Advisor

• Engage with clients to understand their financial needs.
• Provide personalized guidance to help clients achieve their financial goals.
• Design and implement tailored strategies to safeguard clients' assets.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a network of clients through referrals and community involvement.

Financial Advisor engaging clients to achieve financial protection and planning goals

Client Advisor – Athletic Background

Financial Advisor providing personalized guidance to clients and implementing tailored strategies for their financial well-being. Engaging with clients to cultivate networks and promote financial security.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Connect with individuals exploring financial services.
• Guide clients through the discovery process and recommend tailored solutions.
• Educate clients on next steps and facilitate a seamless onboarding process.
• Track all outreach activity and manage follow-up communication in CRM.
• Build long-term client rapport and ensure satisfaction.

Virtual Account Advisor connecting clients to financial services solutions

Account Advisor

Virtual Account Advisor connecting clients exploring financial services and recommending tailored solutions. Building long-term rapport and facilitating onboarding processes.

• Utilize trade applications and software to analyze import/export data
• Perform HS and ECCN classification, ensuring compliance with US Customs and regulatory requirements
• Act as the client‑facing contact, providing guidance, answering inquiries
• Analyze and interpret data, documentation, and regulatory information
• Develop, track, and present metrics and performance insights
• Identify compliance risks, recommend corrective actions
• Collaborate cross‑functionally with operations, compliance, and regulatory teams
• Stay current on regulatory changes, and industry best practices

Advisor supporting US ECCN and HS classification at Livingston

Advisor in Global Trade Management at Livingston handling HS and ECCN classification for US and international clients. Collaborating with global teams and ensuring compliance in trade practices.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• drive the growth and success of our treasury management business
• deliver sophisticated treasury solutions tailored to complex business needs
• take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals
• act as a trusted advisor to clients and prospects providing insightful guidance and strategic advice on treasury management practices
• oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions

Treasury Management Advisor III at Huntington driving treasury management business growth

Treasury Management Advisor III – International

Treasury Management Advisor III at Huntington delivering sophisticated treasury solutions and managing complex client needs. Overseeing sales cycles for cash management, liquidity, card, and merchant services deals.

• Virtually assist students and guardians/Learning Coaches with course selection and scheduling
• Make Welcome Calls to new students and keep grade level teachers informed
• Monitor grade level escalation and attendance
• Advise students and families related to academics, career planning, and graduation
• Assist with school course selection and develop a Four-Year Plan
• Monitor truancy and assist with Academic Plans
• Help identify students who are “at risk” or “in crisis” and act as the main point of contact for these students
• Oversee and maintain the Personal Learning Plan (PLP) for each student
• Participate in the development of crisis prevention and management plans
• Assist teachers with student enrollment mid-semester
• Support professional development activities for teachers and school staff members

Advisor assisting K-12 students with course selection and academic planning at Lighthouse Connections Academy

Advisor assisting Michigan K-12 students in an online public school with course selection and scheduling. Supporting families and ensuring academic success through virtual guidance and resources.

• Transition Your Agricultural Skills into Financial Services
• Build long-term relationships with clients
• Understand unique client needs
• Provide tailored financial solutions

Financial Advisor transitioning agricultural skills into financial services at Northwestern Mutual

Field Advisor

Financial Advisor role at Northwestern Mutual helping individuals achieve financial goals. Transitioning agricultural skills into personalized financial solutions in a supportive team environment.

• Transition Your Agricultural Skills into Financial Services: Help clients navigate financial decisions.
• Build long-term relationships with clients and understand their unique needs.
• Provide tailored financial solutions through personalized insurance solutions and financial planning.

Financial Representative helping clients achieve financial goals through personalized solutions

Field Advisor, Agriculture

Financial Representative at Northwestern Mutual, assisting clients with tailored insurance solutions and financial planning. Building long-term relationships to support client needs.

Advisor jobs in Missouri

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Client Advisor – Athletic Background

Client Advisor – Athletic Background

Account Advisor

Advisor

Policy Advisor

Treasury Management Advisor III – International

Advisor

Field Advisor

Field Advisor, Agriculture