86 client advisor jobs at 35 companies in Apple Valley, MN
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Client Advisor - Edina Southdale
Edina, Minnesota, United States
$19-$22/hrOnsiteFull Time
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or hospitality experience with proven commercial results; ability to build client relationships, work flexible hours, and use POS and client tracking systems.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
3+ YOE3+ years personal lines insurance experience with high-net-worth clientele, active P&C license, strong client service and negotiation skills, ability to travel for client meetings; bachelor’s degree and professional designations are a plus.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury fashion sales experience, strong commercial awareness, excellent communication, ability to work evenings/weekends/holidays, product knowledge and client relationship building skills.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor role working warm leads; requires self-motivation, coachability, strong communication, and a performance-driven mindset. No cold outreach; interviews via Zoom.
Minneapolis or Milwaukee or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin or United States
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking.
Client Advisor (Part-Time) - Southdale Center, Edina
Edina, Minnesota, United States
$22-$24/hrOnsitePart Time
Moncler GroupEuronext Milan: MONC: Design, manufacturing, and distribution of luxury outerwear and apparel.
2+ YOEMinimum 2 years retail experience (luxury preferred), client-focused, strong interpersonal skills, English proficiency, proficiency with Microsoft Word/Excel/Outlook, dependable and professional presentation.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Christensen Group: Provides commercial insurance brokerage and employee benefits consulting.
6+ YOE6+ years personal lines experience, active property & casualty insurance license, strong client service and communication skills, Microsoft/Excel proficiency, knowledge of high-net-worth products; CIC/CISR and Epic experience preferred.
CareAparent: Provides skilled home health and personal care services.
3+ YOEAssociate degree required, 3+ years sales/marketing experience, medical intake experience, EMR and CRM proficiency, insurance verification, strong communication and relationship-building skills.
J.P. Morgan Wealth Management - Community Private Client Advisor - Minneapolis, MN
Minneapolis, Minnesota, United States
$48k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or obtain within 60 days); life, health and long-term care insurance license (or obtain within 60 days); strong client acquisition and relationship skills.
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Retail experience preferred, high school diploma/GED preferred, strong verbal and written communication, CRM/WeChat proficiency preferred, flexible schedule including nights, weekends and holidays.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client-focused associate supporting financial advisors by delivering client service, preparing materials, following policies, and using Microsoft and CRM tools; high school diploma required; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors; client-centric, detail-oriented, adaptable, and proficient with Microsoft Office and Salesforce. Minimum 1 year experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
2+ YOEMeet with clients to plan retirement and finances; 2+ years as a Financial Advisor; active FINRA Series 7; Series 63/65/66; state life and health license.
G&A Partners: Provides human resources outsourcing and payroll management services.
3+ YOE3+ years B2B professional services sales experience, bachelor's degree or equivalent, proven sales track record, ability to develop proposals and manage client relationships.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Personal Risk- Client Exec./Sales Advisor (MN or remote)
St. Paul or Plymouth or Minneapolis
$55k-$75k/yrHybridFull Time
Wealthspire: Provides integrated wealth management and financial advisory services.
3+ YOEP&C licensed personal lines sales professional with 3+ years of licensed Personal Lines sales/service experience, strong regional P&C market knowledge, carrier relationships, MS Office/CRM proficiency, and excellent communication and presentation skills.
Personal Risk- Client Exec./Sales Advisor (MN or remote)
St. Paul or Plymouth
$55k-$75k/yrHybridFull Time
AonNYSE: AON: Global professional services firm providing risk and people solutions.
3+ YOERequires P&C broker license, 3+ years licensed personal lines sales/service experience, HS diploma (bachelor's preferred), MS Office and CRM-EPIC proficiency, strong communication and negotiation skills, regional P&C market knowledge.
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
2+ YOERequires 2–5+ years in planning-centric wealth management or financial planning, CFP designation or active pursuit, bachelor’s degree or equivalent, client meeting experience, and strong communication and organizational skills.