9 client advisor jobs at 7 companies in Thunderbolt, 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, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, time-management, communication, critical thinking, motivation, continuous learning, and US work authorization without sponsorship.
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.
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.