69,222 Client services advisor jobs in United States
- Estate Attorney (Probate, Wills & Trusts) PA & NJKaren Ann Ulmer, P.C.Langhorne, PA$68K - $82K (Employer provided)Active license to practice law in Pennsylvania and New Jersey in good standing. Counsel clients on estate planning strategies and asset protection.…5d
- Estate Planning Attorney
Absolute Law GroupThe Villages, FL$80K (Employer provided)Active license to practice law in the State of Florida. Collaborate with clients, financial advisors, and other professionals to develop comprehensive legal……2d - Estate Planning Attorney (3 years of Advanced Estate and Tax Planning Experience)
Law Offices of Nay & FriedenbergPortland, OR$70K - $101K (Glassdoor est.)The ideal candidate will bring both technical sophistication and the interpersonal skills necessary to counsel clients through important personal and financial……30d+ - Senior Home Lending Advisor- Lakewood, CO
JPMorganChaseLakewood, CO$15.16 Per Hour (Employer provided)Best Places to WorkThose in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity,……30d+ - Estate Planning AttorneyStone Bybee & Associates PLLC.Las Vegas, NV$80K - $150K (Employer provided)Keep detailed notes of all meetings and phone calls (either electronically or handwritten) and make sure that notes are maintained inside the client file.…30d+
- Estate Planning Paralegal
Pierro, Connor & StraussLatham, NY$65K - $85K (Employer provided)3+ years of experience in estate planning, financial services, wealth management, asset management, or a related field working with high‑net‑worth clients.…30d+ - Associate Attorney - Family Law & Estate PlanningTrinity LawLancaster, PA$100K - $150K (Employer provided)We encourage you to build your own client base. *Take the Lead:* Manage your own caseload from initial consultation to final resolution, with autonomy, while……30d+
- Paint Sales Specialist (Pro Paint Advisor)
Ace HardwareNew London, NHThis role is ideal for someone with experience in paint products, applications, and color matching, who can provide tailored solutions to contractors, property……30d+ - Senior Relationship AdministratorSpinnaker TrustPortland, ME$60K - $75K (Employer provided)The ideal candidate will have at least 5 years of experience in the wealth management industry and strong technical skills.…24d
- Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)
T. Rowe PriceOwings Mills, MD$99K - $146K (Employer provided)Desire to quickly learn and implement new financial tools, technologies, and conversation expectations In-depth understanding of retail investment vehicles.…30d+ - Client Experience & Community PartnershipsWHZ Strategic Wealth AdvisorsPomfret Center, CT$60K - $75K (Employer provided)Ability to use and learn multiple technology platforms such as Customer Relationship Manager tools, workflow tools, Microsoft Suite, etc.…30d+
- Settlement & Benefits Coordination Attorney (2-4 years experience required)Paramount Settlement AdvisorsWest Seneca, NY$80K - $100K (Employer provided)Ability to collaborate and coordinate effectively with attorneys, clients, and professional partners to develop and implement settlement and benefits planning……9d
- Estate Planning Attorney (2–5 Years Experience) [HE182]Hiring & Empowering SolutionsSpokane, WA$100K (Employer provided)Active license in good standing in Arizona, Washington, or Idaho, with ability to be admitted to, at minimum, Washington and Idaho. Bar dues paid by the firm.…23d
- Senior Litigation Associate Attorney, (Employment Law) (Hybrid)
Abramson Labor GroupBurbank, CA$180K - $250K (Employer provided)Proven experience with motion practice in both state and federal court. Argue dispositive motions, including motions for summary judgment and summary……30d+ - Financial Advisor
AmeripriseLittle Falls, MN$75K - $90K (Employer provided)Contribute to business development initiatives and support the continued growth of the practice through client referrals, networking, and relationship-building……18d - Plaintiff-Side Employment Law Attorney
Boly:WelchBozeman, MT$120K - $150K (Employer provided)You’ll manage your cases from start to finish – evaluating potential cases, signing new clients, developing case strategy, motions practice, attending trial,……30d+ - SBA Business Development Officer - Northern Region
Citadel Credit UnionExton, PAIn addition to generating new SBA opportunities externally, the BDO will actively partner with internal Citadel teams to identify and develop SBA opportunities……30d+ - Centralized Wealth Management AdvisorCitadel Credit UnionWest Chester, PA$47K - $70K (Glassdoor est.)You’ll nurture and manage a centralized, pooled book of business, own prioritization and qualification of inbound leads, and educate clients on the financial……30d+
- Client Service Associate (Hybrid Work Option)
Wealth Enhancement GroupAlbuquerque, NM$43K - $64K (Employer provided)Record incoming assets to the appropriate blotting tool. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file……30d+ - Compliance Officer and Supervisory PrincipalCapitol Securities Management, Inc.Glen Allen, VA$95K (Employer provided)Provide centralized supervision of registered representatives and associated persons to ensure compliance with FINRA, SEC, state regulatory, and firm……3d
- Insurance Agent - Book Opportunity - Oregon City, OR
COUNTRY FinancialOregon City, ORIf marked “Yes”, the agent must obtain certification the following January as a condition of the agent’s contract. There is no buy-in required.…30d+ - Client Operations Specialist - Wealth Management
The LifeWealth GroupWinter Garden, FL$50K - $70K (Employer provided)Associate's degree in relevant field of study. The specialist also manages client paperwork, ensures accuracy and compliance with custodian requirements, and……15d - Sr. Counsel - Claim
TravelersAlbany, NY$133K - $219K (Employer provided)Best Places to WorkActive license in good standing to practice law in the state(s) in which representation is required. Valid driver's license required depending on the location.…19d - California Workers' Compensation Defense AttorneyThe Law Offices of Richard K. Green, A.P.C.California$100K - $225K (Employer provided)Ongoing mentorship from certified specialists. Serve as a trusted advisor to clients through proactive communication and practical legal guidance.…7d
- Financial Advisor - 10 Years RequiredBedell FrazierWalnut Creek, CA$135K - $175K (Employer provided)Proven ability to develop new relationships and convert prospective clients. Deep understanding of investments, financial markets, and planning strategies for……24d
- Financial Advisor
Estate Information ServicesKent City, MI$70K - $150K (Employer provided)Access to an established book of business and incoming client leads. Present customized financial strategies to help clients achieve their goals.…30d+ - Wealth ManagerLourdMurrayLos Angeles, CA$85K - $145K (Employer provided)Collaborate with external parties and internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation……11d
- Inside Sales Representative
Phoenix Consulting GroupNashville, TN$60K - $100K (Employer provided)1st year income levels ranging from $60,000 - $100,000+. 2nd-3rd year income ranging from $100,000-$800,000+. *Must currently live in the Nashville area or have……30d+ - Assurance ManagerTALNTMadison, WI$115K - $130K (Employer provided)Certified Public Accountant (CPA) license required. Supervise, mentor, and develop audit seniors, staff accountants, and other team members through coaching,……19d
- Sales Account Executive / Insurance Producer - Kingston, NYUlster HospitalKingston, NY$45K - $150K (Employer provided)An active New York State Property & Casualty (P&C) Broker’s license or Life, Accident & Health license is required.…30d+
Karen Ann Ulmer, P.C.
Estate Attorney (Probate, Wills & Trusts) PA & NJ
Langhorne, PA
$68K - $82K (Employer provided)