12 client advisor jobs at 10 companies in LaGrange, GA
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Brokerage Client Service Associate - Columbus or Atlanta, Georgia
Columbus or Atlanta
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Assist Financial Advisors with client servicing, administrative tasks, order entry, and client communication; FINRA SIE, Series 7 and 66; willingness to obtain licenses; Bachelor's degree or equivalent experience; 3 years securities experience preferred.
Central Pacific BankNYSE: CPF: Regional bank providing commercial and personal banking in Hawaii.
3+ YOESeries 7 and 66 (or 63/65), insurance license, minimum three years investment sales experience; ability to build client relationships and create investment solutions.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and minimum 3 years investment sales experience; ability to build client relationships and use firm technology.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, excellent communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail experience, strong written/verbal communication, flexible availability (afternoons, weekends, holidays), ability to lift up to 50 lbs, complete training, basic math and computer skills.
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance services to clients.
Experience with defined contribution plans (403(b),457,401(a)), securities registrations (Series 7/65/66 preferred), life & health insurance license, ability to prospect, conduct one-on-one appointments and seminars, and manage client relationships.
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
10+ YOECollege degree preferred (finance/business), 10+ years in financial services, 3–4 years training experience, proficient Microsoft Office, knowledge of banking regulations, strong presentation and client service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Beauty Advisor - Flex (Peachtree City, GA, US, 30269)
Peachtree City, Georgia, United States
$18-$21/hrOnsiteFull Time, Part Time
Sephora: Global retailer of prestige beauty and personal care products.
Provide personalized consultations and product recommendations, meet weekly shift minimums, be available nights/weekends/holidays, lift up to 50 lbs, and demonstrate strong communication and client-service skills.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, handle client service and account tasks, use financial systems, strong attention to detail and communication.
Vertis Wealth: Legal and financial planning services provider.
0+ YOELicensed attorney in posted state; entry-level considered; ability to meet clients virtually or in person; strong written and verbal skills; collaborative with tax, business, and financial advisors; time management.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, manage account tasks, perform administrative and operational support for financial advisors; strong attention to detail, analytical thinking, adaptability, conversational skills, and digital tool literacy required.