11 client advisor jobs at 3 companies in North Vernon, IN
2mo
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Trust Client Services Associate
Louisville, Kentucky, United States
OnsiteFull Time
Provide client support to wealth advisors; manage accounts; communicate with clients; maintain compliance; proficient with Word/Excel; able to learn trust systems.
Word, Excel
1w
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Wealth Management Client Associate
Bloomington, Indiana, United States
OnsiteFull Time
1+ YOEProvide excellent client service, support financial advisors, promote bank offerings, follow policies, and use technology platforms; high school diploma and 1 year experience preferred; SIE/Series licenses desirable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Wealth Planning Advisor
Greenwood, Indiana, United States
HybridFull Time
Bachelor's degree in finance/accounting, experience in financial consulting preferred, strong analytical, communication, and client-relationship skills; financial planning certification a plus.
2w
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Wealth Planning Advisor
Bargersville, Indiana, United States
HybridFull Time
Bachelor's degree in finance or related field preferred; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning licenses/certifications are a plus.
2w
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Wealth Planning Advisor
Clarksville, Indiana, United States
HybridFull Time
Bachelor's degree in finance/accounting or related field required; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning licenses are a plus.
2w
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Wealth Planning Advisor
Whiteland, Indiana, United States
HybridFull Time
Bachelor's degree in finance/accounting or related field; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning licenses/certifications a plus.
2d
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Financial Solutions Advisor - Indianapolis Market
Greenwood, Indiana, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent; active Series 7 and 66, or Series 7 with Series 63 and 65; at least one year in investments and financial services or goal-based sales; strong client, communication, and regulatory skills.
SAFE Act
3d
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Financial Solutions Advisor - Indianapolis Market
Greenwood, Indiana, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED; active Series 7 and 66, or Series 7 with Series 63 and 65; at least one year each in investments and financial services or goal-based sales; strong client, communication, and regulatory skills.
1mo
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Financial Solutions Advisor - Indianapolis Market
Greenwood or Indianapolis
OnsiteFull Time
1+ YOERequires Series 7 and 66 (63/65 acceptable in lieu of 66), 1+ year investment and financial services experience, high school diploma/GED, SAFE Act registration when originating mortgage loans, strong communication and client relationship skills.
2w
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Financial Solutions Advisor Registration Candidate - Greenwood Financial Center
Greenwood, Indiana, United States
OnsiteFull Time
1+ YOEProvide financial advice, triage client leads, refer to partners, obtain required industry licenses and SAFE Act registration; HS diploma and ~1 year financial services/sales experience preferred.
1mo
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Financial Solutions Advisor Registration Candidate - Greenwood Financial Center
Greenwood, Indiana, United States
OnsiteFull Time
Provide comprehensive financial advice, triage client leads, make referrals, complete required licensing and SAFE Act registration; high school diploma/GED required; aptitude for obtaining industry licenses and strong communication skills.