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8 client advisor jobs at 7 companies in Foley, AL

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J.P. Morgan Wealth Management – Private Client Advisor - Mobile, AL
Mobile, Alabama, United States
OnsiteFull Time
Chase
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
Requires 2+ years of financial advisor or equivalent financial services experience, Series 7, Series 66 or 63/65, and Life, Health and Long Term Care Insurance licenses. CFP and bachelor's degree preferred.
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3w
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Wealth Advisor
Pensacola, Florida, United States
OnsiteFull Time
Waverly Advisors
Waverly Advisors: Fee-only fiduciary RIA serving high-net-worth individuals, families, business owners, institutions, and retirement plans with integrated wealth planning.
5+ YOERequires 5–8 years in financial services, client relationship and business development experience, a bachelor's degree, and Series 65, CFP, or CFA. Strong communication, networking, critical thinking, and leadership skills required.
CRM
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2mo
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Wealth Advisor III
Pensacola, Florida, United States
OnsiteFull Time
Truist
TruistNYSE: TFC: US-based banking and financial services institution.
8+ YOEBachelor's degree; FINRA Series 7, Series 66, SIE and insurance licenses; 8+ years wealth management sales/client management experience; advanced credit and product knowledge; NMLS/SAFE compliance; Microsoft Office proficiency.
Microsoft Office
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2mo
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Skillbrige Career Advisor Training
Pensacola or Metairie or Shreveport or Baton Rouge
$30k/yr OnsiteContract
Magnolia Wealth Strategies
Magnolia Wealth Strategies: Private Louisiana financial guidance firm serving individuals, families, businesses, and organizations through MassMutual products and services.
SkillBridge opportunity for active service members; sponsor training and licensing (Life & Health, SIE, Series 7, Series 66). Bachelor's in finance/economics preferred, client-facing experience, MS Office proficiency, strong communication, coachable mindset.
Microsoft Office, Kaplan Live Training
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Financial Advisor - First Horizon Bank
Mobile, Alabama, United States
$80k-$120k/yr OnsiteFull Time
LPL Financial
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
3+ YOERequires Series 7 and 66 (63/65), insurance license, and three or more years of investment sales experience; strong client development and advisory skills.
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Financial Advisor - PNC Wealth Management
Pensacola, Florida, United States
OnsiteFull Time
PNC Investments LLC
PNC Investments LLCNYSE: PNC: Diversified financial services providing banking and investment solutions.
2+ YOEFINRA Series 7 and 66 (or 63/65) and life & health insurance required; bachelor\u0002s degree typical; 2+ years relevant experience; client prospecting, financial analysis, and relationship management skills.
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3mo
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Part-Time Beauty Advisor - Sephora
Pensacola, Florida, United States
$15/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: American department store retail chain offering apparel, home, and beauty.
Drive sales through consultative client engagement; retail/beauty experience; excellent written and verbal communication; flexible availability including nights, weekends and holidays; ability to lift up to 50 lbs and stand up to 8 hours; basic computer and handheld scanner use.
handheld scanners, multiple frequency devices
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Non-Reg On-Caller
Pensacola, Florida, United States
$20/hr OnsitePart Time
Edward Jones
Edward Jones: Financial services firm providing wealth management and investment advice.
Provides client service, account administration, operational support, scheduling, documentation, marketing coordination, and technology support under the direction of financial advisors.
MoneyGuide, Salesforce, Microsoft Office
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