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51 client advisor jobs at 21 companies in Durham, NC

1w
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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
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1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Raleigh, NC
Raleigh, North Carolina, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
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1w
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Premier Client Advisor - PNC Wealth Management
Raleigh, North Carolina, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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.
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2mo
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Account Advisor, Private Client Services
Raleigh, North Carolina, United States
$45k-$65k/yr OnsiteFull Time
Insurance Doctor Agency of North Carolina
Insurance Doctor Agency of North Carolina: Independent insurance agency providing client-focused insurance services.
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
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1mo
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Registered Wealth Management Client Associate
Raleigh, North Carolina, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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1w
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Tax Advisor
Raleigh, North Carolina, United States
$100k/yr HybridFull Time
Holden Moss Knott CPAs
Holden Moss Knott CPAs: Accounting and tax services firm for small businesses
Licensed CPA with tax preparation and planning experience; experience with QuickBooks and tax software; client communication, research, and supervisory skills.
QuickBooks, CCH Axcess Tax
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1w
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Residential Advisor
Chapel Hill, North Carolina, United States
$16/hr OnsitePart Time, Temporary
University of North Carolina at Chapel Hill
University of North Carolina at Chapel Hill: Public research university offering undergraduate and graduate degree programs.
Provide direct client supervision and care in a residential treatment program, document records, observe medication and urine screens, and transport residents; weekend availability required.
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4w
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Financial Advisor
Raleigh, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, entrepreneurial and client-facing experience, licensure required (Life/Accident & Health, SIE, Series 6,7,63); CFP support and legal US work authorization required.
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1d
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Beauty Advisor - Flex
Durham, 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-focused experience, passion for beauty, strong communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, punctual and reliable.
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2d
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Beauty Advisor - Flex
Durham, 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, strong communication, ability to lift 50 lbs, availability for nights/weekends/holidays, meet minimum weekly shifts, passion for beauty and product knowledge.
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6d
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Senior Trust Advisor
Raleigh or Charlotte
OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
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
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1w
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Associate Financial Advisor
Raleigh, North Carolina, United States
$60k-$120k/yr HybridFull Time
Wisepath Financial Group
Wisepath Financial Group: Providing personalized wealth management and comprehensive estate planning services.
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.
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3d
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Information Advisor, Large Pharma
Wayne or Durham or New Providence
$111k-$349k/yr HybridFull Time
IQVIA
IQVIANYSE: IQV: Provides clinical research and healthcare data analytics services.
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)
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1mo
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Wealth Advisor (Raleigh, NC)
Raleigh, North Carolina, United States
$85k-$145k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
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
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2d
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Part-Time Beauty Advisor - Sephora
Raleigh, North Carolina, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, authentic passion for beauty, flexible availability including nights/weekends/holidays, ability to lift up to 50+ lbs, basic math/reading/computer skills.
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2w
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Senior Strategic Advisor: Pharmacy
North Carolina or South Carolina or Virginia or Durham or Tennessee
$89k-$143k/yr RemoteFull Time
Blue Cross and Blue Shield of North Carolina
Blue Cross and Blue Shield of North Carolina: Provides health insurance and medical benefit plans to members.
5+ YOEBachelor's degree or 5+ years related experience (7+ years in lieu of degree); pharmacy or PBM experience preferred; client-facing consultative experience; strategic planning and financial analysis skills.
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3w
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Credit Solutions Advisor - Cornerstone
Cary, North Carolina, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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1mo
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Part-Time Beauty Advisor (Rehire/Referral)
Burlington, North Carolina, United States
$17-$22/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, retail or client-facing experience, strong communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, basic math and computer skills, complete company training.
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3w
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Real Estate Senior Tax Advisor
Raleigh, North Carolina, United States
$110k/yr RemoteFull Time
Hall CPA
Hall CPA: Provides specialized tax and accounting services for real estate investors.
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
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3w
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Clinical Care Advisor IDD (Program Consultant)
Durham or Winston-Salem or North Carolina
FieldFull Time
Elevance Health
Elevance HealthNYSE: ELV: Provides health insurance plans and integrated healthcare services.
3+ YOEBA/BS and minimum 3 years external client-facing program management experience; North Carolina residency preferred; active NC clinical licensure (RN,LCSW,LMHC,LPC,LMFT) preferred; Microsoft Office/Excel skills.
Microsoft Excel, Microsoft Office
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