Client Advisor Job Opportunities
Seeking high-paying job opportunities in the field of client advising? Ladders presents an array of job vacancies for Client Advisors, …
1,000+ Client Advisor Jobs in West Haven, CT
$ Average salary: 140,278Senior Business Analyst
$100K — $110K *US-AnywhereRemote in United States2 weeks agoDrive stakeholder engagement and requirements analysis to enhance Agile workflow management and support mission-critical projects in a dynamic software development environment.Requirements: US Citizenship, Public Trust Clearance, strong Agile experience, Jira/ConfluenceManager, Client Operations
$90K — $120K *US-AnywhereRemote in United States1 week agoJoin a dynamic team where you'll lead operations, driving efficiency and analytics in Support and Client Success. Collaborate with senior leadership to translate strategy into results and enhance team performance through process improvement.Requirements: Bachelor's degree; 5+ years ops management; strong metrics design; SaaS experience.Senior Associate [Client Advisory & Management Services Group]
2 weeks agoLead and empower a dynamic team in client advisory services, enhancing finance operations through strategic support and innovative solutions for diverse clients across various industries. Join us to drive efficiency and informed decision-making.Requirements: Bachelor's in Accounting; 3-5 years experience; CPA preferred; Excel skills.
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Senior Associate [Client Advisory & Management Services Group]
2 weeks agoSupport client finance functions by supervising accounting teams, ensuring accurate reporting, and leading non-routine projects. Collaborate with diverse clients to enhance their financial processes and drive efficiency through best practices.Requirements: Bachelor’s in Accounting; 3-5 years public accounting; 1+ year supervisory experience.Senior Associate [Client Advisory & Management Services Group]
3 weeks agoElevate client success by supervising financial operations, enhancing accounting efficiency, and guiding a dynamic team. Collaborate closely with diverse clients to drive growth and informed decision-making through superior advisory services.Requirements: BA/MA in Accounting/Tax, 3-5 years in public accounting, Excel, Quickbooks.Senior Associate [Client Advisory & Management Services Group]
3 weeks agoShape and enhance client accounting functions by leading a dynamic team, providing oversight, and driving improvements across various financial processes to empower informed decision-making and operational efficiency.Requirements: Bachelor's in Accounting; 3-5 years public accounting experience; CPA preferred.Senior Associate [Client Advisory & Management Services Group]
4 weeks agoEmpower growth as a Senior Associate in Client Advisory, guiding teams to enhance finance & accounting operations through expert support, ensuring efficient decision-making and fostering long-term client success across diverse industries.Requirements: Bachelor's/Master's in Accounting, 3-5 years in public accounting, Excel expertise.Sales Executive , Small Business
$72K — $141K *US-AnywhereRemoteReposted YesterdayShape the future of small business partnerships by developing strategic relationships with independent agencies to drive growth and profitability. Engage stakeholders to optimize agency performance and enhance market opportunities for success.Requirements: Bachelor's degree; 5+ years insurance sales experience; small business focus.Members who searched for Client Advisor, also searched for:
Financial Advisor Associate - Bethpage, NY
Reposted 1 week agoEmpower client success by delivering tailored wealth management strategies and exceptional advisory services. Build and nurture client relationships while analyzing financial goals to offer personalized investment and insurance solutions.Requirements: Bachelor's degree preferred; 1+ years in financial services; SIE, Series 7 required.AI Governance Advisor
$160K — $180K *US-AnywhereRemote in United States5 days agoJoin our team to shape AI governance, providing expertise and hands-on training that empowers organizations on their responsible AI journey. Engage with global stakeholders, driving meaningful impact through strategic advisory services.Requirements: Degree in ethical AI, communication skills, program development experience, enterprise AI acumen.Mortgage Loan Officer-NY
3 weeks agoBuild impactful relationships and drive mortgage sales by delivering exceptional customer service, while actively participating in community engagement and professional growth. Commit to a proactive approach in growing a successful book of business.Requirements: BA/BS preferred; 2+ years in mortgage sales; $8M loan volume; SAFE Act compliance.Senior Cyber Engagements Lead
2 weeks agoGrow your career by leading high-impact cybersecurity engagements that enhance resilience and preparedness across the financial sector, empowering firms to effectively manage and respond to evolving cyber threats through innovative simulations.Requirements: Bachelor's degree; 5+ years cybersecurity experience; strong comm skills.Director of Acquisition & Strategy
1 week agoLead the charge in developing and executing an Environmental M&A strategy, overseeing all acquisition phases from pipeline development to integration governance, while partnering with leadership for continuous improvement and value realization.Requirements: Bachelor's degree; 10+ years M&A and operations experience in the sector.Wealth Advisor
Reposted 1 week agoAnalyze and lead client relationships to enhance wealth management strategies, drive revenue growth, and ensure comprehensive financial solutions for high net worth clients through effective consultation and team collaboration.Requirements: Bachelor's degree, 7 years sales experience, and proven wealth management expertise.VP, Contracts
