9 client advisor jobs at 8 companies in Pooler, GA
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J.P. Morgan Wealth Management - Private Client Advisor - Savannah, GA
Savannah, Georgia, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years in financial advisory or related financial services; Series 7 and Series 66 licenses; Life/Health/LTC insurance licenses; strong client relationships and planning skills.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors; strong client focus, ability to learn new technologies, detail oriented, and meet operational and compliance standards. High school diploma/GED required; FINRA registrations (SIE/Series 7/66/63/65) are desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Gateway Dealer Network: Retailer of Bobcat compact construction equipment, rentals, and service.
Customer-facing role advising clients on parts and service, strong customer service and data-entry skills, computer proficiency, ability to lift up to 20 lbs, prior automotive or construction experience preferred.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Build client base, deliver holistic financial plans, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; bachelor’s degree preferred; strong relationship-building, time management, and communication; must be authorized to work in the US without sponsorship.
Sephora: Global retailer of prestige beauty and personal care products.
Provide personalized consultations, excellent client service, and meet sales goals; able to lift up to 50 lbs; prior retail or client-facing experience and strong communication skills required.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Provide personalized consultations, meet sales goals, lift up to 50 lb, previous retail or client-facing experience, strong communication and teamwork, available nights/weekends/holidays.
Group 1 AutomotiveNYSE: GPI: Automotive retailer operating dealerships, collision centers, and service departments.
Customer-focused sales role; no prior experience required; high school diploma or equivalent; valid driver license and good driving record; strong verbal and written communication; professional appearance; ability to work on commission.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts, process transactions, support marketing and business planning; strong attention to detail, computer literacy, and client service skills.
JCPenney: Retailer of apparel, home goods, and beauty products.
Customer-focused beauty advisor with strong communication and relationship skills; ability to learn product knowledge and deliver engaging client experiences.