11 client advisor jobs at 9 companies in Germantown, TN
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J.P. Morgan Wealth Management - Private Client Advisor - Hernando, MS
Hernando, Mississippi, United States
OnsiteFull Time
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; goals-based planning; active Series 7 and Series 66 (or obtain within 60 days); active life, health and long term care insurance (or obtain within 60 days).
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and commitment to professional growth.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial ambition, relationship-building or client-facing success, time management, communication, critical thinking, motivation, and legal US work authorization without sponsorship.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
10+ YOE10+ years fiduciary experience, four-year degree in accounting/finance/business/trust administration/law, strong communication and analytical skills, Microsoft Suite proficiency, ability to advise high-net-worth clients.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Retail client-facing experience, passion for beauty, strong communication, ability to lift up to 50 lbs, availability for days/nights/weekends/holidays, complete required training.
Synergy Automotive: Multi-brand automotive dealer group providing sales and service.
Valid driver's license and acceptable driving record required, along with background check, drug screening, U.S. work authorization, and strong communication skills. Sales experience is helpful but not required.
Nashville or Murfreesboro or Germantown or Franklin or Brentwood or Collierville or Smyrna or Memphis or Cordova
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts and correspondence, use MoneyGuide/Salesforce/Microsoft Office, and deliver exceptional client service.