6 client advisor jobs at 5 companies in Strafford, MO
1mo
Save
Mark Applied
Hide
1mo
J.P. Morgan Wealth Management – Private Client Advisor - Springfield, MO (Including surrounding areas)
Springfield, Missouri, United States
$48k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience. Requires active Series 7 and Series 66 (or 63/65 obtained within 60 days) and Life/Health/Long Term Care insurance licenses. CFP and Bachelor's degree preferred.
Edward Jones: Offers investment management and financial planning through local branches.
Supports financial advisors by building client relationships, preparing financial analysis, and assisting with portfolio strategy; willing to obtain Series 7/66 and state insurance licenses within three months.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-focused experience, strong communication, ability to lift 50 lbs, availability for nights/weekends/holidays, punctuality and meeting minimum weekly hours.
Sephora: Global retailer of prestige beauty and personal care products.
Retail experience providing excellent client service, strong communication, product knowledge, ability to lift up to 50 lbs, and reliable attendance during peak retail hours.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication and critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Senior Advisor, Wealth Advisory - Springfield, Missouri, United States
Springfield, Missouri, United States
OnsiteFull Time
Forvis Mazars: Provides audit, tax, and consulting services to global businesses.
2+ YOEBachelor's degree, 2+ years of relevant experience (financial planning preferred), CFP designation required or eligible, business development and client service skills.