Senior Client Advisor Salary Jobs in Usa

9,145 positions found

Senior Client Advisor
✦ New
Salary not disclosed

About the Role

We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You'll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you'll work collaboratively across departments to provide holistic wealth management solutions tailored to clients' unique situations.

**This role does not require a portable book of established business. There are clients ready for you to work with and expand upon!

Key Responsibilities

  • Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
  • Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
  • New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
  • Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
  • Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
  • Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.

Ideal Candidate Profile

  • Education: Bachelor's degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
  • Experience: 10-15+ years in wealth management.
  • Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
  • New Business Development Experience: We're looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families.
  • Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence.

What We Offer

  • A collaborative, supportive environment with a strong focus on client success.
  • Opportunities to work with an exclusive clientele and expand your professional network.
  • The ability to make a tangible impact on clients' long-term financial legacies.
Not Specified
Senior Care Advisor
Salary not disclosed
Jacksonville, FL 2 days ago

Company Description

Senior Provisions LLC specializes in helping families navigate the complexities of senior care by providing personalized solutions that meet individual needs. Through comprehensive assessments, active listening, and client advocacy, the company creates tailored provision plans to support families both immediately and in the long term. Senior Provisions offers no-cost referrals and placement options for senior care, ensuring compassionate and professional guidance for every client.


Role Description

This is a full-time on-site role for a Senior Care Advisor, located in Jacksonville, FL. The Senior Care Advisor will work directly with families and individuals to assess their needs, provide personalized recommendations, and guide them through the process of selecting senior care services. Responsibilities include conducting assessments, creating and presenting individualized care plans, maintaining client relationships, and collaborating with senior living facilities and other care providers. The role requires exceptional communication and problem-solving skills to advocate effectively for clients.


Qualifications

  • Strong interpersonal, communication, and active listening skills to understand and address client concerns
  • Experience in client assessment and the development of personalized care plans
  • Knowledge of senior care services, including senior living options and other related care resources
  • Ability to build and maintain professional relationships with clients, families, and care providers
  • Effective time management and organizational skills
  • Proficiency in using basic office software, such as CRM systems, word processing, and spreadsheets
  • Experience or background in social work, counseling, or senior care services preferred
  • A bachelor's degree in Social Work, Healthcare Administration, Gerontology, or a related field is advantageous
  • Familiarity with the Jacksonville, FL area and its local senior care resources is a plus
Not Specified
Senior Wealth Advisor SAFE Act - Nassau County
Salary not disclosed
East meadow, NY 2 days ago
Senior Wealth Advisor Safe Act - Nassau County

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.

Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options.

Job Responsibilities

Build relationships with new clients with the goal of bringing in new bank and brokerage assets

Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills

Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments

Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research

Master referral opportunities to grow portfolio

Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)

Acquire new clients through converting referral leads

Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

Ensure strict adherence to KYC/AML and other compliance norms

Partner with all roles on branch team to ensure all clients have a positive in-branch experience

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits

Qualifications and Skills

5-8 years of experience serving in a financial advisory capacity

Experience in a proactive, successful sales and service role in the financial services industry

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred

Basic understanding of investment and financial planning strategies preferred

Must be a self-starter, problem solver and a goal-oriented team player able to work without direction

Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65) licenses

Group 1 Insurance License

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (\"Registry\") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures

Education

Bachelor's/University degree or equivalent experience

Not Specified
Senior Policy Advisor for Health
Salary not disclosed
New York, NY 2 days ago

Senior Policy Advisor for Health

State of New York – Executive Chamber

Salary Range $115,000-$130,000

Location: Albany, NY or New York, NY


The Senior Policy Advisor will report to the Deputy Secretary for Health and partner closely with the Assistant Secretaries for Health to oversee the Governor’s Health agenda, including all components of operations and policy management within the Health portfolio. Additionally, the Senior Policy Advisor will work with senior leadership and staff members within the Executive Chamber as well as the Department of Health (DOH), Office of the Medicaid Inspector General (OMIG), and State Office for the Aging (SOFA) in service of setting and implementing the Governor’s Health agenda.


