30 client advisor jobs at 14 companies in Lawrence, MI
1mo
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Private Client Advisor
South Bend, Indiana, United States
HybridFull Time
Deliver investment solutions and financial planning to mass affluent clients, grow client relationships, meet sales/referral goals, obtain required FINRA and state insurance licenses.
2d
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Managing Client Advisor
Grand Rapids or Kalamazoo or Kentwood
HybridFull Time
Bachelor’s degree or equivalent insurance experience, active P&C license, and 8+ years of progressive commercial insurance or financial services experience with sales team leadership and Commercial Lines expertise.
Employee Assistance Program (EAP), Calm, 401(k), Health Savings Account (HSA), Flexible Spending Account (FSA)
1w
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Work From Home - Client Benefits Advisor
South Bend, Indiana, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and commitment to professional growth.
Zoom
2mo
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Service Advisor
Niles, Michigan, United States
OnsiteFull Time
Experience as a service advisor/writer; strong phone and communication skills; upselling ability; explain technical info to clients; adaptable.
2w
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Client Service Associate - NR
Holland, Michigan, United States
OnsiteFull Time
2+ YOEPerform clerical support for financial advisors including account opening, account maintenance, client service, recordkeeping, and administrative tasks; 2 years clerical experience and high school diploma required.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3w
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Registered Wealth Management Client Associate
Portage, Michigan, United States
OnsiteFull Time
1+ YOESupports Financial Advisors by providing client service, executing operational tasks, and maintaining regulatory compliance; requires SIE, Series 7 and Series 66 (or 63/65), and 1 year experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Financial Advisor
Mishawaka, Indiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
proprietary planning software
3w
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Beauty Advisor - Flex
Grandville, Michigan, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires strong communication, teamwork, product learning, reliability, and ability to lift up to 50 pounds.
3w
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Beauty Advisor - Flex
Grandville, Michigan, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-focused experience, strong communication and interpersonal skills, physical ability to lift up to 50 lbs, availability for nights/weekends/holidays, and ability to meet minimum weekly shifts.
2w
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Beauty Advisor - Part Time
Grandville, Michigan, United States
$18-$21/hr OnsitePart Time, Full Time
Provide personalized consultations, meet sales goals, work nights/weekends/holidays, lift up to 50 lbs, strong communication and client-service skills; prior retail or client-facing experience preferred.
2w
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Senior Talent Advisor (63174)
South Bend, Indiana, United States
OnsiteFull Time
6+ YOERequires 6+ years of staffing-agency recruiting experience, expertise in contingency and contract staffing, negotiation, client management, market analysis, sourcing, interviewing, and relationship building; bachelor's degree preferred.
ATS, CRM
3mo
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Financial Advisor - PNC Wealth Management
Battle Creek, Michigan, United States
OnsiteFull Time
2+ YOEExperienced in investment planning and client relationship management; FINRA licenses required; Bachelor's degree; visa sponsorship not provided.
3w
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Part-Time Beauty Advisor - Sephora
Grandville, Michigan, United States
$15/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer operation.
3w
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Part-Time Beauty Advisor (Rehire/Referral)
Kalamazoo, Michigan, United States
$15/hr OnsitePart Time
Authentic passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs.
1w
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Branch Office Administrator
Wyoming, Michigan, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing coordination, and technology use while supporting financial advisors and clients.
MoneyGuide, Salesforce, Microsoft Office
4w
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Branch Office Administrator - Mishawaka, IN
Mishawaka, Indiana, United States
OnsiteFull Time
Provide administrative support to financial advisors including client service, account management, scheduling, documentation, and use of firm software.
MoneyGuide, Salesforce, Microsoft Office
4w
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Non-Reg On-Caller - North Liberty, IN
North Liberty, Indiana, United States
OnsitePart Time
Provide administrative and client support for financial advisors, manage account transactions, strong computer literacy, communication, attention to detail, and adaptability.
MoneyGuide, Salesforce, Microsoft Office
3w
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Project Manager, Veridus Advisors MI (54405)
Byron Center, Michigan, United States
$70k-$90k/yr OnsiteFull Time
5+ YOEBachelor\u0019s in Construction Management/Engineering or equivalent experience, 5+ years management experience, valid driver\u0019s license, ability to travel between sites, leadership and client communication skills.
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