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61 client advisor jobs at 25 companies in Burlington, NC

1w
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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
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1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Raleigh, NC
Raleigh, North Carolina, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
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1w
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Premier Client Advisor - PNC Wealth Management
Raleigh, North Carolina, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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.
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2mo
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors; manage client materials; ensure compliance; build client relationships; proficiency with MS Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2w
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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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2mo
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Account Advisor, Private Client Services
Raleigh, North Carolina, United States
$45k-$65k/yr OnsiteFull Time
Insurance Doctor Agency of North Carolina
Insurance Doctor Agency of North Carolina: Independent insurance agency providing client-focused insurance services.
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
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5d
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Client Specialist with Athletic Background
Greensboro, North Carolina, United States
$81k-$137k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Preferred bachelor's in finance or business; state insurance licenses required (training provided); strong interpersonal, communication, and analytical skills; prior financial or business development experience beneficial.
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1w
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Care Center-Client First Solutions
Greensboro or Cookeville or Orlando or Wilson
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
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
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5d
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Client Portfolio Manager - Greensboro, NC
Greensboro, North Carolina, United States
RemoteFull Time
OneDigital
OneDigital: Provider of insurance, financial services, and HR consulting solutions.
5+ YOEBachelor's in Business/Finance-related, 5+ years investment management experience with advisors, Series 63 required, strong portfolio construction and communication skills.
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1w
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Tax Advisor
Raleigh, North Carolina, United States
$100k/yr HybridFull Time
Holden Moss Knott CPAs
Holden Moss Knott CPAs: Accounting and tax services firm for small businesses
Licensed CPA with tax preparation and planning experience; experience with QuickBooks and tax software; client communication, research, and supervisory skills.
QuickBooks, CCH Axcess Tax
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Residential Advisor
Chapel Hill, North Carolina, United States
$16/hr OnsitePart Time, Temporary
University of North Carolina at Chapel Hill
University of North Carolina at Chapel Hill: Public research university offering undergraduate and graduate degree programs.
Provide direct client supervision and care in a residential treatment program, document records, observe medication and urine screens, and transport residents; weekend availability required.
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4w
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Financial Advisor
Raleigh, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, entrepreneurial and client-facing experience, licensure required (Life/Accident & Health, SIE, Series 6,7,63); CFP support and legal US work authorization required.
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2d
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Beauty Advisor - Flex
Durham, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
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.
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2d
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Beauty Advisor - Flex
Durham, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
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.
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6d
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Senior Trust Advisor
Raleigh or Charlotte
OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
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
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2mo
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Agency Advisor (Sales)
Richmond or Asheville or Greensboro or Winston-Salem or Charlotte
RemoteFull Time
SIA Group
SIA Group: Full-service insurance brokerage and risk management services provider.
4+ YOEFour+ years in sales or client-facing roles; Bachelor's degree or equivalent; Property and Casualty license or willing to obtain; strong relationship-building and communication; strategic thinking and data analysis; ability to manage multiple priorities.
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1w
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Associate Financial Advisor
Raleigh, North Carolina, United States
$60k-$120k/yr HybridFull Time
Wisepath Financial Group
Wisepath Financial Group: Providing personalized wealth management and comprehensive estate planning services.
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.
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3d
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Information Advisor, Large Pharma
Wayne or Durham or New Providence
$111k-$349k/yr HybridFull Time
IQVIA
IQVIANYSE: IQV: Provides clinical research and healthcare data analytics services.
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)
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1mo
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Wealth Advisor (Raleigh, NC)
Raleigh, North Carolina, United States
$85k-$145k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
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
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2d
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Part-Time Beauty Advisor - Sephora
Raleigh, North Carolina, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, authentic passion for beauty, flexible availability including nights/weekends/holidays, ability to lift up to 50+ lbs, basic math/reading/computer skills.
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