24 client advisor jobs at 11 companies in Norman, OK
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Client Advisor
Norman, Oklahoma, United States
$60k/yrOnsiteFull Time
Nelson Auto Group: Automotive dealership group selling new and pre-owned vehicles.
Bachelor's preferred; strong verbal and phone skills, computer proficiency, valid driver’s license, pass drug test and background check, extroverted and goal-driven with strong time-management.
Nelson Auto Group: Automotive dealership group selling new and pre-owned vehicles.
Provides full buying-journey support; excellent verbal and phone skills; strong computer proficiency; valid driver’s license; must pass drug test and background check; bachelor’s degree preferred.
J.P. Morgan Wealth Management – Private Client Advisor - Oklahoma City, OK
Oklahoma City, Oklahoma, United States
OnsiteFull Time
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.
1+ YOEFINRA Series 7 and 66 (or Series 6 and 63) preferred, active state life & health insurance license required/obtainable within 30 days, 1+ years client-facing experience, high coachability and communication skills.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail/service experience, excellent written and verbal communication, flexible availability for days/nights/weekends/holidays.
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
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.
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.
Outside Sales Consultant / Business Performance Advisor
Oklahoma City, Oklahoma, United States
FieldFull Time
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.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts, strong computer literacy, attention to detail, analytical and conversational skills.