16 client advisor jobs at 10 companies in Covington, IN
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Client Advisor with Athletic Background
Champaign or Bloomington or Peoria
$70k-$95k/yrHybridFull Time
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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Entry role in an advisor development program requiring securities licensing (SIE, Series 7 & 66 within 120 days), strong client service and sales mindset, Microsoft Suite proficiency, and excellent communication and relationship-building skills.
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.
J.P. Morgan Wealth Management – Private Client Advisor - Lafayette, IN
West Lafayette, Indiana, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years in financial advisory or related financial services; active Series 7; Series 66 (63/65) or obtained within 60 days; Life/Health/Long-Term Care licenses or obtained within 60 days.
Series 7, Series 66, Life Insurance License, Health Insurance License, Long-Term Care License
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Obtain insurance and securities licenses (SIE, Series 6/7/63, life/accident & health); strong client-building, communication, time-management, and entrepreneurial skills; bachelor’s degree preferred; legal authorization to work in the US.
Safety Management Group: Provides workplace safety consulting, training, and program management services.
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.
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 degree in finance/accounting or related field; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning certifications a plus.
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.
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63, Series 65 or 66, life and health insurance license within 120 days, strong communication and solutions orientation.
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.
Branch Office Administrator - Lafayette, IN (35 Hours Weekly)
Lafayette, Indiana, United States
OnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support for financial advisors; aptitude for account management; strong computer literacy and willingness to learn MoneyGuide, Salesforce, and Microsoft Office; analytical, detail-oriented, and collaborative.