39 client advisor jobs at 17 companies in St. Marys, GA
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Client Advisor - Jacksonville
Jacksonville, Florida, United States
OnsiteFull Time
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or luxury retail experience, minimum 3 years professional experience, proven commercial results, ability to connect with clients, flexibility to work non-traditional hours, proficiency with POS and Microsoft Outlook, authorization to work in the hiring country.
Tom Bush Family of Dealerships: Family-owned automotive retail group operating dealerships in Florida.
1+ YOEExperience in automotive sales, excellent customer service, valid driver’s license, able to work Saturdays, drug test, MS Office, video creation for social media.
MS Office Suite, Video creation, Social media platforms
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth and development.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure timely accurate client materials, learn platform technology, and demonstrate client-centric mindset and strong communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provides client service support to Financial Advisors, ensuring timely, accurate client materials; client-focused, detail oriented, ability to learn new platforms; high school diploma required; FINRA credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Bachelor's degree required; strong sales and client acquisition skills, proficiency with Microsoft Office Suite, comfort with performance-based compensation and client-facing prospecting.
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience. Requires communication, networking, organizational, problem-solving, and client advisory skills, plus background check and assessments.
Security National LifeNASDAQ: SNFCA: Provides life insurance and funeral pre-planning services to families.
Must have or be willing to obtain a life insurance license, pass a background check, be self-motivated, comfortable with face-to-face and telesales, and able to build client relationships; prior insurance experience helpful.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, excellent communication, flexible availability, ability to lift up to 50 lbs and perform physical tasks.
First Command Financial Services: Financial planning, banking, and insurance for military families.
5+ YOE5+ years financial services experience; Series 7 & 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; strong portfolio, planning, communication, and client-retention skills.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOEActive state license for waxing, makeup, and false application services; 1–3 years in a similar, retail, hospitality, or service role; beauty knowledge; client service, teamwork, and ability to lift 50 pounds.
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOEActive state license for waxing, makeup, and false application services; 1–3 years in a similar, retail, hospitality, or service role; beauty expertise; client service, teamwork, and ability to lift 50 pounds.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs and stand up to 8 hrs, basic math/computer skills.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Consult on investment and insurance strategies, grow and manage client relationships, and develop financial plans; coach branch staff and drive referrals.
Empower: Provides retirement plan administration and personal wealth management services.
5+ YOEBachelor's degree in business or related field or equivalent experience; 5+ years in financial services and client experience; wealth management expertise; Series 65 and FINRA fingerprinting required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce, NetX360