4 client advisor jobs at 4 companies in Grand Junction, CO
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Wealth Management Client Associate
Grand Junction, Colorado, United States
$25-$44/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, deliver accurate client materials, learn technology platforms, and uphold policies; FINRA licenses preferred; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, client-facing relationship-building success, strong communication, critical thinking, motivation, time management, continuous learning, and US work authorization without sponsorship.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail/service experience, strong communication and sales skills, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and handheld scanner use.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support for financial advisors; strong attention to detail, analytical thinking, conversational skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).