37 client advisor jobs at 17 companies in Valley, NE
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Client Advisor with Athletic Background
Omaha, Nebraska, United States
$70k-$95k/yr OnsiteFull Time
Excellent interpersonal, communication, analytical, and relationship-building skills; bachelor's degree preferred, with state insurance licenses required and training provided.
None
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, NE (area)
Lincoln or Lincoln or Lincoln or Lincoln or Venice or Anaheim or Englewood
OnsiteFull Time
2+ YOEMinimum 2 years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; Life, Health & Long Term Care insurance license required; CFP and bachelor’s degree preferred.
3w
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Wealth Management Client Associate
Omaha, Nebraska, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accurate client materials, promote banking offerings, and support operational excellence; high school diploma required; industry credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Wealth Management Client Associate
Omaha, Nebraska, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, deepen client relationships, and follow bank policies; strong computer and communication skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Financial Advisor
Omaha, Nebraska, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and US work authorization without sponsorship.
planning software
1d
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Wealth Advisor
Council Bluffs, Iowa, United States
OnsiteFull Time
7+ YOEBachelor's degree, CFP or CFA, and 7–10 years of financial advisory experience managing client relationships and developing business. Requires networking, communication, critical thinking, and leadership skills.
CRM
4w
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Beauty Advisor - Flex
Omaha, Nebraska, United States
$17-$19/hr OnsiteFull Time, Part Time
Retail or client-focused experience, passion for beauty, strong communication, ability to lift up to 50 pounds, punctuality and reliable attendance.
4w
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Beauty Advisor - Flex
Omaha, Nebraska, United States
$17-$19/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, reliability, and ability to lift and carry up to 50 pounds.
1mo
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Financial Advisor - Relationship Manager
Omaha, Nebraska, United States
OnsiteFull Time
3+ YOE3+ years in wealth management or client relationship management; strong communication, organization, and client service skills; Series 65 preferred or ability to obtain; CFP or similar a plus.
1w
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Beauty Advisor - Part Time
Omaha, Nebraska, United States
$17-$19/hr OnsitePart Time
Retail, hospitality, or client-service experience; excellent communication, interpersonal, product-learning, teamwork, and sales skills; passion for beauty; ability to lift and carry up to 50 pounds.
2w
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Associate Financial Advisor
Lincoln, Nebraska, United States
$62k-$67k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client management experience; strong communication; willingness to obtain required licenses.
MoneyGuide, Salesforce
1w
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Financial Advisor Associate
Lincoln, Nebraska, United States
$65k-$90k/yr OnsiteFull Time
Bachelor’s degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, organization, networking, and client advisory skills; background check required.
2w
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Product Solutions Advisor
Omaha or Wilmington or New York City
$73k-$116k/yr OnsiteFull Time
5+ YOEBachelor's degree in business, technology, or related field; 5 years in FinTech product management or advisory roles; 3 years in client consultation; unrestricted U.S. work authorization.
Optis Issuing System
1mo
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Advisor Administrative Assistant
Omaha, Nebraska, United States
OnsiteFull Time
Support advisor with client servicing and onboarding, scheduling, preparing reports, using financial systems; associate\u0002s degree required, bachelor\u0002s preferred.
Microsoft Excel, Microsoft Outlook, Salesforce, eMoney, Morningstar, Orion
1mo
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Part-Time Beauty Advisor - Sephora
Council Bluffs, Iowa, United States
$14/hr OnsitePart Time
Client-facing retail experience, strong written and verbal communication, authentic passion for beauty, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and stand for full shifts.
handheld scanners, multiple frequency devices
2w
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Wealth Management Advisor - Omaha, NE
Omaha, Nebraska, United States
$100k-$110k/yr OnsiteFull Time
5+ YOERequires 5+ years managing a book of business and building relationships with affluent clients. Series 7, 63, 65, 66, and resident life and health license required; CFP or CFA preferred.
AI
2w
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Brand Standards, Guest Experience, & Food Safety Advisor
Omaha, Nebraska, United States
$49k-$73k/yr FieldFull Time
2+ YOEHigh school diploma, 2 years of hospitality experience, unrestricted driver's license, and age 21+. Requires client consulting, planning, communication, and problem-solving skills; bachelor's degree and multilingual ability preferred.
iPad, Microsoft Suite, Customer Relationship Management (CRM)
1w
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Managing Director
Valley, Nebraska, United States
HybridFull Time
3+ YOERequires 3+ years in financial services, an active life and health license, client development and planning success, and leadership experience or interest in mentoring advisors and building teams.
3w
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Associate, Investment Solutions
Indianapolis or Miami or Omaha or San Antonio or New York City
$100k-$125k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years in wealth management/financial services or client-facing business development; strong communication, CRM and analytical experience; ability to travel for advisor meetings and conferences.
CRM, Microsoft Teams, Microsoft Office Suite
2mo
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Senior Civil Project Manager
Omaha, Nebraska, United States
$146k-$208k/yr OnsiteFull Time
8+ YOELead multidisciplinary municipal engineering projects; manage scope, schedule, and budget; serve as client advisor; support business development; mentor staff. Bachelor's in civil engineering preferred; PE in Nebraska and 8+ years municipal infrastructure experience preferred.
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