13 client advisor jobs at 8 companies in Champaign, IL
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Client Advisor with Athletic Background
Decatur, Illinois, United States
$70k-$95k/yrHybridFull Time
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Ability to obtain state insurance licenses, strong interpersonal and communication skills, analytical ability, client relationship building; degree preferred but not required.
Northwestern Mutual: Provides life insurance, disability protection, and wealth management services.
Must obtain state insurance licenses; bachelor's in finance/business preferred; strong interpersonal, analytical, and client-development skills; training and coaching provided; sponsorship considered.
Northwestern Mutual: Provides life insurance, disability protection, and wealth management services.
Require ability to obtain state insurance licenses; bachelor’s in finance/business preferred; strong interpersonal, communication, and analytical skills; coachable and goal-oriented; training provided.
J.P. Morgan Wealth Management - Private Client Advisor - Champaign, IL
Champaign, Illinois, 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; demonstrated client acquisition and relationship skills; valid Series 7 and Series 66 (or obtain within 60 days); life/health/long-term-care insurance license; goals-based planning and advice ability.
Sephora: Global retailer of prestige beauty and personal care products.
Provide personalized consultations, strong client service, ability to meet sales goals, lift up to 50 lbs, retail or client-facing experience preferred, excellent communication and product knowledge.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication, passion for beauty, ability to lift up to 50 lbs, reliable availability for nights/weekends/holidays.
Bachelor's in business/finance or commensurate experience; knowledge of wealth management, investments, trust procedures; strong communication; ability to grow client relationships and meet regulatory requirements.
Northwestern Mutual: Provides life insurance, disability protection, and wealth management services.
Bachelor's degree preferred; licensing (Series 6, Series 63, state insurance licenses) required/obtainable; strong interpersonal, communication, and analytical skills; client relationship and business development focus.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong communication, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays, basic math and computer skills.
Ansay & Associates: Independent insurance agency providing business and personal risk solutions.
Consult and advise business owners, develop new business through prospecting and referrals, deliver Ansay's relationship-driven sales process, build long-term client partnerships, and stay current on insurance products and market trends.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63 required; Series 65 or 66 and life and health insurance license required within 120 days; CFP/CFA preferred.