judgment. Is organized, detail-oriented, and accountable. Is comfortable using technology and CRM systems. Wants to represent a premium brand built on professionalism, planning, and exceptional client experience. Compensation & Benefits Base Salary: $40,000 annually Performance Incentives

  • 300 bonus for each client who commits to our Feasibility & Planning phase.
  • 500 bonus for each funded Design Agreement.
Commission on construction contracts you help bring to contract. Successful Client Advisors typically earn $80,000–$120,000+ annually , with additional upside as performance and responsibility grow. What We Provide Company vehicle Fuel card Company laptop Company-generated opportunities CRM and client management technology A proven preconstruction and design-build process Administrative and operational support Ongoing coaching and professional development Why Join Beantown Builders? We believe exceptional renovation projects begin long before construction starts. That's why we've built our company around thoughtful planning, disciplined processes, and professional guidance that help clients make confident decisions before work ever begins. We're investing in people, systems, technology, and operational excellence to become Greater Boston's most trusted name for significant renovation projects. If you're looking for a role where your construction knowledge is valued, your judgment matters, and your relationships have a direct impact on both our clients' success and the growth of our company, you'll find more than a job at Beantown Builders—you'll find an opportunity to build a meaningful career. Apply Today Please submit your resume along with a brief introduction telling us about your background and why you're interested in helping clients successfully navigate significant renovation projects. If you're a construction professional who enjoys building relationships, solving problems, and guiding clients through projects that are too important to get wrong, we'd love to hear from you. #J-18808-Ljbffr Beantown Builders Inc

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Advisor in Boston, MA vacancy
  • $125k - $150k

     ...firms. Over the years, we have purposefully built and nurtured our client-first culture.Brown Advisory is an independent investment...  ...cash processing for assigned accountsCollaborate with outside advisors concerning client’s personal, trust and other entities tax informationPrepare... 
    Suggested
    Full time
    Temporary work
    H1b
    Worldwide

    Brown Advisory

    Boston, MA
    2 days ago
  •  ...KEY RESPONSIBILITIES:Client Relationship OwnershipOwn the full client relationship from onboarding through ongoing annual advisory and...  ....Partner closely with the dedicated Client Admin, with the Advisor owning the relationship and client conversations and the Client... 
    Suggested
    Visa sponsorship
    Shift work

    EthicsPro Tax | Planning & Strategy

    Cambridge, MA
    2 days ago
  • $90k - $120k

     ...citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and...  ...both personally and professionally. ...As a Private Client Advisor , you’ll be an ambassador for H&P by establishing and strengthening... 
    Suggested
    Work at office
    Flexible hours

    Henley & Partners - The Firm of Global Citizens®

    Boston, MA
    4 days ago
  • $100k - $275k

     ...generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it. Private Client Advisor II The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information... 
    Suggested
    Work at office
    Shift work
    Day shift

    ALPFA Baltimore Chapter

    Boston, MA
    2 days ago
  • $55k

     ...Location 1217 Crater Lake Avenue, Medford Oregon Job Summary The Private Client Advisor’s focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary... 
    Suggested
    Temporary work
    Bank staff
    Work at office
    Flexible hours
    Night shift

    Key Bank

    Medford, MA
    3 days ago
  •  ...search agency with more than 3 decades of industry experience. Our clients, amongst other sectors, are blue chip international banks,...  ...residence and citizenship planning with hundreds of specialized advisors and dozens of offices globally. The senior client advisor role... 
    Work at office
    Local area
    Worldwide

    AP Executive - Global Executive Search Agency

    Boston, MA
    2 days ago
  • $110k - $150k

     ...providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader,... 
    Temporary work
    Work at office
    Worldwide

    Morgan Stanley

    Boston, MA
    2 days ago
  • $20.75 - $29 per hour

     ...someone who values craftsmanship, style, and personalized service. The successful candidate will be responsible for building lasting client relationships, offering expert wardrobe guidance, and delivering an exceptional bespoke and ready-to-wear experience that reflects... 
    Hourly pay
    Seasonal work
    Afternoon shift

    Brooks Brothers

    Boston, MA
    3 days ago
  • $19 per hour

     ...who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial...  ...will greatly influence the client experience. As a Client Advisor, you will assist in the execution of merchandising and client... 
    Temporary work
    Flexible hours
    Night shift

    armani-retail

    Boston, MA
    3 days ago
  •  ...A leading fiduciary wealth management firm is seeking a full-time Client Portfolio Manager in Boston, MA. This role requires over 15 years of experience in investment management, excellent communication abilities, and a collaborative approach to manage high-value client... 
    Full time

    Focus Financial Partners Inc.

    Boston, MA
    2 days ago
  •  ...A leading luxury jewelry brand in Boston is seeking a Client Advisor to embody the brand in every client interaction. This role requires a passion for delivering exceptional client experiences and achieving sales targets. Key responsibilities include building client relationships... 

    Tiffany & Co.

    Boston, MA
    4 days ago
  •  ...Relationship Banker in Newton, Massachusetts. The ideal candidate will leverage banking solutions and technology to build lasting client relationships and exceed their expectations with committed service. The role requires effective communication skills and a minimum... 

