30 client advisor jobs at 13 companies in Elizabethtown, KY
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Commercial Lines Client Advisor
Elizabethtown, Kentucky, United States
OnsiteFull Time
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
7+ YOE7+ years insurance experience (multi-line/commercial preferred). Must obtain state insurance license within 90 days and meet company designation requirements; strong analytical, communication, and client-service skills.
Spieldenner Financial Group: Provides life insurance and mortgage protection products to families.
No prior experience required; coachable, self-motivated, strong verbal communication, ability to work independently and follow training for commission-based sales.
J.P. Morgan Wealth Management – Private Client Advisor - Saint Matthews
Louisville or Lexington
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) active; Life, Health & Long Term Care insurance license; goals-based planning and client acquisition skills; CFP preferred; bachelor's preferred.
Stock Yards BancorpNASDAQ: SYBT: Provides commercial and retail banking and wealth management services.
Provide client support to wealth advisors; manage accounts; communicate with clients; maintain compliance; proficient with Word/Excel; able to learn trust systems.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to financial advisors, process client transactions, open accounts, use CRM and Microsoft Excel, strong communication, HS diploma required/preferred, securities experience helpful.
Client Relationship Management (CRM) software, Microsoft Excel
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal authorization to work in the US without sponsorship.
Sephora: Global retailer of prestige beauty and personal care products.
Retail experience and strong client-service skills; ability to lift up to 50 lbs, excellent communication, product knowledge, and availability for nights/weekends/holidays.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, and relationship-building skills; ability to lift and carry up to 50 pounds.
Bachelor's degree in finance/accounting or related field; experience in financial consulting preferred; strong analytical, communication, and client relationship skills; financial planning credentials a plus.
Park National BankNYSE American: PRK: Provides community-focused banking and financial services for consumers and businesses.
2+ YOEBachelor's in business or equivalent, 2+ years related experience, ability to administer trust accounts, analyze client needs, and ensure regulatory compliance.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
Chicago or Louisville or New York City or Philadelphia
$90k-$120k/yrOnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's in business/finance, 5+ years working with affluent clients and lending, Series 7/66 (or completion within 90 days), SAFE/NMLS compliance within 30 days, Microsoft Office proficiency, occasional travel.
Financial Solutions Advisor Registration Candidate - Schererville, IN
New Albany, Indiana, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEObtain SIE, Series 7 and Series 66 within required timeframes, SAFE Act registration for mortgage originations, client relationship and sales experience, strong communication and time-management skills.
Edward Jones: Provides personalized financial advice and wealth management services.
Strong client service, communication, attention to detail, analytical thinking, computer literacy, account administration, and ability to work independently with financial advisors.