31 client advisor jobs at 13 companies in Winchester, TN
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Client Advisor (Auto Sales) $2,500 SIGN ON BONUS
Murfreesboro, Tennessee, United States
$48k/yrOnsiteFull Time
Nelson Automotive Group: Operates automotive dealerships providing vehicle sales and repair services.
Customer-focused sales role requiring communication, phone, internet, computer, organization, multitasking, and time-management skills; a driver's license and ability to pass background and drug tests are required.
Nelson Automotive Group: Retailer of new and pre-owned Mazda and Nissan vehicles.
College degree preferred; requires strong communication, sales, computer, organization, multitasking, and time-management skills, plus a valid driver's license and ability to pass background and drug tests.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Customer service dedication, strong communication and interpersonal skills, team leadership ability, and interest in professional growth while maintaining work-life balance.
J.P. Morgan Wealth Management – Private Client Advisor - Huntsville, AL
Huntsville or Atlanta
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial drive, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
Sephora: Global retailer of prestige beauty and personal care products.
Retail, hospitality, or client-focused service experience; strong communication, product learning, teamwork, and client relationship skills; ability to lift and carry up to 50 pounds.
Merrill Advisor Development Program- Financial Advisor: Volunteer State Market
Chattanooga or Nashville
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOESeries 7 and 66 (or 63 & 65) required, 1+ year financial services/sales experience, ability to source clients, strong interpersonal and communication skills, proficiency with Microsoft Office and Salesforce.
Microsoft Word, PowerPoint, Microsoft Excel, Salesforce
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail, hospitality, or client-service experience preferred; requires excellent communication, product-learning ability, reliability, and ability to lift and carry up to 50 pounds.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
Retail, hospitality, or client-service experience preferred; requires excellent communication, product-learning ability, reliability, teamwork, and ability to lift up to 50 pounds.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, excellent communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete company training.
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
The Assurance Group: Insurance marketing organization specializing in Medicare and life insurance products.
No experience required; must be self-motivated, personable, willing to obtain a life insurance license, and have reliable transportation for in-person client meetings.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail or service experience, strong written and verbal communication, flexible availability including nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer skills, and completion of company training.
Nashville or Murfreesboro or Germantown or Franklin or Brentwood or Collierville or Smyrna or Memphis or Cordova
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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.