18 client advisor jobs at 10 companies in Eden, NC
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Kernersville, NC
Kernersville, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) required or must be obtained within 60 days; life, health and long-term care insurance licenses required/obtainable within 60 days; CFP and bachelor’s degree preferred.
2mo
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Provide client service support to financial advisors; manage client materials; ensure compliance; build client relationships; proficiency with MS Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, follow policies, and promote banking and investment solutions; strong communication and technology skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2w
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, and use Microsoft and CRM tools; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5d
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Client Specialist with Athletic Background
Greensboro, North Carolina, United States
$81k-$137k/yr HybridFull Time
Preferred bachelor's in finance or business; state insurance licenses required (training provided); strong interpersonal, communication, and analytical skills; prior financial or business development experience beneficial.
1mo
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure timely and accurate client materials, promote banking solutions, and use technology platforms. High school diploma and 1 year experience required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Care Center-Client First Solutions
Greensboro or Cookeville or Orlando or Wilson
OnsiteFull Time
2+ YOEAssociate degree (or equivalent),2+ years high-level client contact or bank operations experience, proficiency with Windows and Microsoft Office, strong communication, problem-solving and leadership skills.
Windows, Microsoft Office
2d
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Client Portfolio Manager - Greensboro, NC
Greensboro, North Carolina, United States
HybridFull Time
5+ YOEBachelor's degree in business, economics, accounting, finance, or related field; five years of investment management experience working with advisors and investment vehicles; Series 63 license required.
ETFs, mutual funds, model portfolios, institutional accounts, commingled funds, Artificial Intelligence (AI)
4w
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Financial Advisor
Winston Salem, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain life/accident & health and securities licenses (SIE, Series 6,7,63), CFP support, entrepreneurial drive, strong communication and time-management.
4w
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Financial Advisor
Greensboro, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Build client base, obtain insurance and securities licenses (Life/Accident & Health, SIE, Series 6/7/63), deliver holistic financial plans, strong relationship-building and communication skills, bachelor’s degree preferred, US work authorization required.
2mo
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Agency Advisor (Sales)
Richmond or Asheville or Greensboro or Winston-Salem or Charlotte
RemoteFull Time
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.
3d
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Clarins Beauty Advisor - Full Time
Greensboro, North Carolina, United States
OnsiteFull Time
Drive sales through product application, client consultations, omnichannel selling, maintain product and visual standards, flexible schedule including nights/weekends/holidays, ability to lift 40 lbs, maintain state cosmetology/demonstrator credentials.
Windows
1mo
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Part-Time Beauty Advisor (Rehire/Referral)
Burlington, North Carolina, United States
$17-$22/hr OnsitePart Time
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.
3w
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Clinical Care Advisor IDD (Program Consultant)
Durham or Winston-Salem or North Carolina
FieldFull Time
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
1d
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Financial Solutions Advisor Consumer Investments - Greensboro Area
Winston-Salem or Kernersville or Greensboro or High Point
OnsiteFull Time
1+ YOERequires Series 7 and 66 or equivalent licenses, one year of investments and financial services or sales experience, high school diploma/GED, strong client communication, relationship-building, organization, and regulatory due diligence skills.
SAFE Act
2mo
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Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC
Winston Salem, North Carolina, United States
OnsiteFull Time
Ability to obtain SIE, Series 7 and Series 66 licenses; comfortable in a sales role; strong communication, time management, regulatory diligence, and client relationship skills.
1mo
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Branch Office Administrator - Danville, VA
Danville, Virginia, United States
OnsiteFull Time
Provide administrative and client support for financial advisors including account processing, client service, scheduling, and use of MoneyGuide, Salesforce, and Microsoft Office. 6-month training provided.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator- High Point, NC
High Point, North Carolina, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle client communications, and use firm systems (MoneyGuide, Salesforce, Microsoft Office). Comprehensive training provided.
MoneyGuide, Salesforce, Microsoft Office
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