15 client advisor jobs at 7 companies in Walker, MI

1mo
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BMW Client Advisor
Grand Rapids, Michigan, United States
OnsiteFull Time
Sharpe Cars
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.
1w
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Financial Advisor
Grand Rapids, Michigan, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
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.
2w
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Insurance Advisor – Training Provided
Kalamazoo or Houston or United States
$150k-$200k/yr RemoteFull Time
Meron Financial Agency
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.
Zoom
2mo
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Private Wealth Advisor II
Grand Rapids, Michigan, United States
$60k/yr OnsiteFull Time
Old National Bank
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.
1mo
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Full-Time Beauty Lead Advisor - Sephora
Grand Rapids, Michigan, United States
$18/hr OnsiteFull Time
Kohl's
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.
multiple frequency devices, handheld scanners
3d
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Strategic Payments Advisor-Grand Rapids, MI
Grand Rapids or Newburgh
$90k-$125k/yr FieldFull Time
Evolv Merchant Services
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.
1mo
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Financial Solutions Advisor - PNC Wealth Management
Kalamazoo or Plainwell
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEProvide investment and insurance advice, develop financial plans, grow client relationships, meet regulatory requirements (FINRA Series 7 and 66/63/65, Life & Health Insurance). Associates degree typically required; entry-level experience acceptable.
1w
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Branch Office Administrator - Grand Rapids, MI
Grand Rapids, Michigan, United States
OnsiteFull Time
Edward Jones
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.
MoneyGuide, Salesforce, Microsoft Office
3w
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Branch Office Administrator - Kalamazoo, MI
Kalamazoo, Michigan, United States
OnsiteFull Time
Edward Jones
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.
MoneyGuide, Salesforce, Microsoft Office
3w
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Branch Office Administrator - Grand Rapids, MI
Grand Rapids, Michigan, United States
OnsiteFull Time
Edward Jones
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.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator - Hudsonville, MI
Hudsonville, Michigan, United States
OnsiteFull Time
Edward Jones
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.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Grand Rapids, MI
Grand Rapids, Michigan, United States
OnsiteFull Time
Edward Jones
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.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Branch Office Administrator - Grand Rapids, MI
Grand Rapids, Michigan, United States
OnsiteFull Time
Edward Jones
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.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Part Time Branch Office Administrator - Douglas, MI
Douglas, Michigan, United States
OnsitePart Time
Edward Jones
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.
MoneyGuide, Salesforce, Microsoft Office
3w
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Banking Market Manager
Grand Rapids, Michigan, United States
OnsiteFull Time
PNC Financial Services
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.