15 client advisor jobs at 6 companies in Marshalltown, IA
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Work From Home - Client Benefits Advisor
Des Moines, Iowa, United States
RemoteFull Time
Remote advisor to guide and educate interested clients; must be a competitive self-starter willing to be coached and take ownership of income and growth.
Zoom
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Waterloo, IA
Waterloo, Iowa, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66/63/65 required or obtainable within 60 days; life, health and long-term care insurance license required or obtainable; client acquisition and goals-based planning skills; CFP and bachelor’s degree preferred.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Altoona, IA
Altoona, Iowa, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65 within 60 days); life, health, and long term care insurance licenses (or obtained within 60 days); CFP and bachelor’s degree preferred.
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Des Moines, IA (including surrounding areas)
Des Moines or Des Moines or Des Moines or Des Moines
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; active Series 7 and Series 66/63/65 (or obtain within 60 days); Life, Health & Long Term Care insurance license (or obtain within 60 days); CFP and bachelor’s degree preferred.
3d
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Work From Home - Client Benefits Advisor
Cedar Falls, Iowa, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, ability to lead teams, and commitment to professional growth.
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1w
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Financial Advisor
Waterloo, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and US work authorization without sponsorship.
Financial planning software
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Part-Time Beauty Advisor - Sephora
Ames, Iowa, United States
$14/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math and computer skills, and ability to lift up to 50 pounds.
handheld scanners
2mo
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Part-Time Beauty Advisor - Sephora
Cedar Falls, Iowa, United States
$14/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete company training.
handheld scanners, multiple frequency devices
4w
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Full-Time Beauty Lead Advisor - Sephora
Ankeny, Iowa, United States
$18/hr OnsiteFull Time
Client-facing retail/service experience, passion for beauty, strong communication, ability to lift up to 50 lbs, complete company training, and availability for days, nights, weekends and holidays.
handheld scanners
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Wealth Management Advisor - Ames, IA
Ames, Iowa, United States
OnsiteFull Time
5+ YOE5+ years managing a book of business with affluent clients; obtain FINRA registrations within 120 days; life & health license required; CFP preferred or CFA Level I; university degree preferred.
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Wealth Management Advisor - Ames, IA
Ames, Iowa, United States
OnsiteFull Time
5+ YOE5+ years managing a book of business or affluent client relationships; FINRA Series registrations (7,63,65,66); resident life and health insurance license; CFP or CFA preferred; university degree preferred; obtain required licenses within 120 days.
2mo
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Full-Time Beauty Lead Advisor - Sephora
Des Moines, Iowa, United States
$16/hr OnsiteFull Time
Passion for beauty, client-facing retail/service experience, strong communication, ability to lift up to 50 lbs, basic math and computer skills, availability for days/nights/weekends/holidays.
2mo
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Full-Time Beauty Lead Advisor - Sephora
Cedar Falls, Iowa, United States
$16/hr OnsiteFull Time
Client-facing retail experience, authentic passion for beauty, strong communication and influencing skills, ability to lift up to 50 lbs, basic math and computer skills, availability for days, nights, weekends and holidays.
2d
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Branch Office Administrator - Pleasant Hill, IA
Pleasant Hill, Iowa, United States
OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing assistance, and technology support under the direction of financial advisors.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Branch Office Administrator - Ames, IA
Ames, Iowa, United States
OnsiteFull Time
Providing client service, account management, and administrative support for financial advisors; strong analytical thinking, attention to detail, adaptability, conversational skills, and digital tool proficiency (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
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