23 client advisor jobs at 10 companies in Decherd, TN
1mo
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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.
4w
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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
2w
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Service Advisor
Shelbyville, Tennessee, United States
$45k-$75k/yr OnsiteFull Time
Customer service experience required, valid driver's license, basic auto knowledge preferred, self-motivated and client-focused; Reynolds & Reynolds and XTime experience preferred.
Reynolds & Reynolds Dealer Management System, XTime
22h
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Financial Advisor
Chattanooga, Tennessee, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, client-facing relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
2mo
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Business Advisor
Huntsville, Alabama, United States
$52k/yr OnsiteContract, Temporary
3+ YOEBachelor’s degree in Business, Marketing, Finance, Economics, or related field; 3–5 years in small business/consulting; strong communication; proficient with Google Workspace, Microsoft Office, Canva, and client management systems.
Google Workspace, Microsoft Office, Canva, CRM
2w
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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.
2w
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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.
1w
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Merrill Advisor Development Program- Financial Advisor: Volunteer State Market
Chattanooga or Nashville
OnsiteFull Time
1+ YOESeries 7 and 66 (or 63 & 65) required, 1+ year financial services/sales experience, ability to source clients, strong interpersonal and communication skills, proficiency with Microsoft Office and Salesforce.
Microsoft Word, PowerPoint, Microsoft Excel, Salesforce
1w
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Part-Time Beauty Advisor - Sephora
Huntsville, Alabama, United States
$14/hr OnsitePart Time
Client-facing retail experience, passion for beauty, excellent communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and stand for up to 8 hours.
handheld scanners, frequency devices
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
2w
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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
3mo
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Part-Time Beauty Advisor - Sephora (Rehire/Referral)
Chattanooga, Tennessee, United States
$13/hr OnsitePart Time
Passion for beauty, client-facing retail or service experience, strong written and verbal communication, flexible availability including nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer skills, and completion of company 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.
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