    J.P. Morgan

    Newton, MA
    3 days ago
  •  ...of over 100 nationalities. JOB PURPOSE To be the "ambassador" who convey and promote the Brand philosophy and Values to the final Clients guiding them into the world of the Brands. As such, to be responsible to maximize the individual and team sales, providing an extraordinary... 

    Prada Group

    Boston, MA
    2 days ago
  •  ...Responsibilities Assist stylists in the absence of store management Actively builds client confidence by creating an engaging, interactive experience Gain new clients meeting conversion goals and continues to service the existing client base Resolves customer service... 
    Work at office

    Max Mara Fashion Group

    Boston, MA
    2 days ago
  •  ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering...  ...to meet their financial needs. As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive... 
    Local area

    Aumni

    Boston, MA
    1 hour ago
  • Overview:The mission of the Mayor’s Office of Housing (MOH) is to make Boston a more equitable and inclusive city where all residents can thrive. MOH oversees programs that create and preserve affordable housing, support homeowners and renters, provide housing and services...
    Permanent employment
    Contract work
    For contractors
    Work at office
    Local area
    Immediate start
    Weekend work
    Afternoon shift

    City of Boston, MA

    Boston, MA
    1 day ago
  • $20.75 - $29 per hour

     ...JCPenney in Boston is seeking a dedicated stylist to provide personalized service and expert wardrobe guidance to clients. In this role, you will build lasting relationships while offering advice on luxury suiting and tailoring. Ideal candidates will have over 2 years... 
    Hourly pay

    JCPenney

    Boston, MA
    1 day ago
  • $125k - $150k

     ...Brown Advisory Private Client Service Team Position Brown Advisory is an independent investment management and strategic advisory...  ...cash processing for assigned accounts Collaborate with outside advisors concerning client's personal, trust, and other entities tax... 
    Temporary work
    Work experience placement
    Worldwide

    Brown Advisory

    Boston, MA
    4 days ago
  • $90k - $120k

     ...Private Client Advisor Joining Henley & Partners as the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here'... 
    Local area
    Flexible hours

    Henley and Partners

    Boston, MA
    1 day ago
  •  ...Community Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion... 
    Local area

    Chase

    Mattapan, MA
    1 day ago
  •  ...Meet with clients virtually to understand their needs Advise clients on union-backed benefits and available options Guide clients through solutions that best fit their situation Build trust and maintain strong client relationships Stay organized with follow-ups... 
    Full time

    Zuzick Organization of Globe Life

    Cambridge, MA
    4 days ago
  • Job Purpose As a Client Advisor, you are passionate about the world of beauty and cosmetics and ready to become the custodian of the brand's valuable heritage and legacy, sharing the vision, values, and mission guiding the Client into the world of the Brand. You take responsibility... 
    Work at office
    Flexible hours
    Afternoon shift

    Officina Profumo-Farmaceutica di Santa Maria Novella

    Boston, MA
    3 days ago
  •  ...a Relationship Banker in Newton, Massachusetts. The role involves leveraging financial technology and personal service to enhance client experiences and build lasting relationships. Ideal candidates will have at least 1 year of retail banking experience and possess strong... 

    J.P. Morgan

    Newton, MA
    3 days ago
  •  ...everything we do, from crafting our exceptional pieces to inspiring clients to express and celebrate the many facets of love. It’s a skill...  ...to corporate sustainability. Responsibilities Client Advisors hold the critical position of embodying the Tiffany brand in each... 
    Night shift

    Tiffany & Co

    Boston, MA
    2 days ago
  • As the Client Advisor, you are both the face and the driving force on the spa and retail sales floor, delivering gracious and seamless support to guests and staff. You ensure the front-of-house experience consistently reflects our luxury brand standards, demonstrated through... 
    Full time
    Seasonal work
    Work at office

    Biologique-Recherche

    Boston, MA
    15 hours ago
  • $80k - $140k

     ...Role Overview State Street Investment Management’s US Institutional Client Coverage Group is hiring a Relationship Manager, AVP (RM). In this role, the RM will deliver an exceptional client experience across the full lifecycle of their assigned institutional client relationships... 
    Temporary work
    Work at office

    State Street Corporation

    Boston, MA
    2 days ago
  • $100k - $160k

     ...provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.The Bank Loan Strategies Team is a pioneer... 
    Temporary work
    Worldwide

    Morgan Stanley

    Boston, MA
    4 days ago
  • Description: Be the Reason Customers Come Back. At Norfolk Hardware & Home Center , we believe great customer service is what keeps customers coming back. We're looking for someone who enjoys helping people, stays positive under pressure, and takes pride in creating...
    Hourly pay
    Full time
    Shift work

    The Norfolk Companies

    Mattapan, MA
    59 minutes ago
  •  ...About the job Travel customer representative As a Travel Customer Representative, you will play a key role in supporting our clients throughout their travel journey from the moment they book to the moment they return home. You will assist with inquiries, resolve issues... 
    Immediate start
    Remote work
    Flexible hours

    INSPIRED

    Boston, MA
    2 days ago
  • Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and...  ...to meet their financial needs. As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive... 
    Local area

    JPMorgan Chase & Co.

    Boston, MA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Advisor. Be the first to apply!