11 client advisor jobs at 7 companies in Dell Rapids, SD
2mo
Save
Mark Applied
Hide
2mo
J.P. Morgan Wealth Management – Private Client Advisor - Sioux Falls, SD
Sioux Falls or Sioux Falls or Sioux Falls or Sioux Falls
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and life/health/long-term care insurance licenses (required or obtainable within 60 days); goals-based planning, client acquisition, and relationship management skills.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, and promote bank offerings; high school diploma required; SIE/Series exams preferred; strong communication and computer skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, educate clients on banking offerings, ensure timely and accurate client materials; high school diploma/GED and ~1 year experience; SIE/Series 7/66 preferred; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and US work authorization without sponsorship.
Securities Industry Essentials, Series 6, Series 7, Series 63
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and US work authorization without sponsorship.
Securities Industry Essentials, Certified Financial Planner
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, continuous learning, and legal US work authorization without sponsorship.
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
5+ YOEBachelor’s degree, 5+ years of relevant financial experience, and Series 65, CFP, or CFA required. Requires wealth management expertise, financial planning software proficiency, and high-net-worth client experience.
Sephora: Global retailer of prestige beauty and personal care products.
Provide excellent client service and product recommendations in retail; prior client-facing retail/hospitality experience, strong communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, meet minimum weekly hours.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, reliability, and ability to lift up to 50 pounds.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience preferred, passion for beauty, strong communication, ability to lift up to 50 pounds, reliable attendance and flexible availability for nights, weekends, and holidays.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, basic math and computer skills, and availability for days, nights, weekends, and holidays.