15 client advisor jobs at 7 companies in Walker, MI
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BMW Client Advisor
Grand Rapids, Michigan, United States
OnsiteFull Time
Sharpe Cars: Automotive dealership group selling and servicing luxury vehicles.
Excellent communication and customer service skills; sales experience desired. Must pass background check, drug test, and have a valid driver's license and clean driving record.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial and client-facing experience, ability to obtain life/accident & health and securities licenses (SIE, Series 6,7,63), strong communication and relationship-building, US work authorization required.
Meron Financial Agency: Provides remote life insurance and financial protection services.
Must live in the U.S. (Houston preferred), be a U.S. citizen or legal resident, pass a background check, have or obtain a life and health license quickly; coachable, comfortable speaking with clients, and able to follow a sales system.
Old National Bank: Provides personal and business banking and wealth management services.
3+ YOEBachelor’s in finance or related field; 3 years wealth/investment experience; strong client relationship skills; Series 6/7 licenses; Life/Health licenses; CFP or MBA preferred.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong communication and sales skills, ability to perform merchandising, replenishment, inventory tasks, lift up to 50 lbs, and work days/nights/weekends/holidays.
Evolv Merchant Services: Provider of payment processing and digital business solutions.
5+ YOEPrefer 5+ years consultative sales or relationship management with commercial/business clients, strong communication and relationship-building skills, self-motivated and professional.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative and client support for financial advisors, manage account tasks, use MoneyGuide/Salesforce/Microsoft Office, strong attention to detail and client service.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts and transactions, deliver exceptional client service, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; perform account management, use MoneyGuide, Salesforce and Microsoft Office; strong attention to detail and analytical skills.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, manage accounts, perform administrative and operational support for financial advisors; strong attention to detail, analytical thinking, and digital tool use required.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver exceptional client service, manage account transactions, support marketing and branch operations, and use MoneyGuide, Salesforce, and Microsoft Office.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; handle account management, documentation, and marketing tasks; strong computer literacy with MoneyGuide, Salesforce, and Microsoft Office; analytical and communication skills.
Part Time Branch Office Administrator - Douglas, MI
Douglas, Michigan, United States
OnsitePart Time
Edward Jones: Offers investment management and financial planning through local branches.
Customer service and administrative skills to support clients and advisors; ability to manage account requests, scheduling, and documentation; strong communication, attention to detail, and computer literacy with willingness to learn MoneyGuide, Salesforce, and Microsoft Office.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOE5+ MgmtLeads market banking growth, develops business strategies, recruits and coaches advisors, manages risk/compliance, and maintains client relationships; typically requires a bachelor\u0002s degree, 8+ years industry experience and 5+ years management.