40 client advisor jobs at 18 companies in Jacksonville, FL
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Client Advisor
Jacksonville, Florida, United States
$22-$28/hrOnsiteFull Time
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Previous retail or customer-centric experience (luxury preferred), sales-driven mindset, strong interpersonal and communication skills, ability to build client relationships, willing to learn and use clienteling tools.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or luxury retail experience, minimum 3 years professional experience, proven commercial results, ability to connect with clients, flexibility to work non-traditional hours, proficiency with POS and Microsoft Outlook, authorization to work in the hiring country.
Tom Bush Family of Dealerships: Family-owned automotive retail group operating dealerships in Florida.
1+ YOEExperience in automotive sales, excellent customer service, valid driver’s license, able to work Saturdays, drug test, MS Office, video creation for social media.
MS Office Suite, Video creation, Social media platforms
J.P. Morgan Wealth Management - Private Client Advisor - St Augustine, FL
Saint Augustine, Florida, 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, Series 66 (or obtain within 60 days), and Life/Health/Long Term Care insurance license; CFP preferred; bachelor’s preferred.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure timely accurate client materials, learn platform technology, and demonstrate client-centric mindset and strong communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provides client service support to Financial Advisors, ensuring timely, accurate client materials; client-focused, detail oriented, ability to learn new platforms; high school diploma required; FINRA credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEProvide high-touch client service and operational support to financial advisors; CRM and Excel proficiency; securities licensing (SIE, Series 7) required; 1+ year securities or related experience preferred.
Client Relationship Management (CRM), Microsoft Excel
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, entrepreneurial mindset, client-building experience, obtain Life/Accident & Health and securities licenses (SIE, Series 6,7,63), legal authorization to work in the US without sponsorship.
Bachelor's degree required; strong sales and client acquisition skills, proficiency with Microsoft Office Suite, comfort with performance-based compensation and client-facing prospecting.
Security National LifeNASDAQ: SNFCA: Provides life insurance and funeral pre-planning services to families.
Must have or be willing to obtain a life insurance license, pass a background check, be self-motivated, comfortable with face-to-face and telesales, and able to build client relationships; prior insurance experience helpful.
Series 65 (or equivalent) and FL-215 life/health/annuities required or quickly obtainable; 2+ years advisory experience preferred; strong organizational, communication, public speaking, and client relationship skills; attention to detail and ethical handling of confidential information.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, excellent communication, flexible availability, ability to lift up to 50 lbs and perform physical tasks.
First Command Financial Services: Financial planning, banking, and insurance for military families.
5+ YOE5+ years financial services experience; Series 7 & 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; strong portfolio, planning, communication, and client-retention skills.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs and stand up to 8 hrs, basic math/computer skills.