49 client advisor jobs at 19 companies in Clermont, IN
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Client Advisor- Carmel
Carmel, Indiana, United States
$20-$28/hr OnsiteFull Time
3+ YOEThree years of experience preferred; retail, luxury retail, hospitality, or related client experience, proven sales results, POS and client tracking proficiency, and flexibility for nights, weekends, and holidays.
Point of Sales (POS), Microsoft Outlook
2mo
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Commercial Lines Client Advisor
Indianapolis, Indiana, United States
OnsiteFull Time
3+ YOE3+ years insurance experience, servicing commercial lines policies, renewal marketing, supervising 1-2 associates, and ability to hold or obtain applicable state insurance license and required insurance designations.
2mo
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Registered Client Relationship Analyst
Indianapolis, Indiana, United States
OnsiteFull Time
Provide client service/support to financial advisors; execute money-movement transactions; onboard and maintain accounts. Requires Series 7 and Series 66 or Series 63+65, high school diploma (college preferred), Microsoft Office skills, and 2+ years industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2w
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Wealth Management Client Associate
Bloomington, Indiana, United States
OnsiteFull Time
1+ YOEProvide excellent client service, support financial advisors, promote bank offerings, follow policies, and use technology platforms; high school diploma and 1 year experience preferred; SIE/Series licenses desirable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Financial Advisor
Carmel, Indiana, 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 US work authorization without sponsorship.
Securities Industry Essentials (SIE)
2mo
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Safety Advisor
Indianapolis or West Lafayette
FieldFull Time
5+ YOE5+ years construction safety experience required; bachelor's in safety preferred; BCSP CSP/CHST a plus; safety program development, demonstrated safety leadership, technical construction knowledge, client engagement, and site reporting skills. Local travel between Indianapolis and West Lafayette with a 4-day on-site schedule plus remote hours.
1mo
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Investment Advisor III
Fort Wayne or Indianapolis
OnsiteFull Time
5+ YOEManage client investment accounts, deliver actionable advice and reporting, maintain and grow assets under management, and execute risk management per firm policies.
1mo
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Senior Wealth Advisor
New Palestine, Indiana, United States
HybridFull Time
Bachelor's degree in finance or accounting required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills; financial planning certifications are a plus.
1mo
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Strategic Advisor-Clinical Assets
Norfolk or Elizabeth City or Virginia Beach or Indianapolis
$95k-$120k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years leadership/healthcare experience, advanced Excel/PowerPoint skills, strong strategic and presentation skills, ability to travel and work onsite with clients.
Microsoft PowerPoint, Microsoft Excel, Clinical Asset Informatics
2d
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Financial Advisor - Indianapolis, IN
Indianapolis, Indiana, United States
$125k/yr HybridFull Time
5+ YOEBachelor's degree in finance or related field, 5–7 years of investment management, financial planning, or financial services experience, strong client advisory skills, CFP preferred, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Advisor AI
2mo
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Beauty Advisor - Part Time
Indianapolis, Indiana, United States
$18-$21/hr OnsitePart Time
Provide personalized consultations and product recommendations in a retail setting; prior client-facing retail or hospitality experience preferred; must be able to lift up to 50 lbs and work nights/weekends/holidays.
1mo
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Digital Media Advisor
Indianapolis or Amherst or New York
$95k-$105k/yr RemoteFull Time
Experienced B2B sales professional with proven closing and cold-calling skills, ability to meet/exceed sales goals, build client relationships, and use sales tools; Spanish fluency desirable.
Salesforce, Gong
2w
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Part-Time Beauty Advisor - Sephora
Kokomo, Indiana, United States
$13/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math and computer skills, and ability to lift up to 50 pounds.
handheld scanners
1mo
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Senior Merchant Business Advisor
Indianapolis, Indiana, United States
$57k-$87k/yr HybridFull Time
3+ YOEBachelor's or equivalent; minimum 3 years payments experience in banking; 3+ years client-focused success; strong financial acumen, negotiating and closing skills.
1mo
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Wealth Advisor I (IN, Greenfield)
Greenfield, Indiana, United States
OnsiteFull Time
2+ YOECFP or CFA in good standing, Bachelor's in finance-related field, minimum 2 years leading client relationships in financial planning/wealth management, strong communication and financial planning knowledge, valid driver's license if driving required.
1mo
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN
Carmel, Indiana, United States
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 licenses within required timeframes; sales-oriented with client relationship, time management, and regulatory due diligence skills; bachelor’s degree or 1+ year financial services/sales experience preferred.
1w
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Loan Advisor - Sales Training and Leads Provided
Mason or Indianapolis or Cincinnati or Austin
$40k-$100k/yr OnsiteFull Time
Strong communication skills, interest in sales, and ability to advise clients, explain mortgage options, manage pipelines, coordinate closings, and meet production goals. A bachelor's degree is preferred.
1w
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Noblesville, Indiana, United States
$14/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, basic math, reading, computer operation, and flexible day, night, weekend, and holiday availability.
handheld scanners
2mo
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Beauty Advisor - Part Time (Indianapolis, IN, US, 46250)
Indianapolis, Indiana, United States
$18-$21/hr OnsitePart Time
Previous retail, hospitality, or client-focused experience; passion for beauty; strong communication and interpersonal skills; ability to lift up to 50 lbs; availability for nights, weekends, and holidays; meet minimum weekly hours.
2d
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Outside Sales Consultant / Business Performance Advisor
Indianapolis, Indiana, United States
$91k-$106k/yr FieldFull Time
Consultative sales professional who can build executive relationships, develop a business network, advise clients on HR solutions, achieve sales goals, and manage new client contracts.
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