19 client account manager jobs at 5 companies in Vermillion, SD
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J.P. Morgan Wealth Management – Private Client Advisor - Sioux Falls, SD
Sioux Falls or Sioux Falls or Sioux Falls or Sioux Falls
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and life/health/long-term care insurance licenses (required or obtainable within 60 days); goals-based planning, client acquisition, and relationship management skills.
Hirschbach Motor Lines: Refrigerated and dedicated transportation and logistics services provider.
2+ YOEBachelor's degree in business/sales/marketing, 2+ years account-management or client-facing experience, strong sales and customer-service knowledge, escalation handling and relationship-building skills.
Security National BankOTC: SNLC: Community bank providing personal, business, and wealth management services.
2+ YOEBuild and maintain client relationships, deliver retirement guidance, support plan administration and compliance, strong communication, attention to detail, teamwork, and organizational skills; bachelor\u0002s degree preferred; Microsoft Word and Excel proficiency.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, and success in client development, planning, and relationship management. Leadership experience and FINRA licenses preferred.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, client-facing or relationship-building success, strong communication, time management, critical thinking, motivation, entrepreneurial ambition, and US work authorization without sponsorship.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, and leadership experience or interest in mentoring advisors.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, leadership ability, and U.S. work authorization.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, leadership ability, and US work authorization.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development and planning success, and leadership, mentoring, and team-building ability.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development success, leadership ability, and U.S. work authorization; FINRA licenses preferred.
3+ YOERequires 3+ years in financial services with a growing personal practice, active life and health license, client development success, leadership ability, and U.S. work authorization. FINRA licenses preferred.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development success, leadership ability, and U.S. work authorization. FINRA licenses preferred.
3+ YOERequires 3+ years in financial services, an active life and health license, client development and planning success, and leadership ability. FINRA Series 6/7 and 63/66 licenses preferred.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development and planning success, and leadership ability. Series 6/7 and 63/66 preferred.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health license, client development and planning success, leadership ability, and U.S. work authorization; FINRA licenses preferred.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development and planning success, and leadership ability. FINRA Series 6/7 and 63/66 preferred.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development and planning success, leadership ability, and U.S. work authorization. FINRA Series licenses preferred.
3+ YOERequires 3+ years in financial services with a growing personal practice, active life and health license, client development and planning success, and leadership experience. FINRA Series 6/7 and 63/66 preferred.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development success, leadership ability, and U.S. work authorization. FINRA Series 6/7 and 63/66 preferred.