10 client advisor jobs at 5 companies in Chatfield, MN
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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.
2w
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Financial Advisor
Onalaska, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
proprietary planning software
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
1w
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Part-Time Beauty Advisor - Sephora
La Crosse, Wisconsin, United States
$15/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and physical handling skills.
handheld scanners
1mo
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Full-Time Beauty Lead Advisor - Sephora
La Crosse, Wisconsin, United States
$18/hr OnsiteFull Time
Client-facing retail experience, passion for beauty, strong communication, ability to execute visual merchandising and inventory tasks, and availability for varied shifts.
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.
2w
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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
1d
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Non-Reg On-Caller - Onalaska, WI
Onalaska, Wisconsin, United States
OnsitePart Time
Provides client service, account management, administrative support, marketing assistance, and technology support while learning financial services operations and working independently with advisors.
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
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