Client Advisor
$90k - $100kOscar
Client Advisor - HNW / UHNW Private Clients What if your next sales role wasn't about selling software - but helping successful people create more freedom around where they live, travel, invest and build their future? We're partnering with a leading global advisory firm working with entrepreneurs, investors, founders and HNW/UHNW families on international residence, citizenship and global mobility. The Opportunity This is a relationship-led commercial role for someone who knows how to earn trust, build a network and turn strong relationships into business. You'll work with sophisticated private clients making major international decisions around their families, businesses and lifestyles. You'll understand what they're trying to achieve, bring the right specialists into the conversation and own the relationship from first meeting through close. A major part of the role is also building your own referral ecosystem across private banking, wealth management, family offices, legal, tax and other professional advisors. Think private-client advisor meets rainmaker - not transactional sales. What You'll Be Doing Build relationships with HNW and UHNW individuals and families Generate new business through networking, referrals and professional introducers Develop partnerships with private bankers, wealth managers, lawyers, family offices and other trusted advisors Run consultative conversations around complex international goals Work alongside specialist teams to deliver tailored solutions Build a long-term book of relationships and repeat/referral business Represent the firm across Boston's private wealth and international business community Who We're Looking For You could come from private banking, wealth management, financial services, executive search, professional services or another relationship-led commercial environment. What matters most is that you are: Comfortable engaging sophisticated, high-value clients Commercial and confident generating your own business Naturally good at building trust and long-term relationships Able to develop and leverage a strong professional network Curious about global markets, business and international affairs Polished, discreet and credible Hungry to build something and benefit from uncapped upside Existing HNW relationships or a strong network of professional introducers would be highly valuable. Why Consider It? You'll be joining a globally established business while helping build its presence in Boston. The client level is exceptional, the work is genuinely international, and successful advisors have the opportunity to build a valuable book of business that compounds through referrals over time. $90K-$100K base + uncapped commission with significant upside. Client Advisor - HNW / UHNW Private Clients Boston | $90K-$100K Base + Uncapped Commission What if your next sales role wasn't about selling software - but helping successful people create more freedom around where they live, travel, invest and build their future? We're partnering with a leading global advisory firm working with entrepreneurs, investors, founders and HNW/UHNW families on international residence, citizenship and global mobility. The Opportunity This is a relationship-led commercial role for someone who knows how to earn trust, build a network and turn strong relationships into business. You'll work with sophisticated private clients making major international decisions around their families, businesses and lifestyles. You'll understand what they're trying to achieve, bring the right specialists into the conversation and own the relationship from first meeting through close. A major part of the role is also building your own referral ecosystem across private banking, wealth management, family offices, legal, tax and other professional advisors. Think private-client advisor meets rainmaker - not transactional sales. What You'll Be Doing Build relationships with HNW and UHNW individuals and families Generate new business through networking, referrals and professional introducers Develop partnerships with private bankers, wealth managers, lawyers, family offices and other trusted advisors Run consultative conversations around complex international goals Work alongside specialist teams to deliver tailored solutions Build a long-term book of relationships and repeat/referral business Represent the firm across Boston's private wealth and international business community Who We're Looking For You could come from private banking, wealth management, financial services, executive search, professional services or another relationship-led commercial environment. What matters most is that you are: Comfortable engaging sophisticated, high-value clients Commercial and confident generating your own business Naturally good at building trust and long-term relationships Able to develop and leverage a strong professional network Curious about global markets, business and international affairs Polished, discreet and credible Hungry to build something and benefit from uncapped upside Existing HNW relationships or a strong network of professional introducers would be highly valuable. Why Consider It? You'll be joining a globally established business while helping build its presence in Boston. The client level is exceptional, the work is genuinely international, and successful advisors have the opportunity to build a valuable book of business that compounds through referrals over time. $90K-$100K base + uncapped commission with significant upside. #J-18808-Ljbffr
- ...Private Client Advisor II Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position....SuggestedWork at officeShift workDay shift
$80k - $120k
...citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and... ...'s enough about us, let talk about you! As a Private Client Advisor, you will be a brand ambassador for Henley & Partners and a key...SuggestedLocal areaFlexible hours- ...Role: Client Advisor 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...SuggestedFull timeSeasonal workWork at office
- ...PRADA Client Advisor Saks Fifth Avenue Boston Founded in 1913 in Italy, the Prada Group was built on a tradition of excellence and with a vision of innovation. The Group, a world leader in the luxury sector, operates in more than 45 countries with the PRADA, Miu Miu...Suggested
$60k - $70k
...Job Description Summary SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment...SuggestedWork at officeLocal area- ...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
- SCS Financial in Boston, MA is seeking an Associate, Client Advisor to support UHNW clients by implementing and managing strategic and investment plans. You will coordinate account openings, portfolio administration, and prepare client presentations. You will work with...
