12 client advisor jobs at 8 companies in Shawano, WI
2d
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Client Advisor
Green Bay, Wisconsin, United States
$60k-$200k/yr OnsiteFull Time
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
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
1mo
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Work From Home - Client Benefits Advisor
De Pere, Wisconsin, United States
RemoteFull Time
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
2w
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J.P. Morgan Wealth Management - Private Client Advisor - Neenah, WI
Neenah, Wisconsin, United States
OnsiteFull Time
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.
1mo
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J.P. Morgan Wealth Management - Private Client Advisor - Appleton, WI
Appleton, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) required (66/63/65 may be obtained within 60 days); Life, Health and Long Term Care insurance license required (or to be obtained within 60 days); CFP® and Bachelor's preferred.
2w
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J.P. Morgan Wealth Management - Private Client Advisor - Green Bay, WI
Green Bay, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) required/obtainable, life/health/long-term care insurance license required/obtainable; CFP and bachelor’s degree preferred.
3w
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Financial Advisor
Appleton, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; entrepreneurial mindset and US work authorization required.
3w
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Financial Advisor
Appleton, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Build a client base, obtain insurance and securities licenses (Life/Accident & Health,SIE,Series 6,7,63), bachelor’s degree, legal US work authorization; strong relationship-building and sales skills.
2mo
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Beauty Advisor - Part Time
Appleton, Wisconsin, United States
$18-$21/hr OnsitePart Time
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.
1w
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Full-Time Beauty Lead Advisor - Sephora
Darboy, Wisconsin, United States
$16/hr OnsiteFull Time
Client-facing retail experience, strong communication and sales skills, ability to lift up to 50+ lbs, availability for days/nights/weekends/holidays, basic math and computer skills, ability to complete company training.
3w
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
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
3w
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
Provide client and advisor support, prepare and process account paperwork, manage records and transfers; bachelor\u0002s degree preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook