18 senior advisor jobs at 12 companies in Clanton, AL
1mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Trust Advisor
Birmingham, Alabama, United States
OnsiteFull Time
5+ YOERequires 5–10 years of trust administration and fiduciary services experience, wealth management knowledge, and strong communication skills. Bachelor's degree in finance, accounting, or economics and CFP, CFA, or Series 65 preferred.
Black Diamond, eMoney, Microsoft Dynamics, Client Relationship Management (CRM)
2mo
Save
Mark Applied
Hide
Senior Business Experience & Plan Advisor - Fiscal Governance
Pittsburgh or Strongsville or Dallas or Birmingham
$91k-$186k/yr OnsiteFull Time
8+ YOE8+ years industry experience preferred; strong budgeting/forecasting, expense governance, data interpretation, executive reporting, advanced Excel, and experience in technology/CIO-support environments.
Microsoft Excel, Oracle, PNC One, Business Intelligence (BI)
1mo
Save
Mark Applied
Hide
Senior Business Experience & Plan Advisor - Fiscal Governance
Pittsburgh or Birmingham or Dallas
OnsiteFull Time
8+ YOEExpertise in budgeting, forecasting, expense governance, resource and requisition management, executive reporting, and advanced Excel; typically requires 8+ years experience and a bachelor's degree.
Microsoft Excel, PNC One, Business Intelligence (BI)
2mo
Save
Mark Applied
Hide
Financial Advisor Managing Director
Birmingham, Alabama, United States
$75k-$150k/yr OnsiteFull Time
5+ YOE5+ years in financial services with leadership experience; active Life & Health license, SIE and Series 7 required; Series 66/65/63 preferred; proven recruiting, mentoring, and production ability.
1w
Save
Mark Applied
Hide
Technical Advisor, Lifting Futures
United States or North Carolina or Cincinnati or Dayton or Dallas or Fort Worth or Auburn or Montgomery or Kuala Lumpur or Selangor or Wroclaw
$89k-$120k/yr RemoteFull Time
8+ YOEBachelor’s degree in a relevant field and 8+ years of project management experience, including global projects, workforce development expertise, technical assistance, stakeholder partnerships, and English fluency.
2w
Save
Mark Applied
Hide
Financial Advisor Associate
Birmingham, Alabama, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent required; college degree preferred. Requires 10+ years in financial services, Microsoft Office proficiency, banking product and regulatory knowledge, analytical skills, and client service experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Nationwide Mortgage Licensing System (NMLS)
2mo
Save
Mark Applied
Hide
Senior Home Lending Advisor, Hoover, AL
Hoover, Alabama, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience in sales or real estate; 3+ years mortgage lending and proven retail sales experience; knowledge of FHA/VA/FNMA/FHLMC guidelines; strong communication, coaching, and marketing skills; NMLS registration required.
National Mortgage Licensing System (NMLS), Chase.com, Windows
1w
Save
Mark Applied
Hide
Senior Home Lending Advisor, Montgomery, AL
Montgomery, Alabama, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent sales or real estate experience; 3+ years of mortgage lending and retail banking sales experience; local real estate knowledge; communication skills; FHA, VA, FNMA, and FHLMC knowledge.
Chase.com, Microsoft Windows
2mo
Save
Mark Applied
Hide
Bus Exp & Plan Advisor
Pittsburgh or Dallas or Birmingham or Phoenix or Denver
OnsiteFull Time
5+ YOEServe as End of Life (EOL) process owner: govern EOL program, maintain policies/procedures/metrics, support audits, monitor controls, analyze trends, and partner with stakeholders to mitigate risk and improve processes.
2w
Save
Mark Applied
Hide
Business Experience & Plan Advisor Senior - PCIO Fiscal Governance & Workforce Planning
Pittsburgh or Denver or Strongsville or Birmingham or Dallas or Pittsburgh
$91k-$186k/yr OnsiteFull Time
8+ YOEBachelor's degree and typically 8+ years of relevant industry experience, with strong strategic planning, workforce strategy, analytics, communication, influencing, and problem-solving skills.
Business Intelligence (BI)
2mo
Save
Mark Applied
Hide
Advisor - Area Development (Huntsville or Birmingham AL)
Huntsville or Birmingham or Nashville or Memphis
RemoteFull Time
5+ YOE5+ years fundraising, development, customer service, or sales experience; bachelor’s degree preferred; valid driver’s license; proven donor/volunteer relationship and peer-to-peer fundraising success; strong communication, negotiation, and Microsoft Office skills; willingness to travel (15–20%).
Microsoft Office
1mo
Save
Mark Applied
Hide
Credit Risk Review Advisor - Commercial Lending
Pittsburgh or Wilmington or Charlotte or Raleigh or Philadelphia or Birmingham or Cleveland
$88k-$203k/yr OnsiteFull Time
5+ YOEConduct independent assessments of commercial credit exposures; strong commercial credit knowledge, analytical skills, and communication. Typically requires a bachelor's degree and 5+ years credit risk/underwriting experience.
1mo
Save
Mark Applied
Hide
Technical Product Manager Advisor
Louisville or Allen or Birmingham or Cedar Falls or Charlotte or Lenexa or Monett or Springfield
$108k-$155k/yr RemoteFull Time
10+ YOEBachelor's degree and 10+ years in product management/product strategy, experience with small business product strategy, ability to define system and functional requirements, strong communication and project management skills.
3w
Save
Mark Applied
Hide
Wealth Planning Senior Associate
Raleigh or Phoenix or Sacramento or Pasadena or Houston or San Antonio or Homewood or Brentwood or Indianapolis
$75k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree or equivalent,2+ years relevant experience,proficient with eMoney Advisor and Microsoft Office,desire or progress toward CFP,strong communication and organizational skills.
eMoney Advisor, Microsoft Office
2w
Save
Mark Applied
Hide
Parts Manager – Service Manager – Service Advisor
Montgomery, Alabama, United States
$60k-$80k/yr FieldFull Time
5+ YOERequires 5+ years of automotive dealership experience, high school diploma or equivalent, valid driver's license, reliable transportation, and reliable home internet; bachelor's degree preferred.
1w
Save
Mark Applied
Hide
High-Risk Team Lead
Atlanta or Birmingham or Alabama or Georgia or Kentucky or North Carolina or Ohio or Florida or Texas or Mississippi or Winston-Salem or Murfreesboro or Nashville or Arkansas or United States
RemoteFull Time
10+ YOEBachelor's degree in business, finance, law, or related field; 10+ years in BSA/AML compliance, audit, or risk management in financial services; strong regulatory and risk assessment knowledge.
BSA, AML, CAMS
5d
Save
Mark Applied
Hide
Intern
Birmingham, Alabama, United States
OnsiteMultiple Commitments Available
Current junior or senior enrolled in a higher education institution, seeking academic credit. Requires a cover letter, professor or advisor verification, collaboration, willingness to learn, and compliance with safety procedures.
Explore Jobs