91 client advisor jobs at 43 companies in Stonecrest, GA
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Client Advisor
Atlanta, Georgia, United States
OnsiteFull Time
MCM: Designs and sells luxury leather goods and fashion accessories.
2+ YOEMinimum 2 years luxury retail experience; strong sales and customer-service skills; POS, Microsoft Word and Excel proficiency; excellent communication; ability to manage inventory, visual merchandising, and client follow-up.
Microsoft Word, Microsoft Excel, retail point of sale system, email
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Previous retail or customer-centric experience preferred; strong sales mindset, interpersonal and communication skills; ability to use clienteling tools and achieve sales targets.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
Proven retail or customer-service experience, strong selling and communication skills, client-centric approach, ability to use CRM and digital tools, mobility on shopfloor, and passion for luxury fashion.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing advisor role working warm leads; requires strong communication, self-motivation, coachability, and competitive drive. No cold outreach; path to leadership.
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
3+ YOE3+ years client-facing or business development experience required; insurance experience preferred. Property and casualty license preferred or ability to obtain. Experience with CRM, AI, and analytics; strong communication and consultative sales skills.
Bessemer Trust: Wealth management and family office services for affluent clients.
Bachelor's degree required; 1+ years related business experience preferred; knowledge of trust administration and fiduciary laws preferred; strong analytical, communication, and organizational skills; proficiency with Microsoft Office and Salesforce.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
Digital Check Corp: Manufacturer of check scanners and banking automation equipment.
High school diploma or equivalent; 2–3 years of customer service experience preferred; proficient in Microsoft Office; familiar with ERP/CRM systems; strong communication, multitasking, and attention to detail.
Phil Hughes Automotive Group: Automotive dealership group selling and servicing new and used vehicles.
Familiarity with CRM software, ability to manage full sales process, pass drug screen and background check, acceptable motor vehicle record; sales experience and prior training are a plus.
PuigBME: PUIG: Develops and sells global luxury fashion and beauty brands.
2+ YOE2+ years luxury retail or beauty sales experience; ability to build client relationships, meet sales KPIs, flexible schedule including weekends/holidays, able to lift inventory, strong communication.
J.P. Morgan Wealth Management – Private Client Advisor - Montgomery, AL
Montgomery or Atlanta
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and life/health/long-term care insurance license (obtainable within 60 days); CFP and bachelor’s degree preferred; strong client acquisition and relationship skills.
Giorgio Armani: Italian luxury fashion house designing apparel, accessories, and cosmetics.
Preferred retail experience, high school diploma/GED preferred, strong communication and teamwork, CRM/WeChat proficiency preferred, flexible availability including nights, weekends and holidays.
Dolce & Gabbana: Designs and retails luxury fashion apparel and beauty products.
3+ YOE3+ years luxury retail sales; experience in women’s and men’s RTW; strong communication; CRM proficiency; ability to meet sales targets and mentor colleagues.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client service support for Financial Advisors; account onboarding, wire transfers, journal entries, bannering tasks; strong client focus, attention to detail, ability to learn technology platforms, proficiency with Microsoft Office and Salesforce. High school diploma required; FINRA exams preferred.
Salesforce, WebEx Softphone, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Provide administrative and client service support to wealth advisors; strong communication, attention to detail, MS Office and CRM skills; prior office/customer-service experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce
Cresset: Independent multi-family office and private investment firm.
10+ YOE5+ Mgmt10+ years in financial services supporting UHNW advisors,5+ years leading client service teams,experience with onboarding/account maintenance,risk oversight,strong communication and analytical skills,10–20% travel.
Fidelity, Pershing, Schwab, Salesforce, Addepar, Power BI
Brokerage Client Service Associate - Columbus or Atlanta, Georgia
Columbus or Atlanta
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Assist Financial Advisors with client servicing, administrative tasks, order entry, and client communication; FINRA SIE, Series 7 and 66; willingness to obtain licenses; Bachelor's degree or equivalent experience; 3 years securities experience preferred.
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
HB Wealth: Fiduciary wealth management and family office services for private clients.
7+ YOE3+ MgmtBachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check.
Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software
Atlanta or Los Angeles or Hartford or United States
$120k-$150k/yrRemoteFull Time
Virtus Investment PartnersNYSE: VRTS: Provides investment management services to individual and institutional investors.
5+ YOEBachelor's in finance/economics required, 5+ years wealth advisory experience, Series 65/66 (or CFP/CFA waiver), proficiency with eMoney, Salesforce and Microsoft platform, strong communication and client management skills.