3 client advisor jobs at 3 companies in Collierville, TN
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J.P. Morgan Wealth Management - Private Client Advisor - Hernando, MS
Hernando, Mississippi, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; goals-based planning; active Series 7 and Series 66 (or obtain within 60 days); active life, health and long term care insurance (or obtain within 60 days).
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Retail client-facing experience, passion for beauty, strong communication, ability to lift up to 50 lbs, availability for days/nights/weekends/holidays, complete required training.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts and correspondence, use MoneyGuide/Salesforce/Microsoft Office, and deliver exceptional client service.