81 client advisor jobs at 37 companies in Gaffney, SC
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Client Advisor
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yr OnsiteFull Time
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
1w
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Client Advisor - Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or client-related experience; commercial results; client relationship skills; POS, client tracking systems, and Microsoft Outlook proficiency; U.S. work authorization.
Point of Sales (POS) systems, Microsoft Outlook
1w
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Client Advisor - Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or relevant client experience; proven commercial results; POS, client tracking, and Microsoft Outlook proficiency; US work authorization; flexible availability.
Point of Sale (POS) systems, client tracking systems, Microsoft Outlook
1mo
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Client Advisor
Charlotte, North Carolina, United States
$20-$28/hr OnsiteFull Time
Previous retail or customer-focused experience preferred; strong sales mindset, interpersonal and communication skills; willingness to learn product knowledge and clienteling tools.
clienteling tools
1mo
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Client Advisor
Charlotte, North Carolina, United States
$20-$28/hr OnsiteFull Time
Previous retail or customer-centric experience preferred; strong sales mindset, interpersonal and communication skills, willingness to learn product knowledge and clienteling tools.
1w
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Client Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
Active North Carolina Insurance Agent License, high school diploma or equivalent, and prior insurance service experience. Requires communication, relationship-building, customer service, prioritization, accuracy, and responsiveness.
3w
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Client Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
Prior sales or customer-service experience preferred, high school diploma desired, valid driver’s license required, intermediate Microsoft Office skills, ability to stand and work evenings/weekends, effective communication skills.
Microsoft Office
4d
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SAINT LAURENT Client Advisor Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
Preferred client-facing service experience in fashion retail, customer service, or luxury hospitality. Requires fashion passion, sales mindset, teamwork, technology adaptability, multitasking, creativity, problem-solving, and English/local-language communication.
3mo
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Client Services Advisor
Hickory, North Carolina, United States
OnsiteFull Time
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.
4d
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Asset Management - Client Advisor - RIA Channel - Southeast
Atlanta or Charlotte or Research Triangle Park
FieldFull Time
Bachelor’s degree, Series 7 and 63 securities licenses, client relationship management experience, strong communication and presentation skills, collaborative ability, and willingness to travel weekly.
1d
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Senior Client Services Advisor
Hickory or Wisconsin or New York or Virginia or Utah or Texas or South Carolina or Pennsylvania or Ohio or New Hampshire or Nebraska or North Dakota or North Carolina or Oregon or Mississippi or Missouri or Michigan or Massachusetts or Louisiana or Kentucky or Kansas or Indiana or Illinois or Idaho or Washington or Iowa or Georgia or Florida or Connecticut or Colorado or California or Arizona or Arkansas or Alabama or Tennessee or Maryland
OnsiteFull Time
0+ YOEBachelor's degree in logistics or business preferred, or equivalent industry experience. Requires 0–3 years of direct industry experience, analytical ability, relationship management, and spreadsheet, database, and presentation skills.
PowerPoint
1w
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Ascent Managing Director Client Advisor
Charlotte or New York City
$197k-$241k/yr OnsiteFull Time
15+ YOEBachelor's degree in finance, accounting, or related field; 15+ years of financial services experience; 10+ years with ultra-high-net-worth clients; MBA, JD, CFP, CFA, or CPA; leadership and strategic management skills.
4d
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Advisor, Client Accounting & Advisory Services
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yr RemoteFull Time
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
QuickBooks Online
4d
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Client Associate (Wealth Management)
Charlotte, North Carolina, United States
$75k-$100k/yr OnsiteFull Time
4+ YOERequires 4+ years in wealth management, financial services, client service, advisor support, brokerage operations, private banking, or related work; strong communication, organization, documentation, and operational skills.
Microsoft Office, CRM systems, custodial platforms, digital document tools, e-signature workflows
3mo
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Senior Wealth Advisor
Charlotte, North Carolina, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor's in finance/business/economics preferred; strong communication and sales orientation.
21h
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Client Experience Consultant - Wealth Planning
Fort Mill or Charlotte
$70k-$117k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent education and experience, 3+ years in customer experience, client service, advisor support, onboarding, or financial services, plus presentation and professional communication experience.
21h
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Client Experience Consultant - Wealth Planning
Fort Mill or Charlotte
$70k-$117k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent education and experience, 3+ years in customer experience, client service, advisor support, onboarding, or financial services, plus presentation and professional communication experience.
2mo
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Registered Wealth Management Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
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
3w
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Registered Client Service Associate-Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service clients across channels, onboard and maintain client accounts, process transfers, prepare reports; SIE and Series exams required; HS diploma and ~1 year industry experience preferred.
Client Relationship Management (CRM), Microsoft Excel
1w
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Structured Lending Advisor I/II
Charlotte or Miami or Orlando or Atlanta
OnsiteFull Time
5+ YOEBachelor's degree or equivalent, five years of lending advisor experience, complex credit structuring, financial statement analysis, client relationship management, communication, negotiation, and risk mitigation skills.
Probability model
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