Top 74151 Client advisor Jobs

Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Premier Insurance Advisor
BM Insurance Agency Inc —Studio City, CA
- From $21 an hour
- Part-time
- Sales
- In-person
- Communication skills
- Tuition reimbursement
- Paid time off
Quick Apply
Support Advisor - Inspired Wealth Advisors
Thrivent —Lexington, KY
- $60,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply
Client Account Manager
High Performance Computer Services —Ashland, KY
- Full-time
- Pass drug screening
- Office
- Business development experience
- Paid time off
Quick Apply
Servicing Financial Advisor (Required Series 7/66 and experience)
Ethos Financial Partners —Albuquerque, NM
- $70,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- 3 years
- Paid training
- Relocation assistance
Quick Apply
M&A Advisor
S&D People Solutions —Totowa, NJ
- $160,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- CPA
- Health insurance
- Dental insurance
Quick Apply
HUGE OPPORTUNITY for World-Class, Audi, BMW, JLR, Mercedes, Porsche Technicians
Star Motors European Service —San Juan Capistrano, CA
- $150,000 - $250,000 a year
- Full-time
- ASE Certification
- Clean driving record
- Dealership
- Travel reimbursement
- Paid training
Quick Apply
Wealth Strategist
HM Payson —Portland, ME
- Email
- Microsoft PowerPoint
- Microsoft Word
- Background check
- Health savings account
- Health insurance
Quick Apply
Financial Sales Representative
New York Life —Uniondale, NY
- $85,000 - $150,000 a year
- Hybrid work
- Mid-level
- Office
- Business development experience
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Melbourne, FL
Florida Financial Advisors —Palm Bay, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
IRA & Roth Conversion Specialist – Associate, Concorde Virtual Assistant (CVA) Program
Concorde Investment Services —Boca Raton, FL
- $80,000 - $95,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Senior Automobile Sales Advisor - Bilingual (Spanish) - Min 3 YRS Auto Sales Experience Required
Ultimate Motorsport Inc —Houston, TX
- $60,000 - $120,000 a year
- Weekends as needed
- Background check
- Spanish
- Clean driving record
Quick Apply
6d
Automotive Technician
LOUISVILLE CDJR —Louisville, KY
- $80,000 - $150,000 a year
- Full-time
- ASE Certification
- Dealership
- Mid-level
- Relocation assistance
- Health insurance
Quick Apply
Affluent Personal Lines Account Executive (Palm Beach Gardens, FL) - HNW Experience Required
NFP Corp —Palm Beach Gardens, FL
- $65,000 - $110,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply
Financial Advisor - Chattanooga, TN
Tristate Financial Advisors —Chattanooga, TN
- $70,000 - $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- Opportunities for advancement
Quick Apply
Branch Manager
KeyBank National Association —Bainbridge Island, WA
- $69,000 - $105,000 a year
- Full-time
- Public speaking
- No high school diploma
- Research
6d
Industrial Solutions Engineer (Client Success Specialist)
Environmental Intellect —South Houston, TX
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Pass drug screening
- Mid-level
- Travel reimbursement
- Health insurance
Financial Advisor
First Command Financial Services, Inc. —Abilene, TX
- $65,000 - $150,000 a year
- Choose your own hours
- Background check
- Military
- Bachelor's degree
- Paid training
- Professional development assistance
Quick Apply
Compliance Officer
Concorde Investment Services —Boca Raton, FL
- $60,000 - $90,000 a year
- Full-time
- Management
- Research
- Office
- Health savings account
- Health insurance
Quick Apply
Advisor
Bowman Financial Strategies —Englewood, CO
- $50,000 - $200,000 a year
- Full-time
- Background check
- 5 years
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
3d

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.

Explore jobs in more locations

client advisor jobs near

Team-Based Financial Advisor - Apex Financial Group (Manitowoc)

Thrivent -
Manitowoc, WI

Quick Apply

Job Details

Full-time
$24,000 a year

Benefits

AD&D insurance
Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Research

Full Job Description

Meaningful work. Rewarding career.

Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you’ll have some income stability and the ability to focus on learning and development while serving clients with mentorship through joint field work.

The Team-Based Financial Advisor is a Financial Advisor that is provided a platform to focus on learning and development, rather than solely production. The role works closely with Lead Advisors to receive mentorship, coaching, training, and support.

This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry.

About Us

Apex Financial Group is an independent financial services practice of Thrivent in Manitowoc, WI. We are growing and adding a Team-Based Financial Advisor to our team, which serves 13,000+ clients with a focus on comprehensive financial planning. We focus on the quality of our relationships, not quantity. Apex Financial Group has 7 offices across the state of WI with a team of 60+, including our own operations team. Although we provide many services, some key areas that define our process are wealth management, risk management, tax management, and debt management. This is a full-time role that requires you to be in the office.

Licensing and Training
Over your first 8 to 13 weeks, you’ll study for and obtain necessary licenses (varies by individual situation), which may include:

Resident state Life, Health and Annuity
Securities Industry Essentials (SIE)
Series 6 and 63, 7 and 66, or 7, 63 and 65.

After completing licensing, you may enroll in a comprehensive 6-week training program.

What you can expect
After licensing and training, you’ll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role. Typical activities include:

Learn and understand the entire operation of practice
Participate in Joint Fieldwork to build expertise and learn best-practices within the industry
Meet with new and existing clients to build a book of business and grow relationships
Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
Position products, services, and strategies to help clients gain financial clarity
Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
Participate in events to attract new clients and provide financial education to the local community
Research and respond to client inquiries
Collaborate with Lead Advisor on complex scenarios
Schedule, prep, and document all your client meetings
Other responsibilities as assigned by the Lead Advisor

Desired Characteristics
Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information

Requirements

Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits
Compensation is $24,000 plus commissions. [In addition to base pay, there is a strong incentive structure tied to performance—you’ll earn additional compensation for bringing in new business, creating significant earning potential]. Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors.

You’ll also be eligible for Thrivent’s industry-leading benefits:

Medical, dental and vision insurance.
Disability, accidental death and dismemberment insurance.
401(k) and pension opportunities.
Ongoing support, training and opportunities for professional growth.
Well-being programs to help you manager your physical, emotional and financial health.
Gift-matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you engage with clients to make a real impact in your community.

About Thrivent
Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $193 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

#CAMPG

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs

Team-Based Financial Advisor - Apex Financial Group (Manitowoc)

Premier Insurance Advisor

Support Advisor - Inspired Wealth Advisors

Client Account Manager

Servicing Financial Advisor (Required Series 7/66 and experience)

M&A Advisor

HUGE OPPORTUNITY for World-Class, Audi, BMW, JLR, Mercedes, Porsche Technicians

Wealth Strategist

Financial Sales Representative

Financial Advisor - Melbourne, FL

IRA & Roth Conversion Specialist – Associate, Concorde Virtual Assistant (CVA) Program

Senior Automobile Sales Advisor - Bilingual (Spanish) - Min 3 YRS Auto Sales Experience Required

Automotive Technician

Affluent Personal Lines Account Executive (Palm Beach Gardens, FL) - HNW Experience Required

Financial Advisor - Chattanooga, TN

Branch Manager

Industrial Solutions Engineer (Client Success Specialist)

Financial Advisor

Compliance Officer

Advisor

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