16 client advisor jobs at 9 companies in Bessemer, AL
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Global Remote Client Advisor
Birmingham, Alabama, United States
RemoteFull Time
Strong communication, relationship-building, organization, self-discipline, adaptability, and accountability; prior relevant experience is helpful but not required, with comprehensive training provided.
Zoom
10h
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Work From Home - Client Benefits Advisor
Alabaster, Alabama, United States
RemoteRemote
Self-starter who is competitive, willing to be coached, and interested in guiding and educating clients who have already expressed interest.
Zoom
4d
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Work From Home - Client Benefits Advisor
Tuscaloosa, Alabama, United States
RemoteRemote
Strong customer service, communication, and interpersonal skills, with the ability to lead and inspire teams and pursue professional growth.
Zoom
1w
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Financial Advisor
Hoover, Alabama, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
proprietary planning software
1w
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Financial Advisor
Birmingham, Alabama, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials, Series 6, Series 7, Series 63
1w
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Financial Advisor
Birmingham, Alabama, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, entrepreneurial ambition, and US work authorization without sponsorship.
Northwestern Mutual planning software
2w
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Wealth Advisor
Frisco or Nashville or Chicago or Birmingham or Ann Arbor or Houston or Wheaton or Overland Park
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience required; Series 7, 63 and 65 (or 66) required within 120 days; university degree preferred; client relationship and business development skills.
1w
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Wealth Advisor
Birmingham or Atlanta or Nashville or Mobile
$80k-$90k/yr OnsiteFull Time
4+ YOESeries 65 license or ability to obtain within 90 days; CFP, CPA, or EA credential; 4–5 years of client-facing experience; relationship management, attention to detail, and follow-through.
6d
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Beauty Advisor - Flex
Birmingham, Alabama, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires strong communication, product-learning ability, teamwork, reliability, and ability to lift up to 50 pounds.
1mo
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Financial Advisor - Jasper
Jasper, Alabama, United States
OnsiteFull Time
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
3w
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Beauty Advisor - Part Time
Birmingham, Alabama, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail experience delivering client-focused service, ability to lift up to 50 lbs, available nights/weekends/holidays, strong communication and product knowledge.
2mo
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Beauty Advisor - Part Time
Birmingham, Alabama, United States
$18-$21/hr OnsitePart Time
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.
1w
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Financial Advisor Associate
Birmingham, Alabama, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent required; college degree preferred. Requires 10+ years in financial services, Microsoft Office proficiency, banking product and regulatory knowledge, analytical skills, and client service experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Nationwide Mortgage Licensing System (NMLS)
3w
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Senior Tax Strategy Advisor
Atlanta or Birmingham or Huntsville or Westwood
$140k-$180k/yr HybridFull Time
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
3w
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Private Wealth Advisor I/II/III
Birmingham, Alabama, United States
OnsiteFull Time
3+ YOEDesign and deliver tailored wealth strategies, acquire and retain high-net-worth clients, manage client portfolios and coordinate advisory teams; credentials such as CTFA/CFP/CPA/CWS/JD preferred.
3w
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Marketing Specialist, Advisor Branding
Birmingham, Alabama, United States
$80k-$85k/yr HybridFull Time
3+ YOE3+ years agency or brand experience, client-facing account ownership, strong writing and design sensibility, project management, SEC/FINRA compliance awareness, Bachelor's or equivalent.
Claude, ChatGPT, Microsoft Copilot
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