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69,789 Client services advisor jobs in United States

  • Thrivent Logo
    Thrivent
    3.7
    Financial Advisor -Greater Columbus, OH
    Columbus, OH
    We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66……
    30d+
  • Law Offices of Nay & Friedenberg Logo
    Law Offices of Nay & Friedenberg
    3.6
    Estate Planning Attorney (3 years of Advanced Estate and Tax Planning Experience)
    Portland, OR
    $70K - $101K (Glassdoor est.)
    The ideal candidate will bring both technical sophistication and the interpersonal skills necessary to counsel clients through important personal and financial……
    30d+
  • Thrivent Logo
    Thrivent
    3.7
    Financial Advisor - Oklahoma City
    Oklahoma City, OK
    We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66……
    30d+
  • Paramount Settlement Advisors
    Settlement & Benefits Coordination Attorney (2-4 years experience required)
    West Seneca, NY
    $80K - $100K (Employer provided)
    Ability to collaborate and coordinate effectively with attorneys, clients, and professional partners to develop and implement settlement and benefits planning……
    8d
  • T. Rowe Price Logo
    T. Rowe Price
    3.6
    Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)
    Owings Mills, MD
    $99K - $146K (Employer provided)
    Desire to quickly learn and implement new financial tools, technologies, and conversation expectations In-depth understanding of retail investment vehicles.…
    30d+
  • JPMorganChase Logo
    JPMorganChase
    3.9
    Senior Home Lending Advisor- Lakewood, CO
    Lakewood, CO
    $15.16 Per Hour (Employer provided)
    Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity,……
    30d+
  • Trinity Law
    Associate Attorney - Family Law & Estate Planning
    Lancaster, PA
    $100K - $150K (Employer provided)
    *Take the Lead:* Manage your own caseload from initial consultation to final resolution, with autonomy, while having access to mentorship.…
    30d+
  • Pierro, Connor & Strauss Logo
    Pierro, Connor & Strauss
    2.4
    Estate Planning Paralegal
    Latham, NY
    $65K - $85K (Employer provided)
    3+ years of experience in estate planning, financial services, wealth management, asset management, or a related field working with high‑net‑worth clients.…
    30d+
  • Thrivent Logo
    Thrivent
    3.7
    Financial Advisor - Waukesha, WI and Surrounding Areas
    Waukesha, WI
    We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66……
    30d+
  • Ameriprise Logo
    Ameriprise
    3.7
    Financial Professional
    Salem, OR
    $80K - $120K (Employer provided)
    Support plan design and strategy for advisors. Prepare analysis and client materials for client meetings. This includes 401(k) Plans, Cash Balance Plans, 403(b)……
    30d+
  • Karen Ann Ulmer, P.C.
    Estate Attorney (Probate, Wills & Trusts) PA & NJ
    Langhorne, PA
    $68K - $82K (Employer provided)
    Active license to practice law in Pennsylvania and New Jersey in good standing. Counsel clients on estate planning strategies and asset protection.…
    4d
  • UW Credit Union Logo
    UW Credit Union
    3.7
    Wealth Advisor - Madison
    Madison, WI
    $75K (Employer provided)
    Develop and maintain active sales pipeline built with referrals from the Credit Union, existing clients, and through conducting outreach to lead lists and other……
    30d+
  • WHZ Strategic Wealth Advisors
    Client Experience & Community Partnerships
    Pomfret Center, CT
    $60K - $75K (Employer provided)
    Ability to use and learn multiple technology platforms such as Customer Relationship Manager tools, workflow tools, Microsoft Suite, etc.…
    30d+
  • Stone Bybee & Associates PLLC.
    Estate Planning Attorney
    Las Vegas, NV
    $80K - $150K (Employer provided)
    Keep detailed notes of all meetings and phone calls (either electronically or handwritten) and make sure that notes are maintained inside the client file.…
    30d+
  • Absolute Law Group Logo
    Absolute Law Group
    2.5
    Estate Planning Attorney
    The Villages, FL
    $80K (Employer provided)
    Active license to practice law in the State of Florida. Collaborate with clients, financial advisors, and other professionals to develop comprehensive legal……
    24h
  • Spinnaker Trust
    Senior Relationship Administrator
