10 client advisor jobs at 5 companies in Wabash, IN
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Financial Advisor
Muncie, Indiana, United States
OnsiteFull Time
First MerchantsNASDAQ: FRME: Provides commercial, consumer, and wealth management banking services.
3+ YOE3+ years securities/annuity sales experience, high school diploma or equivalent, valid driver’s license, Series 7 and state securities/insurance licenses required; strong sales and client relationship skills.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEManage client investment accounts, deliver actionable advice and reporting, maintain and grow assets under management, and execute risk management per firm policies.
Bachelor's degree in finance/accounting or related field, experience in financial consulting preferred, strong analytical, communication and client-relationship skills; financial planning licenses a plus.
Bachelor's degree in finance/accounting or related field; experience in financial consulting preferred; strong analytical, communication, and client relationship skills; financial planning certifications a plus.
Bachelor's degree in finance/accounting or related field, experience in financial consulting preferred, strong analytical and communication skills, ability to build client relationships; financial planning certifications a plus.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math and computer skills, and ability to lift up to 50 pounds.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail/service experience, strong communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math/computer skills, and ability to operate handheld scanners.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; strong attention to detail, analytical thinking, conversational skills, adaptability, and digital tool use (MoneyGuide, Salesforce, Microsoft Office).