6 client advisor jobs at 6 companies in Moss Point, MS
1w
Save
Mark Applied
Hide
1w
J.P. Morgan Wealth Management – Private Client Advisor - Mobile, AL
Mobile, Alabama, United States
OnsiteFull Time
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
Requires 2+ years of financial advisor or equivalent financial services experience, Series 7, Series 66 or 63/65, and Life, Health and Long Term Care Insurance licenses. CFP and bachelor's degree preferred.
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
3+ YOERequires Series 7 and 66 (63/65), insurance license, and three or more years of investment sales experience; strong client development and advisory skills.
First Command Financial Services: Employee-owned financial services providing financial coaching, investing, insurance, and banking to military families.
5+ YOE5+ years financial services experience; Series 7 & 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; proven client relationship and portfolio management; ability to run an independent, commission-based practice; military affiliation preferred.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail experience, strong communication, flexible availability (days/nights/weekends/holidays), basic computer skills, ability to lift up to 50 lbs and stand for shifts.
2+ YOESupport advisors with account openings, maintenance, order execution, transfers and client service; requires HS diploma, 2 years related experience, Life & Health license and FINRA Series 7, 63, 65/66 in good standing.