17 client advisor jobs at 8 companies in Montevallo, 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
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
2w
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Financial Advisor
Birmingham, 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.
Securities Industry Essentials, Series 6, Series 7, Series 63
2w
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Financial Advisor
Birmingham, Alabama, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, entrepreneurial ambition, and US work authorization without sponsorship.
Northwestern Mutual planning software
3w
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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.
4d
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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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Beauty Advisor - Part Time
Birmingham, Alabama, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires communication, interpersonal, product-learning, teamwork, reliability, and ability to lift up to 50 pounds.
1mo
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Beauty Advisor - Part Time
Birmingham, Alabama, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail experience delivering client-focused service, ability to lift up to 50 lbs, available nights/weekends/holidays, strong communication and product knowledge.
1d
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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, teamwork, reliability, and ability to lift and carry up to 50 pounds.
2d
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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.
1d
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Beauty Advisor - Full Time
Birmingham, Alabama, United States
$18-$21/hr OnsiteFull Time
Retail, hospitality, or client-service experience; strong communication and interpersonal skills; beauty and trend passion; product knowledge ability; teamwork; and ability to lift up to 50 pounds.
3mo
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Beauty Advisor - Part Time
Birmingham, Alabama, United States
$18-$21/hr OnsitePart Time
Provide personalized consultations, strong customer service and sales skills, ability to lift up to 50 lbs, prior retail or client-focused experience preferred, excellent communication and teamwork.
2w
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Financial Advisor Associate
Birmingham, Alabama, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent required; college degree preferred. Requires 10+ years in financial services, Microsoft Office proficiency, banking product and regulatory knowledge, analytical skills, and client service experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Nationwide Mortgage Licensing System (NMLS)
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
1mo
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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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