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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Overview:
Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which our employees build upon each day. Tiffany employees are passionate, kind and professionally committed. We hold ourselves and our co-workers to very high standards. We continually educate ourselves about new merchandise collections, cultures and the evolving luxury market. Our respect and love for the brand creates a workplace like no other.
We expect our employees to deliver the Tiffany Experience to each and every client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. For us, it is a dream to be associated with a company that is forever aligned with exquisite craftsmanship, timeless design and a dedicated commitment to corporate sustainability.
Responsibilities:
Client Advisors hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair for making each client’s experience extraordinary. The Client Advisor is an excellent communicator and brand ambassador. His or her passion for Tiffany is conveyed in every conversation and an entrepreneurial spirit is prevalent in the make-up of every client advisor. Developing client relationships and exceeding sales plan is first and foremost in the Tiffany sales professional’s skill set. The love of building his/her own business by developing client relationships and exceeding sales plan is first and foremost in the Tiffany client advisor’s skill set.
Sales: Deepen the relationship with our clients to drive lifetime loyalty and spend. Consistently achieve or exceed monthly, quarterly and annual store sales plan. Capture client data. Cultivate new and existing client relationships. Deliver a significant portion of sales through repeat client business. Drive business through key product pillars.
Service: Elevate in store experience by consistently delivering memorable moments to every client. Demonstrate passion as a Tiffany brand ambassador during every selling ceremony using the Tiffany Touch; your personal touch. Demonstrate Client Experience Behaviors identified within the TEI program (Voice of Client Survey) and with Tiffany client experience vision. Execute best practices by optimizing hospitality and store amenities to create unique experiences and take action on TEI performance and client feedback.
Qualifications:
Required Qualifications:
- Experience in retail or luxury retail or relevant client-related experience (e.g., hospitality).
- Proven track record in achieving sales results.
- Flexibility to work non-traditional hours, including days, nights, weekends and holidays.
- Ability to work with a diverse client base.
- Proficiency with Point of Sales (POS) systems, client tracking systems and Microsoft Outlook/email.
- Must have authorization to work in the United States or in the country where the position is based.
Preferred Qualifications:
- A college/university degree.
- Graduate Gemologist degree or previous Gemological Institute of America (GIA) course work is preferred.
- Proficiency in multiple languages.
The hiring range for this position ranges from $20.40 – $27.60. The rate of pay offered will be dependent upon candidates’ relevant skills and experience.
Overview:
Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which our employees build upon each day. Tiffany employees are passionate, kind and professionally committed. We hold ourselves and our co-workers to very high standards. We continually educate ourselves about new merchandise collections, cultures and the evolving luxury market. Our respect and love for the brand creates a workplace like no other.
We expect our employees to deliver the Tiffany Experience to each and every client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. For us, it is a dream to be associated with a company that is forever aligned with exquisite craftsmanship, timeless design and a dedicated commitment to corporate sustainability.
Responsibilities:
Client Advisors hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair for making each client’s experience extraordinary. The Client Advisor is an excellent communicator and brand ambassador. His or her passion for Tiffany is conveyed in every conversation and an entrepreneurial spirit is prevalent in the make-up of every client advisor. Developing client relationships and exceeding sales plan is first and foremost in the Tiffany sales professional’s skill set. The love of building his/her own business by developing client relationships and exceeding sales plan is first and foremost in the Tiffany client advisor’s skill set.
Sales: Deepen the relationship with our clients to drive lifetime loyalty and spend. Consistently achieve or exceed monthly, quarterly and annual store sales plan. Capture client data. Cultivate new and existing client relationships. Deliver a significant portion of sales through repeat client business. Drive business through key product pillars.
Service: Elevate in store experience by consistently delivering memorable moments to every client. Demonstrate passion as a Tiffany brand ambassador during every selling ceremony using the Tiffany Touch; your personal touch. Demonstrate Client Experience Behaviors identified within the TEI program (Voice of Client Survey) and with Tiffany client experience vision. Execute best practices by optimizing hospitality and store amenities to create unique experiences and take action on TEI performance and client feedback.
Qualifications:
Required Qualifications:
- Experience in retail or luxury retail or relevant client-related experience (e.g., hospitality).
- Proven track record in achieving sales results.
- Flexibility to work non-traditional hours, including days, nights, weekends and holidays.
- Ability to work with a diverse client base.
- Proficiency with Point of Sales (POS) systems, client tracking systems and Microsoft Outlook/email.
- Must have authorization to work in the United States or in the country where the position is based.
Preferred Qualifications:
- A college/university degree.
- Graduate Gemologist degree or previous Gemological Institute of America (GIA) course work is preferred.
- Proficiency in multiple languages.
The hiring range for this position ranges from $20.40 – $27.60. The rate of pay offered will be dependent upon candidates’ relevant skills and experience.
See All 19 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
- Tiffany &2
- Gucci1
- BALENCIAGA1
- Acrisure1
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, Tiffany &, and Gucci and others right now, based on current listings on Migrate Mate as of August 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, Malden, and Natick 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 0% of client advisor openings tied to Massachusetts are remote or hybrid as of August 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 19 Client Advisor Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Client Advisor Jobs