5 client advisor jobs at 4 companies in Bedford, IN
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Wealth Management Client Associate
Bloomington, Indiana, United States
OnsiteFull Time
1+ YOEProvide excellent client service, support financial advisors, promote bank offerings, follow policies, and use technology platforms; high school diploma and 1 year experience preferred; SIE/Series licenses desirable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Wealth Planning Advisor
Bargersville, Indiana, United States
HybridFull Time
Bachelor's degree in finance or related field preferred; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning licenses/certifications are a plus.
2w
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Wealth Planning Advisor
Whiteland, Indiana, United States
HybridFull Time
Bachelor's degree in finance/accounting or related field; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning licenses/certifications a plus.
2w
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Part-Time Beauty Advisor - Sephora
Jasper, Indiana, United States
$14/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays.
handheld scanners, frequency devices
2w
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Branch Office Administrator - Jasper, IN
Jasper, Indiana, United States
OnsiteFull Time
Administrative support for financial advisors, client service, account processing, strong attention to detail, computer literacy, analytical and conversational skills.
MoneyGuide, Salesforce, Microsoft Office