    Portland, ME
    $60K - $75K (Employer provided)
    The ideal candidate will have at least 5 years of experience in the wealth management industry and strong technical skills.…
    23d
  • Wells Fargo Advisors
    3.4
    Client Service Advocate (CSA)
    Dublin, OH
    $60K - $70K (Employer provided)
    Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client……
    24h
  • Stratos Wealth Partners Logo
    Stratos Wealth Partners
    5.0
    Operations Specialist
    Beachwood, OH
    $60K - $63K (Employer provided)
    They will work closely with advisors and their staff to field inquiries, process transactions, and ensure client requests are resolved timely.…
    7d
  • Galecki Financial Management Logo
    Galecki Financial Management
    5.0
    Certified Financial Planner Professional
    Fort Wayne, IN
    $100K (Employer provided)
    Bachelor's degree in finance, financial planning, accounting, economics, business, or a related field. CFP® certification in good standing.…
    30d+
  • First Command Financial Services Logo
    First Command Financial Services
    4.4
    Financial Advisor
    Wichita Falls, TX
    $65K - $150K (Employer provided)
    Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run……
    24d
  • Thrivent Logo
    Thrivent
    3.7
    Financial Advisor - Denver Metro Area
    Greenwood Village, CO
    $150K (Employer provided)
    We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66……
    30d+
  • Citadel Credit Union Logo
    Citadel Credit Union
    3.8
    Centralized Wealth Management Advisor
    West Chester, PA
    $47K - $70K (Glassdoor est.)
    You’ll nurture and manage a centralized, pooled book of business, own prioritization and qualification of inbound leads, and educate clients on the financial……
    30d+
  • Wealth Enhancement Group Logo
    Wealth Enhancement Group
    3.8
    Client Service Associate (Hybrid Work Option)
    Albuquerque, NM
    $43K - $64K (Employer provided)
    Record incoming assets to the appropriate blotting tool. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file……
    30d+
  • Ameriflex Logo
    Ameriflex
    4.2
    Client Experience Coordinator
    Santa Barbara, CA
    $48K - $58K (Employer provided)
    Answer and direct incoming phone calls professionally. Manage incoming client mailings and deliveries with care and accuracy.…
    30d+
  • Ace Hardware Logo
    Ace Hardware
    3.7
    Paint Sales Specialist (Pro Paint Advisor)
    New London, NH
    This role is ideal for someone with experience in paint products, applications, and color matching, who can provide tailored solutions to contractors, property……
    30d+
  • The Law Offices of Richard K. Green, A.P.C.
    California Workers' Compensation Defense Attorney
    California
    $100K - $225K (Employer provided)
    Ongoing mentorship from certified specialists. Serve as a trusted advisor to clients through proactive communication and practical legal guidance.…
    6d
  • TLC Aviation
    Director of Fleet Development & Aircraft Owner Account Manager
    Fort Lauderdale, FL
    $60K - $75K (Employer provided)
    You will expand the TLC Jet managed fleet by selling aircraft management services to prospective owners, generate maintenance sales for Toledo Jet's repair……
    24h
  • The LifeWealth Group Logo
    The LifeWealth Group
    4.6
    Client Operations Specialist - Wealth Management
    Winter Garden, FL
    $50K - $70K (Employer provided)
    Associate's degree in relevant field of study. The specialist also manages client paperwork, ensures accuracy and compliance with custodian requirements, and……
    14d
  • Capitol Securities Management, Inc.
    Compliance Officer and Supervisory Principal
    Glen Allen, VA
    $95K (Employer provided)
    Provide centralized supervision of registered representatives and associated persons to ensure compliance with FINRA, SEC, state regulatory, and firm……
    2d
  • Abramson Labor Group Logo
    Abramson Labor Group
    2.7
    Senior Litigation Associate Attorney, (Employment Law) (Hybrid)
    Burbank, CA
    $180K - $250K (Employer provided)
    Proven experience with motion practice in both state and federal court. Argue dispositive motions, including motions for summary judgment and summary……
    30d+
Thrivent Logo

Thrivent

3.7

Financial Advisor -Greater Columbus, OH

Columbus, OH