15 client advisor jobs at 8 companies in Trinity, AL
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J.P. Morgan Wealth Management – Private Client Advisor - Huntsville, AL
Huntsville or Atlanta
OnsiteFull Time
2+ YOERequires 2+ years in financial advising or equivalent financial services experience, Series 7, Series 66 or equivalent, and life, health, and long-term care insurance licensing. CFP and bachelor's degree preferred.
1mo
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Client Service Associate
Huntsville, Alabama, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, execute money movement transactions, assist with account documentation and digital tool enrollment; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Beauty Advisor - Part Time
Huntsville, Alabama, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience, strong communication and interpersonal skills, ability to lift up to 50 pounds, punctual and available nights/weekends/holidays.
1mo
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Beauty Advisor - Part Time
Huntsville, Alabama, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires excellent communication, product-learning ability, reliability, teamwork, and ability to lift up to 50 pounds.
2w
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Beauty Advisor - Full Time
Huntsville, Alabama, United States
$18-$21/hr OnsiteFull Time
Retail, hospitality, or client-focused service experience; strong communication and interpersonal skills; product knowledge ability; teamwork; and ability to lift up to 50 pounds.
1mo
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Beauty Advisor - Full Time
Huntsville, Alabama, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication, product knowledge, ability to lift up to 50 pounds, reliable attendance and availability for nights, weekends, and holidays.
3w
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Merrill Advisor Development Program- Financial Advisor: Greater Alabama Market
Huntsville, Alabama, United States
OnsiteFull Time
1+ YOERequires Series 7 and 66 (or 63+65),1+ year investment/financial services or sales experience, strong interpersonal and communication skills, prospecting and client relationship abilities, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, PowerPoint, Excel, Salesforce
2w
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Beauty Advisor - Full Time
Huntsville, Alabama, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience preferred; strong communication and product knowledge; able to lift up to 50 pounds and work flexible hours including nights and weekends.
1mo
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Licensed Beauty Advisor - Part Time
Huntsville, Alabama, United States
$20-$23/hr OnsitePart Time
1+ YOEActive state license for waxing/makeup services,1+ years retail/service experience preferred,strong product knowledge and client service skills,ability to lift up to 50 pounds.
2mo
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Financial Advisor - PNC Wealth Management
Huntsville, Alabama, United States
OnsiteFull Time
2+ YOEBachelor's degree, 2+ years relevant experience, FINRA Series 7 and 66 (or 63/65), life and health insurance license, client prospecting, relationship building, financial analysis and planning skills.
Workday
1mo
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Licensed Beauty Advisor - Part Time
Huntsville, Alabama, United States
$20-$23/hr OnsitePart Time
1+ YOEActive state license to perform waxing/makeup/false application services,1-3 years retail or service experience,strong product knowledge,ability to lift 50 lbs and deliver personalized client service.
1mo
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Senior Tax Strategy Advisor
Atlanta or Birmingham or Huntsville or Westwood
$140k-$180k/yr HybridFull Time
10+ YOECPA or EA required, Bachelor\u0002s degree in Accounting/Finance/Business, 10+ years tax and financial planning experience with high-net-worth clients, CFP/PFS within 1 year, advanced tax planning expertise.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Licensed Beauty Advisor - Part Time
Huntsville, Alabama, United States
$20-$23/hr OnsitePart Time, Full Time
1+ YOEActive state license for waxing, makeup, and false application services; 1–3 years in a similar, retail, hospitality, or service role; beauty product knowledge; client service skills; and ability to lift 50 pounds.
3w
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Non-Reg On-Caller - Decatur, AL
Decatur, Alabama, United States
OnsiteFull Time
Provide client service, account management, administrative and operational support for financial advisors; proficiency with MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and communication skills.
MoneyGuide, Salesforce, Microsoft Office
3w
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Non-Reg On-Caller
Decatur, Alabama, United States
$20/hr OnsitePart Time
Provides client service and administrative support, manages account requests and records, supports financial advisors, coordinates appointments, and uses digital tools. Six-month training is provided.
MoneyGuide, Salesforce, Microsoft Office
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