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106 client advisor jobs at 27 companies in Indiana

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Private Client Advisor
South Bend, Indiana, United States
HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Deliver investment solutions and financial planning to mass affluent clients, grow client relationships, meet sales/referral goals, obtain required FINRA and state insurance licenses.
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1mo
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Client Advisor I
Evansville, Indiana, United States
$20/hr OnsiteFull Time
First Bank
First Bank: Provides community banking, agricultural lending, and title insurance services.
2+ YOECustomer-facing role requiring ~2 years customer service experience, cash handling, problem solving, computer proficiency, and ability to support digital adoption and compliance training.
Interactive Teller Machine (ITM), ATM, Microsoft Teams
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Client Advisor - Part Time
Indianapolis, Indiana, United States
OnsitePart Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Customer-focused retail sales candidate; prior retail or customer-centric experience preferred; strong sales/commercial mindset, product knowledge, clienteling tool use, communication and relationship-building skills.
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Commercial Lines Client Advisor
Indianapolis, Indiana, United States
OnsiteFull Time
Houchens Insurance Group
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
3+ YOE3+ years insurance experience, servicing commercial lines policies, renewal marketing, supervising 1-2 associates, and ability to hold or obtain applicable state insurance license and required insurance designations.
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GUCCI | Client Advisor - Indianapolis
Indianapolis, Indiana, United States
OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury fashion sales experience, strong selling and communication skills, commercial awareness, flexibility for retail schedule including evenings/weekends/holidays.
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4w
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Advisor Development Program Client Associate
Terre Haute, Indiana, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Entry role in an advisor development program requiring securities licensing (SIE, Series 7 & 66 within 120 days), strong client service and sales mindset, Microsoft Suite proficiency, and excellent communication and relationship-building skills.
Microsoft Suite
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Work From Home - Client Benefits Advisor
New Albany, Indiana, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisory/sales role working with interested clients to guide, educate, and help them move forward. No cold outreach; seeks competitive, self-starting, coachable individuals. Interviews via Zoom.
Zoom
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J.P. Morgan Wealth Management – Private Client Advisor - Lafayette, IN
West Lafayette, Indiana, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years in financial advisory or related financial services; active Series 7; Series 66 (63/65) or obtained within 60 days; Life/Health/Long-Term Care licenses or obtained within 60 days.
Series 7, Series 66, Life Insurance License, Health Insurance License, Long-Term Care License
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2w
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Assistant Financial Advisor
Indianapolis, Indiana, United States
$55k-$80k/yr OnsiteFull Time
Artistry Wealth: Artistry Wealth provides holistic financial planning and investment management.
1+ YOE1+ year client service or financial services experience preferred, proficiency with Microsoft Office and CRM/planning tools, strong communication, attention to detail, and ability to support advisor tasks toward industry credentials.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Redtail, Holistiplan, Wealthbox
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Registered Client Relationship Analyst
Indianapolis, Indiana, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service/support to financial advisors; execute money-movement transactions; onboard and maintain accounts. Requires Series 7 and Series 66 or Series 63+65, high school diploma (college preferred), Microsoft Office skills, and 2+ years industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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Financial Advisor
Mishawaka, Indiana, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client relationships, obtain life/accident & health and securities licenses (SIE, Series 6,7,63), entrepreneurial drive, and legal authorization to work in the US without sponsorship.
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Risk Advisor (Sales)
Middlebury, Indiana, United States
OnsiteFull Time
Hummel Group
Hummel Group: Provides insurance and risk management services for businesses and individuals.
Knowledge of benefits products, sales skills, licensing, and ability to develop client relationships.
Microsoft Word, Excel, Outlook
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Safety Advisor
Indianapolis or West Lafayette
FieldFull Time
Safety Management Group
Safety Management Group: Provides workplace safety consulting, training, and program management services.
5+ YOE5+ years construction safety experience required; bachelor's in safety preferred; BCSP CSP/CHST a plus; safety program development, demonstrated safety leadership, technical construction knowledge, client engagement, and site reporting skills. Local travel between Indianapolis and West Lafayette with a 4-day on-site schedule plus remote hours.
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Investment Advisor III
Fort Wayne or Indianapolis
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEManage client investment accounts, deliver actionable advice and reporting, maintain and grow assets under management, and execute risk management per firm policies.
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Senior Wealth Advisor
New Palestine, Indiana, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's degree in finance or accounting required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills; financial planning certifications are a plus.
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5d
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Beauty Advisor - Part Time
Fort Wayne, Indiana, United States
$17-$19/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication, ability to lift up to 50 pounds, reliable attendance and availability for nights/weekends/holidays.
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Strategic Advisor-Clinical Assets
Norfolk or Elizabeth City or Virginia Beach or Indianapolis
$95k-$120k/yr HybridFull Time
TRIMEDX
TRIMEDX: Clinical asset management and medical equipment maintenance services.
5+ YOEBachelor's degree, 5+ years leadership/healthcare experience, advanced Excel/PowerPoint skills, strong strategic and presentation skills, ability to travel and work onsite with clients.
Microsoft PowerPoint, Microsoft Excel, Clinical Asset Informatics
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Strategic Insights Advisor
Alabama or Arkansas or Arizona or Connecticut or Florida or Georgia or Iowa or Illinois or Idaho or Indiana or Kansas or Kentucky or Maryland or Minnesota or Missouri or Mississippi or Nevada or North Carolina or Ohio or Oklahoma or Oregon or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or Washington or Wisconsin
$95k-$105k/yr RemoteFull Time
Walmart
WalmartNYSE: WMT: Operates a global chain of hypermarkets, discount department stores, and grocery stores.
5+ YOE5+ years in CPG/retail analytics or related fields; experience with syndicated/retailer data; advanced PowerPoint and Excel; strong analytical, storytelling, and client communication skills.
Circana (IRI), NielsenIQ, Retail Link, Luminate, Stackline, 84.51°, Microsoft PowerPoint, Microsoft Excel, Microsoft Power BI, Tableau, SQL, Microsoft Power Query
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6d
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Wealth Advisor & Education Consultant
Indianapolis, Indiana, United States
OnsiteFull Time
Hub International
Hub International: Provides global insurance brokerage and risk management services.
4+ YOEManage client relationships, deliver comprehensive financial plans, maintain compliance, drive AUM growth, and provide participant education; Series 65 required and bachelor’s degree in business/finance/economics.
Microsoft Office Suite, CRM, financial planning software, portfolio management systems
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Retirement Planner/Financial Advisor
Carmel, Indiana, United States
$150k-$200k/yr OnsiteFull Time
Golden Reserve
Golden Reserve: Provides retirement planning, investment management, and tax advisory services.
3+ YOEMinimum 3+ years new-client financial sales experience, active state life and health insurance licenses, Series 65 (or equivalent). Must demonstrate sales skills, accountability, and commitment to serving retirees.
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