87 client advisor jobs at 23 companies in Wales, WI
3mo
Save
Mark Applied
Hide
Audi Client Advisor
Milwaukee, Wisconsin, United States
OnsiteFull Time
Motivated, customer-focused auto sales role; strong communication and negotiation skills; valid driver’s license.
3mo
Save
Mark Applied
Hide
Hyundai Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
Experience in sales or customer service preferred; strong communication and negotiation skills; valid driver's license with clean driving record.
3mo
Save
Mark Applied
Hide
Hyundai Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
Previous sales experience preferred; strong communication and negotiation; self-motivated; professional appearance; valid driver's license.
1mo
Save
Mark Applied
Hide
Legal Client Advisor - Upcoming Opportunities
Milwaukee, Wisconsin, United States
HybridFull Time
1+ YOEBachelor's preferred, minimum 1 year client or customer service experience, strong analytical and communication skills, attention to detail, ability to work independently in a fast-paced environment; legal/research experience preferred.
Expert iQ
2mo
Save
Mark Applied
Hide
Retirement Client Advisor
Minneapolis or Milwaukee or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin or United States
$100k-$189k/yr RemoteFull Time
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking.
CRM
1w
Save
Mark Applied
Hide
Client Advisor with Athletic Background
Bridgeport or Stamford or Westport or Fairfield or Milwaukee
$70k-$95k/yr OnsiteFull Time
Bachelor's degree in finance, business, or related field preferred; insurance or financial services experience beneficial but not required. Strong communication, analytical, relationship-building, and business development skills required.
3w
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Advisor - Racine, WI
Racine, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ 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 preferred.
3mo
Save
Mark Applied
Hide
Alfa Maserati Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
Experience in automotive sales preferred; strong communication; self-motivated; valid driver’s license; clean driving record.
1w
Save
Mark Applied
Hide
Work From Home - Client Benefits Advisor
Kenosha, Wisconsin, United States
RemoteFull Time
Requires customer service dedication, strong communication and interpersonal skills, team leadership ability, and interest in professional growth and development.
Zoom
1w
Save
Mark Applied
Hide
Client Advisor with Athletic Background
Lincoln or Pittsfield or Jacksonville or Springfield or Milwaukee
$67k-$89k/yr OnsiteFull Time
Bachelor's degree in finance, business, or related field preferred. Requires strong communication, analytical, relationship-building, and client development skills; state insurance licenses required with training provided.
2d
Save
Mark Applied
Hide
Financial Advisor
Marshfield or Black Earth or Door County or Fort Atkinson or Mauston or Portage or Reedsburg or Sauk City or Sun Prairie or Tomah or Wausau or Wisconsin Dells or Baraboo or Phoenix or Goodyear or Chandler or Scottsbluff or Kimball or Durango
OnsiteFull Time, Contract
Bachelor's degree in finance, business administration, or related field; financial advisor experience; Series 65 or Series 66 licensure; Microsoft Office Suite and CRM skills; strong client communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM
2mo
Save
Mark Applied
Hide
Financial Advisor - Client Relationship Focus
Waukesha, Wisconsin, United States
$100k-$200k/yr OnsiteFull Time
2+ YOETwo+ years in financial services; Series 65 or Series 66 with 7, plus Life and Health licenses; strong organizational and communication skills; Salesforce experience preferred.
Salesforce
4d
Save
Mark Applied
Hide
Licensed Client Service Administrator
United States or Germantown
$60k-$70k/yr RemoteFull Time
Series 7/66, state Life and Health insurance licenses, financial advisor implementation experience, strong communication and detail skills, and knowledge of Microsoft Office, Salesforce, and DocuSign.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
3w
Save
Mark Applied
Hide
Client Service Administrator - Gateway Associates
Germantown or Wisconsin
$60k-$70k/yr HybridFull Time
Series 7/66 and state life & health licensing, experience supporting financial advisors, strong communication and attention to detail, Microsoft Office, Salesforce, DocuSign proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
1mo
Save
Mark Applied
Hide
Conversions - Advisor I
Milwaukee, Wisconsin, United States
OnsiteFull Time
6+ YOE6+ years in banking or loan operations, strong loan-data analysis and reconciliation skills, client-facing implementation experience, Microsoft Excel proficiency, bachelor's degree or equivalent, valid U.S. work authorization required.
Microsoft Office, Microsoft Excel, Cleartouch
2w
Save
Mark Applied
Hide
Financial Advisor
Whitefish Bay, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, entrepreneurial ambition, relationship-building or client-facing success, time-management, communication, critical thinking, motivation, and US work authorization without sponsorship.
Northwestern Mutual planning software
3mo
Save
Mark Applied
Hide
Financial Advisor
Racine, Wisconsin, United States
OnsiteAll Commitments Available
2+ YOEBachelor’s or advanced degree in finance or related field; minimum 2 years client-facing financial industry experience; Series 7/63/66 and state insurance licenses required or obtained within 6 months; strong analytical, relationship-building, and product knowledge.
3mo
Save
Mark Applied
Hide
Financial Advisor - WI
Pewaukee, Wisconsin, United States
HybridFull Time
5+ YOEFive+ years client-facing financial planning experience; CFP required; CFA and/or CPA acceptable; strong knowledge of finance, taxes, investments, estate planning; proficient with Microsoft Office.
1mo
Save
Mark Applied
Hide
Senior Claims Advisor
Hartland, Wisconsin, United States
OnsiteFull Time
4+ YOEActive or obtainable Property & Casualty license, 4+ years claims experience in commercial P&C, AIC/CPCU preferred, Mod Master report proficiency, strong client advocacy and leadership skills.
Mod Master
3mo
Save
Mark Applied
Hide
Associate Advisor - Evansville, WI
Evansville, Wisconsin, United States
$69k-$87k/yr OnsiteFull Time
1+ YOEBachelor's degree; 1+ years of face-to-face client experience in financial services; Life and Health insurance license; Series 65; CFP certification or willingness to obtain within first year; strong client relationship skills.
Explore Jobs