20 Best Client Advisor jobs (Hiring Now!)

Comfort Advisor - Sales experience required
Lloyd Plumbing, Heating & Gas Service —Cabot, VT
Must have a valid Driver’s License and clean driving record. Must have basic knowledge and/or advanced trade industry experience/knowledge and have an…
$50,000 - $125,000 a year
Quick Apply
Doctor of Medicine
PMC Medical Group —Merrimack, NH
Execute or oversee the execution and maintenance of client-related paperwork, including federal- and state-mandated forms, client diagnostic records, and…
$125,000 - $200,000 a year
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Field Nurse Case Manager
National Care Advisors —Oakland, CA
Minimum of 5 years clinical Nursing experience – experience in field case management or workers’ compensation case management, preferred.
$100,000 - $120,000 a year
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Insurance - Licensed Personal Lines Client Advisor
Christie and Associates —Pittsburgh, PA
Maintain insurance license through completing required continuing education. The Client Advisor works with new and existing customers to review coverages and…
$40,000 - $60,000 a year
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Client Service Associate
Family, Wealth and Legacy, LLC —Remote
Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…
$40,000 - $55,000 a year
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21h
Vice President of Accounting & Taxation
Oakwood Capital Accounting & Tax Advisors —Fort Myers, FL
Professional demeanor, friendly, enjoys working with others. Bonus potential based on overall profitability of the global enterprise and personal performance in…
$50,000 - $100,000 a year
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Licensed Commercial Lines Client Advisor
Christie and Associates —Pittsburgh, PA
Maintain insurance license through completing required continuing education. This includes consulting with clients on commercial insurance coverages, policy…
$40,000 - $60,000 a year
Quick Apply
22h
PRIVATE CLIENT ADVISOR ASSISTANT - FIFTH AVENUE
Louis Vuitton —New York, NY
Possess high integrity and respect confidentiality, and be able to maintain composure and activate troubleshooting strategies, when needed.
$25 - $27 an hour
9h
Dedicated Rolex Watch Client Advisor
Radcliffe Jewelers —Newark, DE
The Dedicated Rolex Watch Client Advisor position requires excellent personal communication skills, a desire to work in an exclusive luxury environment, a…
$26 - $30 an hour
Quick Apply
Tax Accountant
Client First Tax & Wealth Advisors —West Bend, WI
Bachelor’s Degree in a related field. Supervise / mentor / encourage / develop team members during tax season. Assist with tax planning and projections.
$61,000 - $94,000 a year
Quick Apply
Tax Manager
Horty & Horty P.A. —Wilmington, DE
BA/BS Degree – preferably in Accounting or related field of study. Ability to work closely with clients to answer questions or to collect necessary information…
$100,000 - $140,000 a year
Quick Apply
Tax Supervisor
Index Fund Advisors, Inc. —Irvine, CA
Bachelor’s degree in Accounting or related field. The Tax Supervisor is a detail-oriented team player who can bring a passion for taxes in support of the…
$115,000 - $140,000 a year
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Financial Advisor
Zinnia Wealth Management —Ocala, FL
\*\*Requirements:\*\* - Bachelor's degree in Finance, Accounting, Economics, or related field. Strong knowledge of financial software and tools for analysis.
$50,000 - $250,000 a year
Quick Apply
Client Advisor with Sports Background
Fiorito Wealth Management —Hattiesburg, MS
You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security.
$75,000 - $125,000 a year
Quick Apply
14h
Sr. Wealth Management Client Associate
Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.
$70,000 - $105,000 a year
Quick Apply
CLIENT ADVISOR, PART TIME
Louis Vuitton —Seattle, WA
Leverage clienteling tools to develop long term relationships. By striving to discover your Clients and their every need you will tailor their experience within…
$24 - $25 an hour
10d
Associate Advisor - Satellite Beach, FL
Savant Wealth Management —Satellite Beach, FL
Must obtain a Series 65 license within three (3) months of starting the program. Bachelors Degree from an accredited college or university in the areas of…
Estimated: $57.5K - $72.8K a year
Wealth Management Advisory Consultant II
TIAA —Pasadena, CA
Reviews client information, including financial statements, risk investment profile and cash availability. MoneyGuidePro, and or experience with other advice…
$75,000 - $105,000 a year
Client Service Advisor
Tekrek Solutions Inc —Raleigh, NC
Inbound calls: 3 years (Required). Answers inbound communications to service accounts, fulfil requests or address issues. Customer service: 3 years (Required).
$25 - $28 an hour
Quick Apply
Part-Time Client Service Associate
Wealth Enhancement Group —Naples, FL
Handle incoming client calls for appointments and service needs through switchboard maintenance. Strong interpersonal skills required to develop team and client…
$20 - $22 an hour

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Comfort Advisor - Sales experience required

Lloyd Plumbing, Heating & Gas Service Cabot, VT

Quick Apply

Job Details

Full-time $50,000 - $125,000 a year

Benefits

Travel reimbursement
Paid training
Disability insurance
Company car
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Flexible schedule
Life insurance
Paid sick time

Qualifications

Sales
Customer service
Lead generation
High school diploma or GED
Analysis skills
Driver's License
Bachelor's degree
HVAC
Organizational skills
Computer skills
Associate's degree
2 years
Communication skills
Time management

Full Job Description

Comfort Advisor (Sales) – Full-time – Cabot/Marshfield, VT

Are you an experienced sales representative with a proven track record of sales? Do you want to make SIX FIGURES PER YEAR, receive excellent benefits, and work for a company that values your work-life balance?!

