J.P. Morgan Wealth Management – Private Client Advisor - Montgomery, AL
Montgomery or Atlanta
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and life/health/long-term care insurance license (obtainable within 60 days); CFP and bachelor’s degree preferred; strong client acquisition and relationship skills.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Self-starter, competitive, and coachable; comfortable guiding and educating interested clients over video; performance-driven mindset with interest in leadership growth.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors, execute money movement transactions, assist with account documentation and digital tool enrollment; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Employee Fiduciary: Provides low-cost 401(k) plan administration for small businesses.
Respond to client inquiries, maintain knowledge of qualified plan regulations and procedures, manage year-end testing/Form 5500 data, and support advisor/reporting requests. Training provided; entry-level role.
Microsoft Office, Microsoft Excel, Relius, Pension Pal
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client relationships, obtain required insurance and securities licenses, strong communication and time-management, US work authorization without sponsorship.
University of Alabama in Huntsville: Public research university providing undergraduate and graduate education.
3+ YOEBachelor’s degree in Business, Marketing, Finance, Economics, or related field; 3–5 years in small business/consulting; strong communication; proficient with Google Workspace, Microsoft Office, Canva, and client management systems.
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
10+ YOE10+ years banking/financial-services experience; college preferred (finance/business); strong knowledge of consumer and commercial loan documents, federal/state regulations, MS Office; analytical, leadership, and client-service skills; NMLS/FINRA may be required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Security National LifeNASDAQ: SNFCA: Provides life insurance and funeral pre-planning services to families.
Must have or be willing to obtain a life insurance license, pass a background check, be self-motivated, and perform sales and client-facing activities.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail experience delivering client-focused service, ability to lift up to 50 lbs, available nights/weekends/holidays, strong communication and product knowledge.
SynovusNYSE: SNV: Regional financial services providing commercial and retail banking.
10+ YOE10+ years treasury or corporate banking experience; bachelor's in business/finance; strong treasury product, payments, client relationship, project management, and communication skills.
Sephora: Global retailer of prestige beauty and personal care products.
Provide personalized consultations, strong customer service and sales skills, ability to lift up to 50 lbs, prior retail or client-focused experience preferred, excellent communication and teamwork.
Alabama or Arkansas or Arizona or Connecticut or Florida or Georgia or Iowa or Illinois or Idaho or Indiana or Kansas or Kentucky or Maryland or Minnesota or Missouri or Mississippi or Nevada or North Carolina or Ohio or Oklahoma or Oregon or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or Washington or Wisconsin
$95k-$105k/yrRemoteFull Time
WalmartNYSE: WMT: Operates a global chain of hypermarkets, discount department stores, and grocery stores.
5+ YOE5+ years in CPG/retail analytics or related fields; experience with syndicated/retailer data; advanced PowerPoint and Excel; strong analytical, storytelling, and client communication skills.
Circana (IRI), NielsenIQ, Retail Link, Luminate, Stackline, 84.51°, Microsoft PowerPoint, Microsoft Excel, Microsoft Power BI, Tableau, SQL, Microsoft Power Query
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree, 2+ years relevant experience, FINRA Series 7 and 66 (or 63/65), life and health insurance license, client prospecting, relationship building, financial analysis and planning skills.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Retail client-facing experience, passion for beauty, excellent communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math/computer skills, and ability to complete company training.
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance services to clients.
Experience with defined contribution plans (403(b),457,401(a)), securities registrations (Series 7/65/66 preferred), life & health insurance license, ability to prospect, conduct one-on-one appointments and seminars, and manage client relationships.
Trustmark BankNASDAQ: TRMK: Regional bank offering financial and wealth management solutions.
3+ YOEDesign and deliver tailored wealth strategies for high-net-worth clients; drive new client acquisition and portfolio growth; requires multi-year experience in account administration and strong client communication. Certifications such as CTFA/CPA/CFP/CWS preferred.