41 client advisor jobs at 25 companies in Litchfield, IL
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Client Advisor
Creve Coeur or St. Louis
OnsiteFull Time
RP Exotics: Specialized dealership for buying, selling, and consigning luxury vehicles.
Self-motivated professionals who build relationships, communicate well, follow through, take ownership, and maintain high standards; automotive experience is valuable but not required.
The Chamberlin Group: Provides holistic retirement planning and tax preparation services.
3+ YOE3+ years client service/sales experience in insurance or securities, Series 65 or 66 required, college degree preferred, strong communication and organizational skills.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
Previous retail, luxury retail, hospitality, or client-related experience; strong verbal and written communication, client service, prioritization, adaptability, and U.S. work authorization.
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
7+ YOE7+ years in wealth management/advisor technology or related platforms; experience leading teams, vendor management, product ownership, permissioning, integrations, and strong communication.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
Retail or hospitality experience, strong verbal and written communication, client service skills, ability to work nights/weekends/holidays, authorization to work in the hiring country.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
4+ YOERequires 4+ years of luxury fashion sales experience, strong client relationship and communication skills, fashion and luxury knowledge, commercial awareness, adaptability, and flexibility for retail schedules.
KeringEuronext Paris: KER: Global luxury group managing renowned fashion, jewelry, and eyewear brands.
4+ YOERequires 4+ years of luxury fashion sales experience, strong client relationship and communication skills, fashion and luxury knowledge, commercial awareness, adaptability, and availability for evenings, weekends, and holidays.
J.P. Morgan Wealth Management – Private Client Advisor - Saint Louis, MO (West County Area)
Saint Louis or Creve Coeur or Ellisville or Chesterfield or Town and Country or Des Peres
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years in a financial advisor or equivalent role; demonstrated client acquisition and relationship management; active Series 7 and Series 66 (or 63/65 obtained within 60 days); life, health and long term care insurance license (or obtain within 60 days); CFP preferred; bachelor’s degree preferred.
Lincoln or Pittsfield or Jacksonville or Springfield or Milwaukee
$67k-$89k/yrOnsiteFull Time
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Bachelor's degree in finance, business, or related field preferred. Requires strong communication, analytical, relationship-building, and client development skills; state insurance licenses required with training provided.
3+ YOE3–7 years client-facing financial advisor/planning experience; Series 65 or 66 active or willingness to obtain; CRM experience; proven closing ability and revenue growth.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, educate clients on banking offerings, follow procedures, and deliver timely, accurate client materials; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor’s in finance/business/economics preferred; strong communication and sales orientation.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service supporting Financial Advisors; high school diploma/GED; ~1 year experience; familiarity with investment products; pursuing or holding SIE/Series licenses preferred; strong communication and computer skills.
Microsoft Word, Microsoft Excel, 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, and willingness to obtain required financial licenses.
Bank of Springfield: Community bank providing personal and commercial financial services.
5+ YOEBachelor's preferred, 5+ years in wealth management or related client-facing finance roles, active Series 7 and Series 66 (or Series 7 with Series 63 and 65), professional designations preferred, proficiency with financial planning software, CRM, and Microsoft Office.
financial planning software, CRM systems, Microsoft Office
Berger Financial Group: A financial services firm offering financial planning, portfolio management, and tax services.
2+ YOE2+ years financial services experience; Series 65 or CFP required; strong Microsoft Office, Salesforce; client communication, organization, and problem-solving skills.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years client management experience; successful completion of FINRA Series 7 and 66 (or 63 and 65); knowledge of banking/financial services; strong communication and client relationship skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Kohl'sNYSE: KSS: N American omnichannel department store retailer.
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and merchandise-handling skills.
St. Petersburg or Plano or Boston or St. Louis or Atlanta or Morristown
$127k-$161k/yrHybridFull Time
Zelis: Providing healthcare payment and claims cost management solutions.
Experience in healthcare payment integrity/case management required; college degree and active LPN or RN required; coding experience or certification preferred; strong data analysis, client-facing, project management, and MS Office skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
Financial Advisor - 1st MidAmerica CU - Bethalto, IL
Bethalto, Illinois, United States
$40k-$60k/yrOnsiteFull Time
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOERequired Series 7 and 66 (or 63/65), insurance license, and three or more years of investment sales experience; ability to service existing book, build client base, and create client solutions.