72 client advisor jobs at 33 companies in Maple Grove, MN
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Client Advisor - Edina Southdale
Edina, Minnesota, United States
$19-$22/hrOnsiteFull Time
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or hospitality experience with proven commercial results; ability to build client relationships, work flexible hours, and use POS and client tracking systems.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
3+ YOE3+ years personal lines insurance experience with high-net-worth clientele, active P&C license, strong client service and negotiation skills, ability to travel for client meetings; bachelor’s degree and professional designations are a plus.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury fashion sales experience, strong commercial awareness, excellent communication, ability to work evenings/weekends/holidays, product knowledge and client relationship building skills.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor role working warm leads; requires self-motivation, coachability, strong communication, and a performance-driven mindset. No cold outreach; interviews via Zoom.
Client Advisor (Part-Time) - Southdale Center, Edina
Edina, Minnesota, United States
$22-$24/hrOnsitePart Time
Moncler GroupEuronext Milan: MONC: Design, manufacturing, and distribution of luxury outerwear and apparel.
2+ YOEMinimum 2 years retail experience (luxury preferred), client-focused, strong interpersonal skills, English proficiency, proficiency with Microsoft Word/Excel/Outlook, dependable and professional presentation.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Christensen Group: Provides commercial insurance brokerage and employee benefits consulting.
6+ YOE6+ years personal lines experience, active property & casualty insurance license, strong client service and communication skills, Microsoft/Excel proficiency, knowledge of high-net-worth products; CIC/CISR and Epic experience preferred.
CareAparent: Provides skilled home health and personal care services.
3+ YOEAssociate degree required, 3+ years sales/marketing experience, medical intake experience, EMR and CRM proficiency, insurance verification, strong communication and relationship-building skills.
J.P. Morgan Wealth Management - Community Private Client Advisor - Minneapolis, MN
Minneapolis, Minnesota, United States
$48k/yrOnsiteFull Time
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 (or obtain within 60 days); life, health and long-term care insurance license (or obtain within 60 days); strong client acquisition and relationship skills.
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Retail experience preferred, high school diploma/GED preferred, strong verbal and written communication, CRM/WeChat proficiency preferred, flexible schedule including nights, weekends and holidays.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client-focused associate supporting financial advisors by delivering client service, preparing materials, following policies, and using Microsoft and CRM tools; high school diploma required; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support for Financial Advisors, ensure accurate client materials, promote banking solutions, and learn new platforms; high school diploma/GED and 1 year experience required; FINRA credentials desirable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
2+ YOEMeet with clients to plan retirement and finances; 2+ years as a Financial Advisor; active FINRA Series 7; Series 63/65/66; state life and health license.
Personal Risk- Client Exec./Sales Advisor (MN or remote)
St. Paul or Plymouth or Minneapolis
$55k-$75k/yrHybridFull Time
Wealthspire: Provides integrated wealth management and financial advisory services.
3+ YOEP&C licensed personal lines sales professional with 3+ years of licensed Personal Lines sales/service experience, strong regional P&C market knowledge, carrier relationships, MS Office/CRM proficiency, and excellent communication and presentation skills.
Personal Risk- Client Exec./Sales Advisor (MN or remote)
St. Paul or Plymouth
$55k-$75k/yrHybridFull Time
AonNYSE: AON: Global professional services firm providing risk and people solutions.
3+ YOERequires P&C broker license, 3+ years licensed personal lines sales/service experience, HS diploma (bachelor's preferred), MS Office and CRM-EPIC proficiency, strong communication and negotiation skills, regional P&C market knowledge.
G&A Partners: Provides human resources outsourcing and payroll management services.
3+ YOE3+ years B2B professional services sales experience, bachelor's degree or equivalent, proven sales track record, ability to develop proposals and manage client relationships.
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; CFP support available; entrepreneurial mindset and US work authorization required.
Northside Economic Opportunity Network: Empowering entrepreneurs through training, resources, and capital investment.
3+ YOEBachelor's degree or equivalent, 3+ years working with diverse clients, knowledge of accounting/financial reporting, QuickBooks/Square/TurboTax and Salesforce proficiency, strong communication and training skills, valid driver’s license and reliable transportation.
The Bank of Elk River: Community bank providing personal and business financial services.
3+ YOEProvide financial planning and investment advice; knowledge of mutual funds, retirement plans, annuities, life insurance; strong client relationship and business development skills; 3-5 years related experience preferred; Bachelor's degree preferred.