14 client advisor jobs at 10 companies in Knoxville, TN
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Work From Home - Client Benefits Advisor
Knoxville, Tennessee, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Seeking competitive, self-starting individuals willing to be coached; role involves guiding interested clients, with performance-based income and no guaranteed hourly pay.
Modern Woodmen of America: Member-owned organization providing life insurance and financial services.
Hold or quickly obtain SIE and life/health licensing, client-focused sales and leadership aptitude, willingness to recruit and develop advisors, strong motivation and community engagement.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
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.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
Regions BankNYSE: RF: Provides retail, commercial banking, wealth management, and mortgage services.
0.5+ YOESeries 7 and Series 63/65/66 required, life insurance license within 60 days, HS diploma/GED, 6 months related experience, strong client relationship and investment planning skills.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEManage a portfolio of mass affluent clients, provide financial planning and advisory services, and upsell banking, mortgage, investments, and insurance products.
Microsoft Office, CRM software, Investment platform
Sephora: Global retailer of prestige beauty and personal care products.
Retail, hospitality, or client-service experience preferred; requires strong communication, product-learning ability, teamwork, beauty interest, and ability to lift up to 50 pounds.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail, hospitality, or client-service experience; excellent communication; beauty and trend passion; product-learning ability; teamwork; reliable attendance; ability to lift and carry up to 50 pounds.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and stand for up to 8 hours.
Energy Market Advisor - Energy Advisory Services (Remote)
United States or New York or Chicago or Jersey City or Austin or Denver or Seattle or Los Angeles or San Francisco or Washington or Dallas or Phoenix or Detroit or Portland or Miami or Knoxville
7+ YOEBachelor's in energy/engineering/finance/economics, 7+ years in energy market modeling or utility planning, expertise with PLEXOS/ProMod/GridView, strong quantitative and client-facing skills; travel ~25%+.
PLEXOS, ProMod, GridView, Python, Microsoft Excel, R, SQL
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, client service via calls/email/in-person, account processing, strong attention to detail, digital tool use, and teamwork.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver client service, manage account tasks, perform operational support, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
Vertis Wealth: A wealth management firm that provides estate planning support and referrals to legal professionals.
State bar admission required; entry-level attorneys considered. Must conduct virtual and occasional in-person client meetings, strong writing, communication, time management, and collaboration with tax and financial advisors.