13 client advisor jobs at 11 companies in Alabaster, AL
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Work From Home - Client Benefits Advisor
Birmingham, Alabama, United States
RemoteFull Time
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.
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.
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
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.
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.
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.
10+ YOECPA or EA required, Bachelor\u0002s degree in Accounting/Finance/Business, 10+ years tax and financial planning experience with high-net-worth clients, CFP/PFS within 1 year, advanced tax planning expertise.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
2026 US Private Bank Full-time Advisor Program (Full-time Associate)
Las Vegas or San Diego or Salt Lake City or San Francisco or Seattle or Los Angeles or Austin or Dallas or Fort Worth or Houston or New Orleans or San Antonio or Birmingham or Chicago or Winnetka or Indianapolis or Milwaukee or Minneapolis or St Louis or New York or Long Island City or Baltimore or Boston or Cincinnati or Cleveland or Columbus or Greenwich or Pittsburgh or Philadelphia or Summit or Washington or Atlanta or Charlotte or Fort Lauderdale or Miami or Palm Beach or Garden City or Tampa or Century City or Denver or Walnut Creek or Orange County
$150k-$165k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEMBA candidates graduating in 2026 with 3+ years' work experience; U.S. university attendance; strong communication, quantitative and client-facing skills; authorized to work in the U.S.; no visa sponsorship provided.