10 client advisor jobs at 3 companies in Byron, MN
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Rochester, MN
Rochester, Minnesota, United States
$48k-$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) required or to be obtained within 60 days; life, health and long term care insurance license required; CFP and bachelor’s degree preferred.
2mo
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Associate Financial Advisor
Austin or Mankato
$90k-$120k/yr OnsiteFull Time
2+ YOECollege degree, 2+ years similar experience, Series 7 and Series 66, state life/accident/health insurance license; ability to gather/analyze client data and prepare financial plans.
Financial Planning Tool Suite
2d
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Associate Financial Advisor
Cannon Falls, Minnesota, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services background; sales, business development, or client relationship experience; strong communication; willingness to obtain required securities and insurance licenses.
MoneyGuide, Salesforce
1d
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Associate Financial Advisor - Cannon Falls, MN
Cannon Falls, Minnesota, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication and goal orientation; willingness to obtain sponsored Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
1mo
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Financial Advisor - Rochester, MN - Market 07, Region 239
Rochester, Minnesota, United States
$45k-$100k/yr OnsiteFull Time
Build and grow a client practice through relationship building, obtain required securities and insurance registrations (SIE, Series 7, Series 66, state insurance), and meet firm training and regulatory requirements.
2mo
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Financial Advisor - Red Wing, MN - Market 29, Region 371
Red Wing, Minnesota, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, obtain required securities and state insurance registrations (SIE, Series 7, Series 66, FINRA) and complete firm training; bachelor's degree preferred or equivalent experience; sales/financial services or military background helpful.
1w
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Branch Office Administrator
Lake City, Minnesota, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing coordination, and technology assistance for financial advisors; strong computer literacy required.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Lake City, MN
Lake City, Minnesota, United States
OnsiteFull Time
Provide client service, account administration, scheduling, documentation, and support financial advisors; strong attention to detail, analytical thinking, digital tool literacy, and conversational skills required.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Branch Office Administrator - Red Wing, MN
Red Wing, Minnesota, United States
OnsiteFull Time
Providing client service and administrative support to financial advisors, managing account tasks, using MoneyGuide/Salesforce/Microsoft Office, strong attention to detail, analytical thinking, adaptability, and teamwork.
MoneyGuide, Salesforce, Microsoft Office
3w
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Part Time Branch Office Administrator - Rochester, MN
Rochester, Minnesota, United States
OnsitePart Time
Provide administrative support to financial advisors, manage client accounts, process transactions, strong computer literacy, communication, attention to detail, analytical thinking, and ability to learn firm tools.
MoneyGuide, Salesforce, Microsoft Office