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Client Advisor Jobs in Boston, MA (NOW HIRING)

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Client Advisor

Boston, MA · On-site

$40K - $120K/yr

Client Advisor Guide Clients Through Renovation Projects That Are Too Important to Get Wrong Beantown Builders Inc. is a premium design-build remodeling company serving Greater Boston. We specialize ...

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Client Advisor

Boston, MA · On-site

$40K - $120K/yr

Client Advisor Guide Clients Through Renovation Projects That Are Too Important to Get Wrong Beantown Builders Inc. is a premium design-build remodeling company serving Greater Boston. We specialize ...

Private Client Advisor

Boston, MA · On-site

$80K - $100K/yr

As a Private Client Advisor you'll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into ...

Client Advisor Summary As the Client Advisor, you are both the face and the driving force on the spa and retail sales floor, delivering gracious and seamless support to guests and staff. You ensure ...

We're seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data-driven ...

Construction Client Advisor

Andover, MA · On-site

$75K - $150K/yr

We're seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data-driven ...

Strategic Client Advisor

Boston, MA · On-site

$160K - $200K/yr

About the Role Loomis Sayles is seeking a Strategic Client Advisor to join the Strategic Relationships team to partner with our sub-advisory client's distribution teams. This individual will serve as ...

Senior Client Advisor - Boston, USA

Boston, MA · On-site

$147K - $148K/yr

The senior client advisor role in Boston, contributes to the Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones in the ...

Overview As the Client Advisor, you are both the face and the driving force on the spa and retail sales floor, delivering gracious and seamless support to guests and staff. You ensure the front-of ...

Private Client Advisor II

Boston, MA · On-site

$100K - $275K/yr

... client needs * Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management

... client needs * Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management

We are currently seeking a Client Advisor who will report to the Store Manager as part of our dynamic team. How you will contribute: * Meet and exceed monthly sales goals and KPI's thru client ...

Overview As the Client Advisor, you are both the face and the driving force on the spa and retail sales floor, delivering gracious and seamless support to guests and staff. You ensure the front-of ...

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Showing results 1-20

Client Advisor information

See Boston, MA salary details

$15

$33

$97

How much do client advisor jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for client advisor in Boston, MA is $33.94, according to ZipRecruiter salary data. Most workers in this role earn between $19.33 and $36.83 per hour, depending on experience, location, and employer.

What is a Client Advisor?

A Client Advisor is a professional who works closely with clients to understand their needs and provide tailored advice, products, or services. Typically found in industries like finance, retail, and luxury goods, Client Advisors act as the main point of contact between the company and its clients. Their responsibilities often include building strong relationships, offering personalized recommendations, and ensuring customer satisfaction. They may also handle account management, sales, and after-sales support to maximize client loyalty and business growth.

What are the key skills and qualifications needed to thrive as a Client Advisor, and why are they important?

To thrive as a Client Advisor, you need strong interpersonal skills, sales acumen, and a background in customer service or related fields, often supported by a relevant degree or experience. Familiarity with CRM software, point-of-sale systems, and sometimes luxury retail management certifications is typically required. Exceptional communication, active listening, and problem-solving abilities help build trust and deliver personalized service. These skills are essential for fostering lasting client relationships, driving sales, and ensuring customer satisfaction in a competitive environment.

How does a Client Advisor typically collaborate with other departments to ensure excellent client service?

Client Advisors often work closely with teams such as sales, product specialists, and customer service to provide comprehensive support to clients. They act as a bridge between the client and the company, ensuring that client needs and feedback are communicated effectively to relevant departments. Regular collaboration may involve joint meetings, shared project management tools, and coordinated follow-ups to resolve issues or customize solutions. This teamwork helps maintain a high level of client satisfaction and fosters a positive, service-oriented company culture.

What is the difference between Client Advisor vs Financial Consultant?

AspectClient AdvisorFinancial Consultant
Required CredentialsCertifications like CFP, Series 7, Series 63CFP, CFA, Series 7, Series 63
Work EnvironmentFinancial institutions, banks, wealth management firmsIndependent or firm-based, consulting firms, banks
Employer & Industry UsageUsed in banking and wealth management sectorsCommon in financial planning and investment advisory
Search & Comparison IntentClients seeking personalized financial adviceIndividuals or businesses seeking investment strategies

While both roles involve financial advice, Client Advisors typically work within banks or wealth management firms focusing on client relationships, whereas Financial Consultants often provide broader investment and financial planning services, sometimes independently. The choice depends on your specific financial needs and career interests.

What are popular job titles related to Client Advisor jobs in Boston, MA? For Client Advisor jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Client Advisor jobs in Boston, MA look for? The top searched job categories for Client Advisor jobs in Boston, MA are:
Infographic showing various Client Advisor job openings in Boston, MA as of July 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $70,614 per year, or $33.9 per hour.
Client Advisor

Client Advisor

Beantown Builders Inc

Boston, MA • On-site

$40K - $120K/yr

Full-time

PTO

Posted 5 days ago

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Job description

Client Advisor

Guide Clients Through Renovation Projects That Are Too Important to Get Wrong

Beantown Builders Inc. is a premium design-build remodeling company serving Greater Boston. We specialize in significant residential renovations and select commercial renovation projects where thoughtful planning, disciplined execution, and professional guidance are just as important as construction itself.

