HiringCafe
Join our community

54 client advisor jobs at 20 companies in Milwaukee, WI

2mo
Save
Mark Applied
Hide
Hyundai Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
International Autos Group
International Autos Group: Operates a network of multi-brand automotive dealerships and service centers.
Experience in sales or customer service preferred; strong communication and negotiation skills; valid driver's license with clean driving record.
Job PostingView all
2mo
Save
Mark Applied
Hide
Hyundai Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
International Autos Group
International Autos Group: Operates a network of automotive dealerships selling and servicing vehicles.
Previous sales experience preferred; strong communication and negotiation; self-motivated; professional appearance; valid driver's license.
Job PostingView all
2mo
Save
Mark Applied
Hide
Audi Client Advisor
Milwaukee, Wisconsin, United States
OnsiteFull Time
International Autos Group
International Autos Group: Family-owned automotive dealership group operating multiple retail locations.
Motivated, customer-focused auto sales role; strong communication and negotiation skills; valid driver’s license.
Job PostingView all
3w
Save
Mark Applied
Hide
Legal Client Advisor - Upcoming Opportunities
Milwaukee, Wisconsin, United States
HybridFull Time
Expert Institute
Expert Institute: Provides an expert witness platform and AI-driven litigation tools.
1+ YOEBachelor's preferred, minimum 1 year client or customer service experience, strong analytical and communication skills, attention to detail, ability to work independently in a fast-paced environment; legal/research experience preferred.
Expert iQ
Job PostingView all
5d
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Advisor - Racine, WI
Racine, Wisconsin, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; life/health/long-term-care insurance license required; CFP preferred.
Job PostingView all
2mo
Save
Mark Applied
Hide
Alfa Maserati Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
International Autos Group
International Autos Group: Family-owned automotive dealership group selling and servicing multiple brands.
Experience in automotive sales preferred; strong communication; self-motivated; valid driver’s license; clean driving record.
Job PostingView all
2mo
Save
Mark Applied
Hide
Financial Advisor - Client Relationship Focus
Waukesha, Wisconsin, United States
$100k-$200k/yr OnsiteFull Time
Drake & Associates
Drake & Associates: Financial firm providing comprehensive retirement planning and wealth management services.
2+ YOETwo+ years in financial services; Series 65 or Series 66 with 7, plus Life and Health licenses; strong organizational and communication skills; Salesforce experience preferred.
Salesforce
Job PostingView all
1w
Save
Mark Applied
Hide
Client Service Administrator - Gateway Associates
Germantown or Wisconsin
$60k-$70k/yr HybridFull Time
Thrivent
Thrivent: Provides financial advice, insurance, and investments to member-owners.
Series 7/66 and state life & health licensing, experience supporting financial advisors, strong communication and attention to detail, Microsoft Office, Salesforce, DocuSign proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
Job PostingView all
2mo
Save
Mark Applied
Hide
Financial Advisor
Racine, Wisconsin, United States
OnsiteAll Commitments Available
Johnson Financial Group
Johnson Financial Group: Provider of banking, wealth management, and insurance solutions.
2+ YOEBachelor’s or advanced degree in finance or related field; minimum 2 years client-facing financial industry experience; Series 7/63/66 and state insurance licenses required or obtained within 6 months; strong analytical, relationship-building, and product knowledge.
Job PostingView all
2mo
Save
Mark Applied
Hide
Financial Advisor - WI
Pewaukee, Wisconsin, United States
HybridFull Time
JMG Financial Group
JMG Financial Group: Independent, fee-based wealth management firm serving executives and high net worth individuals
5+ YOEFive+ years client-facing financial planning experience; CFP required; CFA and/or CPA acceptable; strong knowledge of finance, taxes, investments, estate planning; proficient with Microsoft Office.
Job PostingView all
1mo
Save
Mark Applied
Hide
Senior Claims Advisor
Hartland, Wisconsin, United States
OnsiteFull Time
Vizance
Vizance: Provides insurance brokerage, risk management, and employee benefit solutions.
4+ YOEActive or obtainable Property & Casualty license, 4+ years claims experience in commercial P&C, AIC/CPCU preferred, Mod Master report proficiency, strong client advocacy and leadership skills.
Mod Master
Job PostingView all
1mo
Save
Mark Applied
Hide
Wealth Advisor II
Milwaukee, Wisconsin, United States
$92k-$171k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
7+ YOE7+ years relevant experience and post-secondary degree or equivalent; experience with HNW/UHNW clients; advanced industry and regulatory knowledge; NMLS registration required for consumer loan origination; CFP preferred.
Job PostingView all
2mo
Save
Mark Applied
Hide
Associate Advisor - Evansville, WI
Evansville, Wisconsin, United States
$69k-$87k/yr OnsiteFull Time
E.A. Buck Financial Services
E.A. Buck Financial Services: Independent financial firm providing retirement and wealth planning services.
1+ YOEBachelor's degree; 1+ years of face-to-face client experience in financial services; Life and Health insurance license; Series 65; CFP certification or willingness to obtain within first year; strong client relationship skills.
Job PostingView all
1w
Save
Mark Applied
Hide
Associate Relationship Advisor
Lake Forest, Illinois, United States
$100k-$169k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
3+ YOE3+ years in asset servicing or relationship management; college degree preferred; knowledge of investments, estate and financial planning, fiduciary practices, and accounting; analytical, negotiation and client communication skills; U.S. work authorization required.
Job PostingView all
1w
Save
Mark Applied
Hide
AFAT Advisor Associate
Milwaukee, Wisconsin, United States
OnsiteFull Time
Baird
Baird: Global employee-owned firm providing wealth management and investment banking.
1+ YOE1+ year client-facing experience, undergraduate degree required, must hold SIE and Series 7/66 or Series 7/63/65, committed to pursuing CFP/CPWA/CPA within one year; strong communication and organizational skills.
Job PostingView all
1mo
Save
Mark Applied
Hide
Financial Advisor – Bank Five Nine
Hartland, Wisconsin, United States
$50k-$90k/yr OnsiteFull Time
Central Pacific Bank
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOERequires Series 7 and 66 (63/65), insurance license, and 3+ years of investment sales experience; ability to build client base and create client-specific investment solutions.
Job PostingView all
1w
Save
Mark Applied
Hide
Financial Advisor - Sheboygan Falls
Sheboygan Falls, Wisconsin, United States
HybridFull Time
Merit Financial Advisors
Merit Financial Advisors: Independent wealth management and financial advisory services firm.
Bachelor's in finance/business, active professional financial licenses or credentials (Series 65/66, CFP/CFA/ChFC/CIC), strong financial planning and client service skills, willingness to learn firm technologies.
CRM
Job PostingView all
1mo
Save
Mark Applied
Hide
Financial Advisor – Bank Five Nine
Oconomowoc, Wisconsin, United States
$50k-$90k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOERequired Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and create tailored financial solutions.
Job PostingView all
2w
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Delafield, Wisconsin, United States
$16/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail or service experience, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs.
Job PostingView all
1mo
Save
Mark Applied
Hide
Part-Time Beauty Advisor (Rehire/Referral)
Milwaukee, Wisconsin, United States
$15/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, complete training, basic computer and scanner operation.
handheld scanners, multiple frequency devices
Job PostingView all

Explore Jobs

Expand Your Job Search