Top 59829 Client Advisor Jobs

401(k) Plan Enroller / Educator
Monarch Plan Advisors —Orange County, CA
- $100 - $135 an hour
- Part-time
- Entry level
- 401(k)
- Work from home
Quick Apply
Client Advisor Seeking Former Athlete
The McKernan Group —West Palm Beach, FL
- $70,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
10d
Client Advisor with Athletic Background
Brase Network - Northwestern Mutual —Omaha, NE
- $70,000 - $95,000 a year
- Full-time
- Hybrid work
- Finance
- Business development experience
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
10d
Client Experience Advisor
FXAIR —Remote
- Full-time
- Remote
- Mid-level
- Communication skills
- AD&D insurance
- Disability insurance
Quick Apply
Private Client Advisor
Henley & Partners - The Firm of Global Citizens® —Remote
- Full-time
- Marketing
- Data analysis skills
- Research
Client Success Advisor
SiteCare —Remote
- Full-time
- Mid-level
- Organizational skills
- Communication skills
Quick Apply
Client Advisor Vancouver Oakridge
Prada —California
- Communication skills
- Entry level
Client Advisor
MCM Worldwide —Beverly Hills, CA
- Mid-level
- Computer skills
- 2 years
Quick Apply
Client Advisor
Lockton, Inc. —Dallas, TX
- Full-time
- Microsoft Word
- 7 years
- Microsoft Outlook
- Wellness program
- Health insurance
Client Advisor-New
BMW of Honolulu —Honolulu, HI
- $50,000 - $150,000 a year
- Full-time
- Sales
- Dealership
- Mid-level
Quick Apply
Client Care Advisor
Pro Inspect Solutions —Remote
- $8 - $10 an hour
- Part-time
- Remote
- Residential
- Business development experience
- Communication skills
Client Advisor, Beverly Hills Rodeo Drive
Prada —Beverly Hills, CA
- Communication skills
- Entry level
Client Advisor, Houston
Prada —Houston, TX
- Communication skills
- Entry level
Client Success Representative (Remote)
Demand.com —Phoenix, AZ
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Client Advisor
Maiden Home —New York, NY
- $80,000 - $85,000 a year
- Full-time
- 6 years
- Merchandising
- Mid-level
Investment Advisor – Client Acquisition (Remote)
Ridgewood Investments —Remote
- $60,000 - $120,000 a year
- Remote
- 5 years
- Senior level
- Communication skills
- Retirement plan
Quick Apply
Client Advisor
Insite Managed Solutions —Remote
- Full-time
- Remote
- 5 years
- Analysis skills
- Travel
- Disability insurance
- Health insurance
Quick Apply
Expert Client Advisor, Women's Ready-To-Wear - Rodeo
Louis Vuitton —Beverly Hills, CA
- $29 - $33 an hour
- Full-time
- Mid-level
- Team management
- Fair chance
- Disability insurance
- Health insurance
Financial Advisor - Northern Highland Financial Advisors
Thrivent —Stevens Point, WI
- $90,198 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Missoula / Butte / Great Falls / Havre / Kalispell / Billings / Helena / Bozeman and surrounding areas
Thrivent —Butte, MT
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply

I want to receive the latest job alert for Client Advisor

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

401(k) Plan Enroller / Educator

Monarch Plan Advisors
Orange County, CA

Quick Apply

Job Details

Part-time
$100 - $135 an hour

Benefits

401(k)
Work from home
Flexible schedule

Qualifications

Financial planning
Retirement account customer support
HR communication
Educational talks
Employee Retirement Income Security Act of 1974 (ERISA)
One-on-one instruction
Financial education

Full Job Description

Monarch Plan Advisors is a Registered Investment Advisory (RIA) firm focused on company sponsored retirement plan consulting for businesses, non-profits, and their employees. We are looking for an energetic part time advisor to be an advocate for our client's staff as they navigate their way to retirement.

The main function of this position would be to conduct education and enrollment meetings at our client's workplace or virtually to teach the value of that company's retirement plan to the company's staff, handle questions that the employees have, and meet with the company's staff 1 on 1 (if needed).

Travel expense would be paid from consultant's home to the meeting location and consultant would be paid a "minimum" of 4 hours regardless of how long the meeting took (starting from when they left their home). If the meeting went longer than 4 hours, they would be paid their normal per hour rate. Meetings are generally scheduled in Los Angeles and Ventura County with additional meetings available elsewhere.

Educator would be paid on a per meeting basis with around 30 to 40 meetings per year. Approximate revenue generated would be around $15,000 - $30,000 per year.

Additionally, consultant would help with virtual enrollment / education meetings and participant calls.

Requirements:

Must have experience holding retirement plan education and enrollment meetings.
Must be open to traveling to meetings
Must be based in Greater Los Angeles or Orange County

Job Type: Part-time

Compensation: $100.00 - $135 /hour

Job Type: Part-time

Pay: $100.00 - $135.00 per hour

Expected hours: No more than 16 per week

Benefits:

Flexible schedule
Work from home

Work Location: On the road

Quick Apply

Refine Your Search

Client Advisor jobs

401(k) Plan Enroller / Educator

Client Advisor Seeking Former Athlete

Client Advisor with Athletic Background

Client Experience Advisor

Private Client Advisor

Client Success Advisor

Client Advisor Vancouver Oakridge

Client Advisor

Client Advisor

Client Advisor-New

Client Care Advisor

Client Advisor, Beverly Hills Rodeo Drive

Client Advisor, Houston

Client Success Representative (Remote)

Client Advisor

Investment Advisor – Client Acquisition (Remote)

Client Advisor

Expert Client Advisor, Women's Ready-To-Wear - Rodeo

Financial Advisor - Northern Highland Financial Advisors

Financial Advisor - Missoula / Butte / Great Falls / Havre / Kalispell / Billings / Helena / Bozeman and surrounding areas

I want to receive the latest job alert for Client Advisor

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected