65 client advisor jobs at 29 companies in Berkeley, MO
3w
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Client Advisor
Creve Coeur or St. Louis
OnsiteFull Time
Self-motivated professionals who build relationships, communicate well, follow through, take ownership, and maintain high standards; automotive experience is valuable but not required.
1mo
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Client Service Advisor
St. Louis, Missouri, United States
$70k-$90k/yr OnsiteFull Time
3+ YOE3+ years client service/sales experience in insurance or securities, Series 65 or 66 required, college degree preferred, strong communication and organizational skills.
HubSpot, Right Capital
1mo
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Client Advisor, Temporary - St. Louis
St. Louis, Missouri, United States
OnsiteTemporary, Full Time
Previous retail, luxury retail, hospitality, or client-related experience; strong verbal and written communication, client service, prioritization, adaptability, and U.S. work authorization.
1mo
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Manager, Client & Advisor Experience
St. Louis, Missouri, United States
$100k-$125k/yr HybridFull Time
7+ YOE7+ years in wealth management/advisor technology or related platforms; experience leading teams, vendor management, product ownership, permissioning, integrations, and strong communication.
CRM
1mo
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Client Advisor, Temporary - St. Louis
St. Louis, Missouri, United States
OnsiteTemporary
Retail or hospitality experience, strong verbal and written communication, client service skills, ability to work nights/weekends/holidays, authorization to work in the hiring country.
POS
5d
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GUCCI | Senior Client Advisor - St. Louis
St. Louis, Missouri, United States
OnsiteFull Time
4+ YOERequires 4+ years of luxury fashion sales experience, strong client relationship and communication skills, fashion and luxury knowledge, commercial awareness, adaptability, and flexibility for retail schedules.
5d
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GUCCI | Senior Client Advisor - St. Louis
St. Louis, Missouri, United States
OnsiteFull Time
4+ YOERequires 4+ years of luxury fashion sales experience, strong client relationship and communication skills, fashion and luxury knowledge, commercial awareness, adaptability, and availability for evenings, weekends, and holidays.
6d
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Client Advisor with Athletic Background
Creve Coeur, Missouri, United States
$76k-$102k/yr OnsiteFull Time
Requires strong communication and interpersonal skills, goal orientation, teamwork, integrity, professionalism, and willingness to obtain required financial services licenses.
YouTube
1w
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Client Success Advisor (RCM Expert)
Earth City or United States
$140k-$165k/yr HybridFull Time
10+ YOERequires 10+ years in healthcare operations or consulting, expert revenue cycle management knowledge, CPC certification, CPT and ICD-10 knowledge, executive advising experience, and business development experience.
Salesforce, Microsoft Office Suite, Google Docs, CPT, ICD-10, A/R analysis
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Saint Louis, MO (West County Area)
Saint Louis or Creve Coeur or Ellisville or Chesterfield or Town and Country or Des Peres
OnsiteFull Time
2+ YOE2+ years in a financial advisor or equivalent role; demonstrated client acquisition and relationship management; active Series 7 and Series 66 (or 63/65 obtained within 60 days); life, health and long term care insurance license (or obtain within 60 days); CFP preferred; bachelor’s degree preferred.
1mo
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Private Client Advisor and Trust Officer
Clayton, Missouri, United States
$93k-$163k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent, 5+ years client service/wealth management experience, trust and relationship management skills, ability to obtain/hold CFP/CTFA/CPA/JD, valid driver’s license, strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook
1mo
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Financial Advisor
St Louis, Missouri, United States
HybridFull Time
3+ YOE3–7 years client-facing financial advisor/planning experience; Series 65 or 66 active or willingness to obtain; CRM experience; proven closing ability and revenue growth.
CRM
4d
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Senior Advisor
Clayton, Missouri, United States
OnsiteFull Time
10+ YOEBachelor's degree, CFP or CFA designation, 10+ years of relevant experience, and 3–5 years as a client service advisor. Requires Series 65 or Series 7 and Series 66 licensing when applicable.
Moneta University
3w
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Wealth Management Client Associate
St. Louis, Missouri, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, follow procedures, and deliver timely, accurate client materials; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Wealth Management Client Associate
Clayton, Missouri, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, educate clients on banking offerings, ensure accuracy of client materials, and support operational excellence; high school diploma required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
3mo
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Senior Wealth Advisor
Saint Louis, Missouri, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor’s in finance/business/economics preferred; strong communication and sales orientation.
2w
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Financial Advisor
Chesterfield, Missouri, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, collaboration, and legal US work authorization without sponsorship.
Northwestern Mutual proprietary planning software
1mo
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Financial Advisor
Shiloh, Illinois, United States
OnsiteFull Time
5+ YOEBachelor's preferred, 5+ years in wealth management or related client-facing finance roles, active Series 7 and Series 66 (or Series 7 with Series 63 and 65), professional designations preferred, proficiency with financial planning software, CRM, and Microsoft Office.
financial planning software, CRM systems, Microsoft Office
2mo
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Experienced Financial Advisor
Chesterfield, Missouri, United States
OnsiteFull Time
Proven financial advisory experience with client acquisition and relationship management; appropriate industry licenses/registrations; strong planning, communication, and business development skills.
2w
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Financial Relationship Advisor
St. Louis, Missouri, United States
OnsiteFull Time
2+ YOE2+ years client management experience; successful completion of FINRA Series 7 and 66 (or 63 and 65); knowledge of banking/financial services; strong communication and client relationship skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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