14 client advisor jobs at 9 companies in Nampa, ID
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Client Advisor - Personal Insurance
Boise, Idaho, United States
OnsiteFull Time
Client service professional with strong communication, organization, adaptability, accuracy, teamwork, insurance knowledge, and commitment to customer support and professional development.
agency management system
1mo
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Work From Home - Client Benefits Advisor
Caldwell, Idaho, United States
RemoteFull Time
Remote sales-oriented advisor role for self-starters who can guide and educate interested clients; coachable, competitive, and comfortable with video interviews.
Zoom
2mo
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Sr Client Advisor
Boise, Idaho, United States
$100k-$150k/yr HybridFull Time
5+ YOEState P&C insurance producer license required, 5+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills, meeting sales quotas and managing a book of business.
Microsoft Suite, Salesforce
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Eastern, ID
Boise or Caldwell or Meridian or Eagle or Coeur d'Alene
OnsiteFull Time
2+ YOE2+ years financial advisor experience, proven client acquisition and relationship skills, active Series 7 and Series 66 (or obtain within 60 days), life/health/long-term-care insurance license (or obtain within 60 days); CFP and bachelor's degree preferred.
3d
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Work From Home - Client Benefits Advisor
Nampa, Idaho, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, team leadership ability, and interest in professional growth and development.
Zoom
1w
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Financial Advisor
Boise, Idaho, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual proprietary planning software
1w
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Financial Advisor
Meridian, Idaho, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
1w
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Financial Advisor
Boise, Idaho, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
2w
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Senior Financial Advisor – Experienced Professionals
Meridian, Idaho, United States
OnsiteFull Time
5+ YOE5+ years financial services experience, strong client relationship and portfolio management skills; required Series 7 and 66 (or 6,63,65) and Life & Health license; CFP/ChFC/RICP preferred; military affiliation preferred.
2mo
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PWM Private Wealth Advisor
Boise, Idaho, United States
$125k-$147k/yr OnsiteFull Time
8+ YOEBachelor's degree or equivalent experience, 8+ years working with high and ultra-high net worth clients, NMLS registration required, strong relationship management and business development skills; CFA/CFP preferred.
National Mortgage Licensing System (NMLS)
2d
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Wealth Advisor - Boise in Boise, Idaho, United States
Boise, Idaho, United States
OnsiteFull Time
4+ YOEBachelor's degree and 4+ years of related experience required. Requires FINRA Series 7 and 66 or 65/63, life and health insurance licenses, financial planning knowledge, client relationship, analytical, communication, presentation, and sales skills.
2d
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Wealth Advisor - Boise in Salt Lake City, Utah, United States
Boise or Salt Lake City
OnsiteFull Time
4+ YOEBachelor’s degree, 4+ years of directly related experience, FINRA Series 7 and 66 or 65/63, life and health insurance licenses, client relationship and sales experience, and strong communication, analytical, and presentation skills.
financial planning software
2w
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Branch Office Administrator
Eagle, Idaho, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, correspondence, marketing coordination, and technology support for financial advisors.
MoneyGuide, Salesforce, Microsoft Office
2w
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Branch Office Administrator - Eagle, ID
Eagle, Idaho, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle transactions, use firm software (MoneyGuide, Salesforce, Microsoft Office), and deliver exceptional client service.
MoneyGuide, Salesforce, Microsoft Office