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25 client advisor jobs at 9 companies in Moore, OK

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 Commercial Insurance Client Advisor
Oklahoma City, Oklahoma, United States
OnsiteFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
5+ YOE5+ years client-facing/business development experience required, commercial insurance experience required, property and casualty license required, strong sales/consultative skills, CRM and analytics proficiency, comfortable with on-site presence.
CRM
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J.P. Morgan Wealth Management – Private Client Advisor - Oklahoma City, OK
Oklahoma City, Oklahoma, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years financial advisor or equivalent experience; proven client acquisition and relationship management; active Series 7 and Series 66 (or 63/65) and life/health/long-term care insurance license required (or must be obtained within 60 days); CFP and Bachelor's preferred.
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Wealth Advisor
Norman, Oklahoma, United States
HybridFull Time
Wisepath Financial Group
Wisepath Financial Group: Providing personalized wealth management and comprehensive estate planning services.
Experienced financial advisors with strong client relationship, comprehensive financial planning, retirement/wealth/protection/estate planning, practice development, and proficiency with CRM and planning technology.
CRM systems, CRM Technology, Planning Technology
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2w
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Financial Advisor
Oklahoma City, Oklahoma, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; legal authorization to work in the US without sponsorship; entrepreneurial and client-facing experience preferred.
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2w
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Wealth Advisor
Oklahoma City, Oklahoma, United States
OnsiteFull Time
Stride Bank: Provides commercial banking and fintech payment infrastructure.
5+ YOEBachelor's degree required, 5+ years client-facing financial services experience, knowledge of wealth management, estate/gift tax, trust structures, investment management, strong communication and networking skills.
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Part-Time Beauty Advisor - Sephora
Midwest City, Oklahoma, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, complete company training, basic math/reading/computer skills.
multiple frequency devices, handheld scanners
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Business Advisor Part Time Shawnee, OK
Shawnee or Durant or United States
FieldPart Time
Southeastern Oklahoma State University
Southeastern Oklahoma State University: Public university providing undergraduate and graduate degree programs.
3+ YOEProvide small business counseling and training, develop client portfolios, perform financial analysis and business planning, build lender networks,Bachelor’s in Business, 3 years ownership/management experience, valid driver’s license, lift 40 lbs, Microsoft Office proficiency.
Center IC, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Credit Solutions Advisor - N. Classen
Oklahoma City, Oklahoma, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
2+ YOE2+ years mortgage origination or equivalent experience, SAFE Act registration, high school diploma/GED, strong communication, client advisory, credit analysis, and technology skills; flexible for weekends/extended hours.
MS applications
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3mo
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Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients
Victoria, Kansas, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's degree in finance or accounting; experience in financial consulting; strong analytical, communication, and client-relations skills; licenses/certifications in financial planning a plus.
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Yukon, Oklahoma, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Client-facing retail experience, passion for beauty, excellent communication, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays, ability to complete training and use handheld scanners.
handheld scanners
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Outside Sales Consultant / Business Performance Advisor
Oklahoma City, Oklahoma, United States
FieldFull Time
Insperity
InsperityNew York Stock Exchange: NSP: Provides human resources and business performance solutions to businesses.
Consultative B2B salesperson able to build relationships with business owners and C-suite, develop network, meet sales goals, complete client contract paperwork, and facilitate new client onboarding.
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