6 client advisor jobs at 4 companies in Altoona, PA
1mo
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Wealth Management Client Associate
State College, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, deliver timely and accurate client materials, follow policies, promote bank offerings, and use Microsoft and CRM tools.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
State College, Pennsylvania, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking and investment offerings, follow policies, and support operational excellence; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5d
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Emerging Advisor Academy
State College, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree in business, finance, wealth management, or financial planning; strong communication, organizational, self-motivation, perseverance, and client relationship skills. Must obtain specified financial licenses.
3w
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Wealth Management Advisor-State College, PA
State College, Pennsylvania, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of affluent clients; deep investment and planning knowledge; FINRA Series 7 and 63 required, Series 65/66 and Life & Health insurance within 120 days; strong client relationship and sales skills.
3w
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Wealth Management Advisor-State College, PA
State College, Pennsylvania, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of affluent clients; deep knowledge of investments and financial planning; FINRA Series 7 and 63 required, Series 65 or 66 required, life and health insurance license within 120 days; strong client relationship and sales skills.
3mo
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Full-Time Beauty Lead Advisor - Sephora
State College, Pennsylvania, United States
$20/hr OnsiteFull Time
Client-facing retail experience, passion for beauty, strong communication, ability to lift up to 50 lbs, complete company training, and availability to work days, nights, weekends and holidays.
handheld scanners, multiple frequency devices