Client Advisor Jobs in Massachusetts
Client Advisor jobs in Massachusetts concentrate heavily in financial services, wealth management, and private banking, with strong demand across insurance and luxury retail as well. Boston, Cambridge, and Worcester are the largest hiring metros, anchored by employers like Fidelity Investments, State Street, and John Hancock that consistently maintain large client-facing teams. The most in-demand specializations are high-net-worth portfolio advising, commercial banking relationships, and employee benefits consulting. Find a role that fits below and apply directly.
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Showing 5 of 30+ Client Advisor jobs
Richemont, one of the world leaders in the luxury sector, has various Houses specializing in jewelry, watches and high-end accessories. Each Maison proudly embodies a tradition of style, quality and craftsmanship and Richemont strives to preserve the heritage and identity specific to each of them. At the same time, we are committed to innovating and designing new products in line with the values of our Houses, through a process of permanent creativity.
Role Overview
The IWC Client Advisor is responsible for delivering stellar client experience and for achieving his/her personal sales targets as well as those of the boutique. He/she needs to act as an ambassador of IWC at all times with client satisfaction being his/her utmost goal.
Responsibilities
- Hosting clients and other stakeholders with the ability to provide personalized customer experience
- Acknowledge selling of watches, accessories and services as main task and exceeds turnover targets set by the Boutique Manager
- Identify and/or create sales opportunities inside and outside boutique environment to activate network to recruit prospects and clients
- Find ever new and creative means to exceed client’s expectations
- Establish strong personal relationships with clients from different backgrounds.
- Support these relationships through constant focus and attention on CRM. Develop and maintain client database and manage clienteling activities on a day to day basis.
- Handle customer service requests and respective processes.
- Know IWC’s history, products and partnerships as well as the watch and luxury industries.
- Deliver outstanding client service and treatment to make a clear difference vs. competition.
- Act as a brand ambassador in and out of the boutique.
- Organize and execute all operational tasks in detail and with care.
- Maintain the boutique according to global IWC visual merchandising standards.
- Be part of a boutique team and support the overall organization of the boutique with a strong team approach.
- Take on a championship role (Visual Merchandising, Operations, Customer Service, CRM etc) to participate to the boutique administration and elevate the BTQ KPI.
Qualifications
Education
- 3-5 years of experience in sales or hospitality
- Applicants with background in Sales or Hospitality preferred
Technical Skills/Abilities
- Fluent in English
- Comfortable with Video chat softwares
Personal Skills
- Strong Team player mindset
- Excellent communicator with ability to develop strong networks
- Curious and resourceful
- Able to work independently on creating sales leads
- Result-oriented and driven
- Strong selling skills
- Accountable and reliable
- Able to handle large diversity of tasks in a timely manner, very organized and disciplined
- High emotional intelligence and general education
- Perfect understanding of client satisfaction and luxury experience and strong sense for etiquette and human behavior
- Able to adapt approach individually to respective client
- Open and outgoing personality
- Demonstrate eagerness and enthusiasm to learn and grow
- Creative, curious and versatile with good interpersonal competences and empathetic
- Has perfect manners and can maintain a conversation elegantly
Richemont offers a generous compensation and benefits package for eligible employees. Only candidates selected for further consideration will be contacted.
We Offer
Employee wellbeing is a top priority at Richemont. We offer a comprehensive benefits program to support employees and their loved ones. Our core benefits include medical, dental, and vision programs. Health savings and flexible spending accounts are also available. The company offers income protection solutions including life insurance, disability benefits, and 401(k) with employer match. Understanding the importance of work-life balance, our total rewards include paid time off, a wellness reimbursement benefit, and access to the employee assistance program. Employees are encouraged to make a difference in their local communities with volunteer days off, supporting initiatives that drive change.
At Richemont, We Craft the Future!
Expected Salary Range: $23 - $26
Salary will be determined based on relevant skills and experience.
#Richemont #WeCraftTheFuture
Richemont, one of the world leaders in the luxury sector, has various Houses specializing in jewelry, watches and high-end accessories. Each Maison proudly embodies a tradition of style, quality and craftsmanship and Richemont strives to preserve the heritage and identity specific to each of them. At the same time, we are committed to innovating and designing new products in line with the values of our Houses, through a process of permanent creativity.
Role Overview
The IWC Client Advisor is responsible for delivering stellar client experience and for achieving his/her personal sales targets as well as those of the boutique. He/she needs to act as an ambassador of IWC at all times with client satisfaction being his/her utmost goal.
Responsibilities
- Hosting clients and other stakeholders with the ability to provide personalized customer experience
- Acknowledge selling of watches, accessories and services as main task and exceeds turnover targets set by the Boutique Manager
- Identify and/or create sales opportunities inside and outside boutique environment to activate network to recruit prospects and clients
- Find ever new and creative means to exceed client’s expectations
- Establish strong personal relationships with clients from different backgrounds.
- Support these relationships through constant focus and attention on CRM. Develop and maintain client database and manage clienteling activities on a day to day basis.
- Handle customer service requests and respective processes.
- Know IWC’s history, products and partnerships as well as the watch and luxury industries.
- Deliver outstanding client service and treatment to make a clear difference vs. competition.
