102 client advisor jobs at 38 companies in Chester, SC
6d
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Client Advisor
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yr OnsiteFull Time
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
6d
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Client Advisor - Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or client-related experience; commercial results; client relationship skills; POS, client tracking systems, and Microsoft Outlook proficiency; U.S. work authorization.
Point of Sales (POS) systems, Microsoft Outlook
6d
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Client Advisor - Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or relevant client experience; proven commercial results; POS, client tracking, and Microsoft Outlook proficiency; US work authorization; flexible availability.
Point of Sale (POS) systems, client tracking systems, Microsoft Outlook
6d
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Client Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
Active North Carolina Insurance Agent License, high school diploma or equivalent, and prior insurance service experience. Requires communication, relationship-building, customer service, prioritization, accuracy, and responsiveness.
4w
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Client Advisor
Charlotte, North Carolina, United States
$20-$28/hr OnsiteFull Time
Previous retail or customer-centric experience preferred; strong sales mindset, interpersonal and communication skills, willingness to learn product knowledge and clienteling tools.
4w
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Client Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
High school diploma preferred, prior sales or customer-service experience desired, valid driver’s license, intermediate Microsoft Office skills, ability to stand and interact with customers.
Microsoft Office
3w
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Client Advisor
Charlotte, North Carolina, United States
$20-$28/hr OnsiteFull Time
Previous retail or customer-focused experience preferred; strong sales mindset, interpersonal and communication skills; willingness to learn product knowledge and clienteling tools.
clienteling tools
11h
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SAINT LAURENT Client Advisor Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
Preferred client-facing experience in fashion retail, customer service, or luxury hospitality; fashion knowledge, business mindset, teamwork, technology adaptability, multitasking, creativity, and English and local-language proficiency.
1d
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SAINT LAURENT Client Advisor Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
Preferred client-facing service experience in fashion retail, customer service, or luxury hospitality. Requires fashion passion, sales mindset, teamwork, technology adaptability, multitasking, creativity, problem-solving, and English/local-language communication.
4d
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Cyber Client Advisor Senior Lead
McLean or Charlotte or Chandler
$159k-$305k/yr HybridFull Time
7+ YOERequires 7+ years of information security and cybersecurity experience, including 4+ years in client-facing consulting, advisory, or engagement leadership; expertise in cybersecurity domains, frameworks, and executive communication.
NIST Cybersecurity Framework (CSF), ISO 27001, Security Operations Centers (SOC)
14h
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Asset Management - Client Advisor - RIA Channel - Southeast
Atlanta or Charlotte or Research Triangle Park
FieldFull Time
Bachelor’s degree, Series 7 and 63 securities licenses, client relationship management experience, strong communication and presentation skills, collaborative ability, and willingness to travel weekly.
6d
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Ascent Managing Director Client Advisor
Charlotte or New York City
$197k-$241k/yr OnsiteFull Time
15+ YOEBachelor's degree in finance, accounting, or related field; 15+ years of financial services experience; 10+ years with ultra-high-net-worth clients; MBA, JD, CFP, CFA, or CPA; leadership and strategic management skills.
14h
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Advisor, Client Accounting & Advisory Services
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yr RemoteFull Time
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
QuickBooks Online
7h
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Client Associate (Wealth Management)
Charlotte, North Carolina, United States
$75k-$100k/yr OnsiteFull Time
4+ YOERequires 4+ years in wealth management, financial services, client service, advisor support, brokerage operations, private banking, or related work; strong communication, organization, documentation, and operational skills.
Microsoft Office, CRM systems, custodial platforms, digital document tools, e-signature workflows
3mo
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Senior Wealth Advisor
Charlotte, North Carolina, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor's in finance/business/economics preferred; strong communication and sales orientation.
2mo
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Registered Wealth Management Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
Provide client service support for Wealth Management Advisors; requires FINRA SIE, Series 7, and Series 66 (63/65 accepted); strong client focus and knowledge of investment products.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Registered Client Service Associate-Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service clients across channels, onboard and maintain client accounts, process transfers, prepare reports; SIE and Series exams required; HS diploma and ~1 year industry experience preferred.
Client Relationship Management (CRM), Microsoft Excel
1w
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Structured Lending Advisor I/II
Charlotte or Miami or Orlando or Atlanta
OnsiteFull Time
5+ YOEBachelor's degree or equivalent, five years of lending advisor experience, complex credit structuring, financial statement analysis, client relationship management, communication, negotiation, and risk mitigation skills.
Probability model
3mo
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Travel Advisor
Columbia, South Carolina, United States
$32k-$35k/yr HybridFull Time
Consult with clients to plan travel goals, book itineraries, and meet sales targets.
2w
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Financial Advisor
Charlotte, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, motivation, time management, continuous learning, and US work authorization without sponsorship.
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