98 client advisor jobs at 37 companies in New Brighton, MN
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Client Advisor
Edina, Minnesota, United States
$19-$21/hr OnsiteFull Time
Proven sales record, clienteling experience, fashion and product knowledge, retail operations understanding, teamwork, local-language fluency, communication skills, and a results-driven mindset.
1mo
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Digital Experience Client Advisor
Minneapolis or Gresham or Cincinnati or Brookfield
$86k-$105k/yr HybridFull Time
4+ YOEBachelor's degree or equivalent experience; 4–7 years client management experience; strong relationship building, account/project management, presentation, and problem-solving skills.
1w
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Client Solution Advisor
Minneapolis, Minnesota, United States
$100k-$186k/yr OnsiteFull Time
2+ YOEBachelor's degree and 2+ years of relevant professional experience typically required. Banking, payments, payment processing, contract review, client relationship, project coordination, and critical-thinking skills preferred.
2mo
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Senior Private Client Advisor
Minneapolis, Minnesota, United States
$66k-$123k/yr HybridFull Time
3+ YOE3+ years personal lines insurance experience with high-net-worth clientele, active P&C license, strong client service and negotiation skills, ability to travel for client meetings; bachelor’s degree and professional designations are a plus.
1mo
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GUCCI | Client Advisor - Minneapolis Southdale
Edina, Minnesota, United States
$17-$18/hr OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong commercial awareness, excellent communication, ability to work evenings/weekends/holidays, product knowledge and client relationship building skills.
1w
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Private Client Advisor II
Minneapolis, Minnesota, United States
$100k-$275k/yr OnsiteFull Time
12+ YOERequires Series 7, 63 and 65, or Series 7 and 66, plus 12+ years of private banking or complex financial services experience. Requires high school diploma/GED; strong business development and client advisory skills.
SAFE Act
2mo
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Retirement Client Advisor
Minneapolis or Milwaukee or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin or United States
$100k-$189k/yr RemoteFull Time
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking.
CRM
1mo
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Private Client Insurance Advisor
Eden Prairie, Minnesota, United States
$80k-$100k/yr OnsiteFull Time
6+ YOE6+ years personal lines experience, active property & casualty insurance license, strong client service and communication skills, Microsoft/Excel proficiency, knowledge of high-net-worth products; CIC/CISR and Epic experience preferred.
Microsoft, Microsoft Excel, Epic
2mo
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Private Client Care Advisor
Woodbury, Minnesota, United States
$80k/yr FieldFull Time
3+ YOEAssociate degree required, 3+ years sales/marketing experience, medical intake experience, EMR and CRM proficiency, insurance verification, strong communication and relationship-building skills.
Electronic Medical Record (EMR), CRM
1w
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Private Client Advisor II
Minneapolis, Minnesota, United States
$100k-$275k/yr OnsiteFull Time
12+ YOERequires Series 7, 63 and 65 or Series 7 and 66, plus 12+ years of private banking or complex financial services experience. High school diploma/GED required; strong business development and wealth advisory skills needed.
1d
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PRS Premier Sr. Client Advisor II
Des Moines or Chicago or Oak Brook or Schaumburg or Overland Park or Bloomington or Des Peres or Omaha or Brookfield or Kimberly
$85k-$100k/yr OnsiteFull Time
8+ YOERequires 8 years of personal lines property and casualty insurance experience, a state property and casualty insurance license, high school graduation, and strong communication skills. Industry designation preferred.
Sagitta, WorkSmart
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Lakeville, MN (including surroun
Lakeville, Minnesota, United States
$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; valid Series 7 and Series 66 (or 63/65) and Life/Health/Long Term Care insurance license; CFP and bachelor's preferred.
1mo
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Client Advisor (Full-time), A|X Armani Exchange
Bloomington, Minnesota, United States
$16/hr OnsiteFull Time
Retail experience preferred, high school diploma/GED preferred, strong verbal and written communication, CRM/WeChat proficiency preferred, flexible schedule including nights, weekends and holidays.
CRM, WeChat
3mo
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Financial Advisor - St. Paul, MN
Minneapolis, Minnesota, United States
RemoteFull Time
2+ YOEMeet with clients to plan retirement and finances; 2+ years as a Financial Advisor; active FINRA Series 7; Series 63/65/66; state life and health license.
1mo
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Personal Risk- Client Exec./Sales Advisor (MN or remote)
St. Paul or Plymouth
$55k-$75k/yr HybridFull Time
3+ YOERequires P&C broker license, 3+ years licensed personal lines sales/service experience, HS diploma (bachelor's preferred), MS Office and CRM-EPIC proficiency, strong communication and negotiation skills, regional P&C market knowledge.
Microsoft Office, CRM- EPIC, Microsoft Teams
1mo
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Personal Risk- Client Exec./Sales Advisor (MN or remote)
St. Paul or Plymouth or Minneapolis
$55k-$75k/yr HybridFull Time
3+ YOEP&C licensed personal lines sales professional with 3+ years of licensed Personal Lines sales/service experience, strong regional P&C market knowledge, carrier relationships, MS Office/CRM proficiency, and excellent communication and presentation skills.
Microsoft Office, CRM- EPIC, Microsoft Teams
3w
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Financial Advisor
Woodbury, Minnesota, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
2mo
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Business Advisor
Edina, Minnesota, United States
$75k-$500k/yr OnsiteFull Time
3+ YOE3+ years B2B professional services sales experience, bachelor's degree or equivalent, proven sales track record, ability to develop proposals and manage client relationships.
2d
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Financial Advisor
Sun City West or Plymouth or New Prague or South Burlington or Scottsdale or Springfield
$75k-$250k/yr OnsiteFull Time
5+ YOEBachelor's degree in accounting, finance, business administration, or related field; 5+ years in financial planning or advisory work; strong analysis, communication, relationship-building, and client service skills.
3w
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Service Advisor
Bloomington, Minnesota, United States
$120k-$150k/yr HybridFull Time
5+ YOECFP designation, 5+ years wealth/financial planning experience, bachelor\u0002s degree or equivalent, strong communication, analytical and client relationship skills, familiarity with Schwab, Salesforce, MoneyGuidePro, Tamarac, or Holistiplan.
Schwab, Salesforce, MoneyGuidePro, Tamarac, Holistiplan
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