- Act as a brand ambassador in and out of the boutique.
- Organize and execute all operational tasks in detail and with care.
- Maintain the boutique according to global IWC visual merchandising standards.
- Be part of a boutique team and support the overall organization of the boutique with a strong team approach.
- Take on a championship role (Visual Merchandising, Operations, Customer Service, CRM etc) to participate to the boutique administration and elevate the BTQ KPI.
Qualifications
Education
- 3-5 years of experience in sales or hospitality
- Applicants with background in Sales or Hospitality preferred
Technical Skills/Abilities
- Fluent in English
- Comfortable with Video chat softwares
Personal Skills
- Strong Team player mindset
- Excellent communicator with ability to develop strong networks
- Curious and resourceful
- Able to work independently on creating sales leads
- Result-oriented and driven
- Strong selling skills
- Accountable and reliable
- Able to handle large diversity of tasks in a timely manner, very organized and disciplined
- High emotional intelligence and general education
- Perfect understanding of client satisfaction and luxury experience and strong sense for etiquette and human behavior
- Able to adapt approach individually to respective client
- Open and outgoing personality
- Demonstrate eagerness and enthusiasm to learn and grow
- Creative, curious and versatile with good interpersonal competences and empathetic
- Has perfect manners and can maintain a conversation elegantly
Richemont offers a generous compensation and benefits package for eligible employees. Only candidates selected for further consideration will be contacted.
We Offer
Employee wellbeing is a top priority at Richemont. We offer a comprehensive benefits program to support employees and their loved ones. Our core benefits include medical, dental, and vision programs. Health savings and flexible spending accounts are also available. The company offers income protection solutions including life insurance, disability benefits, and 401(k) with employer match. Understanding the importance of work-life balance, our total rewards include paid time off, a wellness reimbursement benefit, and access to the employee assistance program. Employees are encouraged to make a difference in their local communities with volunteer days off, supporting initiatives that drive change.
At Richemont, We Craft the Future!
Expected Salary Range: $23 - $26
Salary will be determined based on relevant skills and experience.
#Richemont #WeCraftTheFuture
See All 30 Client Advisor Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Client Advisor Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
- JPMorganChase12
- Louis Vuitton2
- Tiffany &2
- Biologique Recherche2
- Gucci1
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Massachusetts Employers Look For
The qualifications that appear most often in client advisor jobs across Massachusetts.
- FINRA Series 7 or Series 65 license registered in Massachusetts where the role involves securities
- Bachelor's degree in finance, business, economics, or a related field
- Two or more years of client-facing experience in financial services or wealth management
- Demonstrated ability to manage and grow a portfolio of individual or institutional accounts
- Proficiency with CRM platforms such as Salesforce or similar client management tools
- Strong written and verbal communication skills for presenting recommendations to clients
Client Advisor Jobs in Massachusetts: Frequently Asked Questions
How do you become a client advisor in Massachusetts?
Most client advisor roles in Massachusetts require a bachelor's degree in finance, business, or economics combined with relevant FINRA licensure. For positions involving investment products or securities, you will need to pass the Series 7 and Series 66 exams, with registration maintained through FINRA and compliant with Massachusetts Securities Division oversight. Roles in insurance-linked advising additionally require a Massachusetts Life and Health producer license issued by the Division of Insurance.
Which companies hire client advisors in Massachusetts?
Massachusetts client advisor roles are posted by JPMorganChase, Louis Vuitton, and Tiffany & and others right now, based on current listings on Migrate Mate as of November 2026. Massachusetts's deep concentration of asset managers, regional banks, and insurance carriers means openings appear across a wide range of firm sizes, from national institutions to independent advisory practices headquartered in Greater Boston.
Which Massachusetts cities have the most client advisor jobs?
Boston, Springfield, and Reading have the most client advisor openings in Massachusetts. Boston dominates because it is home to major asset managers, investment banks, and insurance headquarters, while suburban hubs like Worcester attract regional bank branches and mid-size advisory firms that serve central Massachusetts's growing professional population.
Are there remote client advisor jobs in Massachusetts?
Yes, but they are less common than in purely analytical roles because client advisory work often requires in-person relationship building and licensed activity tied to a registered office. About 11% of client advisor openings tied to Massachusetts are remote or hybrid as of November 2026, reflecting the industry's gradual shift toward flexible models. Portfolio review, onboarding calls, and ongoing client check-ins are the functions most frequently handled remotely.
How can I get hired as a client advisor in Massachusetts with little or no experience?
The most realistic entry path is a client associate or service advisor role at a Boston-area wealth management firm or regional bank, where you support senior advisors while studying for your FINRA licenses. Fidelity Investments and State Street both run structured rotational and new-graduate programs in Massachusetts that place candidates into client-facing tracks without prior advisory experience. A completed Series 65 exam or a Massachusetts Life and Health producer license, even before being hired, signals seriousness and accelerates the process considerably.
Where can I find and apply to client advisor jobs in Massachusetts?
You can find and apply to client advisor jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings across financial services, insurance, wealth management, and related sectors. Search the available roles, find positions that match your background and preferred location, and apply directly to each one.
See All 30 Client Advisor Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Client Advisor Jobs