6 client advisor jobs at 5 companies in Wallace, NC
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Client Advisor with Athletic Background
Wilmington or United States
$70k-$95k/yrHybridFull Time
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Candidates must obtain state insurance licenses (training provided). Bachelor's in finance/business preferred but not required; strong interpersonal, analytical, and sales skills; prior financial or sales experience beneficial.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client base, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses, strong relationship-building and communication skills, US work authorization without sponsorship.
Edward Jones: Offers investment management and financial planning through local branches.
Administrative support to financial advisors, client service via phone/email/in-person, account processing, strong computer literacy, analytical thinking and attention to detail.