20 client advisor jobs at 9 companies in King, NC
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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.
1mo
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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
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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
1w
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Client Specialist with Athletic Background
Greensboro, North Carolina, United States
$81k-$137k/yr OnsiteFull Time
Bachelor's degree in finance, business, or a related field preferred. Insurance or financial services experience beneficial but not required. Strong communication, interpersonal, analytical, and relationship-building skills required.
2w
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Financial Advisor
Winston-Salem, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, entrepreneurial drive, and US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
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Beauty Advisor - Part Time
Winston-Salem, North Carolina, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication and interpersonal skills; product-learning ability; and capacity to lift and carry up to 50 pounds.
1w
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Beauty Advisor - Part Time
Winston-Salem, North Carolina, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication and interpersonal skills; beauty and product knowledge; teamwork; and ability to lift and carry up to 50 pounds.
1w
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Beauty Advisor - Part Time
Winston-Salem, North Carolina, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires beauty passion, communication, product-learning ability, teamwork, reliability, and ability to lift up to 50 pounds.
2w
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Associate Financial Advisor
Reidsville, North Carolina, United States
$65k-$70k/yr OnsiteFull Time
0+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication and goal orientation; willingness to obtain Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
1d
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Part-Time Beauty Advisor - Sephora
Winston-Salem, North Carolina, United States
$14/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible day/night/weekend/holiday availability, basic math, reading, computer, and physical abilities.
handheld scanners
3w
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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
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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
4w
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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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