62 client advisor jobs at 27 companies in Baldwin, WI
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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.
Client Advisor (Keyholder) - Southdale Center, Edina
Edina, Minnesota, United States
$20-$23/hrOnsiteFull Time
Moncler GroupEuronext Milan: MONC: Design, manufacturing, and distribution of luxury outerwear and apparel.
2+ YOEMinimum 2 years retail experience (luxury preferred) or hospitality; client-centric and team-oriented; proficient with Microsoft Word/Excel/Outlook; strong interpersonal and presentation skills; English required; ability to meet sales KPIs.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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.
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.
Johnson Financial Group: Provider of banking, wealth management, and insurance solutions.
2+ YOE2+ years client-facing financial experience preferred; Series 7 and 63 or 66 required (or within 6 months); state insurance licenses required; bachelor's or advanced degree preferred; strong analytical, networking, and client-development 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.
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.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6/7/63 licenses; entrepreneurial mindset and legal US work authorization required.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
5+ YOE5+ years relevant experience, post-secondary degree or equivalent, experience with HNW/UHNW clients, broad wealth management and bank product knowledge, CFP preferred, strong relationship management and business development skills.
Northside Economic Opportunity Network: Empowering entrepreneurs through training, resources, and capital investment.
3+ YOEBachelor's degree or equivalent, 3+ years working with diverse clients, knowledge of accounting/financial reporting, QuickBooks/Square/TurboTax and Salesforce proficiency, strong communication and training skills, valid driver’s license and reliable transportation.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, passion for beauty, strong communication, able to lift 50 lbs, available nights/weekends/holidays, meet minimum weekly hours.
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, passion for beauty, strong communication and interpersonal skills, ability to lift up to 50 pounds, punctual and available nights/weekends/holidays.
Vizient: Healthcare performance improvement and group purchasing organization.
Experience leading strategic client engagement for healthcare analytics solutions, strong analytical and communication skills, ability to synthesize complex datasets, influence cross-functional teams, and willingness to travel.
HomeServices of AmericaNYSE: BRK.B: Provides residential real estate brokerage and integrated homeownership services.
5+ YOEHigh school diploma or equivalent; five years of client servicing experience with independent agencies; Property and Casualty License; strong communication and analytical skills.