63 client advisor jobs at 30 companies in Florissant, MO
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Client Advisor
Creve Coeur or St. Louis
OnsiteFull Time
RP Exotics: Specialized dealership for buying, selling, and consigning luxury vehicles.
Self-motivated professionals who build relationships, communicate well, follow through, take ownership, and maintain high standards; automotive experience is valuable but not required.
The Chamberlin Group: Provides holistic retirement planning and tax preparation services.
3+ YOE3+ years client service/sales experience in insurance or securities, Series 65 or 66 required, college degree preferred, strong communication and organizational skills.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
Previous retail, luxury retail, hospitality, or client-related experience; strong verbal and written communication, client service, prioritization, adaptability, and U.S. work authorization.
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
7+ YOE7+ years in wealth management/advisor technology or related platforms; experience leading teams, vendor management, product ownership, permissioning, integrations, and strong communication.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
Retail or hospitality experience, strong verbal and written communication, client service skills, ability to work nights/weekends/holidays, authorization to work in the hiring country.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
4+ YOERequires 4+ years of luxury fashion sales experience, strong client relationship and communication skills, fashion and luxury knowledge, commercial awareness, adaptability, and flexibility for retail schedules.
KeringEuronext Paris: KER: Global luxury group managing renowned fashion, jewelry, and eyewear brands.
4+ YOERequires 4+ years of luxury fashion sales experience, strong client relationship and communication skills, fashion and luxury knowledge, commercial awareness, adaptability, and availability for evenings, weekends, and holidays.
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Requires strong communication and interpersonal skills, goal orientation, teamwork, integrity, professionalism, and willingness to obtain required financial services licenses.
CognizantNasdaq: CTSH: Provides IT consulting and digital business process services.
10+ YOERequires 10+ years in healthcare operations or consulting, expert revenue cycle management knowledge, CPC certification, CPT and ICD-10 knowledge, executive advising experience, and business development experience.
Salesforce, Microsoft Office Suite, Google Docs, CPT, ICD-10, A/R analysis
J.P. Morgan Wealth Management – Private Client Advisor - Saint Louis, MO (West County Area)
Saint Louis or Creve Coeur or Ellisville or Chesterfield or Town and Country or Des Peres
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years in a financial advisor or equivalent role; demonstrated client acquisition and relationship management; active Series 7 and Series 66 (or 63/65 obtained within 60 days); life, health and long term care insurance license (or obtain within 60 days); CFP preferred; bachelor’s degree preferred.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth and development.
Commerce BankNASDAQ: CBSH: Provides personal and commercial banking and wealth management services.
5+ YOEBachelor's degree or equivalent, 5+ years client service/wealth management experience, trust and relationship management skills, ability to obtain/hold CFP/CTFA/CPA/JD, valid driver’s license, strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook
3+ YOE3–7 years client-facing financial advisor/planning experience; Series 65 or 66 active or willingness to obtain; CRM experience; proven closing ability and revenue growth.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, educate clients on banking offerings, follow procedures, and deliver timely, accurate client materials; SIE/Series licenses desired.
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 accuracy of client materials, and support operational excellence; high school diploma required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor’s in finance/business/economics preferred; strong communication and sales orientation.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, entrepreneurial ambition, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and US work authorization without sponsorship.
Moneta: Provides independent wealth management and financial advisory services.
10+ YOE3+ MgmtCFP or CFA; Series 65 or Series 7/66; Bachelor's; 10+ years CFP-related experience; 3-5 years client service advising; CPA with tax or JD with estate planning a plus.
Bank of Springfield: Community bank providing personal and commercial financial services.
5+ YOEBachelor's preferred, 5+ years in wealth management or related client-facing finance roles, active Series 7 and Series 66 (or Series 7 with Series 63 and 65), professional designations preferred, proficiency with financial planning software, CRM, and Microsoft Office.
financial planning software, CRM systems, Microsoft Office
Synergy Wealth Solutions: Personal and business financial planning and insurance services.
Proven financial advisory experience with client acquisition and relationship management; appropriate industry licenses/registrations; strong planning, communication, and business development skills.