7 client solutions jobs at 2 companies in North Vernon, IN
3mo
Save
Mark Applied
Hide
Sr. Director/VP Client Solutions and Design
Morrisville or Jeffersonville
OnsiteFull Time
5+ YOEBachelor’s degree and/or 5+ years in designing copay/HUB programs; strong PM, IT services, and cross-functional leadership skills.
CRM, SDLC, Agile, Project Management, Microsoft Office
3d
Save
Mark Applied
Hide
Financial Solutions Advisor - Indianapolis Market
Greenwood, Indiana, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent; active Series 7 and 66, or Series 7 with Series 63 and 65; at least one year in investments and financial services or goal-based sales; strong client, communication, and regulatory skills.
SAFE Act
3d
Save
Mark Applied
Hide
Financial Solutions Advisor - Indianapolis Market
Greenwood, Indiana, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED; active Series 7 and 66, or Series 7 with Series 63 and 65; at least one year each in investments and financial services or goal-based sales; strong client, communication, and regulatory skills.
1mo
Save
Mark Applied
Hide
Financial Solutions Advisor - Indianapolis Market
Greenwood or Indianapolis
OnsiteFull Time
1+ YOERequires Series 7 and 66 (63/65 acceptable in lieu of 66), 1+ year investment and financial services experience, high school diploma/GED, SAFE Act registration when originating mortgage loans, strong communication and client relationship skills.
2w
Save
Mark Applied
Hide
Financial Solutions Advisor Registration Candidate - Greenwood Financial Center
Greenwood, Indiana, United States
OnsiteFull Time
1+ YOEProvide financial advice, triage client leads, refer to partners, obtain required industry licenses and SAFE Act registration; HS diploma and ~1 year financial services/sales experience preferred.
1mo
Save
Mark Applied
Hide
Financial Solutions Advisor Registration Candidate - Greenwood Financial Center
Greenwood, Indiana, United States
OnsiteFull Time
Provide comprehensive financial advice, triage client leads, make referrals, complete required licensing and SAFE Act registration; high school diploma/GED required; aptitude for obtaining industry licenses and strong communication skills.
4w
Save
Mark Applied
Hide
Relationship Banker - Greenwood, Southport & Emerson, East St, 10th & Oscar Robertson,
Greenwood or Indianapolis
OnsiteFull Time
Engage clients in the lobby, assist with transactions and self-service tools, handle cash, build client relationships, and connect clients to financial solutions while following bank procedures and regulations.
ATM, online banking, mobile banking