11 banking advisor jobs at 6 companies in Graham, NC
1w
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Financial Advisor
Cary, North Carolina, United States
OnsiteFull Time
4+ YOEBachelor's degree and 4 years of financial advisory, planning, brokerage, or bank-based investment experience. Requires Series 7, Series 66 or Series 63/65, and North Carolina life and health insurance license.
1mo
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Associate Financial Advisor
Raleigh, North Carolina, United States
$60k-$120k/yr HybridFull Time
1+ YOEFINRA Series 7 and 66 preferred (or Series 6/63), state life & health license required or must obtain within 30 days, 1+ years client-facing sales/banking/insurance experience, high coachability and communication.
1mo
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Business Connect Advisor-Raleigh
Raleigh, North Carolina, United States
OnsiteFull Time
4+ YOEBachelor's degree or equivalent experience, 4+ years commercial/business banking experience, knowledge of business banking products, strong communication, relationship-building, and sales skills, proficiency with Microsoft Office.
Microsoft Office
3mo
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Treasury Management Advisor
Raleigh, North Carolina, United States
OnsiteFull Time
8+ YOEBachelor’s degree or equivalent banking experience; 8+ years Treasury Services sales; strong communication; MS Office proficiency; treasury products knowledge; AML/BSA awareness.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Outlook, Teams, WebEx, Zoom
5d
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Business Connect Advisor- Triad, NC
Greensboro or Winston-Salem
RemoteFull Time
4+ YOEBachelor’s degree or equivalent experience; 4+ years of business or commercial banking sales experience; business banking product knowledge; relationship-building, negotiation, communication, problem-solving, and computer application skills.
Microsoft Office
2w
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Business Solutions Advisor - Greater NC - VA South Market
Raleigh, North Carolina, United States
OnsiteFull Time
High school diploma or equivalent; business-to-business sales or small business banking experience, strong communication and customer service skills, proven sales success, outbound phone sales, relationship building, and risk management.
Microsoft Excel
2w
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Business Solutions Advisor - Greater NC - VA South Market
Raleigh, North Carolina, United States
OnsiteFull Time
1+ YOERequires high school diploma or equivalent, one year of experience, business-to-business sales or small business banking success, strong communication, customer service, sales, relationship-building, and outbound phone sales skills.
spreadsheets
2mo
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Letters of Credit Trade Advisor II
Greensboro, North Carolina, United States
OnsiteFull Time
5+ YOE5+ years commercial lending or banking experience; college degree in business or equivalent; expertise in letters of credit, trade finance, risk and regulatory compliance; strong communication and leadership skills; SWIFT knowledge preferred.
SWIFT
1mo
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2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yr OnsiteFull Time
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
1mo
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, follow policies, and promote banking and investment solutions; strong communication and technology skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, and use Microsoft and CRM tools; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce