55 client advisor jobs at 22 companies in Franklin, IN
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GUCCI | Client Advisor - Indianapolis
Indianapolis, Indiana, United States
OnsiteFull Time
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.
POS
2mo
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Client Advisor - Part Time
Indianapolis, Indiana, United States
OnsitePart Time
Customer-focused retail sales candidate; prior retail or customer-centric experience preferred; strong sales/commercial mindset, product knowledge, clienteling tool use, communication and relationship-building skills.
1mo
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Commercial Lines Client Advisor
Indianapolis, Indiana, United States
OnsiteFull Time
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.
3w
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GUCCI | Client Advisor - Indianapolis
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong selling and communication skills, commercial awareness, flexibility for retail schedule including evenings/weekends/holidays.
1mo
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Assistant Financial Advisor
Indianapolis, Indiana, United States
$55k-$80k/yr OnsiteFull Time
Artistry Wealth: Artistry Wealth provides holistic financial planning and investment management.
1+ YOE1+ year client service or financial services experience preferred, proficiency with Microsoft Office and CRM/planning tools, strong communication, attention to detail, and ability to support advisor tasks toward industry credentials.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Redtail, Holistiplan, Wealthbox
2mo
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Registered Client Relationship Analyst
Indianapolis, Indiana, United States
OnsiteFull Time
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
2d
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Wealth Management Client Associate
Bloomington, Indiana, United States
OnsiteFull Time
1+ YOEProvide excellent client service, support financial advisors, promote bank offerings, follow policies, and use technology platforms; high school diploma and 1 year experience preferred; SIE/Series licenses desirable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
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Financial Advisor
Carmel, Indiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain SIE/Series 6/7/63 and life/accident & health licenses, entrepreneurial drive, strong communication and time-management, legal authorization to work in the US.
1mo
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Safety Advisor
Indianapolis or West Lafayette
FieldFull Time
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.
2w
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Investment Advisor III
Fort Wayne or Indianapolis
OnsiteFull Time
5+ YOEManage client investment accounts, deliver actionable advice and reporting, maintain and grow assets under management, and execute risk management per firm policies.
1mo
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Senior Wealth Advisor
New Palestine, Indiana, United States
HybridFull Time
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.
3w
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Beauty Advisor - Part Time
Greenwood, Indiana, United States
$18-$21/hr OnsitePart Time
Provide personalized consultations and product recommendations; retail or client-service experience preferred; strong communication; physically able to lift up to 50 lbs.
1mo
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Strategic Advisor-Clinical Assets
Norfolk or Elizabeth City or Virginia Beach or Indianapolis
$95k-$120k/yr HybridFull Time
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
3w
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Beauty Advisor - Part Time
Greenwood, Indiana, United States
$18-$21/hr OnsitePart Time, Full Time
Provide personalized consultations, meet sales goals, maintain merchandising, physically lift up to 50 lbs, prior client-focused retail or hospitality experience preferred.
3w
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Wealth Advisor & Education Consultant
Indianapolis, Indiana, United States
OnsiteFull Time
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
1mo
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Digital Media Advisor
Indianapolis or Amherst or New York
$95k-$105k/yr RemoteFull Time
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.
Salesforce, Gong
2w
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Senior Merchant Business Advisor
Indianapolis, Indiana, United States
$57k-$87k/yr HybridFull Time
3+ YOEBachelor's or equivalent; minimum 3 years payments experience in banking; 3+ years client-focused success; strong financial acumen, negotiating and closing skills.
1mo
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Wealth Advisor I (IN, Greenfield)
Greenfield, Indiana, United States
OnsiteFull Time
2+ YOECFP or CFA in good standing, Bachelor's in finance-related field, minimum 2 years leading client relationships in financial planning/wealth management, strong communication and financial planning knowledge, valid driver's license if driving required.
1w
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Part-Time Beauty Advisor (Rehire/Referral)
Noblesville, Indiana, United States
$14/hr OnsitePart Time
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.
handheld scanners
4w
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Wealth Management Advisor II
Indianapolis, Indiana, United States
OnsiteFull Time
8+ YOEBachelors or equivalent required, 8+ years financial services sales/client service, CFP/CFA/CPWA (required within 24–36 months) or JD/CPA accepted, state life and health insurance licenses and NMLS registration, strong sales and advisory skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
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