11 client advisor jobs at 7 companies in Rincon, GA
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Wealth Management Client Associate
Hilton Head Island, South Carolina, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, learn banking and investment platforms, uphold policies, and deliver timely, accurate client materials.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, ability to build client relationships, obtain insurance and securities licenses (SIE, Series 6/7/63), and run a client-focused financial planning practice.
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.
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.
Merrill Advisor Development Program - Financial Advisor: Southeast Coastal Market
Beaufort or Savannah or Hilton Head Island or Saint Simons Island or Mount Pleasant
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOESeries 7 and 66/63/65 licensure,1+ year financial services or sales experience,investment product knowledge,client prospecting and relationship skills,proficiency in Microsoft Office and Salesforce.
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.
Requires property & casualty or personal lines insurance license, valid driver\u0019s license, strong sales experience (3+ years preferred), proficiency with Microsoft Office, and ability to travel to client sites.
North Charleston or Goose Creek or Savannah or Pooler or Mount Pleasant or Bluffton or Charleston or Summerville or Hilton Head Island or St Simons Island
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide financial advice, triage client leads, make referrals, complete required industry licenses and SAFE Act registration when applicable; strong client communication and sales skills.
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.
Savannah or Goose Creek or Pooler or Mount Pleasant or Bluffton or Charleston or Summerville or Hilton Head Island or Saint Simons Island or North Charleston
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide financial advice, triage client leads, make referrals, recommend banking and investment solutions; ability to obtain industry licenses and SAFE Act registration; ~1 year financial services or sales experience preferred.
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.