61 client advisor jobs at 24 companies in Chapel Hill, 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.
2w
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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
1w
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Client Specialist with Athletic Background
Greensboro, North Carolina, United States
$81k-$137k/yr HybridFull Time
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.
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
1w
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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
1mo
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Wealth Advisor
Chapel Hill, North Carolina, United States
OnsiteFull Time
7+ YOERequires 7+ years in investment-related business development, a bachelor's degree, CFP or CTFA designation, high-net-worth client experience, and expertise in financial, estate, retirement, and trust planning.
CRM
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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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
2mo
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Agency Advisor (Sales)
Richmond or Asheville or Greensboro or Winston-Salem or Charlotte
RemoteFull Time
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.
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.
4d
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Beauty Advisor - Part Time
Raleigh, North Carolina, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, reliability, and ability to lift and carry up to 50 pounds.
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
19h
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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
1w
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Associate Financial Advisor
Reidsville, North Carolina, United States
$65k-$70k/yr OnsiteFull Time
0+ 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
1w
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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
1w
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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
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