4 client advisor jobs at 4 companies in Montgomery, AL
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J.P. Morgan Wealth Management – Private Client Advisor - Montgomery, AL
Montgomery or Atlanta
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and life/health/long-term care insurance license (obtainable within 60 days); CFP and bachelor’s degree preferred; strong client acquisition and relationship skills.
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Life Protection Advisor
Montgomery, Alabama, United States
HybridContract
Must have or be willing to obtain a life insurance license, pass a background check, be self-motivated, and perform sales and client-facing activities.
1mo
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Part-Time Beauty Advisor - Sephora
Prattville, Alabama, United States
$13/hr OnsitePart Time
Authentic passion for beauty; client-facing retail/service experience; excellent communication; flexible availability including days, nights, weekends and holidays; ability to lift up to 50 lbs; basic math and computer skills; complete training.
multiple frequency devices, handheld scanners
3d
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Wealth Coordinator II
Montgomery, Alabama, United States
$55k-$82k/yr OnsiteFull Time
Required Life/Health Insurance and Securities Industry Essentials credentials. Supports wealth advisors with client service, compliance documentation, CRM records, onboarding, scheduling, reporting, and financial operations.
CRM, BSA