69 client advisor jobs at 24 companies in Plymouth, WI
1mo
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Client Services Advisor
Neenah, Wisconsin, United States
OnsiteFull Time
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
3mo
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Audi Client Advisor
Milwaukee, Wisconsin, United States
OnsiteFull Time
Motivated, customer-focused auto sales role; strong communication and negotiation skills; valid driver’s license.
1mo
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Legal Client Advisor - Upcoming Opportunities
Milwaukee, Wisconsin, United States
HybridFull Time
1+ YOEBachelor's preferred, minimum 1 year client or customer service experience, strong analytical and communication skills, attention to detail, ability to work independently in a fast-paced environment; legal/research experience preferred.
Expert iQ
2mo
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Sr. Client Accounting Advisor
Fond du Lac, Wisconsin, United States
$52k-$74k/yr HybridFull Time
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
3mo
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Audi Client Advisor
Milwaukee, Wisconsin, United States
OnsiteFull Time
Previous sales experience preferred; strong communication and negotiation skills; self-motivated; professional appearance; valid driver’s license and clean driving record.
3mo
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Audi Client Advisor
Milwaukee, Wisconsin, United States
OnsiteFull Time
Previous sales experience preferred; strong communication and negotiation; self-motivated; professional appearance; valid driver’s license.
1mo
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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
5d
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Client Advisor with Athletic Background
Bridgeport or Stamford or Westport or Fairfield or Milwaukee
$70k-$95k/yr OnsiteFull Time
Bachelor's degree in finance, business, or related field preferred; insurance or financial services experience beneficial but not required. Strong communication, analytical, relationship-building, and business development skills required.
2w
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J.P. Morgan Wealth Management - Private Client Advisor - Mequon, WI
Mequon, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills; active Series 7 and Series 66 (or 63/65 within 60 days) and life/health/LTC insurance license required; CFP and bachelor’s preferred.
3mo
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Alfa Maserati Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
Experience in automotive sales preferred; strong communication; self-motivated; valid driver’s license; clean driving record.
1w
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Work From Home - Client Benefits Advisor
Milwaukee, Wisconsin, United States
RemoteRemote
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth.
Zoom
5d
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Client Advisor with Athletic Background
Lincoln or Pittsfield or Jacksonville or Springfield or Milwaukee
$67k-$89k/yr OnsiteFull Time
Bachelor's degree in finance, business, or related field preferred. Requires strong communication, analytical, relationship-building, and client development skills; state insurance licenses required with training provided.
3d
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Health Insurance Advisor
Chilton, Wisconsin, United States
OnsiteFull Time
Licensed health insurance advisor; experience is helpful but not required. Candidates should be empathetic, compassionate, hardworking, honest, and able to guide clients through plan selection and enrollment.
3mo
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Financial Advisor
Oshkosh, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Build and manage client relationships, create holistic financial plans, obtain industry licenses (insurance and securities), and grow a client-facing advisory business.
1d
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Licensed Client Service Administrator
United States or Germantown
$60k-$70k/yr RemoteFull Time
Series 7/66, state Life and Health insurance licenses, financial advisor implementation experience, strong communication and detail skills, and knowledge of Microsoft Office, Salesforce, and DocuSign.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
3w
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Client Service Administrator - Gateway Associates
Germantown or Wisconsin
$60k-$70k/yr HybridFull Time
Series 7/66 and state life & health licensing, experience supporting financial advisors, strong communication and attention to detail, Microsoft Office, Salesforce, DocuSign proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
1mo
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Conversions - Advisor I
Milwaukee, Wisconsin, United States
OnsiteFull Time
6+ YOE6+ years in banking or loan operations, strong loan-data analysis and reconciliation skills, client-facing implementation experience, Microsoft Excel proficiency, bachelor's degree or equivalent, valid U.S. work authorization required.
Microsoft Office, Microsoft Excel, Cleartouch
1w
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Financial Advisor
Whitefish Bay, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, entrepreneurial ambition, relationship-building or client-facing success, time-management, communication, critical thinking, motivation, and US work authorization without sponsorship.
Northwestern Mutual planning software
3mo
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Financial Advisor - WI
Pewaukee, Wisconsin, United States
HybridFull Time
5+ YOEFive+ years client-facing financial planning experience; CFP required; CFA and/or CPA acceptable; strong knowledge of finance, taxes, investments, estate planning; proficient with Microsoft Office.
3mo
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Associate Advisor - Evansville, WI
Evansville, Wisconsin, United States
$69k-$87k/yr OnsiteFull Time
1+ YOEBachelor's degree; 1+ years of face-to-face client experience in financial services; Life and Health insurance license; Series 65; CFP certification or willingness to obtain within first year; strong client relationship skills.
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