23 client advisor jobs at 8 companies in Marion, IN
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Financial Advisor
Muncie, Indiana, United States
OnsiteFull Time
3+ YOE3+ years securities/annuity sales experience, high school diploma or equivalent, valid driver’s license, Series 7 and state securities/insurance licenses required; strong sales and client relationship skills.
3w
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Financial Advisor
Carmel, Indiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain SIE/Series 6/7/63 and life/accident & health licenses, entrepreneurial drive, strong communication and time-management, legal authorization to work in the US.
2w
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Investment Advisor III
Fort Wayne or Indianapolis
OnsiteFull Time
5+ YOEManage client investment accounts, deliver actionable advice and reporting, maintain and grow assets under management, and execute risk management per firm policies.
1mo
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Senior Wealth Advisor
Westfield, Indiana, United States
HybridFull Time
Bachelor's degree in finance/accounting or related field required; experience in financial consulting preferred; strong analytical, communication, and client relationship skills; financial planning credentials are a plus.
1mo
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Part-Time Beauty Advisor - Sephora
Warsaw, Indiana, United States
$14/hr OnsitePart Time
Passion for beauty, client-facing retail experience, strong communication, flexible availability (days/nights/weekends/holidays), basic math/computer skills, ability to lift up to 50 lbs.
multiple frequency devices, handheld scanners
1mo
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN
Carmel, Indiana, United States
OnsiteFull Time
0+ YOEObtain SIE, Series 7 and Series 66 within required timelines; sales aptitude, client relationship skills, regulatory due diligence, time management, and results orientation.
1w
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Part-Time Beauty Advisor (Rehire/Referral)
Noblesville, Indiana, United States
$14/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 and perform physical tasks.
handheld scanners
1mo
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN
Carmel, Indiana, United States
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 licenses within required timeframes; sales-oriented with client relationship, time management, and regulatory due diligence skills; bachelor’s degree or 1+ year financial services/sales experience preferred.
1mo
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Branch Office Administrator - New Castle, IN
New Castle, Indiana, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts and transactions, deliver client service, support marketing and branch operations, and use firm technology (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
3w
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Senior Block Advisors Accounting Specialist
Bluffton, Indiana, United States
OnsiteFull Time
3+ YOE3+ years accounting/bookkeeping experience, advanced bookkeeping and payroll skills, proficiency with Microsoft Word, Excel and Open Office, strong attention to detail and client service experience.
Microsoft Word, Microsoft Excel, Open Office
3w
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Senior Block Advisors Accounting Specialist
Bluffton, Indiana, United States
OnsiteFull Time
About the Role: Provides tax preparation and bookkeeping services and supports associate development through training and benefits.
3+ YOE3+ years bookkeeping experience, advanced bookkeeping and payroll skills, GAAP knowledge, Microsoft Word/Excel/Open Office proficiency, analytical attention to detail, and client service experience.
Microsoft Word, Microsoft Excel, Open Office
3w
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Senior Block Advisors Accounting Specialist
Bluffton, Indiana, United States
OnsiteFull Time
3+ YOE3+ years bookkeeping experience, advanced bookkeeping and payroll knowledge, proficiency with Microsoft Word/Excel and Open Office, strong analytical, communication, and client service skills; ability to obtain National Bookkeeper and payroll certifications.
Microsoft Word, Microsoft Excel, Open Office
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