13 client advisor jobs at 6 companies in Saint Marys, KS
6d
Save
Mark Applied
Hide
6d
Work From Home - Client Benefits Advisor
Wichita, Kansas, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires dedication to customer service, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) required or obtainable within 60 days; life, health & long-term care insurance license required or obtainable within 60 days; CFP and bachelor’s preferred.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, time management, critical thinking, communication, motivation, and legal US work authorization without sponsorship.
1+ YOEFINRA Series 7 and 66 (or Series 6 and 63) preferred; state life & health insurance license required/obtainable within 30 days; 1+ years client-facing experience; high coachability and strong communication.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEProvide comprehensive financial advice, build plans, and refer clients; requires Series 7/66 (63/65 alternative) licenses, 1+ year investments experience, and at least a High School diploma.
Advisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial Center
Wichita, Kansas, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Obtain securities licenses (SIE, Series 7, Series 66), build client relationships, work in a sales role, apply regulatory due diligence, and demonstrate time management and communication skills.
Advisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial Center
Wichita, Kansas, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOESales-oriented trainee role to obtain SIE/Series 7/66 licenses, build and manage client relationships, apply regulatory due diligence; bachelor’s or 1+ year financial services/sales experience preferred.
Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center
Wichita, Kansas, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Licenses (SIE, Series 7, Series 66), build client relationships, license timelines, high school required; Bachelor's degree or 1 year sales/financial services experience preferred.
Financial Solutions Advisor Registration Candidate Consumer Investments - Cherry Creek Financial Center
Wichita, Kansas, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOERequires a high school diploma or GED, financial services or sales experience, client relationship skills, effective communication, multitasking, and ability to obtain required industry licenses.
Financial Solutions Advisor Registration Candidate Consumer Investments - Cherry Creek Financial Center
Wichita, Kansas, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Requires high school diploma/GED, financial services or sales experience preferred, client relationship and advisory skills, ability to obtain licenses, and strong communication, collaboration, and risk management skills.
Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center
Wichita, Kansas, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEObtain SIE/Series 7 and Series 66 (or 63/65) licenses, SAFE Act registration for mortgage origination, minimum 1 year financial services or sales experience preferred, high school diploma/GED required, strong communication and client-advisory skills.
Edward Jones: Offers investment management and financial planning through local branches.
Provides client service, account management, administrative support, scheduling, marketing assistance, accurate recordkeeping, and technology use while supporting financial advisors.