58 client advisor jobs at 24 companies in Bailey, NC
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Bilingual Client Advisor
Durham, North Carolina, United States
OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
Prior sales or customer service experience, valid driver’s license, high school diploma or GED preferred, intermediate Microsoft Office skills, strong communication and attendance, ability to stand and drive for test drives.
Microsoft Office
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Raleigh, NC
Raleigh, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and life/health/long-term care insurance licenses (or obtained within 60 days); CFP and bachelor's degree preferred; strong client acquisition and relationship skills.
1w
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Premier Client Advisor - PNC Wealth Management
Raleigh, North Carolina, United States
OnsiteFull Time
2+ YOERequires bachelor's degree (or equivalent), 2+ years relevant experience, FINRA Series 7 and 66 (or 63/65), life and health insurance license, strong coaching, sales, and communication skills.
2mo
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Account Advisor, Private Client Services
Raleigh, North Carolina, United States
$45k-$65k/yr OnsiteFull Time
3+ YOE3+ years insurance experience; high school or equivalent; knowledge of personal lines; P&C license; AAI/CIC/CISR preferred; strong communication and computer skills.
Outlook, Excel, Word, AMS360
2w
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Care Center-Client First Solutions
Greensboro or Cookeville or Orlando or Wilson
OnsiteFull Time
2+ YOEAssociate degree (or equivalent),2+ years high-level client contact or bank operations experience, proficiency with Windows and Microsoft Office, strong communication, problem-solving and leadership skills.
Windows, Microsoft Office
1mo
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Registered Wealth Management Client Associate
Raleigh, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors; hold FINRA SIE, Series 7 and Series 66 (63/65 accepted); high school diploma/GED; proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; client-focused.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Tax Advisor
Raleigh, North Carolina, United States
$100k/yr HybridFull Time
Licensed CPA with tax preparation and planning experience; experience with QuickBooks and tax software; client communication, research, and supervisory skills.
QuickBooks, CCH Axcess Tax
4d
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Financial Advisor
Cary, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
proprietary planning software
6d
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Beauty Advisor - Flex
Durham, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-focused experience, passion for beauty, strong communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, punctual and reliable.
1w
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Senior Trust Advisor
Raleigh or Charlotte
OnsiteFull Time
8+ YOEProvide fiduciary trust and estate administration, advise clients on complex fiduciary strategies, bachelor’s degree required, 8+ years trust experience, CTFA/CFP preferred, Microsoft Office proficiency.
Microsoft Office
1w
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Beauty Advisor - Flex
Durham, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience preferred, strong communication, ability to lift 50 lbs, availability for nights/weekends/holidays, meet minimum weekly shifts, passion for beauty and product knowledge.
2w
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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.
1w
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Information Advisor, Large Pharma
Wayne or Durham or New Providence
$111k-$349k/yr HybridFull Time
10+ YOE10+ years in pharma data and analytics with consulting experience; expertise in AI/ML, NLP, RWE, data strategy, GTM and client advisory for pharma; strong business development and executive presence.
AI/ML, NLP, Electronic Medical Records (EMR)
1mo
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Wealth Advisor (Raleigh, NC)
Raleigh, North Carolina, United States
$85k-$145k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years experience, CFP preferred, proficiency with Microsoft Office and Salesforce, strong investment/tax/estate knowledge, ability to manage 150–250 client book and travel up to 50%.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, DocuSign, Box, Custodian Sites, Task Mgmt tools
5d
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Part-Time Beauty Advisor - Sephora
Apex, North Carolina, United States
$14/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math and computer skills, and ability to lift up to 50 pounds.
handheld scanners
3d
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Associate Financial Advisor - Durham, NC
Durham, North Carolina, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication and goal orientation; willingness to obtain Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
3w
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Senior Strategic Advisor: Pharmacy
North Carolina or South Carolina or Virginia or Durham or Tennessee
$89k-$143k/yr RemoteFull Time
5+ YOEBachelor's degree or 5+ years related experience (7+ years in lieu of degree); pharmacy or PBM experience preferred; client-facing consultative experience; strategic planning and financial analysis skills.
1d
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Outside Sales Advisor, No Cold-Calling
Greenville, North Carolina, United States
$1k-$125k/yr FieldFull Time
No experience required; must be self-motivated, personable, able to meet clients in person, have reliable transportation, and hold or obtain a life insurance license.
4h
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Strategic Partnership Advisor (Remote)
Cary, North Carolina, United States
$72k-$100k/yr RemoteFull Time
3+ YOERequires a bachelor's degree or equivalent experience, 3–5 years in sales support, strategic consulting, client strategy, or partnership development, strong analytical and presentation skills, and advanced Microsoft Office knowledge.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Databases, Adobe, IRBNet
3w
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Credit Solutions Advisor - Cornerstone
Cary, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years mortgage origination or equivalent experience, strong consultative sales, client management, financial analysis, effective communication, ability to work weekends/extended hours, SAFE Act registration required.
MS applications
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