11 client advisor jobs at 6 companies in Covington, TN
1mo
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Business Advisor
Memphis, Tennessee, United States
$45k-$65k/yr HybridFull Time
Consultative sales and advisory experience, client discovery, solution alignment, strong business judgment, disciplined follow-up, and effective communication.
CRM
1d
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Financial Advisor
Memphis, Tennessee, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, entrepreneurial ambition, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and willingness to obtain required licenses.
Securities Industry Essentials (SIE)
1d
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Financial Advisor
Memphis, Tennessee, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambition, relationship-building or client-facing success, time management, communication, critical thinking, motivation, and legal US work authorization without sponsorship.
proprietary planning software
1d
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Financial Advisor
Jackson, Tennessee, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
proprietary planning software
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Principal Business Advisor
Memphis, Tennessee, United States
$60k-$75k/yr HybridFull Time
Senior consultative sales and strategic advisory experience, ability to manage high-value opportunities, mentor sales staff, drive revenue, and lead executive-level client conversations.
CRM
3w
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Senior Trust Advisor
Memphis, Tennessee, United States
OnsiteFull Time
10+ YOE10+ years fiduciary experience, four-year degree in accounting/finance/business/trust administration/law, strong communication and analytical skills, Microsoft Suite proficiency, ability to advise high-net-worth clients.
Microsoft Suite
4w
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Full-Time Beauty Lead Advisor - Sephora
Germantown, Tennessee, United States
$16/hr OnsiteFull Time
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.
handheld scanners, multiple frequency devices
1w
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Financial Solutions Advisor Registration Candidate - Southern TN Market
Nashville or Murfreesboro or Germantown or Franklin or Brentwood or Collierville or Smyrna or Memphis or Cordova
OnsiteFull Time
1+ YOEAbility to obtain SIE, Series 7 and Series 66 (63/65 accepted),1+ year experience in financial services or sales preferred, high school diploma/GED, aptitude for licensing and client relationship development.
3w
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Branch Office Administrator - Jackson, TN
Jackson, Tennessee, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle transactions, strong computer literacy, attention to detail, and client service skills.
MoneyGuide, Salesforce, Microsoft Office
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Branch Office Administrator - Collierville, TN
Collierville, Tennessee, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts and correspondence, use MoneyGuide/Salesforce/Microsoft Office, and deliver exceptional client service.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Branch Office Administrator - Humboldt, TN
Humboldt, Tennessee, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; perform account processing, scheduling, documentation, and support marketing initiatives; strong computer literacy and communication skills; willingness to learn financial services tools.
MoneyGuide, Salesforce, Microsoft Office