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24 client advisor jobs at 13 companies in Appleton, WI

1w
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Client Services Advisor
Neenah, Wisconsin, United States
OnsiteFull Time
J. J. Keller
J. J. Keller: Provides regulatory compliance and workplace safety solutions to businesses.
2+ YOE2+ years office experience, client services experience preferred; post-secondary business education preferred; proficiency in Microsoft Word and intermediate Excel; strong communication, problem-solving, and regulatory knowledge.
Microsoft Word, Microsoft Excel
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4w
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Sr. Client Accounting Advisor
Fond du Lac, Wisconsin, United States
$52k-$74k/yr HybridFull Time
Compeer Financial
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
5+ YOE5+ years progressive accounting experience, GAAP knowledge, client-facing skills, bookkeeping/payroll/financial reporting experience, associate's degree or equivalent, Microsoft Office and accounting software proficiency, experience mentoring staff.
Microsoft Office
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3w
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Work From Home - Client Benefits Advisor
De Pere, Wisconsin, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing advisory role guiding and educating interested clients; requires a competitive, self-starting, coachable individual able to conduct video interviews and work without guaranteed hourly pay.
Zoom
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2w
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J.P. Morgan Wealth Management - Private Client Advisor - Appleton, WI
Appleton, Wisconsin, United States
OnsiteFull Time
JPMorgan Chase
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 63/65) required (66/63/65 may be obtained within 60 days); Life, Health and Long Term Care insurance license required (or to be obtained within 60 days); CFP® and Bachelor's preferred.
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3mo
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Financial Advisor
Appleton, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Full-time financial advisor role requiring bachelor’s degree, entrepreneurial drive, client skills, and ability to build lasting relationships.
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3d
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
Provide client service and operational support for onboarding, account administration, and advisor collaboration; bachelor\u0002s preferred; experience in wealth management or client service preferred.
custodial platforms, CRM systems, portfolio management software, Microsoft Office Suite
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3d
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
Provide client service and operational support for onboarding, account administration, and advisor collaboration; strong communication, analytical skills, and familiarity with custodial platforms and CRM systems; bachelor\u0002s preferred.
custodial platforms, CRM, portfolio management software, Microsoft Office Suite
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2mo
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Financial Advisor
Oshkosh, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Licenses: Life/Health, Securities Industry Essentials (SIE), Series 6, 7, and 63; entrepreneurial mindset; strong communication; ability to build relationships and manage client plans.
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1mo
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Beauty Advisor - Part Time
Appleton, Wisconsin, United States
$18-$21/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication and interpersonal skills, product knowledge, ability to lift up to 50 lbs, availability for nights, weekends, and holidays, and meeting minimum weekly hours.
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3mo
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Wealth RPS Advisor
Green Bay or Appleton
OnsiteFull Time
Johnson Financial Group
Johnson Financial Group: Provider of banking, wealth management, and insurance solutions.
4+ YOEBachelor’s degree; 4+ years with leaders or affluent clients; Series 65 required or obtainable within 90 days; sales, networking, and advisory expertise; CEBS/QKA/AIF/CRPS or similar desired.
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3d
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Financial Advisory - Wealth Advisor
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Financial
Kestra Financial: Empowers independent financial professionals with wealth management platform solutions.
5+ YOEBachelor's or equivalent, 5+ years client-facing wealth management experience, active Series 7 and 66, CFP preferred, insurance licenses preferred, proficiency with CRM and Microsoft Office, strong communication and business development skills.
CRM, Microsoft Office
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4d
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Part-Time Beauty Advisor - Sephora
Appleton, Wisconsin, United States
$16/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Afternoon/night availability; passion for beauty; client-facing retail/service experience; strong communication; ability to lift up to 50 lbs; basic math and computer skills; ability to use handheld scanners.
handheld scanners
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3mo
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Part-Time Beauty Advisor (Rehire/Referral)
Neenah, Wisconsin, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, basic math and computer skills, complete required training.
handheld scanners, multiple frequency devices
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2mo
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Block Advisors CSP
Manawa, Wisconsin, United States
OnsiteFull Time, Seasonal
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
Customer-service experience in a fast-paced environment, ability to multitask, strong organization, Microsoft Office proficiency, ability to work flexible schedules and multiple locations.
Microsoft Office
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2mo
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Block Advisors CSP
Manawa, Wisconsin, United States
OnsiteSeasonal
H&R Block: Independent tax and financial services provider offering personal assistance and guidance.
High school diploma or equivalent; flexible schedule and/or multiple locations; sales/marketing experience
Microsoft Office
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4d
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
Carson Group
Carson Group: Provides wealth management and business support for financial advisors.
1+ YOEProvide client and advisor support, process account administration and transfers, maintain accurate client records, and support project/workflow and process improvement; bachelor’s preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
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5d
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Branch Office Administrator - Fond Du Lac, WI
Fond du Lac, Wisconsin, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; aptitude for account processing, strong attention to detail, digital tool use (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
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