Client Advisor jobs

Bessemer Trust Company —Seattle, WA4.3

Series 7, Series 63 license desired. Bachelors degree in a relevant field and ideally 4-7 years of related business experience. CTFA, CFP or CFA is a plus.

Thrivent —Denver, CO3.7

We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…

Northwestern Mutual - Hawai'i —Honolulu, HI3.7

Full financial support for licensing, professional designations, and certifications for both your personal and professional growth.

UHY LLP —Kalamazoo, MI3.5

Support and field questions from Client Service Associates. Prepare and review financial statements, including balance sheets, income statements, and cash flow…

Mountain Springs Recovery —Monument, CO2.4

Masters Level education in psychology or a related field. Provides supervision to clinical team and signs off on clinical Intern/ Trainee hours as needed for…

Nextten Stauer, LLC —Burnsville, MN3.7

Benefit from perks like a telephonic medical program, matching 401k, and discounted products. We're seeking energetic, competitive, and sales-minded…

Bessemer Trust Company —Stuart, FL4.3

Handle routine communication with clients and their advisors via telephone, email and fax. Work with Client Administration Team to open accounts and coordinate…

Crescent City Retirement Group —Metairie, LA

Bachelor’s or associate degree in finance or similar field *(Preferred)*. Crescent City Retirement Group, LLC is an independent, privately-owned financial…

AAA Club Alliance —Remote3.2

Process payments and manage reservations efficiently. Previous experience in hospitality, customer service, hotel, or travel-related roles preferred.

Panhandle Support Services —Petersburg, WV3.6

This position is responsible for providing professional, non-clinical personal care and caregiving services to enable clients to remain healthy and independent…

F&M Trust —Harrisburg, PA3.4

Ability to develop and execute a sales strategy to target prospects and build a network of key decision makers and centers of influence.

Taos Global Group Inc —San Gabriel, CA

Sells commerical/personal lines insurance and investments products to small and mid-size business owners; Holds excellent communication skills;

INFUSE —Remote3.5

Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.

RIA Recruiting —Remote

Act as our “Director of First Impressions” by greeting clients by phone in a warm, friendly, and welcoming manner. 2+ years of financial services experience.

Louis Vuitton —New York, NY3.7

Possess high integrity and respect confidentiality, and be able to maintain composure and activate troubleshooting strategies, when needed.

Vacation VIP Club LLC —Remote

Collaborate with vendors, hotels, to secure reservations. Previous experience in sales, hospitality, or travel planning A+ but not required.

Equitable Advisors —Fort Worth, TX3.4

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…

Family, Wealth and Legacy, LLC —Remote1

Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…

Garcia Honda —Albuquerque, NM2.1

Verify that the final invoice reconciles with the work performed on the repair order. Prepare a complete and accurate estimate of cost for labor and parts.