1mo
Save
Mark Applied
Hide
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.
5d
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
Client Service Associate - NR
Pinehurst, North Carolina, United States
OnsiteFull Time
2+ YOEProvide administrative and client service support for Financial Advisors, including opening and maintaining client accounts, clerical tasks, and use of Microsoft Office; requires high school diploma and 2 years clerical/related experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Residential Advisor
Chapel Hill, North Carolina, United States
$16/hr OnsitePart Time, Temporary
Provide direct client supervision and care in a residential treatment program, document records, observe medication and urine screens, and transport residents; weekend availability required.
1mo
Save
Mark Applied
Hide
Beauty Advisor - Flex
Raleigh, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Previous retail/hospitality/client-facing experience, excellent communication, ability to lift 50 lbs, meet minimum weekly hours, and be available nights, weekends, and holidays.
1mo
Save
Mark Applied
Hide
Beauty Advisor - Flex
Raleigh, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, availability for nights, weekends, and holidays, and meeting minimum weekly shift/hours.
3d
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
Insurance Producer / Client Advisor
Raleigh, North Carolina, United States
$50k-$100k/yr OnsiteFull Time
Sales-focused, relationship-driven, competitive, self-motivated individuals with entrepreneurial mindset; no prior insurance experience required.
1mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Fuquay-Varina, North Carolina, United States
$14/hr OnsitePart Time
Client-facing retail or service experience, passion for beauty, strong written and verbal communication, flexible availability including nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
handheld scanners
2w
Save
Mark Applied
Hide
Credit Solutions Advisor - Cornerstone
Cary, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years mortgage origination or equivalent experience, strong consultative sales, client management, financial analysis, effective communication, ability to work weekends/extended hours, SAFE Act registration required.
MS applications
2mo
Save
Mark Applied
Hide
Part-Time Beauty Advisor (Rehire/Referral)
Knightdale, North Carolina, United States
$14/hr OnsitePart Time
Authentic passion for beauty, client-facing retail or service experience, excellent communication, basic math/computer skills, ability to lift up to 50 lbs and stand for full shifts, availability for days, nights, and weekends.
multiple frequency devices, handheld scanners
1w
Save
Mark Applied
Hide
Estee Lauder Beauty Advisor - Full Time
Wilson, North Carolina, United States
OnsiteFull Time
Drive sales and build client relationships through product consultations, makeup/skincare application, clienteling, merchandising, ability to lift 40 lbs, flexible availability (nights/weekends/holidays), and maintain state cosmetology/demonstrator licenses if required.
Microsoft Windows
2w
Save
Mark Applied
Hide
Real Estate Senior Tax Advisor
Raleigh, North Carolina, United States
$110k/yr RemoteFull Time
5+ YOECPA or EA, bachelor\u0000s degree in accounting/tax, 5+ years real estate tax experience, client-facing advisory skills, tax planning software experience, strong communication and research skills.
Zoom, BNA Tax Planner, CCH ProSystem fx Planning
2w
Save
Mark Applied
Hide
Wealth Management Associate
Raleigh, North Carolina, United States
$60k-$70k/yr HybridFull Time
Provide administrative and financial planning support for high-net-worth clients; assist advisors, prepare financial recommendations, and maintain client relationships.
2mo
Save
Mark Applied
Hide
Block Advisors CSP
Fayetteville, North Carolina, United States
OnsiteFull Time
Customer service experience in fast-paced environments, ability to multi-task, strong organizational/time-management skills, and computer proficiency with Microsoft Office.
Microsoft Office
2mo
Save
Mark Applied
Hide
Block Advisors CSP
Fayetteville, North Carolina, United States
OnsiteFull Time
H&R Block: Tax preparation and personal financial services provider.
High school diploma or equivalent; flexible schedule/multiple locations; sales/marketing experience.
Microsoft Office
Explore Jobs