9 client advisor jobs at 7 companies in Springhill, LA
2w
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Work From Home - Client Benefits Advisor
Shreveport, Louisiana, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth and development.
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3d
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Mission-Focused Client Advisor | Work From Home
Shreveport, Louisiana, United States
RemoteFull Time, Contract
No insurance experience required; training provided. Must be 18+, authorized and located in the U.S., have computer, high-speed internet, webcam, microphone, workspace, and obtain a state Life and Health Insurance License.
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2w
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Financial Advisor
Shreveport, Louisiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
proprietary planning software
2mo
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Investments Representative-Financial Advisor
Shreveport, Louisiana, United States
OnsiteFull Time
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience. Must be able to build client relationships and use firm tools to create client solutions.
2mo
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Financial Advisor - Red River Bank
Shreveport, Louisiana, United States
$70k-$150k/yr OnsiteFull Time
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and minimum 3 years investment sales experience; ability to build client relationships and create customized client solutions.
2mo
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Skillbrige Career Advisor Training
Pensacola or Metairie or Shreveport or Baton Rouge
$30k/yr OnsiteContract
SkillBridge opportunity for active service members; sponsor training and licensing (Life & Health, SIE, Series 7, Series 66). Bachelor's in finance/economics preferred, client-facing experience, MS Office proficiency, strong communication, coachable mindset.
Microsoft Office, Kaplan Live Training
2mo
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Financial Advisor - Red River Bank
Shreveport, Louisiana, United States
$70k-$150k/yr OnsiteFull Time
3+ YOERequires Series 7 and Series 66 (or Series 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and use advisory technology.
2mo
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Financial Advisor - Shreveport, LA - Market 06, Region 178
Shreveport, Louisiana, United States
$45k-$100k/yr OnsiteFull Time
Candidate must be able to build client relationships, complete required securities registrations (SIE, Series 7, Series 66), obtain state insurance licenses, and complete paid training; bachelor's degree preferred or equivalent experience.
3w
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Branch Office Administrator - Shreveport, LA
Shreveport, Louisiana, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle account transactions, deliver client service, and use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office