20 client advisor jobs at 10 companies in Jemison, AL
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Financial Advisor - Client Services Group
Hoover, Alabama, United States
OnsiteFull Time
10+ YOECollege degree preferred in finance or business. Requires 10+ years in banking or financial services, loan and regulatory knowledge, analytical and communication skills, client service expertise, and leadership abilities.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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J.P. Morgan Wealth Management – Private Client Advisor - Montgomery, AL
Montgomery, Alabama, United States
OnsiteFull Time
2+ YOERequires 2+ years of financial advisory or equivalent financial services experience, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses. CFP certification and bachelor's degree preferred.
digital technology
2w
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Financial Advisor
Hoover, Alabama, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
proprietary planning software
4w
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Wealth Advisor
Frisco or Nashville or Chicago or Birmingham or Ann Arbor or Houston or Wheaton or Overland Park
$80k-$95k/yr OnsiteFull Time
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.
2w
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Beauty Advisor - Flex
Birmingham, Alabama, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires strong communication, product-learning ability, teamwork, reliability, and ability to lift up to 50 pounds.
5d
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Beauty Advisor - Flex
Birmingham, Alabama, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, beauty product interest, teamwork, product learning ability, and capacity to lift up to 50 pounds.
1mo
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Life Protection Advisor
Montgomery, Alabama, United States
HybridContract
Must have or be willing to obtain a life insurance license, pass a background check, be self-motivated, and perform sales and client-facing activities.
3d
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Beauty Advisor - Full Time
Birmingham, Alabama, United States
$18-$21/hr OnsiteFull Time
Retail, hospitality, or client-focused service experience preferred; requires strong communication, product-learning ability, teamwork, and ability to lift and carry up to 50 pounds.
1w
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Part-Time Beauty Advisor - Sephora
Trussville, Alabama, United States
$13/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer skills, and ability to lift up to 50 pounds.
handheld scanners
1mo
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Senior Tax Strategy Advisor
Atlanta or Birmingham or Huntsville or Westwood
$140k-$180k/yr HybridFull Time
10+ YOECPA or EA required, Bachelor\u0002s degree in Accounting/Finance/Business, 10+ years tax and financial planning experience with high-net-worth clients, CFP/PFS within 1 year, advanced tax planning expertise.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
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Private Wealth Advisor I/II/III
Birmingham, Alabama, United States
OnsiteFull Time
3+ YOEDesign and deliver tailored wealth strategies, acquire and retain high-net-worth clients, manage client portfolios and coordinate advisory teams; credentials such as CTFA/CFP/CPA/CWS/JD preferred.
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