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6 client advisor jobs at 5 companies in Vale, OR

1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Eastern, ID
Boise or Caldwell or Meridian or Eagle or Coeur d'Alene
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, proven client acquisition and relationship skills, active Series 7 and Series 66 (or obtain within 60 days), life/health/long-term-care insurance license (or obtain within 60 days); CFP and bachelor's degree preferred.
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2w
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Financial Advisor
Meridian, Idaho, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
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1w
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Advisor (NCWB)
Nampa, Idaho, United States
$21-$26/hr OnsiteFull Time
College of Western Idaho
College of Western Idaho: Provides associate degrees and professional technical certifications to students.
2+ YOEBachelor’s degree and two years of advising, career counseling, admissions, registrar, financial aid, or goal-oriented client service experience. Requires strong technical, writing, speaking, policy, and event coordination skills.
Microsoft Office
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1mo
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Senior Financial Advisor – Experienced Professionals
Meridian, Idaho, United States
OnsiteFull Time
First Command Financial Services
First Command Financial Services: Financial planning, banking, and insurance for military families.
5+ YOE5+ years financial services experience, strong client relationship and portfolio management skills; required Series 7 and 66 (or 6,63,65) and Life & Health license; CFP/ChFC/RICP preferred; military affiliation preferred.
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Branch Office Administrator - Weiser, ID
Weiser, Idaho, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts, strong computer literacy, analytical thinking, attention to detail, and client service skills.
MoneyGuide, Salesforce, Microsoft Office
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Branch Office Administrator - Eagle, ID
Eagle, Idaho, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts, handle transactions, use firm software (MoneyGuide, Salesforce, Microsoft Office), and deliver exceptional client service.
MoneyGuide, Salesforce, Microsoft Office
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