Lloyd Home Service is a family-owned business that is built on the core values of Faith, Family, Integrity, and Quality! We are growing and in need of friendly, hard-working, and passionate Comfort Advisor to help develop our sales pipeline add to our team. Here at Lloyd Home Service, we are all about our team members and their success both professionally and personally. The Comfort Advisor is responsible for generating leads, evaluating the HVAC needs of residential customers, following the SGI Sales Model and creating and presenting options. This role requires good communication skills and HVAC knowledge.

Perks FOR YOU / Employee Benefits:

Comfort Advisor potential earning anywhere from $50,000 to $125,000 per year!
An uplifting environment where you are surrounded by leadership and team members that are truly invested in and care about your life.
A fun working environment with room for growth and development!
Simple IRA Retirement match program.
Paid Holidays, Paid Time Off, Paid Sick Days + Birthday Paid Holiday.
Summer and Winter family team events (Holiday Party & Summer Family Outing/BBQ).
SPIFs and bonuses.
Weekly payroll schedule.
Paid Training
Incentive Trips and Rewards.
Healthcare (dental employee and family plan, vision employee and family plan, health insurance, long term disability, short-term disability, accident insurance, life Insurance).

Comfort Advisor Duties/Responsibilities:

Meeting the client’s needs and wants while meeting the minimum budgeted sales goals as determined by management’s plan. The company depends highly on the Project Manager / Comfort Advisor’s ability to convert prospects into satisfied owners of new air conditioning and heating systems.
Maintain a certain % closing ratio (sales leads are valuable assets of the company and should be treated as such).
Responsible for utilizing the Home Comfort Guide as well as learning the Lloyd Home Service system and process.
Perform a complete Comfort Survey and Home Analysis on every call.
Complete all paperwork in a timely and accurate manner. The Project Manager is responsible for financing paperwork as well as ensuring collection of cash payments. Commission is not paid until the company is paid for the job or the client has signed a financing completion form.
Fill out installation paperwork in a timely and accurate manner.
Conduct heat loss/heat gain calculations to determine the proper size system for a home.
Maintain your vehicle (always neat and clean on the inside and outside).
Provide a positive and pleasing experience for each customer.
As needed: ability to work nights and/or weekends to service emergency needs of our customers.

Comfort Advisor Skills Needed/Requirements-For-Hire (MUST HAVE):

Minimum Education: at least a high school diploma or GED equivalent; Associate’s Degree r Bachelor’s Degree preferred but not required.
Must be reliable with a flexible schedule (working in/outside normal business hours & travel up to 2 weeks at a time).
Must have basic knowledge and/or advanced trade industry experience/knowledge and have an understanding of the current regulations within the field.
Minimum of 2+ years of construction industry experience or HVAC trade industry experience.
Must have computer and technology fundamentals (ability to operate a smartphone and tablet).
Ability to lift 50+ lbs. regularly, bend repeatedly, climb a ladder 40’, and kneel for extended periods of time. Must be comfortable with heights.

Comfort Advisor Required Soft Skills:

Must have a valid Driver’s License and clean driving record.
Must pass pre-employment drug testing.
Be able to work in the heat and sub-zero weather.
Strong interpersonal and customer service skills.
Must be a Self-Starter and work with minimal supervision.
Must be a professional and strong communicator (written & verbal).
Able to work both independently and as part of a team.
Must have a high attention to detail and strong organizational skills.
Good time management abilities.
Strong analytical and problem-solving ability.

Job Types: Full-time, Commission

Pay: $50,000.00 - $125,000.00 per year

Benefits:

401(k)
Company car
Dental insurance
Flexible schedule
Life insurance
Paid time off
Paid training
Travel reimbursement
Vision insurance

Schedule:

8 hour shift
Day shift
Evening shift
Monday to Friday
Weekends as needed

Work Location: In person

Quick Apply

Client Advisor jobs

Comfort Advisor - Sales experience required

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Field Nurse Case Manager

Insurance - Licensed Personal Lines Client Advisor

Client Service Associate

Vice President of Accounting & Taxation

Licensed Commercial Lines Client Advisor

PRIVATE CLIENT ADVISOR ASSISTANT - FIFTH AVENUE

Dedicated Rolex Watch Client Advisor

Tax Accountant

Tax Manager

Tax Supervisor

Financial Advisor

Client Advisor with Sports Background

Sr. Wealth Management Client Associate

CLIENT ADVISOR, PART TIME

Associate Advisor - Satellite Beach, FL

Wealth Management Advisory Consultant II

Client Service Advisor

Part-Time Client Service Associate

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