Job Description:

  • Partners with the Deputy Secretary and Assistant Secretaries to conduct oversight of State agencies within the designated program area (Health). Serves as a cornerstone of the Health portfolio, partnering with the agency, Division of Budget, Executive Chamber Counsel, and other members of the Health portfolio to help set and implement the Governor’s Health agenda.
  • Policy making: Owns discrete policy areas agreed upon in collaboration with the Deputy Secretary and Assistant Secretaries for Health, including:
  • Identifying areas of greatest need/opportunity through research and analysis (literature reviews, stakeholder interviews, review of current legislation, etc.)
  • Developing specific proposals to address areas of need (e.g., reviewing best practices from other States, partnering with experts within State agencies) for consideration during annual State of the State and budget-making processes
  • Ensuring policy initiatives proposed by State agencies and other Executive Chamber teams remain coordinated and consistent with overall Health agenda
  • Developing perspective and advising Governor on whether to sign/veto legislative bills passed during annual legislative session
  • Implementation and agency oversight: Partners closely with relevant State agencies to ensure effective implementation of Governor’s agenda, including:
  • Monitoring agency progress in implementing key priorities, including intervening as necessary to ensure adequate direction, resources, and support to achieve objectives
  • Leading implementation for select priority initiatives
  • Managing certain aspects of day-to-day agency oversight (e.g., reviewing and approving budget requests, reports for external release)
  • Ensuring Deputy Secretary and other Executive Chamber leadership are kept abreast of agency operations
  • Providing input, as needed, on day-to-day agency operations (e.g., review of agency-proposed regulations)
  • Communications and stakeholder management: Takes steps to gather input on and build support for Governor’s agenda, including:
  • Meeting with key advocates and stakeholders within and outside of NYS to gather input on and build support for agenda
  • Partnering with agency and Executive Chamber communications teams to provide input on overall communications strategy, including press, events, etc.
  • In support of the above activities, is expected to have exemplary skills and demonstrated experience in the following:
  • Conducting policy research (including literature reviews, expert and stakeholder interviews, data analysis) and generating innovative and effective recommendations
  • Preparing clear and concise briefing materials, and providing verbal briefings
  • Effectively managing projects, including meeting facilitation, project tracking, stakeholder management, proactive risk identification
  • Working effectively as part of a team, including giving and receiving professional development feedback and supporting discussion of and implementation of effective team norms and culture


Potential Areas of Focus:

  • The Senior Policy Advisor will partner with the Assistant Secretaries for Health to support day-to-day management of a subcomponent of the Health portfolio. The Senior Policy Advisor will be assigned discrete policy areas and operational topics to oversee, and is expected to serve as the ‘first line of defense’ responsible for these areas. The Senior Policy Advisor will be expected to partner closely with the Assistant Secretaries for Health in these areas, working to keep the Deputy Secretary apprised of day-to-day activities and providing the Deputy Secretary with recommendations on all critical decisions needed
  • The Senior Policy Advisor’s areas of focus are flexible depending on candidate qualifications, but may include the healthcare delivery system, healthcare innovation, public healthcare insurance and coverage, long-term care, and/or public health.

Minimum Qualifications:


A Bachelor's degree and at least 5 years of full-time, professional experience with a focus on public administration, public policy, health policy, or related topics. A Master’s degree in a related field or Juris Doctor may substitute for one year of this experience. A strong interest and knowledge of health policy is highly desirable.


Preferred Skills:

  • Track record of strong analytical, organizational, and project management skills
  • Excellent written, verbal communication, research, and interpersonal skills
  • Ability to manage complexity, arrive at the appropriate solutions and insights and synthesize key findings in a rapid fashion
  • Commitment to public service and health policy
  • Broad experience in housing policy development and operations
  • Proficiency in Microsoft Word, PowerPoint, and Excel


NYS Executive Chamber is an equal opportunity employer. We encourage women, people of color, LGBTQ individuals, people with disabilities, members of ethnic groups, foreign-born residents, and veterans to apply. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, gender identity and/or expression, age, veteran status, disability status, arrest record or criminal conviction history, or any other category protected by law.


