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Senior Client Advisor Jobs in Rhode Island (NOW HIRING)

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Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

... based on the client's unique financial situation. While in our corporate office each advisor ... Whether it's through teaming up with a senior advisor, or providing you with tools to track your ...

Be Seen First

Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

... based on the client's unique financial situation. While in our corporate office each advisor ... Whether it's through teaming up with a senior advisor, or providing you with tools to track your ...

... as a trusted advisor to privatesector clients across Healthcare, Life Sciences, and Higher ... Act as a senior client partner , building long-term relationships, managing expectations, and ...

Sr. Plan Consultant

Smithfield, RI · On-site

$110 - $140/hr

## Sr. Plan ConsultantApplylocations: Smithfield, RItime type: Full timeposted on: Posted Todayjob ... advisors, attorneys, and internal business partners. Our success mitigates risk for the client and ...

Conduct property tours, site inspections, and client presentations that effectively communicate the ... Conduct familiarization tours and site inspections for qualified planners, travel advisors, and ...

Conduct property tours, site inspections, and client presentations that effectively communicate the ... Conduct familiarization tours and site inspections for qualified planners, travel advisors, and ...

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Senior Client Advisor information

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.
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What cities in Rhode Island are hiring for Senior Client Advisor jobs? Cities in Rhode Island with the most Senior Client Advisor job openings:
What are popular job titles related to Senior Client Advisor jobs in RI? For Senior Client Advisor jobs in RI, the most frequently searched job titles are:
Infographic showing various Senior Client Advisor job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution.

Senior Client Advisor - Northeast

Crucial Learning

Providence, RI • On-site

Other

Medical, Life, Retirement

Posted 9 days ago


Job description

Senior Client Advisor (Northeast)

Reports To: Director of Sales

Employment Type: Full Time, FLSA Status: Exempt, EEO Category: Sales Workers

The Impact You Will Have:

You will be responsible for hitting or exceeding an annual revenue quota from both a portfolio of named accounts and via the uncovering of new accounts. This role requires high-level execution at every stage of the pipeline development and sales process. Stage examples include analyzing accounts, prospecting, and scheduling with new contacts, identifying customer needs, advancing opportunities, deepening relationships, and partnering with project teams to ensure flawless execution. In this role you will be involved in delivering and overseeing exceptional client service to deliver on tasks, briefs, and projects.

Note: We are only considering candidates who live within territory. Applicants must live in Maine, Vermont, New Hampshire, Massachusetts, Connecticut, Rhode Island, or Pennsylvania.

What You'll Do:

  • Generate sales in assigned accounts or portfolio through direct sales, networking, and marketing events. Identify, develop, and expand key accounts.
  • Demonstrate strategic selling approach to identify, target, and penetrate companies with needs appropriate to the company's services and products.
  • Consistently engage in prospecting activities. Concentrate on new business development opportunities in existing clients.
  • Qualify all accounts and ensure accurate information in Salesforce.com
  • Work with senior leaders in targeted industries.
  • Develop winning proposals and deliver presentations. Collaborate with other resources, when appropriate.
  • Consistently link our products and capabilities with our clients' business issues and strategic objectives.
  • Stay current regarding the business issues facing all dominant industries in your portfolio and strategize how the company's services can help solve them.
  • Identify and understand customers' decision-making processes, goals, objectives, strategies, competitive situations, buyers and influences to build direct relationships and win new business opportunities.
  • Partner with various internal resources to ensure that proper pricing, staffing, and delivery targets are set for proposed solutions.
  • Work with various internal resources to ensure quality handoffs for delivery of solutions.
  • Induct new Account members into the business
  • Supporting the development of the team by sharing knowledge and insights with junior members of the team

What You'll Need:

  • Bachelor's degree required. Advanced degree is preferred.
  • 7-9 years of sales experience in a complex business environment with emphasis on selling of intangible services to leading corporations.
  • Prior experience with Salesforce or other ERP application
  • Previous success in a Sales or Business Development role is strongly desired.
  • Experience with new business development and maintaining relationships.
  • Strong written, verbal communication, and presentation skills; strong conceptual and analytical skills.
  • Ability to build relationships from scratch and sell at business unit level in medium to large companies
  • Track record of achieving revenue targets in a new business capacity
  • Will have experience of communicating and presenting at different levels within many businesses
  • Strong pipeline analysis and opportunity forecasting skills.
  • Strong listening and communication skills
  • Self-Starter and goal oriented
  • Strong work ethic and positive attitude
  • Team player mentality
  • An excellent knowledge of Microsoft office
  • Must be able to attend in-person company events at least once a year.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

What You'll Get:

  • Access to some of the richest professional development programs.
  • A variety of benefits. Programs include health benefits, life insurance, income protection and retirement savings plan with employer contributions to assist with your health & financial security today and in the years ahead.
  • Access to health benefits and wellness programs for employees and families.
  • The ability to work in a flexible work environment.
  • Professional development support as we want YOU to be successful in your career. Our team will work with you to establish the goals you are trying to achieve in your profession.

The Process:

The first step is to apply to the role. If your experience matches our needs, you will be reached out to by a member of the HR team to set up a call to learn more about you. From there, you can expect to meet with the hiring manager and some other members of the team. We like to connect over the phone, via Zoom and sometimes, in person (when applicable)!

AAP:

Crucial Learning provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Crucial Learning complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Crucial Learning expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Crucial Learning's employees to perform their job duties may result in discipline up to and including discharge.

If you are vision-impaired or have some other disability under the Americans with Disabilities Act or a similar law, and you wish to discuss potential accommodations related to applying for employment at Crucial Learning, please contact our Recruitment department at hr@cruciallearning.com.

ADA (American with Disabilities Act) Information:

  • Work is performed primarily in an office setting
  • Operates standard office equipment to include a computer, calculator, copier, fax, telephone

The anticipated base salary range for this position is $80,000 - $95,000 annually with the opportunity to participate in a variable incentive plan. The actual base salary will depend on factors such as experience, skills, qualifications, and location.

Crucial Learning is an Equal Opportunity Employer – minorities, females, veterans, and individuals with disabilities are encouraged to apply.