66 client advisor jobs at 30 companies in Fairview, TN
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Client Advisor
Brentwood, Tennessee, United States
OnsiteFull Time
Sonata Bank: A tech-forward bank serving restaurants and corporate clients.
2+ YOEHigh school diploma/GED and 2+ years in customer service, sales, or a goal-driven environment. Requires strong communication, relationship-building, banking, computer, and social media skills.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
2+ YOE2+ years luxury fashion sales experience, strong communication and commercial awareness, ability to work evenings/weekends/holidays, passion for fashion and client relationship-building.
Nelson Mazda Cool Springs: Automotive dealership selling new and used vehicles.
Valid driver’s license and clean driving record, strong communication and customer service, comfortable with CRM/technology, ability to make high-volume outbound calls, retail or sales experience preferred.
Nelson Automotive Group: Operates automotive dealerships providing vehicle sales and repair services.
Provide pressure-free car sales support, make 45+ outbound calls daily, use CRM, maintain valid driver’s license, strong communication and customer service skills; retail/sales experience preferred.
Nelson Mazda Cool Springs: Automotive dealership providing new and used vehicles and maintenance.
Valid driver\u0019s license and clean driving record; strong communication and customer service skills; comfortable with CRM and dealership systems; retail or sales experience preferred; high school diploma required.
Nelson Auto Group: Automotive dealership group selling new and pre-owned vehicles.
Provide customer-focused, non-commissioned sales support; valid driver’s license; strong communication, CRM and phone skills; retail/sales experience preferred but not required.
Amiri: Luxury fashion house blending LA streetwear with high-end craftsmanship.
1+ YOERequires 1+ year of retail sales or client service experience in luxury consumer goods, strong communication and organization skills, product knowledge, and flexibility for nights, weekends, and holidays.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; active Series 7 and Series 66 (or 63/65) and life/health/long term care insurance licenses required or obtain within 60 days; CFP and bachelor’s degree preferred.
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yrRemoteFull Time
Aprio: Provides business advisory, accounting, and tax services globally.
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
Nelson Automotive Group: Retailer of new and pre-owned Mazda and Nissan vehicles.
College degree preferred; requires strong communication, sales, computer, organization, multitasking, and time-management skills, plus a valid driver's license and ability to pass background and drug tests.
JacksonNYSE: JXN: Sells annuity products and retirement solutions to individual and institutional investors.
1+ YOEBachelor's degree, 1+ year in client- or advisor-facing financial services roles or Jackson training, and required SIE, FINRA, and state insurance credentials.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's in Business/Accounting/Finance/Banking or equivalent; Series 7 and 66 (or 63/65) and state health & life insurance licenses; securities sales and client relationship experience; Microsoft Office proficiency; strong analytical and communication skills.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, relationship-building or client-facing success, time management, critical thinking, communication, motivation, entrepreneurial ambitions, and US work authorization without sponsorship.
Frisco or Nashville or Chicago or Birmingham or Ann Arbor or Houston or Wheaton or Overland Park
$80k-$95k/yrOnsiteFull Time
TIAA: Financial services organization providing retirement, asset management, and investments.
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.
Wilson Bank & TrustOTCQX: WBHC: Community bank providing financial products and professional banking services.
5+ YOEBachelor's degree,5+ years financial planning/investment advisory experience,active Series 7 and 66,Life & Health licenses,CFP/AIF preferred,experience with high-net-worth clients and regulatory compliance.
Regions BankNYSE: RF: Provides retail, commercial banking, wealth management, and mortgage services.
0.5+ YOEHigh school diploma/GED, 6 months related experience, Series 7 and Series 63 & 65 or Series 66, life insurance license within 60 days, strong client prospecting and investment planning skills.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
Retail, hospitality, or client-service experience preferred; requires communication, product-learning, teamwork, reliability, and ability to lift up to 50 pounds.
Sephora: Global retailer of prestige beauty and personal care products.
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, reliability, and ability to lift and carry up to 50 pounds.