44 client advisor jobs at 28 companies in Georgetown, TX
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Commercial Insurance - Client Advisor
Urbandale or Austin or Houston or Dallas
HybridFull Time
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
3+ YOE3+ years client management experience in insurance (underwriting, brokerage, or P&C); bachelor’s degree required; strong project management, analytical, and communication skills.
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Prefer bachelor’s in finance/business, must obtain state insurance licenses (training provided), strong interpersonal and analytical skills, sales and client relationship ability, sports background valued.
Berry Bros. & Rudd: Retailer of fine wines, spirits, and bonded storage services.
Proven private client sales background with established high-end client network, strong service and commercial skills, WSET diploma or equivalent, and high wine and spirits knowledge.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or luxury retail experience with commercial results; minimum 3 years professional experience; proficiency with POS and Microsoft Outlook; flexibility for days, nights, weekends, and holidays; authorization to work in the US.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
3+ YOE3+ years retail sales experience preferred, strong communication and business acumen, ability to meet sales goals, multitask in fast-paced environment, merchandising and operational knowledge.
2+ YOE2+ years client service experience in financial services or banking; strong judgment and communication; proactive, solution-oriented; experience helping advisors use AdvisorComplete and Wealthscape; documenting in Salesforce.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOE12+ years in wealth management, commercial lending, or credit advisory; strong communication; educate advisors on lending solutions; UHNW client focus; FINRA licenses SIE, 7, 63 & 65 or 66 or ability to obtain.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOECollege degree, typically 8+ years industry experience, strong client relationship and investment management skills, decision making and portfolio management competencies.
Saks Global: Operates luxury department stores and high-end fashion websites.
Sell luxury fashion with high customer service; leverage digital tools and omnichannel to reach clients; high school diploma; flexible schedule; on-site role.
Digital store technology, Omni-channel, Social media
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
10+ YOEPhD or Master’s in related field, ~10+ years in clinical lab/CRO/drug development, deep protein biomarker and multiplex immunoassay expertise, client-facing communication, cross-functional leadership.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-focused experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, availability for nights/weekends/holidays and required weekly shifts/hours.
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Bachelor's degree and active FINRA Series 7 and Series 66 (or ability to obtain), strong client relationship, time management, financial planning skills; CFP®/CFA® preferred.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, and willingness to complete training.
Perkins&Will: Global architecture and design firm providing sustainable planning and interiors.
Sustainability assessment for buildings; LEED/Living Building Challenge knowledge; coordination of green strategies; data analysis and client deliverables.
Word, Excel, PowerPoint, Outlook, Adobe Acrobat, InDesign, Revit
Austin or Chicago or Dallas or Fort Worth or Houston or Indianapolis or Nashville or San Antonio
$88k-$155k/yrHybridFull Time
JLLNYSE: JLL: Global commercial real estate and investment management services.
5+ YOEBachelor's in business/analytics/finance or related; 5+ years in business intelligence, client analytics, or account management in a matrixed org; strong analytical, communication, and project coordination skills; experience with reporting and CRM/BI platforms preferred. Must be authorized to work in the U.S.