Our clients aren't looking for someone to simply provide an estimate. They're making meaningful investments in their homes, businesses, and properties, and they want an experienced professional who can help them evaluate options, identify challenges, reduce uncertainty, and confidently move from concept to construction.

We're seeking a Client Advisor to become that trusted first point of contact.

This is not a traditional sales position.

It's a client advisory role for someone who understands construction, enjoys solving problems, and takes pride in helping clients make informed decisions about projects where planning matters.

Whether your background is in construction, architecture, engineering, estimating, project management, or residential design, if you enjoy working with people and want to apply your technical knowledge in a client-facing role, we'd like to hear from you.

What You'll Do

As a Client Advisor, you'll guide clients through the earliest—and often most important—stage of their renovation journey.

You'll evaluate opportunities, identify potential challenges, educate clients on their options, and help determine whether Beantown Builders is the right partner for their project.

Your responsibilities will include:

  • Responding promptly to new inquiries.

  • Conducting discovery calls to understand each client's goals, priorities, budget, and timeline.

  • Qualifying prospective clients based on project fit, objectives, and expectations.

  • Meeting clients on-site to evaluate existing conditions and identify design and construction considerations.

  • Providing thoughtful guidance on project feasibility and recommending appropriate next steps.

  • Guiding qualified clients through our structured preconstruction process.

  • Collaborating with our design and estimating teams to develop preliminary budgets, scope recommendations, and project strategies.

  • Helping clients navigate design development, budgeting, and value engineering decisions.

  • Presenting project proposals and serving as a trusted advisor throughout the decision-making process.

  • Maintaining accurate client records within our CRM.

  • Coordinating a seamless transition to our Operations team once a construction agreement is executed.

Business Development

Building trusted relationships is a core responsibility of this role.

In addition to working with company-generated opportunities, you'll help strengthen Beantown Builders' reputation throughout Greater Boston by:

  • Developing relationships with architects, engineers, interior designers, Realtors, insurance professionals, and other referral partners.

  • Representing Beantown Builders at networking events, industry associations, and community organizations.

  • Supporting and expanding our Partner Access Program.

  • Maintaining relationships with past clients to encourage repeat business and referrals.

  • Collaborating with our Marketing team to strengthen our visibility within the markets we intentionally serve.

What We're Looking For

We're looking for professionals who understand buildings and enjoy helping clients make informed decisions.

Experience in one or more of the following is strongly preferred:

  • Residential remodeling

  • Commercial renovation

  • Construction management

  • Project management

  • Estimating

  • Architecture

  • Architectural or residential design

  • Engineering

  • Design-build

Professional licensure is not required.

Relevant experience, sound construction judgment, and the ability to communicate professionally are far more important than credentials.

The ideal candidate:

  • Understands how buildings are assembled and can recognize opportunities and potential challenges during site visits.

  • Is naturally curious and asks thoughtful questions before offering solutions.

  • Communicates with professionalism, confidence, and empathy.

  • Enjoys educating clients rather than "selling" them.

  • Builds trust quickly through expertise and sound judgment.

  • Is organized, detail-oriented, and accountable.

  • Is comfortable using technology and CRM systems.

  • Wants to represent a premium brand built on professionalism, planning, and exceptional client experience.

Compensation & Benefits

Base Salary: $40,000 annually

Performance Incentives

  • $300 bonus for each client who commits to our Feasibility & Planning phase.

  • $500 bonus for each funded Design Agreement.

  • Commission on construction contracts you help bring to contract.

Successful Client Advisors typically earn $80,000–$120,000+ annually, with additional upside as performance and responsibility grow.

What We Provide

  • Company vehicle

  • Fuel card

  • Company laptop

  • Company-generated opportunities

  • CRM and client management technology

  • A proven preconstruction and design-build process

  • Administrative and operational support

  • Ongoing coaching and professional development

Why Join Beantown Builders?

We believe exceptional renovation projects begin long before construction starts.

That's why we've built our company around thoughtful planning, disciplined processes, and professional guidance that help clients make confident decisions before work ever begins.

We're investing in people, systems, technology, and operational excellence to become Greater Boston's most trusted name for significant renovation projects.

If you're looking for a role where your construction knowledge is valued, your judgment matters, and your relationships have a direct impact on both our clients' success and the growth of our company, you'll find more than a job at Beantown Builders—you'll find an opportunity to build a meaningful career.

Apply Today

Please submit your resume along with a brief introduction telling us about your background and why you're interested in helping clients successfully navigate significant renovation projects.

If you're a construction professional who enjoys building relationships, solving problems, and guiding clients through projects that are too important to get wrong, we'd love to hear from you.