25 client advisor jobs at 9 companies in Sullivan, MO
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Client Relationship Advisor (59056)
Farmington, Missouri, United States
OnsiteFull Time
2+ YOERelationship-driven advisor experience; 2+ years financial services/banking/wealth management preferred. Series 7 and 66, Life/Health/Annuity licenses (or ability to obtain), CRM and financial planning software experience, strong communication and organization.
CRM, client tracking tools, financial planning software
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Saint Louis, MO (West County Area)
Saint Louis or Creve Coeur or Ellisville or Chesterfield or Town and Country or Des Peres
OnsiteFull Time
2+ YOE2+ years in a financial advisor or equivalent role; demonstrated client acquisition and relationship management; active Series 7 and Series 66 (or 63/65 obtained within 60 days); life, health and long term care insurance license (or obtain within 60 days); CFP preferred; bachelor’s degree preferred.
4h
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Work From Home - Client Benefits Advisor
Saint Peters, Missouri, United States
RemoteRemote
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth and development.
Zoom
1w
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Experienced Financial Advisor
Chesterfield, Missouri, United States
$135k-$157k/yr HybridFull Time
Licensed Missouri insurance representative required; experienced insurance or financial advisors preferred; no educational requirement specified; strong sales and client-advising skills.
4d
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JUNIOR ADVISOR
Rolla, Missouri, United States
OnsiteFull Time
Requires Series 7, Series 66, Life and Health Insurance licenses, valid driver's license, analytical and client service skills, Microsoft Office proficiency, and willingness to travel.
Microsoft Office
4d
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Financial Advisor
Chesterfield, Missouri, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, collaboration, and legal US work authorization without sponsorship.
Northwestern Mutual proprietary planning software
1mo
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Experienced Financial Advisor
Chesterfield, Missouri, United States
OnsiteFull Time
Proven financial advisory experience with client acquisition and relationship management; appropriate industry licenses/registrations; strong planning, communication, and business development skills.
1mo
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Part-Time Beauty Advisor - Sephora
Kirkwood, Missouri, United States
$16/hr OnsitePart Time
Retail/client-facing experience, authentic passion for beauty, strong communication skills, ability to lift to 50 lbs, flexible availability for days/nights/weekends/holidays.
2w
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Part-Time Beauty Advisor (Rehire/Referral)
Wentzville, Missouri, United States
$16/hr OnsitePart Time
Authentic passion for beauty, client-facing retail experience, strong communication, basic math and computer skills, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays.
1mo
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Financial Solutions Advisor - Ballwin - Greater St. Louis Market
Ballwin, Missouri, United States
OnsiteFull Time
1+ YOEHolds Series 7 and 66 (or 63/65 with 60-day requirement),1+ years investment/financial services experience, SAFE Act registration for mortgage origination, sales and client advisory skills.
2mo
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Branch Office Administrator - Farmington, MO
Farmington, Missouri, United States
OnsiteFull Time
Provide administrative and client support to financial advisors, manage account transactions and documentation, deliver exceptional client service, and use tools such as MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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