80 client advisor jobs at 27 companies in West Bend, WI
1w
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Client Advisor
Urbandale or Houston or Miami or Milwaukee or Atlanta
$68k-$145k/yr HybridFull Time
5+ YOEBachelor's degree and insurance industry experience required, with 5+ years managing client relationships. Requires project management, communication, analytical, problem-solving, and stakeholder collaboration skills.
1w
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Client Advisor
Urbandale or Houston or Miami or Milwaukee or Atlanta
$68k-$145k/yr HybridFull Time
5+ YOEBachelor's degree, insurance industry experience, and 5+ years managing client relationships are required, preferably in transportation or commercial insurance. Strong project management, communication, analytical, and stakeholder-management skills needed.
LinkedIn
1mo
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Digital Experience Client Advisor
Minneapolis or Gresham or Cincinnati or Brookfield
$86k-$105k/yr HybridFull Time
4+ YOEBachelor's degree or equivalent experience; 4–7 years client management experience; strong relationship building, account/project management, presentation, and problem-solving skills.
2mo
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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.
2mo
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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.
2mo
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Audi Client Advisor
Milwaukee, Wisconsin, United States
OnsiteFull Time
Motivated, customer-focused auto sales role; strong communication and negotiation skills; valid driver’s license.
1mo
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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
1mo
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Sr. Client Accounting Advisor
Fond du Lac, Wisconsin, United States
$52k-$74k/yr HybridFull Time
5+ YOE5+ years progressive accounting experience, GAAP knowledge, client-facing skills, bookkeeping/payroll/financial reporting experience, associate's degree or equivalent, Microsoft Office and accounting software proficiency, experience mentoring staff.
Microsoft Office
1mo
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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
4w
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Dedicated Client Service Advisor
Chicago or Brookfield
$54k-$100k/yr OnsiteFull Time
3+ YOE3–5 years client relationship or financial services experience preferred; bachelor’s degree preferred (Business Administration, Finance, Marketing); proficiency with Microsoft Office, data analysis, regulatory compliance, document management; strong problem-solving and collaboration skills.
Microsoft Office
1w
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J.P. Morgan Wealth Management - Private Client Advisor - Mequon, WI
Mequon, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills; active Series 7 and Series 66 (or 63/65 within 60 days) and life/health/LTC insurance license required; CFP and bachelor’s preferred.
2mo
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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.
1d
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Work From Home - Client Benefits Advisor
Milwaukee, Wisconsin, United States
RemoteRemote
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth.
Zoom
4w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Provide client service and operational support for onboarding, account administration, and advisor collaboration; bachelor\u0002s preferred; experience in wealth management or client service preferred.
custodial platforms, CRM systems, portfolio management software, Microsoft Office Suite
2mo
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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
4w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Provide client service and operational support for onboarding, account administration, and advisor collaboration; strong communication, analytical skills, and familiarity with custodial platforms and CRM systems; bachelor\u0002s preferred.
custodial platforms, CRM, portfolio management software, Microsoft Office Suite
3mo
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Financial Advisor
Oshkosh, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Build and manage client relationships, create holistic financial plans, obtain industry licenses (insurance and securities), and grow a client-facing advisory business.
4w
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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
6d
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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
2mo
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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.
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