$110K — $180K *US-AnywhereRemote in United States4 weeks agoLead the charge in drafting and reviewing contracts, ensuring compliance and strategic alignment with stakeholders. Drive enhancements and support negotiations while managing a diverse workload in a fast-paced environment.Requirements: 4+ years reinsurance experience, Bachelor’s degree, strong writing skills.Mid-Market Business Advisor, Single Family, Rentals
$72K — $121K *US-AnywhereRemote in United States3 days agoInspire growth and retention as a Mid-Market Business Advisor, managing high-value partnerships and driving strategic value through consultative support and tailored account strategies in the dynamic field of rentals.Requirements: 2+ years sales experience, strong communication skills, proficiency in CRM.Business Development Partner - Los Angeles
$71K — $145K *US-AnywhereRemote in United States1 week agoEngage with teams to enhance business development strategies, coaching, and guidance. Collaborate across departments to drive consumer and small business growth, while managing risks and prioritizing customer satisfaction in a dynamic banking environment.Requirements: Bachelor's degree preferred; 5+ years banking & sales management experience required.Project Manager
$100K — $110K *US-AnywhereRemote in United States3 weeks agoOversee project management activities for construction and facility maintenance, guiding clients through planning, execution, and completion to achieve strategic objectives while ensuring quality and risk mitigation.Requirements: Bachelor's + 5-8 yrs exp; LEED AP/PMP/CCM preferred; MS Office skills.Account Manager
$90K — $130K *US-AnywhereRemote3 weeks agoDrive customer renewals and expansion by leading negotiations and managing timelines. Collaborate with teams to enhance renewal processes, ensuring a proactive approach to account health and growth while shaping future strategies.Requirements: 2-4 years in renewals/account management; B2B SaaS experience; CRM familiarity.Account Executive
$80K — $120K *US-AnywhereRemote in United StatesReposted 4 days agoGrow your career with a dynamic team, driving client partnerships and delivering innovative legal solutions while consulting on managed services across law firms and corporate legal departments.Requirements: 5+ yrs legal sales, BA in related field; JD preferred, consulting exp.Principal Sales Operations Analyst
$100K — $130K *US-AnywhereRemote in United States1 week agoDrive operational excellence by leading Salesforce governance, forecasting, and cross-functional collaboration to enhance sales execution and data integrity within a high-growth SaaS environment.Requirements: 10+ years in Sales Operations; deep Salesforce expertise required.Regional Business Director (Multiple)
$160K — $200K *US-AnywhereRemote in United States2 weeks agoDevelop and lead a high-performing sales team, implementing strategies that exceed commercial objectives in a dynamic environment. Collaborate cross-functionally to drive product adoption and regional growth while ensuring compliance and accountability.Requirements: Bachelor's in business/Life Sciences; 10+ years in pharma sales; leadership exp.Product Owner, FMS/Financial Intermediary Svc
2 weeks agoElevate the user experience by leading the development of a comprehensive FMS/FI platform. Collaborate cross-functionally to define strategies, integrate user feedback, and ensure compliance, enabling exceptional service delivery for participants and partners.Requirements: 5+ years in product management; strong FMS/FI and Medicaid experience.Client Executive - Financial Services; Consumer Interactive
$78K — $123K *US-AnywhereRemote1 week agoUnlock potential by leading client-centric initiatives and driving strategic growth through relationship building. Collaborate with senior executives to implement innovative solutions in a dynamic, matrixed environment while championing customer needs.Requirements: 10+ years in sales, B2C Fintech experience, strong relationship-building skills.Principal Resident Architect
$130K — $180K *US-AnywhereRemote in United States2 weeks agoChampion end-to-end execution of complex data platform solutions, leveraging EDB Postgres AI. Collaborate with cross-functional teams to deliver mission-critical projects, ensuring the platform supports secure inferencing and data management.Requirements: US Secret Security Clearance, 10+ years software development experience.
Top job titles hiring in West Haven, CT
- Enterprise Account Executive jobs
- Account Executive jobs
- Account Manager jobs
- Project Manager jobs
- Business Development Manager jobs
- Director, Business Development jobs
- Senior Counsel jobs
- Senior Account Executive jobs
- Senior Project Manager jobs
- Healthcare Analyst jobs
- Business Analyst jobs
- Senior Tax Associate jobs
- Director, Sales jobs
- Senior Business Development Manager jobs
- Senior Account Manager jobs
FAQ About Client Advisor Jobs in West Haven, CT
What does a Client Advisor do?
A Client Advisor works closely with clients to help them make the right financial choices for their circumstances. They get to know their clients' needs and financial goals and recommend products and services that can meet those goals.
What kind of experience is required for a Client Advisor job?
Although requirements vary by firm, most Client Advisors have a bachelor's degree in finance, economics, or a related field, and have a good understanding of investment products and financial planning.
What industries employ Client Advisors?
Client Advisors are employed in wealth management, banking, insurance, and investment advisory firms, amongst others.
Why should I use Ladders to find a Client Advisor job?
Ladders specializes in $100K+ careers and offers a wide range of high-paying Client Advisor jobs across numerous industries.