22811
Client Advisor jobs
Fetch Pet Insurance —Stanwood, WA
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…
From $45,000 a year
Quick Apply
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…
$50,000 - $100,000 a year
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LeClair Group —Saint Paul, MN
Participate in continuing education and training programs to stay current on Medicare policies and best practices and stay current with your state health…
From $50,000 a year
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Louis Vuitton —New York, NY
Possess high integrity and respect confidentiality, and be able to maintain composure and activate troubleshooting strategies, when needed.
$25 - $27 an hour
9h
Family, Wealth and Legacy, LLC —Remote
Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…
$40,000 - $55,000 a year
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21h
Bessemer Trust Company —Seattle, WA
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.
$95,000 - $160,000 a year
PMC Medical Group —Merrimack, NH
Execute or oversee the execution and maintenance of client-related paperwork, including federal- and state-mandated forms, client diagnostic records, and…
$125,000 - $200,000 a year
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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.
$61,000 - $94,000 a year
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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…
$100,000 - $140,000 a year
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Socotec —Fort Lauderdale, FL
Undertake facade design, detailing and analysis, and participate in testing, fabrication and construction administration.
Estimated: $101K - $128K a year
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Radcliffe Jewelers —Newark, DE
The Dedicated Rolex Watch Client Advisor position requires excellent personal communication skills, a desire to work in an exclusive luxury environment, a…
$26 - $30 an hour
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Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.
$70,000 - $105,000 a year
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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…
$115,000 - $140,000 a year
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James holloway —Tyler, TX
Proficiency in financial software and tools such as PeopleSoft, Ellucian, etc. Conduct in-depth financial analysis and create personalized financial plans for…
$40,000 - $45,000 a year
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4d
Waycrosse, Inc. —Wayzata, MN
Bachelor's degree in Accounting, Finance or related field required. 10+ years of experience in financial advisory, accounting, tax (individual and trust) or…
Estimated: $131K - $166K a year
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Aflac —Iron Mountain, MI
Must have reliable personal transportation and active driver's license. Generate new sales through community-based outreach, networking, referrals & cold calls.
$49,000 - $80,000 a year
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23h
Northwestern Mutual- Oswego/Watertown —Oswego, NY
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.
$71,191.75 - $90,736.30 a year
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B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
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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.
$75,000 - $125,000 a year
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14h
Thrivent —Lincoln, NE
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…
Up to $150,000 a year
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