29 client advisor jobs at 11 companies in Cullman, AL
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J.P. Morgan Wealth Management – Private Client Advisor - Huntsville, AL
Huntsville or Atlanta
OnsiteFull Time
2+ YOERequires 2+ years in financial advising or equivalent financial services experience, Series 7, Series 66 or equivalent, and life, health, and long-term care insurance licensing. CFP and bachelor's degree preferred.
1mo
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Client Service Associate
Huntsville, Alabama, United States
OnsiteFull Time
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
3w
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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
1mo
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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.
13h
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Beauty Advisor - Flex
Birmingham, Alabama, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; excellent communication; product knowledge; teamwork; and ability to lift and carry up to 50 pounds.
13h
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Beauty Advisor - Flex
Birmingham, Alabama, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires excellent communication, product learning ability, reliability, teamwork, and ability to lift up to 50 pounds.
1d
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Beauty Advisor - Flex
Birmingham, Alabama, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires strong communication, product-learning ability, teamwork, reliability, beauty interest, 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
1w
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Part-Time Beauty Advisor - Sephora
Trussville, Alabama, United States
$13/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer skills, and ability to lift up to 50 pounds.
handheld scanners
2mo
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Financial Advisor - PNC Wealth Management
Huntsville, Alabama, United States
OnsiteFull Time
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
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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
1mo
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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.
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