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100 client advisor jobs at 39 companies in Missouri

2mo
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Client Advisor
Saint Louis, Missouri, United States
OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Customer-focused client advisor with retail experience; able to build relationships and drive sales in a luxury environment.
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2w
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Client Advisor
Frontenac, Missouri, United States
OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Retail sales experience or strong customer-centric background; ability to meet individual and team sales goals, master product knowledge, use clienteling tools, and build long-term client relationships.
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2mo
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Client Service Advisor [HT-1019684]
St. Louis, Missouri, United States
$75k-$95k/yr OnsiteFull Time
Preferred Living
Preferred Living: Develops and manages luxury apartment communities.
3+ YOE3+ years client management; Series 65; Life and Health licenses; admin support to financial advisors; proficient with planning software; CRM fluency.
HubSpot, RightCapital, Schwab, Fidelity, CRM systems
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1mo
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Client Advisor-Commercial Card
Kansas City, Missouri, United States
$47k-$69k/yr HybridFull Time
UMB Financial
UMB FinancialNASDAQ: UMBF: Provides banking, wealth management, and institutional financial services.
2+ YOE2+ years credit card program/financial services experience or 3–5 years client relationship management/sales experience; Bachelor's degree or equivalent; strong problem solving and communication.
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6d
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Client Service Advisor
St. Louis, Missouri, United States
$70k-$90k/yr OnsiteFull Time
The Chamberlin Group
The Chamberlin Group: Provides holistic retirement planning and tax preparation services.
3+ YOE3+ years client service/sales experience in insurance or securities, Series 65 or 66 required, college degree preferred, strong communication and organizational skills.
HubSpot, Right Capital
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1mo
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Client Service Advisor
Kansas City, Missouri, United States
OnsiteFull Time
National Real Estate Insurance Group
National Real Estate Insurance Group: Provides specialized insurance solutions for real estate investors.
2+ YOE2+ years in client service; high school diploma required; bachelor's degree preferred; property & casualty license preferred; CE training; strong MS Office skills.
Microsoft Office Suite, Email, Phone Etiquette
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3w
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Work From Home - Client Benefits Advisor
St. Louis, Missouri, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor role working with interested clients to guide, educate, and help them move forward. Seeking competitive, self-starting, coachable individuals; interviews via Zoom.
Zoom
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4w
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Client Relationship Advisor (59056)
Farmington, Missouri, United States
OnsiteFull Time
First State Community Bank
First State Community Bank: Community-focused personal and business banking and financial services.
2+ YOERelationship-driven advisor experience; 2+ years financial services/banking/wealth management preferred. Series 7 and 66, Life/Health/Annuity licenses (or ability to obtain), CRM and financial planning software experience, strong communication and organization.
CRM, client tracking tools, financial planning software
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3d
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Client Advisor with Athletic Background
Leawood or Kansas City or Wichita
$67k-$89k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Obtain state insurance licenses (training provided), bachelor’s degree preferred, strong interpersonal and analytical skills, sales and client-development focus, coachable and goal-oriented.
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1w
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Manager, Client & Advisor Experience
St. Louis, Missouri, United States
$100k-$125k/yr HybridFull Time
Focus Financial Partners
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
7+ YOE7+ years in wealth management/advisor technology or related platforms; experience leading teams, vendor management, product ownership, permissioning, integrations, and strong communication.
CRM
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1w
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Private Client Advisor II
Kansas City, Missouri, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOESeries 7/63/65 (or 7/66) required or must obtain within 90 days; SAFE Act registration for mortgage origination; 12+ years private banking/complex financial services; ability to drive new business for $3M+ investable assets; strong client relationship and leadership skills.
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2mo
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BMW Client Advisor
Kansas City, Missouri, United States
OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
3+ YOEHigh school diploma required; valid driver’s license; up to 3 years sales or customer service experience; automotive interest/experience preferred.
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Client Advisor - St. Louis Motorcars
St. Louis, Missouri, United States
OnsiteFull Time
Holman
Holman: Provides fleet management, automotive sales, and vehicle services.
High school diploma or GED; prior sales and customer service experience preferred; college degree preferred.
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2mo
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Private Client Advisor Associate
Kansas City, Missouri, United States
$24-$28/hr OnsiteFull Time
Commerce Bank
Commerce BankNASDAQ: CBSH: Provides personal and commercial banking and wealth management services.
2+ YOE2+ years of office experience required; high school diploma or equivalent; knowledge of wealth management; strong customer service; proficient with Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Saint Louis, MO (West County Area)
Saint Louis or Creve Coeur or Ellisville or Chesterfield or Town and Country or Des Peres
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years in a financial advisor or equivalent role; demonstrated client acquisition and relationship management; active Series 7 and Series 66 (or 63/65 obtained within 60 days); life, health and long term care insurance license (or obtain within 60 days); CFP preferred; bachelor’s degree preferred.
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6d
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Client Service Manager
Clayton, Missouri, United States
OnsiteFull Time
Moneta
Moneta: Provides independent wealth management and financial advisory services.
2+ YOESupport advisors, build client relationships, onboard clients, execute custodial transactions, maintain records; bachelor's in finance/accounting preferred; 2+ years experience preferred; must be authorized to work in the US.
Schwab, Fidelity
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1mo
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Client Service Associate
Kansas City, Missouri, United States
HybridFull Time
Eton Advisors
Eton Advisors: Independent multi-family office providing wealth and investment management services.
2+ YOEProvide client relationship and operational support for advisors; obtain Series 65 within 12 months; bachelor\u0002s degree preferred; 2+ years financial services or client service experience preferred; proficiency with Microsoft Office, CRM, and virtual collaboration tools.
Microsoft Office Suite, CRM systems, Zoom, Teams
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3mo
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Advisor - Commercial
Springfield, Missouri, United States
OnsiteFull Time
Ollis/Akers/Arney
Ollis/Akers/Arney: Independent insurance agency providing risk and benefits advice.
3+ YOEThree+ years sales experience; Missouri Producer Insurance license within 60 days; valid driver’s license with clean record; strong client relationship and sales skills.
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1w
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Product Advisor
Chicago or Irving or Cape Girardeau or Centennial
$69k-$116k/yr OnsiteFull Time
Vizient
Vizient: Healthcare performance improvement and group purchasing organization.
2+ YOE2+ years relevant experience in clinical, supply chain, or healthcare operations; ability to train clients, provide product support, analyze data, and deliver strong client service.
Vizient Clinical Data Base (CDB)
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3mo
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Wealth Advisor
Springfield, Missouri, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's in finance or accounting; financial consulting experience preferred; strong analytics, communication, and client relationship skills; financial planning certifications a plus.
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