10 client advisor jobs at 8 companies in Saint Cloud, MN
3w
Save
Mark Applied
Hide
3w
Work From Home - Client Benefits Advisor
Andover, Minnesota, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor role working warm leads; requires self-motivation, coachability, strong communication, and a performance-driven mindset. No cold outreach; interviews via Zoom.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active 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’s degree preferred.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6/7/63; entrepreneurial, client-facing, strong communication and critical thinking; legal authorization to work in the US without sponsorship.
The Bank of Elk River: Community bank providing personal and business financial services.
3+ YOEProvide financial planning and investment advice; knowledge of mutual funds, retirement plans, annuities, life insurance; strong client relationship and business development skills; 3-5 years related experience preferred; Bachelor's degree preferred.
Sun Auto Tire & Service: Provider of automotive repair, maintenance, and tire services.
0+ YOECustomer-facing role guiding clients through repairs, documenting concerns, quoting services, promoting offerings, and maintaining high service standards.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, basic math and computer skills.
Financial Advisor - Long Lake, MN - Market 32, Region 263
Long Lake, Minnesota, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Ability to build client relationships, obtain required securities and state insurance registrations (SIE, Series 7, Series 66, state insurance), and grow a practice; bachelor's degree preferred or equivalent experience; sales or financial services experience beneficial.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver client service, manage account transactions, support marketing/events, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support for financial advisors; account processing, scheduling, documentation, technology use (MoneyGuide, Salesforce, Microsoft Office); strong attention to detail and communication.
Stone Arch Advisory Group: Integrated financial planning and multigenerational wealth management services.
Entry-level role supporting financial advisors: create and modify financial plans, prepare client meetings, analyze data; requires bachelor's (or equivalent), MS Office proficiency, and ability/intent to obtain state insurance and FINRA registrations.
Microsoft Word, Microsoft Excel, Microsoft Outlook