22 client advisor jobs at 16 companies in Harlan, IA
20h
Save
Mark Applied
Hide
Client Advisor with Athletic Background
Omaha, Nebraska, United States
$70k-$95k/yr OnsiteFull Time
Excellent interpersonal, communication, analytical, and relationship-building skills; bachelor's degree preferred, with state insurance licenses required and training provided.
None
2mo
Save
Mark Applied
Hide
J.P. Morgan Wealth Management – Private Client Advisor - Omaha, NE
Omaha or Omaha or Omaha or Omaha or Omaha or Omaha or Omaha or Omaha
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 required; Series 66 and Life/Health/Long Term Care insurance license required or must be obtained within 60 days; CFP and bachelor's degree preferred.
4d
Save
Mark Applied
Hide
Work From Home - Client Benefits Advisor
Omaha, Nebraska, United States
RemoteFull Time
Requires customer service dedication, strong communication and interpersonal skills, team leadership ability, and interest in professional growth.
Zoom
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
Omaha, Nebraska, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accurate client materials, promote banking offerings, and support operational excellence; high school diploma required; industry credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
Omaha, Nebraska, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, deepen client relationships, and follow bank policies; strong computer and communication skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
Save
Mark Applied
Hide
Financial Advisor
Omaha, Nebraska, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and US work authorization without sponsorship.
planning software
2w
Save
Mark Applied
Hide
Beauty Advisor - Flex
Omaha, Nebraska, United States
$17-$19/hr OnsiteFull Time, Part Time
Retail or client-focused experience, passion for beauty, strong communication, ability to lift up to 50 pounds, punctuality and reliable attendance.
1mo
Save
Mark Applied
Hide
Financial Advisor - Relationship Manager
Omaha, Nebraska, United States
OnsiteFull Time
3+ YOE3+ years in wealth management or client relationship management; strong communication, organization, and client service skills; Series 65 preferred or ability to obtain; CFP or similar a plus.
1w
Save
Mark Applied
Hide
Product Solutions Advisor
Omaha or Wilmington or New York City
$73k-$116k/yr OnsiteFull Time
5+ YOEBachelor's degree in business, technology, or related field; 5 years in FinTech product management or advisory roles; 3 years in client consultation; unrestricted U.S. work authorization.
Optis Issuing System
3w
Save
Mark Applied
Hide
Advisor Administrative Assistant
Omaha, Nebraska, United States
OnsiteFull Time
Support advisor with client servicing and onboarding, scheduling, preparing reports, using financial systems; associate\u0002s degree required, bachelor\u0002s preferred.
Microsoft Excel, Microsoft Outlook, Salesforce, eMoney, Morningstar, Orion
1mo
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Council Bluffs, Iowa, United States
$14/hr OnsitePart Time
Client-facing retail experience, strong written and verbal communication, authentic passion for beauty, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and stand for full shifts.
handheld scanners, multiple frequency devices
5d
Save
Mark Applied
Hide
Wealth Management Advisor - Omaha, NE
Omaha, Nebraska, United States
$100k-$110k/yr OnsiteFull Time
5+ YOERequires 5+ years managing a book of business and building relationships with affluent clients. Series 7, 63, 65, 66, and resident life and health license required; CFP or CFA preferred.
AI
1w
Save
Mark Applied
Hide
Brand Standards, Guest Experience, & Food Safety Advisor
Omaha, Nebraska, United States
$49k-$73k/yr FieldFull Time
2+ YOEHigh school diploma, 2 years of hospitality experience, unrestricted driver's license, and age 21+. Requires client consulting, planning, communication, and problem-solving skills; bachelor's degree and multilingual ability preferred.
iPad, Microsoft Suite, Customer Relationship Management (CRM)
4d
Save
Mark Applied
Hide
Wealth Advisor Administrative Assistant - Omaha
Omaha, Nebraska, United States
HybridFull Time
2+ YOECollege degree preferred in Finance or Accounting, or related experience; 2+ years of administrative experience in investments, trusts, financial planning, or banking; client service and Microsoft Office proficiency required.
Microsoft Office
3w
Save
Mark Applied
Hide
Branch Office Administrator - Council Bluffs, IA
Council Bluffs, Iowa, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle inbound/outbound client communication, perform administrative and operational tasks, and use firm technologies.
MoneyGuide, Salesforce, Microsoft Office
1w
Save
Mark Applied
Hide
Associate, Investment Solutions
Indianapolis or Miami or Omaha or San Antonio or New York City
$100k-$125k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years in wealth management/financial services or client-facing business development; strong communication, CRM and analytical experience; ability to travel for advisor meetings and conferences.
CRM, Microsoft Teams, Microsoft Office Suite
1d
Save
Mark Applied
Hide
Managing Director
La Vista, Nebraska, United States
HybridFull Time
3+ YOERequires 3+ years in financial services, an active Life and Health License, financial advisor practice growth, client development, planning, relationship management, and team leadership. Series 6/7 and 63/66 preferred.
1mo
Save
Mark Applied
Hide
Senior Civil Project Manager
Omaha, Nebraska, United States
$146k-$208k/yr OnsiteFull Time
8+ YOELead multidisciplinary municipal engineering projects; manage scope, schedule, and budget; serve as client advisor; support business development; mentor staff. Bachelor's in civil engineering preferred; PE in Nebraska and 8+ years municipal infrastructure experience preferred.
Explore Jobs