Client Advisor jobs

YOUNG & Associates —Tallahassee, FL3.1

Project Specialists provide administrative and programmatic support through all stages of the federal and state grant program lifecycle - pre-award review,…

Louis Vuitton —New York, NY3.7

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

Savant Wealth Management —Satellite Beach, FL3

Must obtain a Series 65 license within three (3) months of starting the program. Bachelors Degree from an accredited college or university in the areas of…

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…

Oakwood Capital Accounting & Tax Advisors —Fort Myers, FL

Professional demeanor, friendly, enjoys working with others. Bonus potential based on overall profitability of the global enterprise and personal performance in…

CH Carolina Herrera —Central Valley, NY3.2

For the company clientele, providing excellent customer service and driving customer loyalty. Processing transactions accurately and efficiently.

Thrivent —Milwaukee, WI3.7

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…

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…

LeClair Group —Saint Paul, MN3

Participate in continuing education and training programs to stay current on Medicare policies and best practices and stay current with your state health…

SavATree —South Burlington, VT3.2

In the Sales Arborist role, you will have the opportunity to work closely with our field specialists who deliver work and new and existing customers while…

Client First Tax & Wealth Advisors —West Bend, WI

Bachelor’s Degree in a related field. Supervise / mentor / encourage / develop team members during tax season. Assist with tax planning and projections.

Horty & Horty P.A. —Wilmington, DE

BA/BS Degree – preferably in Accounting or related field of study. Ability to work closely with clients to answer questions or to collect necessary information…

Fiorito Wealth Management —Hattiesburg, MS

You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security.

CH Carolina Herrera —Central Valley, NY3.2

For the company clientele, providing excellent customer service and driving customer loyalty. Processing transactions accurately and efficiently.

Louis Vuitton —Rutherford, NJ3.7

To succeed in this role, you must have experience working in luxury or client-centric retail environment or a strong history of customer service and dealing…

Northwestern Mutual- Oswego/Watertown —Oswego, NY3.7

Support for continuing education, e.g. Insurance license, Series 6 or 7 and Series 63 or 66 CFP®, ChFC®, RICP®. Bonus programs and expense allowances.

Index Fund Advisors, Inc. —Irvine, CA

Bachelor’s degree in Accounting or related field. The Tax Supervisor is a detail-oriented team player who can bring a passion for taxes in support of the…

Germain Honda of Naples —Naples, FL3.4

Continuously develop product and sales acumen to become the vehicle expert. At Germain, our mission is to attract, develop and retain exceptional people to…

Fetch Pet Insurance —Stanwood, WA3.8

Active Property & Casualty (P&C) license or _willing to obtain a P&C license at the expense of the Company within 30 days of employment (subject to state…