10 client advisor jobs at 7 companies in Georgetown, IL
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J.P. Morgan Wealth Management - Private Client Advisor - Champaign, IL
Champaign, Illinois, United States
$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; valid Series 7 and Series 66 (or obtain within 60 days); life/health/long-term-care insurance license; goals-based planning and advice ability.
3mo
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J.P. Morgan Wealth Management – Private Client Advisor - Lafayette, IN
West Lafayette, Indiana, United States
OnsiteFull Time
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
1w
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Client Advisor with Athletic Background
Champaign or Bloomington or Peoria
$70k-$95k/yr OnsiteFull Time
Strong interpersonal, communication, analytical, and relationship-building skills required. A bachelor's degree in finance, business, or a related field is preferred; insurance licenses are required with training provided.
Technology Coach
2w
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Financial Advisor
Champaign, Illinois, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, entrepreneurial ambitions, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
proprietary planning software
2mo
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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.
4w
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Registered Investment Advisor
Terre Haute, Indiana, United States
HybridFull Time
Bachelor's degree in finance/accounting or related field; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning certifications a plus.
1mo
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Wealth Advisor Associate
Urbana, Illinois, United States
$55k-$68k/yr OnsiteFull Time
Bachelor's in business/finance or commensurate experience; knowledge of wealth management, investments, trust procedures; strong communication; ability to grow client relationships and meet regulatory requirements.
Trust Accounting systems, Microsoft Office Suite
3mo
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Part-Time Beauty Advisor - Sephora
Terre Haute, Indiana, United States
$13/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), basic math/computer skills, ability to lift up to 50 lbs and stand for up to 8 hours, ability to operate handheld scanners.
multiple frequency devices, handheld scanners
1mo
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Wealth Management Advisor - Champaign, IL
Champaign, Illinois, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63, Series 65 or 66, life and health insurance license within 120 days, strong communication and solutions orientation.
1mo
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Wealth Management Advisor - Champaign, IL
Champaign, Illinois, United States
HybridFull Time
5+ YOE5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63 required; Series 65 or 66 and life and health insurance license required within 120 days; CFP/CFA preferred.