8 client advisor jobs at 7 companies in Versailles, MO
2w
Save
Mark Applied
Hide
Private Client Advisor Associate
Columbia, Missouri, United States
$24-$28/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2+ years of office experience, intermediate Microsoft Word, Excel, and Outlook proficiency, strong customer service, organization, communication, and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
Save
Mark Applied
Hide
Wealth Advisor
Overland Park or Camdenton or Joplin
OnsiteFull Time
3+ YOERequires 3+ years in investment sales, wealth management, or financial planning focused on high-net-worth clients; Series 7, Series 66 (or 63/65), and insurance licenses; strong financial analysis and client relationship skills.
email, Microsoft Word, Microsoft Excel, calculator, computer
2w
Save
Mark Applied
Hide
Financial Advisor
Columbia, Missouri, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
Financial planning software
2mo
Save
Mark Applied
Hide
Financial Advisor (59086)
Columbia, Missouri, United States
OnsiteFull Time
Bachelor's degree required. FINRA Series SEI, 7 & 66 and Life & Health Insurance license required or ability to obtain within 6 months. Client-facing, portfolio management, and financial planning skills.
1mo
Save
Mark Applied
Hide
Strategic Advisor, Employee Health & Benefits
Columbia, Missouri, United States
$92k-$172k/yr HybridFull Time
2+ YOE2+ years Health & Welfare experience, bachelor’s degree or equivalent, active Life/Health license, US work authorization, knowledge of medical/dental/life/disability/vision plans, strong communication and client management skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Adobe Acrobat
3w
Save
Mark Applied
Hide
Full-Time Beauty Lead Advisor - Sephora
Lake Ozark, Missouri, United States
$18/hr OnsiteFull Time
3+ YOERequires 3 years of client-facing retail or service experience, beauty passion, strong communication, basic math and computer skills, and availability for days, nights, weekends, and holidays.
handheld scanners
1mo
Save
Mark Applied
Hide
Branch Office Administrator - Columbia, MO
Columbia, Missouri, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, process account transactions, support marketing and business planning; strong attention to detail and computer literacy.
MoneyGuide, Salesforce, Microsoft Office
2mo
Save
Mark Applied
Hide
Branch Office Administrator - Boonville, MO
Boonville, Missouri, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; manage account tasks, scheduling, documentation; strong attention to detail, analytical thinking, conversational skills, and digital tool use (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office