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Senior Client Advisor Jobs in Jupiter, FL (NOW HIRING)

Client Care Advisor ARE YOU LOOKING FOR A MEANINGFUL CHANGE IN YOUR PROFESSIONAL CAREER? LOOK NO ... senior community in which we serve. Home Instead provides non-medical assistance with the ...

The Sr. Relationship Advisor coordinates with clients' professional advisors to identify and ... Lead client conversations focused on goals-driven wealth management and holistic advice, providing ...

The Sr. Relationship Advisor coordinates with clients' professional advisors to identify and ... Lead client conversations focused on goals-driven wealth management and holistic advice, providing ...

The Sr. Relationship Advisor coordinates with clients' professional advisors to identify and ... Lead client conversations focused on goals-driven wealth management and holistic advice, providing ...

Fiduciary Advisor Sr

Palm Beach, FL · On-site

$132K - $132K/yr

As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based in Palm Beach ... Introduces planning concepts to meet client needs for assigned accounts. Leads colleagues in ...

Fiduciary Advisor Sr

Palm Beach, FL · On-site

$132K - $132K/yr

As a Fiduciary Advisor Sr within PNC's Private Bank organization, you will be based in Palm Beach ... Introduces planning concepts to meet client needs for assigned accounts. Leads colleagues in ...

Senior Portfolio Advisor II

Palm Beach, FL · On-site

$132K - $132K/yr

At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-producing investment ... Analyze and plan overall investment strategy with continuous revision as client goals and ...

Senior Portfolio Advisor II

Palm Beach, FL · On-site

$132K - $132K/yr

At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-producing investment ... Analyze and plan overall investment strategy with continuous revision as client goals and ...

Senior Portfolio Advisor II

Palm Beach, FL · On-site

$132K - $132K/yr

At Northern Trust, the Senior Portfolio Advisor manages a full set of fee-producing investment ... Analyze and plan overall investment strategy with continuous revision as client goals and ...

Regional Director or SVP of Retail (as applicable) Division: Retail Overview: The Store Director is ... Lead the development of high-performing Client Advisors by implementing strategic luxury watch ...

Showing results 21-40

Senior Client Advisor information

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.

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.

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 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 job categories do people searching Senior Client Advisor jobs in Jupiter, FL look for?

The top searched job categories for Senior Client Advisor jobs in Jupiter, FL are:

What cities near Jupiter, FL are hiring for Senior Client Advisor jobs?

Cities near Jupiter, FL with the most Senior Client Advisor job openings:

Infographic showing various Senior Client Advisor job openings in Jupiter, FL as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution.

Senior Home Lending Advisor, South Palm Beach, FL

JPMorgan Chase & Co.

Boynton Beach, FL • On-site

$65 - $90/hr

Other

Re-posted 20 days ago


JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 174 rated banks


Job description

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.

Job responsibilities
  • Coaches and mentors the branch team by providing training on products and services.
  • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
  • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
  • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
  • Builds role as the internal and external mortgage expert and maintains good relationships with customers.
  • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
  • Bachelor's degree or equivalent work experience in sales and/or real estate
  • 3+ years of mortgage lending and proven sales experience in retail banking
  • Knowledge of real estate market in local area
  • Excellent written and oral communication skills
  • Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
  • FHA/VA sales experience
  • Marketing, promoting, relationship building, and consulting skills
  • Intermediate PC skills in a Windows environment

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.

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