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29 client advisor jobs at 13 companies in Oshkosh, WI

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Client Advisor
Green Bay, Wisconsin, United States
$60k-$200k/yr OnsiteFull Time
World Insurance Associates
World Insurance Associates: Provides insurance brokerage, risk management, and financial consulting services.
Proven consultative sales and business development experience in employee benefits or insurance; ability to prospect, present, negotiate, and close new business; must obtain required insurance licenses.
HubSpot, AMS360, Applied Epic
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1mo
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Client Services Advisor
Neenah, Wisconsin, United States
OnsiteFull Time
J. J. Keller
J. J. Keller: Provides regulatory compliance and workplace safety solutions to businesses.
2+ YOE2+ years office experience, client services experience preferred; post-secondary business education preferred; proficiency in Microsoft Word and intermediate Excel; strong communication, problem-solving, and regulatory knowledge.
Microsoft Word, Microsoft Excel
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1mo
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Sr. Client Accounting Advisor
Fond du Lac, Wisconsin, United States
$52k-$74k/yr HybridFull Time
Compeer Financial
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
5+ YOE5+ years progressive accounting experience, GAAP knowledge, client-facing skills, bookkeeping/payroll/financial reporting experience, associate's degree or equivalent, Microsoft Office and accounting software proficiency, experience mentoring staff.
Microsoft Office
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1mo
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Work From Home - Client Benefits Advisor
De Pere, Wisconsin, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing advisory role guiding and educating interested clients; requires a competitive, self-starting, coachable individual able to conduct video interviews and work without guaranteed hourly pay.
Zoom
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2w
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J.P. Morgan Wealth Management - Private Client Advisor - Neenah, WI
Neenah, Wisconsin, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; valid Series 7 and Series 66 (or obtain within 60 days); life, health and long term care insurance license (or obtain within 60 days); CFP preferred; bachelor\u0002s preferred.
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3w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
Provide client service and operational support for onboarding, account administration, and advisor collaboration; bachelor\u0002s preferred; experience in wealth management or client service preferred.
custodial platforms, CRM systems, portfolio management software, Microsoft Office Suite
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3w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
Provide client service and operational support for onboarding, account administration, and advisor collaboration; strong communication, analytical skills, and familiarity with custodial platforms and CRM systems; bachelor\u0002s preferred.
custodial platforms, CRM, portfolio management software, Microsoft Office Suite
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3mo
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Financial Advisor
Oshkosh, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Build and manage client relationships, create holistic financial plans, obtain industry licenses (insurance and securities), and grow a client-facing advisory business.
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2mo
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Beauty Advisor - Part Time
Appleton, Wisconsin, United States
$18-$21/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication and interpersonal skills, product knowledge, ability to lift up to 50 lbs, availability for nights, weekends, and holidays, and meeting minimum weekly hours.
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2w
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Financial Advisor - Sheboygan Falls
Sheboygan Falls, Wisconsin, United States
HybridFull Time
Merit Financial Advisors
Merit Financial Advisors: Independent wealth management and financial advisory services firm.
Bachelor's in finance/business, active professional financial licenses or credentials (Series 65/66, CFP/CFA/ChFC/CIC), strong financial planning and client service skills, willingness to learn firm technologies.
CRM
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3w
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Financial Advisory - Wealth Advisor
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Financial
Kestra Financial: Empowers independent financial professionals with wealth management platform solutions.
5+ YOEBachelor's or equivalent, 5+ years client-facing wealth management experience, active Series 7 and 66, CFP preferred, insurance licenses preferred, proficiency with CRM and Microsoft Office, strong communication and business development skills.
CRM, Microsoft Office
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1w
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Part-Time Beauty Advisor - Sephora
Berlin, Wisconsin, United States
$15-$19/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong communication, ability to handle merchandise, flexible availability including afternoons/evenings, weekends and holidays.
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1mo
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Financial Advisor - West Bend, WI - Market 32, Region 023
West Bend, Wisconsin, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Candidates should be able to build client relationships, obtain required securities and insurance registrations (SIE, Series 7, Series 66, state insurance), and complete firm training; a bachelor\u0002s degree is strongly preferred or equivalent experience in financial services/sales.
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3w
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
Carson Group
Carson Group: Provides wealth management and business support for financial advisors.
1+ YOEProvide client and advisor support, process account administration and transfers, maintain accurate client records, and support project/workflow and process improvement; bachelor’s preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
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