8 client advisor jobs at 5 companies in Holton, KS
1d
Save
Mark Applied
Hide
1d
Work From Home - Client Benefits Advisor
Topeka, Kansas, United States
RemoteRemote
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth and development.
BOK FinancialNASDAQ: BOKF: Provides commercial, consumer banking, and wealth management services.
3+ YOEAdvisory experience with high-net-worth clients, financial planning, investment strategy, strong communication, Microsoft Office proficiency; typically 3–7 years industry experience and may carry FINRA licensure or advanced credentials (CFA/CPA/CFP).
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic computer and math skills.
Edward Jones: Offers investment management and financial planning through local branches.
Providing administrative support to financial advisors, client service and account management, strong computer literacy with MoneyGuide, Salesforce, and Microsoft Office.
Edward Jones: Offers investment management and financial planning through local branches.
Provide exceptional client service and administrative support to financial advisors; process account transactions and openings; maintain client records; use MoneyGuide, Salesforce, and Microsoft Office; strong analytical, detail, and communication skills.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; perform account management, scheduling, documentation, and marketing activities; strong computer literacy and analytical, communication, and attention-to-detail skills.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; manage account openings and transactions; strong attention to detail, analytical thinking, communication skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office). 6-month training provided.