13 client advisor jobs at 9 companies in Hernando, MS
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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).
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client relationships, obtain life/health and securities licenses (SIE, Series 6/7/63), strong communication and critical thinking, legal authorization to work in the US.
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.
Bachelor's degree in finance or accounting; experience in financial consulting preferred; strong analytical, communication, and client-relations skills; licenses/certifications in financial planning a plus.
Bachelor's in finance or accounting; financial consulting experience preferred; strong analytical and communication skills; ability to build client relationships; financial planning licenses a plus.
0+ YOEBachelor's in finance or related field; financial consulting experience preferred; strong analytical, communication, and client-relationship skills; licenses/certifications in financial planning a plus.
Bachelor's in finance/accounting related field; experience in financial consulting preferred; strong analytical, communication, and client-relations skills; licenses or certifications in financial planning a plus.
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.
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.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
Customer-service experience in a fast-paced environment, ability to multi-task, strong organizational/time-management skills, and computer proficiency with Microsoft Office; high school diploma preferred.