14 client advisor jobs at 9 companies in Georgetown, KY

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Personal Lines Client Advisor
Lexington, Kentucky, United States
OnsiteFull Time
Houchens Insurance Group
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
3+ YOE3+ years related insurance experience (personal lines preferred). Must hold or obtain state insurance license within 90 days and be able to obtain industry designations; strong client service, renewal marketing, policy processing, and carrier relationship skills.
3w
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Public Entity Client Advisor I
Lexington, Kentucky, United States
OnsiteFull Time
Houchens Insurance Group
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
2+ YOEProcess commercial public-entity insurance policies, prepare certificates and endorsements, manage renewals and claims filing, maintain organized client files, and obtain required insurance licenses/designations. Bachelor's degree or 2+ years related experience.
2mo
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Wealth Management Client Associate
Lexington, Kentucky, United States
HybridFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors; identify needs; maintain client materials; adapt to bank policies; strong client focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Business Solutions Advisor
Lexington, Kentucky, United States
OnsiteFull Time
Nuvant Consulting Group
Nuvant Consulting Group: Provides strategic business consulting and personalized financial advisory services.
Client-facing advisor with strong communication and interpersonal skills; high school diploma or college preferred; consultative or client-facing experience preferred.
19h
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Financial Planning Advisor
Dallas or Charlotte or Lexington
$84k-$110k/yr HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
3+ YOE3+ years experience, university degree preferred, FINRA Series 7/63/65/66 required within 120 days, strong client relationship and sales skills, investment research and retirement planning experience.
2mo
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Financial Advisor - PNC Wealth Management
Lexington, Kentucky, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEInvestments and insurance planning, client relationship management, and financial advising; FINRA licenses required; Bachelor's degree; 2+ years experience.
3w
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Wealth Management Advisor
Louisville or Lexington
OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
5+ YOEBachelor's or equivalent, 5-7 years sales/client service experience in financial services, required state life and health insurance licenses, S.A.F.E. Act (NMLS) registration, CFP/CFA/CPWA preferred (required within 24–36 months), strong communication and sales skills, proficiency with Word/Excel/PowerPoint and CRM.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1w
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Part-Time Beauty Advisor - Sephora
Frankfort, Kentucky, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail experience, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
handheld scanners
3d
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Financial Advisor with Healthcare Background
Shelbyville or Louisville or Louisville
$80k-$109k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Leverage healthcare background to build client relationships, develop financial plans, and obtain required securities and insurance licenses (Series 6, 63, state insurance). Bachelor's preferred; sales/financial experience beneficial.
2mo
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Part-Time Beauty Advisor - Sephora
Nicholasville, Kentucky, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, complete required training and follow visual/operational standards.
handheld scanners, multiple frequency devices
2mo
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Part-Time Beauty Advisor - Sephora
Lexington, Kentucky, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability for days/nights/weekends/holidays, basic math and computer skills, ability to lift up to 50 lbs.
handheld scanners, multiple frequency devices
1w
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Full-Time Beauty Lead Advisor - Sephora
Nicholasville, Kentucky, United States
$16/hr OnsiteFull Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail experience, strong communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic computer and math skills.
2mo
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401k Compliance Regulatory NDT Advisor
Covington or Westlake
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOEBachelor’s degree; 5+ years Defined Contribution client service; ASPPA credentials preferred; expertise in nondiscrimination testing and plan design; EPCRS knowledge; strong communication and collaboration.
EPCRS, Nondiscrimination testing, Plan design
3mo
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Relationship Manager
Lexington, Kentucky, United States
HybridFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Manage client relationships; support Financial Advisor team; knowledge of wealth management products; series licenses; SAFE Act registration; strong communication.
Salesforce, CRM, Wealth Management Platform