29 client advisor jobs at 13 companies in Springfield, KY
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Client Services Advisor
Louisville, Kentucky, United States
RemoteFull Time, Part Time
Spieldenner Financial Group: Provides life insurance and mortgage protection products to families.
No prior experience required; coachable, self-motivated, strong verbal communication, ability to work independently and follow training for commission-based sales.
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
3+ YOE3+ years insurance experience preferred (personal lines), state insurance license obtainable within 90 days, ability to obtain insurance designations, supervisory experience, strong client service and renewal marketing skills.
Nuvant Consulting Group: Provides strategic business consulting and personalized financial advisory services.
Client-facing advisor with strong communication and interpersonal skills; high school diploma or college preferred; consultative or client-facing experience preferred.
Stock Yards BancorpNASDAQ: SYBT: Provides commercial and retail banking and wealth management services.
Provide client support to wealth advisors; manage accounts; communicate with clients; maintain compliance; proficient with Word/Excel; able to learn trust systems.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
3+ YOETrainee in an advisor mastery program; must obtain industry licenses (SIE, Series 7, Series 66, life/health/variable annuity) within timeframes; bachelor's preferred with sales experience; strong sales, client service, communication and CRM skills.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; client-building and relationship skills; entrepreneurial drive; legal authorization to work in the US without sponsorship.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree preferred, 3+ years relevant experience, FINRA Series 7 and 66 (or 63/65) and Life & Health insurance licenses required; strong client prospecting, financial analysis, and relationship management skills.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail experience providing excellent client service, strong communication and interpersonal skills, product knowledge, ability to lift up to 50 lbs, and availability for nights, weekends, and holidays.
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.
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
5+ YOEBachelor's or equivalent, 5-7 years sales/client service experience in financial services, required state life and health insurance licenses, S.A.F.E. Act (NMLS) registration, CFP/CFA/CPWA preferred (required within 24–36 months), strong communication and sales skills, proficiency with Word/Excel/PowerPoint and CRM.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail experience, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
Chicago or Louisville or New York City or Philadelphia
$90k-$120k/yrOnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
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.