54 client advisor jobs at 33 companies in Hickory, NC
4d
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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.
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
1w
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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
1w
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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.
1mo
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Work From Home - Client Benefits Advisor
Concord, North Carolina, United States
RemoteFull Time
Seeking competitive, self-motivated advisors who can guide and educate interested clients remotely; coachable and comfortable with video interviews.
Zoom
2mo
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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.
5d
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Wholesale Payments Client Onboarding Advisor
Orlando or Atlanta or Charlotte
OnsiteFull Time
3+ YOEBachelor's in business or equivalent,3+ years banking or project management experience,strong verbal/written communication,client management and negotiation skills,knowledge of wholesale payments,proficient in Microsoft Excel/Office/Outlook.
Microsoft Excel, Microsoft Office, Internet, Microsoft Outlook
2d
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J.P. Morgan Wealth Management – Private Client Advisor - Farmington Ridge
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, Series 7, Series 66 or 63/65, and Life, Health and Long Term Care Insurance license; CFP certification and bachelor's degree preferred.
digital technology
2mo
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BALENCIAGA Sales & Client Advisor with Keys| Charlotte Southpark
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOE3+ years retail/fashion sales experience; proven sales results; strong communication, commercial awareness, merchandising, inventory and loss-prevention skills; ability to open/close store and oversee daily operations.
2mo
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BALENCIAGA Sales & Client Advisor with Keys| Charlotte Southpark
Charlotte, North Carolina, United States
OnsiteFull Time
3+ years retail or fashion sales experience, proven sales results, strong verbal and written communication, commercial awareness, ability to manage multiple tasks in a fast-paced environment.
1mo
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Client Relationship Manager
Dallas or Frisco or Charlotte
$71k-$81k/yr OnsiteFull Time
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.
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.
3d
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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
1d
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Financial Advisor
Charlotte, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, motivation, time management, continuous learning, and US work authorization without sponsorship.
1mo
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Wealth Advisor
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
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
4d
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Beauty Advisor - Flex
Concord, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-focused experience, passion for beauty, excellent communication, ability to lift up to 50 lbs, available nights/weekends/holidays, punctual and reliable.
3d
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Beauty Advisor - Flex
Concord, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, meet minimum weekly hours.
5d
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Financial Advisor, Specialist
Malvern or Scottsdale or Charlotte
HybridFull Time
3+ YOECFP designation and FINRA Series 7,63,65/66 required; undergraduate degree or equivalent; minimum 3 years financial planning and client relationship experience; strong communication and regulatory knowledge.
3d
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Financial Relationship Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years client management experience, FINRA Series 7 and 66 (or 63 and 65), client relationship and sales skills, compliance with FINRA/state licensing, strong communication and judgment.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1w
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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
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.
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