17 client advisor jobs at 12 companies in Kiln, MS
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Client Advisor - New Orleans
New Orleans, Louisiana, United States
OnsiteFull Time
3+ YOERequires retail, luxury retail, hospitality, or related client experience; commercial results; client connection skills; POS, client tracking, and Microsoft Outlook proficiency; and U.S. work authorization. College degree and multiple languages preferred.
Point of Sales (POS), Microsoft Outlook
1d
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Client Advisor - New Orleans
New Orleans, Louisiana, United States
OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or related client experience; proven commercial results; POS, client tracking, and Microsoft Outlook proficiency; U.S. work authorization; flexibility for non-traditional hours.
Point of Sales (POS) systems, Microsoft Outlook
2w
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J.P. Morgan Wealth Management - Private Client Advisor - Mandeville, LA
Mandeville, Louisiana, United States
OnsiteFull Time
2+ YOERequires 2+ years of financial advisor or equivalent experience, client acquisition and relationship management success, goals-based planning ability, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.
5d
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J.P. Morgan Wealth Management – Private Client Advisor - New Orleans, LA
New Orleans or Metairie
OnsiteFull Time
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, client relationship success, Series 7, Series 66 or 63/65, and Life, Health and Long Term Care Insurance licenses. CFP and bachelor's degree preferred.
digital technology, digital solutions
1w
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Work From Home - Client Benefits Advisor
Biloxi, Mississippi, United States
RemoteFull Time
Requires customer service dedication, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth.
Zoom
1w
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Work From Home - Client Benefits Advisor
Gulfport, Mississippi, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth.
Zoom
1mo
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Wealth Management Client Associate
New Orleans, Louisiana, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and ensure operational accuracy while protecting client interests.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
New Orleans, Louisiana, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, ensure accuracy of client materials, and promote banking and investment solutions. Requires strong client focus, adaptability, and computer proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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Registered Client Service Associate
New Orleans, Louisiana, United States
OnsiteFull Time
2+ YOEAssist financial advisors with client service, account maintenance, and admin support; HS diploma, 2+ years industry exp; Series 7/66 or 63/65 licenses.
Microsoft Office
2w
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Financial Advisor
Mandeville, Louisiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
2w
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Financial Advisor
Mandeville, Louisiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
2mo
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Trust Advisor 3
New Orleans or Covington
OnsiteFull Time
8+ YOEManages complex wealth management client relationships within private wealth management; experience in banking/financial services; Series 7/66 preferred; bachelor's degree; 8 years experience.
3w
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Beauty Advisor - Part Time
Metairie, Louisiana, United States
$18-$21/hr OnsiteMultiple Commitments Available
Retail or client-facing experience, strong communication, passion for beauty, ability to lift up to 50 lbs, reliable attendance and flexible availability for nights, weekends and holidays.
1mo
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Senior Financial Advisor – Experienced Professionals
Biloxi, Mississippi, United States
FieldFull Time
5+ YOE5+ years financial services experience; Series 7 & 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; proven client relationship and portfolio management; ability to run an independent, commission-based practice; military affiliation preferred.
3mo
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Part-Time Beauty Advisor (Rehire/Referral)
D'Iberville, Mississippi, United States
$13/hr OnsitePart Time
Passion for beauty, client-facing retail experience, strong communication, flexible availability (days/nights/weekends/holidays), basic computer skills, ability to lift up to 50 lbs and stand for shifts.
handheld scanners, multiple frequency devices
2w
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Non-Reg On-Caller
Slidell, Louisiana, United States
$20/hr OnsitePart Time
Provides client service, account administration, operational support, scheduling, correspondence, marketing assistance, and technology support for financial advisors; requires computer literacy and adaptability.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Investment Assistant
Gulfport, Mississippi, United States
OnsiteFull Time
2+ YOESupport advisors with account openings, maintenance, order execution, transfers and client service; requires HS diploma, 2 years related experience, Life & Health license and FINRA Series 7, 63, 65/66 in good standing.
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