13 client advisor jobs at 7 companies in Decatur, AL
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J.P. Morgan Wealth Management – Private Client Advisor - Huntsville, AL
Huntsville or Atlanta
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65 within 60 days); life, health & long-term care insurance license (or within 60 days); CFP® and bachelor’s degree preferred; demonstrated client acquisition and relationship management skills.
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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Beauty Advisor - Flex
Huntsville, Alabama, United States
$18-$21/hr OnsiteFull Time, Part Time
Provide personalized consultations and product recommendations; retail or client-focused experience preferred; strong communication skills; able to lift up to 50 lbs.
3w
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Beauty Advisor - Flex
Huntsville, Alabama, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication, product knowledge, ability to lift up to 50 lbs, availability for nights/weekends/holidays, punctuality and reliability.
3w
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Beauty Advisor - Part Time
Huntsville, Alabama, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience, strong communication and interpersonal skills, ability to lift up to 50 pounds, punctual and available nights/weekends/holidays.
3w
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Beauty Advisor - Full Time
Huntsville, Alabama, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication, product knowledge, ability to lift up to 50 pounds, reliable attendance and availability for nights, weekends, and holidays.
2w
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Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market
Huntsville, Alabama, United States
OnsiteFull Time
1+ YOERequires Series 7 and 66 (or 63+65),1+ year investment/financial services or sales experience, strong interpersonal and communication skills, prospecting and client relationship abilities, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, PowerPoint, Excel, Salesforce
1w
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Beauty Advisor - Full Time
Huntsville, Alabama, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience preferred; strong communication and product knowledge; able to lift up to 50 pounds and work flexible hours including nights and weekends.
3w
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Licensed Beauty Advisor - Part Time
Huntsville, Alabama, United States
$20-$23/hr OnsitePart Time
1+ YOEActive state license for waxing/makeup services,1+ years retail/service experience preferred,strong product knowledge and client service skills,ability to lift up to 50 pounds.
1mo
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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
3w
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Licensed Beauty Advisor - Part Time
Huntsville, Alabama, United States
$20-$23/hr OnsitePart Time
1+ YOEActive state license to perform waxing/makeup/false application services,1-3 years retail or service experience,strong product knowledge,ability to lift 50 lbs and deliver personalized client service.
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
2w
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Non-Reg On-Caller - Decatur, AL
Decatur, Alabama, United States
OnsiteFull Time
Provide client service, account management, administrative and operational support for financial advisors; proficiency with MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and communication skills.
MoneyGuide, Salesforce, Microsoft Office