6 client advisor jobs at 5 companies in Marshfield, MO
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J.P. Morgan Wealth Management – Private Client Advisor - Springfield, MO (Including surrounding areas)
Springfield, Missouri, 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. Requires active Series 7 and Series 66 (or 63/65 obtained within 60 days) and Life/Health/Long Term Care insurance licenses. CFP and Bachelor's degree preferred.
OakStar Bank: Community bank providing personal and business financial solutions.
3+ YOERequires 3+ years in investment sales, wealth management, or financial planning focused on high-net-worth clients; Series 7, Series 66 (or 63/65), and insurance licenses; strong financial analysis and client relationship skills.
email, Microsoft Word, Microsoft Excel, calculator, computer
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-focused experience, strong communication, ability to lift 50 lbs, availability for nights/weekends/holidays, punctuality and meeting minimum weekly hours.
Sephora: Global retailer of prestige beauty and personal care products.
Retail experience providing excellent client service, strong communication, product knowledge, ability to lift up to 50 lbs, and reliable attendance during peak retail hours.
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6,7,63 licenses, client-facing experience, strong communication and time-management, US work authorization required.
Senior Advisor, Wealth Advisory - Springfield, Missouri, United States
Springfield, Missouri, United States
OnsiteFull Time
Forvis Mazars: Provides audit, tax, and consulting services to global businesses.
2+ YOEBachelor's degree, 2+ years of relevant experience (financial planning preferred), CFP designation required or eligible, business development and client service skills.