8 client advisor jobs at 6 companies in Marshall, TX
2w
Save
Mark Applied
Hide
Work From Home - Client Benefits Advisor
Shreveport, Louisiana, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth and development.
Zoom
3w
Save
Mark Applied
Hide
Financial Advisor
Shreveport, Louisiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
proprietary planning software
2mo
Save
Mark Applied
Hide
Investments Representative-Financial Advisor
Shreveport, Louisiana, United States
OnsiteFull Time
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience. Must be able to build client relationships and use firm tools to create client solutions.
2mo
Save
Mark Applied
Hide
Financial Advisor - Red River Bank
Shreveport, Louisiana, United States
$70k-$150k/yr OnsiteFull Time
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and minimum 3 years investment sales experience; ability to build client relationships and create customized client solutions.
2mo
Save
Mark Applied
Hide
Skillbrige Career Advisor Training
Pensacola or Metairie or Shreveport or Baton Rouge
$30k/yr OnsiteContract
SkillBridge opportunity for active service members; sponsor training and licensing (Life & Health, SIE, Series 7, Series 66). Bachelor's in finance/economics preferred, client-facing experience, MS Office proficiency, strong communication, coachable mindset.
Microsoft Office, Kaplan Live Training
2mo
Save
Mark Applied
Hide
Financial Advisor - Red River Bank
Shreveport, Louisiana, United States
$70k-$150k/yr OnsiteFull Time
3+ YOERequires Series 7 and Series 66 (or Series 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and use advisory technology.
1mo
Save
Mark Applied
Hide
Branch Office Administrator - Shreveport, LA
Shreveport, Louisiana, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle account transactions, deliver client service, and use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
Save
Mark Applied
Hide
Branch Office Administrator
Shreveport, Louisiana, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, correspondence, marketing assistance, and technology support for financial advisors; strong computer literacy and communication skills required.
MoneyGuide, Salesforce, Microsoft Office