14 client advisor jobs at 11 companies in Somerville, TN
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J.P. Morgan Wealth Management - Private Client Advisor - Hernando, MS
Hernando, Mississippi, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; goals-based planning; active Series 7 and Series 66 (or obtain within 60 days); active life, health and long term care insurance (or obtain within 60 days).
2mo
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Business Advisor
Memphis, Tennessee, United States
$45k-$65k/yr HybridFull Time
Consultative sales and advisory experience, client discovery, solution alignment, strong business judgment, disciplined follow-up, and effective communication.
CRM
3w
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Financial Advisor
Memphis, Tennessee, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, entrepreneurial ambition, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and willingness to obtain required licenses.
Securities Industry Essentials (SIE)
3w
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Financial Advisor
Memphis, Tennessee, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambition, relationship-building or client-facing success, time management, communication, critical thinking, motivation, and legal US work authorization without sponsorship.
proprietary planning software
3w
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Financial Advisor
Jackson, Tennessee, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
proprietary planning software
2mo
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Principal Business Advisor
Memphis, Tennessee, United States
$60k-$75k/yr HybridFull Time
Senior consultative sales and strategic advisory experience, ability to manage high-value opportunities, mentor sales staff, drive revenue, and lead executive-level client conversations.
CRM
1mo
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Senior Trust Advisor
Memphis, Tennessee, United States
OnsiteFull Time
10+ YOE10+ years fiduciary experience, four-year degree in accounting/finance/business/trust administration/law, strong communication and analytical skills, Microsoft Suite proficiency, ability to advise high-net-worth clients.
Microsoft Suite
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Programmer/Analyst Advisor
Memphis or Pittsburgh or United States
$7k-$16k/mo HybridFull Time
5+ YOEBachelor's degree and 5+ years IT experience; Planview Portfolios expertise, client/server and IBM experience, Agile methodology, programming and integration skills, strong communication and problem solving.
Planview Portfolios, IBM operating systems, LMS, SQL, Java, C#, Python
1d
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Part-Time Beauty Advisor - Sephora
Collierville, Tennessee, United States
$14/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible day, night, weekend, and holiday availability, and basic computer and math skills.
handheld scanners
1w
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Licensed Beauty Advisor - Part Time
Germantown, Tennessee, United States
$20-$23/hr OnsitePart Time
1+ YOEActive state license for waxing, makeup, and false application services; 1–3 years of similar, retail, hospitality, or service experience; beauty product expertise; client service, teamwork, and ability to lift 50 pounds.
2mo
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Licensed Beauty Advisor - Part Time
Germantown, Tennessee, United States
$20-$23/hr OnsitePart Time
1+ YOEActive state license to perform waxing, makeup, and false application; 1-3 years retail or service experience; ability to lift up to 50 lbs; availability for nights, weekends, and holidays; strong product knowledge and client service skills.
3w
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New Vehicle Sales Associate (Client Advisor)
Hernando, Mississippi, United States
OnsiteFull Time
Valid driver's license and acceptable driving record required, along with background check, drug screening, U.S. work authorization, and strong communication skills. Sales experience is helpful but not required.
4w
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Financial Solutions Advisor Registration Candidate - Southern TN Market
Nashville or Murfreesboro or Germantown or Franklin or Brentwood or Collierville or Smyrna or Memphis or Cordova
OnsiteFull Time
1+ YOEAbility to obtain SIE, Series 7 and Series 66 (63/65 accepted),1+ year experience in financial services or sales preferred, high school diploma/GED, aptitude for licensing and client relationship development.
1mo
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Branch Office Administrator - Collierville, TN
Collierville, Tennessee, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts and correspondence, use MoneyGuide/Salesforce/Microsoft Office, and deliver exceptional client service.
MoneyGuide, Salesforce, Microsoft Office