19 banking advisor jobs at 13 companies in North Carolina
1d
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Hybrid Wealth Banking Advisor
Charlotte or California or Colorado or Cleveland or District of Columbia or Illinois or Maryland or Maine or Massachusetts or Minnesota or New Jersey or New York or Virginia or Washington or Los Angeles County
$29-$50/hr HybridContract
2+ YOERequires an associate degree or equivalent training, 2–4 years of client service experience, banking or relationship banking experience, Microsoft Office proficiency, and SAFE/NMLS compliance within 30 days.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, CRM/SalesForce.com, Salesforce, Client Central
3mo
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Senior Wealth Advisor
North Carolina, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; background in wirehouse/broker-dealer/bank/RIA preferred; CFP/CFA and bachelor’s degree preferred; strong communication and sales aptitude.
3d
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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.
3w
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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
1w
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Business Financial Advisor
Asheboro, North Carolina, United States
OnsiteFull Time
Build business banking relationships, evaluate financial needs, develop quality prospects, meet growth goals, collaborate on credit approvals, and follow policy guidelines.
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
6d
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Financial Advisor Assistant
Asheboro, North Carolina, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent, minimum 10 years in financial services, Microsoft Office proficiency, knowledge of banking products and compliance regulations, and strong analytical, communication, and client service skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Senior Advisor, Financial Services | Forensic and Litigation Consulting
Atlanta or Washington or Dallas or Charlotte or Denver or Los Angeles or New York City or Miami or Chicago
$162k-$507k/yr HybridFull Time
10+ YOE10+ years in financial services (banking, compliance, risk), expert witness or litigation support experience preferred, strong analytical and communication skills, ability to analyze financial documents and provide testimony.
1mo
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Global Treasury & Payments Advisor I
New York or Charlotte
$75k-$117k/yr HybridFull Time
1+ YOEBachelor's degree with 1 year experience or HS/GED with 5 years in treasury/cash management/commercial banking or related; strong sales, analytical, and project management skills.
CRM
1mo
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Senior Global Treasury & Payments Advisor
San Diego or Charlotte or New York
$120k-$192k/yr HybridFull Time
6+ YOEBachelor's+6 years or HS/GED+10 years in Treasury Management/Liquidity/Corporate Banking. Strong consultative sales, client engagement, analytical skills, and familiarity with treasury management systems.
2mo
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Senior Home Lending Advisor, Concord, NC
Concord or Harrisburg or Mooresville
OnsiteFull Time
3+ YOE3+ years mortgage lending and proven sales experience in retail banking; knowledge of FHA, VA, FNMA, and FHLMC guidelines; excellent communication skills.
1d
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Associate Bank Financial Advisor
Asheville, North Carolina, United States
OnsiteFull Time
0.5+ YOERequires 6+ months of customer service, sales, or relationship-building experience and SIE completion. FINRA licenses, insurance licenses, financial services experience, and a degree are preferred.
1w
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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
1w
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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
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
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