45 client advisor jobs at 23 companies in Frankfort, IN
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GUCCI | Client Advisor - Indianapolis
Indianapolis, Indiana, United States
OnsiteFull Time
KeringEuronext Paris: KER: Global luxury group managing renowned fashion, jewelry, and eyewear brands.
2+ YOE2+ years luxury fashion sales experience, strong client relationship and communication skills, retail schedule flexibility (evenings/weekends/holidays), POS and merchandising experience, professionalism and grooming.
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
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.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury fashion sales experience, strong selling and communication skills, commercial awareness, flexibility for retail schedule including evenings/weekends/holidays.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires exceptional customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and commitment to professional growth.
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
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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 US work authorization without sponsorship.
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.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEManage client investment accounts, deliver actionable advice and reporting, maintain and grow assets under management, and execute risk management per firm policies.
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.
NFP: Provider of insurance brokerage, benefits, and wealth management services.
3+ YOERequires 3–6 years of relevant experience, a bachelor's degree or equivalent experience, Series 65 or completion within 90 days, strong organization, accuracy, communication, research, and client service skills.
Norfolk or Elizabeth City or Virginia Beach or Indianapolis
$95k-$120k/yrHybridFull Time
TRIMEDX: Clinical asset management and medical equipment maintenance services.
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
Hub International: Provides global insurance brokerage and risk management services.
4+ YOEManage client relationships, deliver comprehensive financial plans, maintain compliance, drive AUM growth, and provide participant education; Series 65 required and bachelor’s degree in business/finance/economics.
Microsoft Office Suite, CRM, financial planning software, portfolio management systems
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
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.
Hearst: Provides diversified media, information, and business services worldwide.
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.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
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.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
3+ YOEBachelor's or equivalent; minimum 3 years payments experience in banking; 3+ years client-focused success; strong financial acumen, negotiating and closing skills.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN
Carmel, Indiana, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEObtain SIE, Series 7 and Series 66 within required timelines; sales aptitude, client relationship skills, regulatory due diligence, time management, and results orientation.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN
Carmel, Indiana, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.