43 client advisor jobs at 15 companies in Bloomfield, KY
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Commercial Lines Client Advisor
Elizabethtown, Kentucky, United States
OnsiteFull Time
7+ YOE7+ years insurance experience (multi-line/commercial preferred). Must obtain state insurance license within 90 days and meet company designation requirements; strong analytical, communication, and client-service skills.
3w
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Client Services Advisor
Louisville, Kentucky, United States
RemoteFull Time, Part Time
No prior experience required; coachable, self-motivated, strong verbal communication, ability to work independently and follow training for commission-based sales.
2w
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J.P. Morgan Wealth Management – Private Client Advisor - Saint Matthews
Louisville or Lexington
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) active; Life, Health & Long Term Care insurance license; goals-based planning and client acquisition skills; CFP preferred; bachelor's preferred.
3mo
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Wealth Management Client Associate
Lexington, Kentucky, United States
HybridFull Time
Provide client service support to Financial Advisors; identify needs; maintain client materials; adapt to bank policies; strong client focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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Trust Client Services Associate
Louisville, Kentucky, United States
OnsiteFull Time
Provide client support to wealth advisors; manage accounts; communicate with clients; maintain compliance; proficient with Word/Excel; able to learn trust systems.
Word, Excel
2w
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Client Service Associate
Louisville, Kentucky, United States
OnsiteFull Time
Provide high-touch administrative support to financial advisors, process client transactions, open accounts, use CRM and Microsoft Excel, strong communication, HS diploma required/preferred, securities experience helpful.
Client Relationship Management (CRM) software, Microsoft Excel
3mo
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Wealth Management Client Associate
Lexington, Kentucky, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking solutions, and support day-to-day team activities; high school diploma/GED required; 1 year experience; client-centric, detail-oriented, tech-savvy.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3d
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Business Advisor
Louisville, Kentucky, United States
$95k-$120k/yr OnsiteFull Time
Consult executive leaders on AI, cybersecurity, automation, digital transformation, and technology strategy while developing client relationships, managing sales opportunities, and presenting business recommendations.
Artificial Intelligence (AI), Microsoft 365, CRM
2w
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Financial Advisor
Louisville, Kentucky, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal authorization to work in the US without sponsorship.
proprietary planning software
3w
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Beauty Advisor - Part Time
Louisville, Kentucky, United States
$17-$19/hr OnsitePart Time, Full Time
Retail experience and strong client-service skills; ability to lift up to 50 lbs, excellent communication, product knowledge, and availability for nights/weekends/holidays.
1w
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Beauty Advisor - Full Time
Louisville, Kentucky, United States
$17-$19/hr OnsiteFull Time
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, and relationship-building skills; ability to lift and carry up to 50 pounds.
1w
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Beauty Advisor - Full Time
Louisville, Kentucky, United States
$17-$19/hr OnsiteFull Time
Retail, hospitality, or client-focused service experience preferred; requires strong communication, product-learning ability, reliability, teamwork, and ability to lift and carry up to 50 pounds.
3w
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Registered Investment Advisor
Jeffersonville, 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 credentials a plus.
2w
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Wealth Management Advisor I
Louisville, Kentucky, United States
HybridFull Time
2+ YOEBachelor's in business or equivalent, 2+ years related experience, ability to administer trust accounts, analyze client needs, and ensure regulatory compliance.
3w
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Part-Time Beauty Advisor - Sephora
Louisville, Kentucky, United States
$13/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
handheld scanners, multiple frequency devices
1mo
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Wealth Business Advisor I
Chicago or Louisville or New York City or Philadelphia
$90k-$120k/yr OnsiteFull Time
5+ YOEBachelor's in business/finance, 5+ years working with affluent clients and lending, Series 7/66 (or completion within 90 days), SAFE/NMLS compliance within 30 days, Microsoft Office proficiency, occasional travel.
Microsoft Office
2w
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Non-Reg On-Caller
Louisville, Kentucky, United States
$20/hr OnsitePart Time
Strong client service, communication, attention to detail, analytical thinking, computer literacy, account administration, and ability to work independently with financial advisors.
MoneyGuide, Salesforce, Microsoft Office
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