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36 client advisor jobs at 14 companies in Iowa

2w
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Client Care Advisor
Bettendorf, Iowa, United States
FieldFull Time
Home Instead
Home Instead: Provides non-medical in-home care and companionship for seniors.
Experience in client services, healthcare, senior care, or social work; strong communication, organization, consultative skills; valid driver's license and willingness to travel to client homes.
WellSky
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1mo
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Work From Home - Client Benefits Advisor
Des Moines, Iowa, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor to guide and educate interested clients; must be a competitive self-starter willing to be coached and take ownership of income and growth.
Zoom
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3w
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Commercial Insurance - Client Advisor
Urbandale or Austin or Houston or Dallas
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
3+ YOE3+ years client management experience in insurance (underwriting, brokerage, or P&C); bachelor’s degree required; strong project management, analytical, and communication skills.
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1w
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Client Solution Advisor
Minnesota or Texas or Oklahoma or Alabama or Illinois or Alaska or Iowa
$53k-$88k/yr RemoteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOE2+ years relevant experience and bachelor's degree preferred. Skills in client relationship management, project coordination, implementation, problem solving, and effective communication.
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Payroll Client Advisor
Oklahoma City or Iowa or Nevada or Colorado or United States
$90k-$105k/yr FieldFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
2+ YOEB2B sales role requiring 2+ years relevant experience, valid driver’s license and insurance, successful background check, field presence ~50%, strong prospecting, presentation and CRM skills (Atlas; Salesforce/HubSpot preferred).
Atlas CRM, Salesforce, HubSpot
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1d
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Client Advisor with Athletic Background
Dubuque, Iowa, United States
$70k-$95k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Obtain state insurance licenses; bachelor's degree preferred; strong interpersonal, communication, and analytical skills; training provided; sponsorship considered.
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1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Waterloo, IA
Waterloo, Iowa, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66/63/65 required or obtainable within 60 days; life, health and long-term care insurance license required or obtainable; client acquisition and goals-based planning skills; CFP and bachelor’s degree preferred.
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Associate Wealth Advisor
West Des Moines, Iowa, United States
$75k-$120k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
2+ YOEBachelor's degree, 2+ years relevant experience, CFP or Series 65 required, experience with eMoney or MoneyGuide Pro, strong communication and client relationship skills.
eMoney, MoneyGuide Pro
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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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Client Service Administrative Assistant
Des Plaines or Fairfield or Phoenix
HybridFull Time
Cambridge Investment Research
Cambridge Investment Research: Provides broker-dealer and investment advisory services to financial professionals.
2+ YOE2+ years administrative or client service experience; strong communication, organization, problem-solving; proficiency with Microsoft Office and CRM; ability to support financial advisors and maintain client records.
Microsoft Office, CRM, financial software
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Part-Time Beauty Advisor - Sephora
Davenport, Iowa, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail/service experience, passion for beauty, strong communication, flexible availability, ability to lift up to 50 lbs, complete company training.
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Wealth Management Advisor - Ames, IA
Ames, Iowa, United States
OnsiteFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years managing a book of business with affluent clients; obtain FINRA registrations within 120 days; life & health license required; CFP preferred or CFA Level I; university degree preferred.
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1mo
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Associate Financial Advisor - Story City, IA
Story City, Iowa, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
High school diploma required (bachelor's preferred). Series 7 and Series 66 required (registrations may be obtained during training); state insurance license required. FINRA licenses obtained within three months. 3-5 years securities experience preferred. Strong client relationship, communication, and critical thinking skills.
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Operations Coordinator
Urbandale, Iowa, United States
OnsiteFull Time
Integrity Marketing Group
Integrity Marketing Group: Distributes life, health and wealth insurance products via technology.
1+ YOEProcess new account applications, enter client records, provide customer service to financial advisors, and support regulatory obligations. High school diploma/GED and at least 1 year working with a broker-dealer, RIA, or insurance preferred; FINRA Series 6/7 preferred; must become non-registered fingerprint person.
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