31 client advisor jobs at 23 companies in Alabama

2w
Save
Mark Applied
Hide
J.P. Morgan Wealth Management – Private Client Advisor - Montgomery, AL
Montgomery or Atlanta
OnsiteFull Time
JPMorgan Chase
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.
3w
Save
Mark Applied
Hide
Work From Home - Client Benefits Advisor
Birmingham, Alabama, United States
RemoteFull Time
AO Garcia Agency
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.
Zoom
3mo
Save
Mark Applied
Hide
Commercial Banking Client Advisor
Mobile, Alabama, United States
OnsiteFull Time
Oakworth Capital Bank
Oakworth Capital BankOTCQX: OAKC: Provides private banking, commercial banking, and wealth management services.
5+ YOEBachelor’s degree or equivalent; 5+ years commercial lending experience preferred; excellent communication; proficiency in Office and CRM tools.
Microsoft Office, CRM (e.g., Microsoft Dynamics), Core Banking system, Horizon
2mo
Save
Mark Applied
Hide
Client Services Associate
Birmingham, Alabama, United States
OnsiteFull Time
SageSpring Wealth Partners
SageSpring Wealth Partners: Wealth management firm focused on helping clients achieve financial goals.
0+ YOEAssist Financial Advisor with administrative tasks; manage client inquiries, meetings, records, and reports.
Microsoft Office Suite, Video Conferencing Systems
1w
Save
Mark Applied
Hide
Client Service Associate
Huntsville, Alabama, United States
OnsiteFull Time
Morgan Stanley
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
3mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Birmingham, Alabama, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client service-focused role supporting financial advisors; strong communication and computer skills; adaptable in a fast-paced environment.
Microsoft Word, Excel, PowerPoint, Salesforce
1w
Save
Mark Applied
Hide
Copy of 401(k) Client Relationship Manager
Mobile, Alabama, United States
OnsiteFull Time
Employee Fiduciary
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
2w
Save
Mark Applied
Hide
Financial Advisor
Vestavia Hills, Alabama, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
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.
1mo
Save
Mark Applied
Hide
Business Advisor
Huntsville, Alabama, United States
$52k/yr OnsiteContract, Temporary
University of Alabama in Huntsville
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.
Google Workspace, Microsoft Office, Canva, CRM
1w
Save
Mark Applied
Hide
Financial Advisor - Jasper
Jasper, Alabama, United States
OnsiteFull Time
Synovus
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
2w
Save
Mark Applied
Hide
Life Protection Advisor
Montgomery, Alabama, United States
HybridContract
Security National Life
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.
1d
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Birmingham, Alabama, United States
$18-$21/hr OnsiteFull Time, Part Time
Sephora
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.
1w
Save
Mark Applied
Hide
Treasury Management Advisor
Tuscaloosa, Alabama, United States
OnsiteFull Time
Synovus
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.
2mo
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Birmingham, Alabama, United States
$18-$21/hr OnsitePart Time
Sephora
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.
1mo
Save
Mark Applied
Hide
Strategic Insights Advisor
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/yr RemoteFull Time
Walmart
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
3mo
Save
Mark Applied
Hide
Service Advisor - The Summit Birmingham
Birmingham, Alabama, United States
OnsitePart Time
Aritzia
AritziaToronto Stock Exchange: ATZ: Designs and sells everyday luxury women's clothing and accessories.
Retail service experience, POS familiarity, strong client service, teamwork, and alignment with brand values.
POS System
1mo
Save
Mark Applied
Hide
Financial Advisor - PNC Wealth Management
Huntsville, Alabama, United States
OnsiteFull Time
PNC Financial Services
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.
Workday
1mo
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Mobile, Alabama, United States
$13/hr OnsitePart Time
Kohl's
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.
handheld scanners, multiple frequency devices
2mo
Save
Mark Applied
Hide
Voya Financial Advisor Auburn AL
Opelika or Auburn
OnsiteFull Time
Voya Financial
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.
1mo
Save
Mark Applied
Hide
Private Wealth Advisor I/II/III
Birmingham, Alabama, United States
OnsiteFull Time
Trustmark Bank
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.