102 client advisor jobs at 28 companies in Whitewater, WI
1w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
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.
2mo
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.
2mo
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.
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
1mo
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
2w
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.
4w
Save
Mark Applied
Hide
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
2mo
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.
2d
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Associate, Client Service
Madison, Wisconsin, United States
$50k-$58k/yr OnsiteFull Time
Support advisor teams with account onboarding, custodial account maintenance, asset movements, client communication; bachelor’s in finance/economics preferred; CRM and Microsoft Office proficiency; strong organization and client focus.
Microsoft Office Suite, CRM, custodial platforms
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
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
6d
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
1mo
Save
Mark Applied
Hide
Associate Advisor
Middleton, Wisconsin, United States
$65k-$85k/yr HybridFull Time
Entry-level advisory role pursuing CFP®, ability to obtain Series 65 within 6 months, bachelor's degree background preferred, strong analytical, communication, and client service skills, clean U4, willingness to sign non-compete.
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.
2mo
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
Explore Jobs