21 client advisor jobs at 9 companies in Hazleton, PA
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Client Services Advisor
Allentown, Pennsylvania, United States
HybridFull Time, Contract
Spieldenner Financial Group: Provides life insurance and mortgage protection products to families.
Coachable, self-disciplined sales professional comfortable with commission-only compensation, appointment setting, client meetings, and following training and lead systems.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEFINRA Series 7 and 66 (or 63/65) and Life & Health insurance license required; bachelor\u0002s degree typically required; 2+ years relevant experience preferred; strong coaching, sales, and communication skills.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, educate clients on bank offerings, ensure accuracy of client materials, and support operational excellence; 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 or relationship-building success, strong communication, critical thinking, motivation, time management, continuous learning, and legal US work authorization without sponsorship.
Lincoln Investment: Provides independent brokerage and registered investment advisory services.
3+ YOEBachelor's degree and minimum 3 years client-facing financial advisory experience; active FINRA Series 7 and 66 or Series 63 and 65; retirement/wealth planning experience; strong communication and fiduciary standards.
Sephora: Global retailer of prestige beauty and personal care products.
Provide personalized consultations, demonstrate product expertise, meet weekly shift/hour minimums, be available nights/weekends/holidays, lift up to 50 lbs, and build client relationships in a retail or client-focused environment.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Previous retail or client-service experience, strong communication and interpersonal skills, ability to lift up to 50 pounds, and availability for nights, weekends, and holidays; must meet minimum weekly hours for chosen schedule.
1+ YOERequires state life & health license (or obtain within 30 days), FINRA Series 7 and 66 preferred (or Series 6 and 63), 1+ years client-facing experience, strong coachability and communication skills.
Vista Wealth Solutions: Provides holistic financial planning and wealth management services.
Build client relationships and financial practices; obtain Life, Accident & Health License at start and SIE, Series 7, and Series 66 within six months. U.S. citizenship or permanent residency required.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
1+ YOEBachelor's in business/finance or equivalent experience; 5+ years financial services experience (or 1 year in a financial client relationship manager role); active SIE, Series 7, Series 66/63/65 and applicable insurance licenses; SAFE/NMLS mortgage compliance within required timelines; strong sales, interpersonal, and Microsoft Office skills.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Beauty passion, client-facing retail or service experience, strong written and verbal communication, basic math, reading, computer, handheld scanner, and technology skills; flexible availability required.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Client-facing retail experience, authentic passion for beauty, strong verbal and written communication, basic math/computer skills, ability to lift up to 50 lbs and stand for up to 8 hours, flexible availability including nights/weekends/holidays.