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3 client advisor jobs at 3 companies in Baldwin, ND

2w
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J.P. Morgan Wealth Management – Private Client Advisor - Bismarck, ND
Bismarck, North Dakota, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills, Series 7 and Series 66 (or 63/65) active, life/health/LTC insurance license, goals-based planning ability.
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2w
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Financial Advisor
Bismarck, North Dakota, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial ambition, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
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2mo
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Wealth Advisor
Bismarck, North Dakota, United States
OnsiteFull Time
Sequoia Financial Group
Sequoia Financial Group: Provides wealth management and financial planning services.
5+ YOE5+ years client-facing wealth planning experience; bachelor\u0002s degree in finance/accounting/economics; professional credentials (CFP/CPA/CFA/JD) and active Series 7 & 66 or Series 65; experience with eMoney, Salesforce, and Microsoft Office.
eMoney, Salesforce, Microsoft Office, Fidelity, Schwab
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