19 senior advisor jobs at 11 companies in Pelham, AL
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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
4d
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Senior Business Advisor, SBIR-STTR
Birmingham or Alabama
$45-$60/hr HybridPart Time
5+ YOEBachelor's degree or equivalent experience, 5+ years leading programs or advising businesses, and experience with SBIR/STTR, entrepreneurship coaching, partnerships, grants, and technology commercialization.
CRM
2w
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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)
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Financial Advisor - Jasper
Jasper, Alabama, United States
OnsiteFull Time
10+ YOE10+ years banking/financial-services experience; college preferred (finance/business); strong knowledge of consumer and commercial loan documents, federal/state regulations, MS Office; analytical, leadership, and client-service skills; NMLS/FINRA may be required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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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)
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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
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Technology Business Experience Plan & Administration Advisor Senior
Pittsburgh or Strongsville or Birmingham or Dallas
$91k-$203k/yr OnsiteFull Time
8+ YOEAdvanced analytical, communication, stakeholder management, and strategic planning skills; advanced PowerPoint and Excel; ability to lead cross-functional execution; typically requires a bachelor\u0002s degree and 8+ years industry experience.
Microsoft PowerPoint, Microsoft Excel, Workday
2mo
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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.
3w
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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
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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
2mo
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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.
3w
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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)
5d
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Advisor Consultant, Highland Capital Brokerage - Remote Role
Birmingham or United States
$50k-$150k/yr RemoteFull Time
3+ YOEInsurance license and high school diploma required; 5+ years brokerage new business or life insurance experience, 3+ years financial services experience, Microsoft Office proficiency, and strong communication skills required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet Explorer
4d
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Advisor Consultant, Highland Capital Brokerage - Remote Role
Birmingham, Alabama, United States
$50k-$150k/yr RemoteFull Time
3+ YOEHigh school diploma required; bachelor's preferred. Requires insurance license, 5+ years of brokerage new business or life insurance experience, 3+ years in financial services, and strong communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet Explorer
2mo
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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
2mo
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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
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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
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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
1w
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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.
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