29 client advisor jobs at 10 companies in Lewisville, NC
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Mooresville, NC
Mooresville or Statesville
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; active Series 7; Series 66 (or 63/65) and life/health/long term care insurance license required or to be obtained 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
3w
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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
6h
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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.
1w
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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
1w
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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.
1w
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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.
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.
2d
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Financial Advisor Assistant
Asheboro, North Carolina, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent, minimum 10 years in financial services, Microsoft Office proficiency, knowledge of banking products and compliance regulations, and strong analytical, communication, and client service skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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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
1w
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Part-Time Beauty Advisor - Sephora
Salisbury, North Carolina, United States
$13/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and physical abilities.
handheld scanners
1w
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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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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
2w
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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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