We are happy to consider reasonable and religious accommodations during the hiring process. Please send your request to

Not Specified
J.P. Morgan Wealth Management Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas
Salary not disclosed
Brea, CA 2 days ago
Private Client Advisor In Chase Wealth Management

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 broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities
  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required Qualifications, Capabilities, and Skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred Qualifications, Capabilities, and Skills
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Not Specified
J.P. Morgan Wealth Management - Private Client Advisor - Edina Branch - Edina, MN
🏢 Chase
Salary not disclosed
Minneapolis, MN 2 days ago
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 broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities:

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills:

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills:

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Not Specified
J.P. Morgan Wealth Management Private Client Advisor - Redmond, WA
✦ New
🏢 JPMorgan Chase
Salary not disclosed
Redmond, WA 1 day ago
Private Client Advisor In Chase Wealth Management

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 broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required Qualifications, Capabilities, and Skills

  • At least 2 years in a financial advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred Qualifications, Capabilities, and Skills

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Investment and insurance products are:

  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Not Specified
Yacht Client Advisor Manager (Remote East Coast)
✦ New
Salary not disclosed
Our Not-So-Secret Sauce

Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

A Day in the Life

As our Yacht Client Advisor Manager, you'll be at the helm of a dynamic team, guiding client advisory efforts and ensuring our clients receive top-notch service. You'll keep a pulse on client satisfaction, proactively delivering solutions that meet their needs. Collaboration is key, so you'll work closely with our sales team to assign client advisors and manage smooth transitions. Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization. Building and nurturing relationships with Centers of Influence (COIs) will be a priority, as these connections can enhance our service offerings.

You'll also take charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track. Managing relationships with local and regional carriers is essential, and you'll stay informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process. Your role will involve handling client communications and presentations, as well as participating in hiring and interviewing processes to bring in the best talent. You'll analyze workload and manage resources effectively, conducting regular staff meetings and one-on-ones to foster development.

For larger clients, you'll participate in advisory reviews and assist in resolving complex client or underwriting issues. Your focus will be on colleague development, training, and succession planning, ensuring our team is well-prepared for the future. You'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. Additionally, you'll manage reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce. Embracing change and adapting as needed, you'll reinforce the Marsh McLennan Agency Private Client Service vision and communicate effectively to provide clear and consistent leadership during transitions.

Our Future Colleague

We'd love to meet you if your professional track record includes these skills:

  • Yacht insurance experience required
  • Personal lines insurance experience with High-Net-Worth clientele
  • Property & Casualty (P&C) License
  • Client service orientation with balance on managing expectations
  • Ability to travel for client and company meetings as needed
  • 5+ years experience managing individuals and team goals preferred
  • 3-5+ years yacht insurance background required with client facing experience
  • Demonstrate an understanding of cultivating opportunities from within their client's centers of influence

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable Benefits

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work if near an office; or fully remote on the East Coast
  • Charitable contribution match programs
  • Stock purchase opportunities

We embrace a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $81,270 to $151,620. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.


Remote working/work at home options are available for this role.
Not Specified
Client Advisor, Waikiki
🏢 RIMOWA
Salary not disclosed
Honolulu, HI 4 days ago

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.


YOUR RESPONSIBILTIES:

Sales

  • Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
  • Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
  • Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
  • Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

  • Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
  • Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
  • Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
  • Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

  • Execute all POS transactions with precision and efficiency.
  • Confidently open and close the store register in full compliance with company policies.
  • Participate proactively in inventory management while upholding the highest standards of loss prevention.
  • Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
  • Always uphold immaculate store presentation and operational readiness.


PROFILE:

  • Proven success in a premium or luxury retail environment
  • Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
  • Impeccable personal presentation with exceptional communication skills
  • Strong problem-solving capabilities, a refined attention to detail.
  • A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
  • Flexible availability, including evenings, weekends, and holidays.
  • Able to regularly lift and handle Items up to 20 lbs.
  • Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.
Not Specified
Client Advisor, Ala Moana
🏢 RIMOWA
Salary not disclosed
Honolulu, HI 4 days ago

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.


YOUR RESPONSIBILTIES:

Sales

  • Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
  • Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
  • Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
  • Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

  • Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
  • Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
  • Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
  • Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

  • Execute all POS transactions with precision and efficiency.
  • Confidently open and close the store register in full compliance with company policies.
  • Participate proactively in inventory management while upholding the highest standards of loss prevention.
  • Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
  • Always uphold immaculate store presentation and operational readiness.


PROFILE:

  • Proven success in a premium or luxury retail environment
  • Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
  • Impeccable personal presentation with exceptional communication skills
  • Strong problem-solving capabilities, a refined attention to detail.
  • A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
  • Flexible availability, including evenings, weekends, and holidays.
  • Able to regularly lift and handle Items up to 20 lbs.
  • Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.
Not Specified
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