$21 - $25 per hour
...building, and the fast-paced nature of a retail environment. You don't just wait for foot traffic; you proactively cultivate a loyal client base passionate about sustainable luxury. If you are a self-motivated individual who thrives in a fast-paced, metrics-driven, team...Hourly payFull timePart timeShift workAfternoon shift- Summary Sales and Client Advisor (Keyholder) supports store management with opening and closing procedures, drives sales performance, and ensures high standards of customer service, operations, merchandising, and store presentation at the Copley Place location. Responsibilities...
- Brobston Group LLC is seeking a Sales and Client Advisor (Keyholder) at the Copley Place location in Boston. You will support store management, open/close procedures, and drive sales while maintaining high standards of customer service, operations, merchandising, and presentation...
$99k - $130k
Anduril Industries is a defense technology company with a mission to transform U.S. and allied military capabilities with advanced technology. By bringing the expertise, technology, and business model of the 21st century’s most innovative companies to the defense industry...Permanent employmentFull timeFor contractorsWork experience placementImmediate startWorldwideRelocationWeekend work$40k
...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...Contract work- Brown & Brown, Inc. in Boston is seeking a Senior Private Client Relationship Manager to join our Private Client team. You will serve as a trusted advisor to high-net-worth individuals and families, delivering tailored insurance solutions and proactive service. You will...
$17 - $18 per hour
Full-Time Client Advisor, Newbury St., Boston You will be an ambassador for GANNI. You will work within our beautifully curated stores and report to store management. The GANNI culture is based on alearningandresults-drivenmentality, where everyone is united by a commonpurpose...Hourly payFull time- TD Wealth in Philadelphia, PA is seeking a Senior Trust Advisor to administer and retain complex trusts, estates, personal retirement... ...develop comprehensive financial strategies for high-net-worth clients. You will explain governing documents, advise on banking needs...
- Henley & Partners is seeking a Private Client Advisor in Boston to convert leads into client cases, deliver premier onboarding, and provide world-class residency and citizenship advisory services. You will engage with high-net-worth individuals, expand the client base,...
- ...detail-oriented Personal Lines Account Manager to manage an existing book of business, provide quotes, and serve as a trusted advisor to clients across home, auto and umbrella policies. You’ll collaborate with carriers to resolve underwriting and billing issues,...
$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...Work at officeFlexible hours- Prada Group in Boston seeks an ambassador to convey and promote brand philosophy, guiding clients into the world of the Brands and maximizing sales with extraordinary luxury customer experiences. The role focuses on placing the client at the center, capturing data, fostering...
$28 - $36 per hour
...details into online forms Add information to templates or tracking sheets as instructed Provide structured feedback to support client projects Participate in guided client evaluations and complete form-based assessments Record reactions, preferences, and...Hourly payFull timePart timeWork at officeRemote workWork from home$100k - $275k
...Bank Of America Private Bank Client Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities...Work at officeShift workDay shift- ...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. Using a...
$50k - $55k
Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire...Full timeTemporary workWork at officeFlexible hoursShift work- SCS Financial is seeking an Associate, Client Advisor to support ultra-high-net-worth clients by helping implement and manage strategic and investment plans. You will coordinate account openings, portfolio administration, and prepare client materials while collaborating...Work at office
- ...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 startRemote workFlexible hours
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor Base pay range $47,520.00/yr - $47,520.00/yr Job Description At J.P. Morgan Chase, we are committed to helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer...Full time- Bank of America in Massachusetts is seeking a front-line associate to engage clients in the lobby, educate them on self-service options, and efficiently process cash transactions. You will discuss financial goals and connect clients to appropriate solutions. The role demands...Weekend work
$47.52k
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...$76k - $136.73k
...Position OverviewAutodesk Water Customer Success is looking for a highly motivated Technical Adoption Specialist to serve as a trusted advisor to our customers, helping them maximize the value of their Autodesk investment and achieve measurable business outcomes.We are...Full timeFor contractors- ...Client Service Representative We are seeking a Client Service Representative to support and manage assigned client relationships across fund accounting, administration, and custody services. This role serves as the primary point of contact for clients, ensuring inquiries...Work at office
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