5 client advisor jobs at 5 companies in Eufaula, AL
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Brokerage Client Service Associate - Columbus or Atlanta, Georgia
Columbus or Atlanta
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Assist Financial Advisors with client servicing, administrative tasks, order entry, and client communication; FINRA SIE, Series 7 and 66; willingness to obtain licenses; Bachelor's degree or equivalent experience; 3 years securities experience preferred.
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor’s degree in business, finance, sales, marketing, or related field, or equivalent experience. Requires communication, presentation, organizational, networking, problem-solving, and client advisory skills.
Belk: Department store chain selling apparel, cosmetics, and home goods.
Provide personalized consultations and product applications, drive sales through client relationships and suggestive selling, maintain merchandising and inventory standards, be available nights/weekends, and lift up to 40 lbs.
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
10+ YOECollege degree preferred (finance/business), 10+ years in financial services, 3–4 years training experience, proficient Microsoft Office, knowledge of banking regulations, strong presentation and client service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Vertis Wealth: Legal and financial planning services provider.
0+ YOELicensed attorney in posted state; entry-level considered; ability to meet clients virtually or in person; strong written and verbal skills; collaborative with tax, business, and financial advisors; time management.