13 client advisor jobs at 8 companies in Aurora, MO
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J.P. Morgan Wealth Management – Private Client Advisor - Springfield, MO (Including surrounding areas)
Springfield, Missouri, 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. Requires active Series 7 and Series 66 (or 63/65 obtained within 60 days) and Life/Health/Long Term Care insurance licenses. CFP and Bachelor's degree preferred.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-focused experience, strong communication, ability to lift 50 lbs, availability for nights/weekends/holidays, punctuality and meeting minimum weekly hours.
Sephora: Global retailer of prestige beauty and personal care products.
Retail experience providing excellent client service, strong communication, product knowledge, ability to lift up to 50 lbs, and reliable attendance during peak retail hours.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail experience, excellent communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic computer and scanner use.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty; client-facing retail or service experience; strong written and verbal communication; flexible availability including days, nights, weekends and holidays; ability to lift up to 50 lbs; basic math and computer skills.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail/service experience, excellent written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, complete company training, basic math and computer skills, operate handheld scanners.
Bachelor's in finance or accounting; financial consulting experience preferred; strong analytical and communication skills; client relationship ability; licenses/certifications preferred.
Senior Advisor, Wealth Advisory - Springfield, Missouri, United States
Springfield, Missouri, United States
OnsiteFull Time
Forvis Mazars: Provides audit, tax, and consulting services to global businesses.
2+ YOEBachelor's degree, 2+ years of relevant experience (financial planning preferred), CFP designation required or eligible, business development and client service skills.
Bachelor's degree in finance, accounting, or related field; financial consulting experience preferred; strong analytical, communication, and relationship-building skills; licenses/certifications in financial planning a plus.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver exceptional client service, manage accounts and transactions, support marketing and branch business planning, and use tools such as MoneyGuide, Salesforce, and Microsoft Office.
Edward Jones: Offers investment management and financial planning through local branches.
Provide exceptional client service and administrative support to financial advisors; strong analytical thinking, attention to detail, communication, adaptability, and computer literacy (MoneyGuide, Salesforce, Microsoft Office); aptitude for account management.