15 client advisor jobs at 11 companies in Madison, AL
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J.P. Morgan Wealth Management – Private Client Advisor - Huntsville, AL
Huntsville or Atlanta
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65 within 60 days); life, health & long-term care insurance license (or within 60 days); CFP® and bachelor’s degree preferred; demonstrated client acquisition and relationship management skills.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors, execute money movement transactions, assist with account documentation and digital tool enrollment; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
University of Alabama in Huntsville: Public research university providing undergraduate and graduate education.
3+ YOEBachelor’s degree in Business, Marketing, Finance, Economics, or related field; 3–5 years in small business/consulting; strong communication; proficient with Google Workspace, Microsoft Office, Canva, and client management systems.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Provide personalized consultations and product recommendations; retail or client-focused experience preferred; strong communication skills; able to lift up to 50 lbs.
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, strong communication, product knowledge, ability to lift up to 50 lbs, availability for nights/weekends/holidays, punctuality and reliability.
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, strong communication and interpersonal skills, ability to lift up to 50 pounds, punctual and available nights/weekends/holidays.
Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market
Huntsville, Alabama, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOERequires Series 7 and 66 (or 63+65),1+ year investment/financial services or sales experience, strong interpersonal and communication skills, prospecting and client relationship abilities, and proficiency with Microsoft Office and Salesforce.
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 stand for up to 8 hours.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOEActive state license for waxing/makeup services,1+ years retail/service experience preferred,strong product knowledge and client service skills,ability to lift up to 50 pounds.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree, 2+ years relevant experience, FINRA Series 7 and 66 (or 63/65), life and health insurance license, client prospecting, relationship building, financial analysis and planning skills.
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOEActive state license to perform waxing/makeup/false application services,1-3 years retail or service experience,strong product knowledge,ability to lift 50 lbs and deliver personalized client service.
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
Belk: Department store chain selling apparel, cosmetics, and home goods.
Provide product recommendations and makeup/skincare applications, build client relationships, meet sales goals, maintain required state demonstrator/cosmetology licenses, and lift up to 40 lbs.
Edward Jones: Financial services firm providing wealth management and investment advice.
Provide client service, account management, administrative and operational support for financial advisors; proficiency with MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and communication skills.
H&R Block: A tax and financial services firm providing client-focused tax preparation and related financial services.
1+ YOEProvide client greeting, phone support, appointment scheduling, data entry for tax/bookkeeping, and office clerical tasks. Requires high school diploma, customer service skills, Microsoft Office/Teams and web-app proficiency.