44 client advisor jobs at 25 companies in Davidson, NC

1mo
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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.
Sell new and used vehicles, meet sales goals, maintain customer satisfaction and CSI, complete sales paperwork, and demonstrate strong communication and Microsoft Office skills; valid driver’s license required.
Microsoft Office
4w
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Work From Home - Client Benefits Advisor
Concord, North Carolina, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Seeking competitive, self-motivated advisors who can guide and educate interested clients remotely; coachable and comfortable with video interviews.
Zoom
2mo
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Client Services Advisor
Hickory, North Carolina, United States
OnsiteFull Time
Transportation Insight
Transportation Insight: Provides third-party logistics and multi-modal transportation management solutions.
2+ YOEBachelor’s in Business Administration or similar; 1-2+ years in customer-facing roles; strong written, oral, and presentation skills; self-motivated and eager for new challenges.
3w
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J.P. Morgan Wealth Management – Private Client Advisor - Mooresville, NC
Mooresville or Statesville
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; active Series 7; Series 66 (or 63/65) and life/health/long term care insurance license required or to be obtained within 60 days; CFP and bachelor’s degree preferred.
1mo
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BALENCIAGA Sales & Client Advisor with Keys| Charlotte Southpark
Charlotte, North Carolina, United States
OnsiteFull Time
Gucci
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
3+ YOE3+ years retail/fashion sales experience; proven sales results; strong communication, commercial awareness, merchandising, inventory and loss-prevention skills; ability to open/close store and oversee daily operations.
2w
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Client Relationship Manager
Dallas or Frisco or Charlotte
$71k-$81k/yr OnsiteFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years experience; partner with advisors to support high-net-worth clients; obtain FINRA registrations (Series 7/63/65/66) and resident life & health insurance license within 120 days; university degree preferred.
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Registered Wealth Management Client Associate
Charlotte, 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 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
1w
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Safety Advisor
Monroe, North Carolina, United States
FieldFull Time
Safety Management Group
Safety Management Group: Provides workplace safety consulting, training, and program management services.
3+ YOE3+ years construction safety experience; site audits, safety program development, LOTO, machine guarding, incident investigation, training delivery, and client coordination; degree in safety preferred; CHST/BCSP preferred.
2w
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Financial Advisor
Charlotte, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, must obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; entrepreneurial, client‑building experience, strong communication and critical thinking, legal authorization to work in the US without sponsorship.
1mo
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Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
HB Wealth
HB Wealth: Fiduciary wealth management and family office services for private clients.
7+ YOE3+ MgmtBachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check.
Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software
5d
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Beauty Advisor - Flex
Charlotte, 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, passion for beauty, strong communication, ability to lift up to 50 lbs, available nights/weekends/holidays and to meet minimum weekly shifts.
5d
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Beauty Advisor - Flex
Charlotte, 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-service experience, passion for beauty and trends, strong communication and interpersonal skills, ability to lift up to 50 pounds, reliable attendance and flexibility for nights/weekends/holidays.
1mo
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Associate Wealth Advisor
Charlotte or United States
$75k-$85k/yr OnsiteFull Time
Focus Partners Wealth
Focus Partners Wealth: Provides personalized wealth management and financial planning services.
4+ YOEBachelor's degree, Series 65, 4+ years financial services experience; CFP (or ChFC/CPA+PFS) preferred; proficiency with financial/planning software and CRM; strong analytical and client communication skills.
planning software, CRM, financial software
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.
1mo
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Digital Media Advisor
Charlotte, North Carolina, United States
$95k-$145k/yr RemoteFull Time
Hearst
Hearst: Provides diversified media, information, and business services worldwide.
B2B sales experience, strong prospecting, closing, and client relationships; remote-ready.
Salesforce, Gong
2mo
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Financial Relationship Advisor
Salt Lake City or Saint Louis or Charlotte
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOETwo+ years client management; FINRA Series 7 and 66 (or 63/65) licenses or equivalents; ability to obtain required licenses.
Microsoft Office
2mo
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Part-Time Beauty Advisor - Sephora
Rock Hill, South Carolina, United States
$14/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail/service experience, passion for beauty, strong communication, ability to lift up to 50 lbs, complete company training, flexible availability including weekends and holidays.
handheld scanners, multiple frequency devices
4w
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Wealth Advisor, Schwab Wealth Advisory
Charlotte, North Carolina, United States
$100k-$145k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Bachelor's degree and active Series 7 and Series 66 (or equivalent/obtainable within 120 days). CFP/CFA preferred. Strong client relationship, financial planning, time management, coachability, and communication skills.
1w
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PWM Private Wealth Advisor
Charlotte, North Carolina, United States
$140k-$175k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
8+ YOEBachelor's or equivalent, NMLS registration required, 8+ years working with high/ultra-high net worth clients, strong relationship management and business development, CFA/CFP preferred.
3w
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Clinique Beauty Advisor - Full Time
Charlotte, North Carolina, United States
OnsiteFull Time
Belk
Belk: Department store chain selling apparel, cosmetics, and home goods.
Provide product consultations and makeup/skincare services, drive sales, build client relationships, maintain product merchandising and hygiene standards, lift/move up to 40 lbs, and work flexible schedules including nights, weekends, and holidays.
smart phones, tablet computers, Microsoft Windows