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21 client advisor jobs at 9 companies in Muncie, IN

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J.P. Morgan Wealth Management – Private Client Advisor - Lima / Celina / Wapakoneta - Ohio
Lima or Celina or Wapakoneta
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent, Series 7 and Series 66 (or 63/65) active or obtained within 60 days, life/health/long-term-care insurance license, client acquisition and goals-based planning experience.
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1d
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Financial Advisor
Carmel, Indiana, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
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2w
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Financial Advisor
Muncie, Indiana, United States
OnsiteFull Time
First Merchants
First MerchantsNASDAQ: FRME: Provides commercial, consumer, and wealth management banking services.
3+ YOE3+ years securities/annuity sales experience, high school diploma or equivalent, valid driver’s license, Series 7 and state securities/insurance licenses required; strong sales and client relationship skills.
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1mo
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Senior Wealth Advisor
New Palestine, Indiana, 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 required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills; financial planning certifications are a plus.
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2mo
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Wealth Advisor - PNC Wealth Management
Carmel or Indianapolis or Greenwood or Cleveland
$75k-$125k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEConsult on investment and insurance strategies, build client relationships, grow book of business, and follow regulations.
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2d
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Part-Time Beauty Advisor - Sephora
Kokomo, Indiana, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
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
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1mo
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Wealth Advisor I (IN, Greenfield)
Greenfield, Indiana, United States
OnsiteFull Time
Greenfield Banking Company
Greenfield Banking Company: Provides community banking, wealth management, and commercial lending services.
2+ YOECFP or CFA in good standing, Bachelor's in finance-related field, minimum 2 years leading client relationships in financial planning/wealth management, strong communication and financial planning knowledge, valid driver's license if driving required.
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1mo
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN
Carmel, Indiana, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEObtain SIE, Series 7 and Series 66 within required timelines; sales aptitude, client relationship skills, regulatory due diligence, time management, and results orientation.
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Part-Time Beauty Advisor (Rehire/Referral)
Noblesville, Indiana, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
handheld scanners
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1mo
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN
Carmel, Indiana, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEObtain SIE, Series 7 and Series 66 licenses within required timeframes; sales-oriented with client relationship, time management, and regulatory due diligence skills; bachelor’s degree or 1+ year financial services/sales experience preferred.
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1mo
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Branch Office Administrator - New Castle, IN
New Castle, Indiana, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts and transactions, deliver client service, support marketing and branch operations, and use firm technology (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
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