24 client advisor jobs at 14 companies in Radcliff, KY
4d
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Commercial Lines Client Advisor
Elizabethtown, Kentucky, United States
OnsiteFull Time
7+ YOE7+ years insurance experience (multi-line/commercial preferred). Must obtain state insurance license within 90 days and meet company designation requirements; strong analytical, communication, and client-service skills.
1w
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Client Services Advisor
Louisville, Kentucky, United States
RemoteFull Time, Part Time
No prior experience required; coachable, self-motivated, strong verbal communication, ability to work independently and follow training for commission-based sales.
2d
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J.P. Morgan Wealth Management – Private Client Advisor - Saint Matthews
Louisville or Lexington
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) active; Life, Health & Long Term Care insurance license; goals-based planning and client acquisition skills; CFP preferred; bachelor's preferred.
1mo
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Work From Home - Client Benefits Advisor
New Albany, Indiana, United States
RemoteFull Time
Remote advisory/sales role working with interested clients to guide, educate, and help them move forward. No cold outreach; seeks competitive, self-starting, coachable individuals. Interviews via Zoom.
Zoom
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
5d
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Client Service Associate
Louisville, Kentucky, United States
OnsiteFull Time
Provide high-touch administrative support to financial advisors, process client transactions, open accounts, use CRM and Microsoft Excel, strong communication, HS diploma required/preferred, securities experience helpful.
Client Relationship Management (CRM) software, Microsoft Excel
1d
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Financial Advisor
Louisville, Kentucky, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal authorization to work in the US without sponsorship.
proprietary planning software
1w
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Beauty Advisor - Part Time
Louisville, Kentucky, United States
$17-$19/hr OnsitePart Time, Full Time
Retail experience and strong client-service skills; ability to lift up to 50 lbs, excellent communication, product knowledge, and availability for nights/weekends/holidays.
1w
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Registered Investment Advisor
Jeffersonville, 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 credentials a plus.
19h
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Financial Advisor with Healthcare Background
Louisville, Kentucky, United States
$80k-$109k/yr HybridFull Time
Bachelor's degree preferred; financial services, insurance, or business development experience beneficial but not required. Requires strong communication, interpersonal, analytical, and client relationship skills.
3d
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Wealth Management Advisor I
Louisville, Kentucky, United States
HybridFull Time
2+ YOEBachelor's in business or equivalent, 2+ years related experience, ability to administer trust accounts, analyze client needs, and ensure regulatory compliance.
1w
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Part-Time Beauty Advisor - Sephora
Louisville, Kentucky, United States
$13/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
handheld scanners, multiple frequency devices
3w
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Wealth Business Advisor I
Chicago or Louisville or New York City or Philadelphia
$90k-$120k/yr OnsiteFull Time
5+ YOEBachelor's in business/finance, 5+ years working with affluent clients and lending, Series 7/66 (or completion within 90 days), SAFE/NMLS compliance within 30 days, Microsoft Office proficiency, occasional travel.
Microsoft Office
2d
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Associate Wealth Management Advisor
Louisville, Kentucky, United States
OnsiteFull Time
3+ YOEBachelor's degree and 3+ years of wealth management sales or client service experience required; financial services knowledge, relationship-building, Microsoft Office proficiency, and S.A.F.E. Act registration required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM)
1mo
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Financial Solutions Advisor Registration Candidate - Schererville, IN
New Albany, Indiana, United States
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 within required timeframes, SAFE Act registration for mortgage originations, client relationship and sales experience, strong communication and time-management skills.
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