44 client advisor jobs at 25 companies in Davidson, NC
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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.
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.
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.
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.
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
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.
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.
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: 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
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.
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.
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.
Richmond or Asheville or Greensboro or Winston-Salem or Charlotte
RemoteFull Time
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.
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.
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.
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.
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.