59 client advisor jobs at 25 companies in Middlesex, NC
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BMW CLIENT ADVISOR
Durham, North Carolina, United States
OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
Prior sales or customer service experience desired; valid driver’s license; intermediate Microsoft Office skills; ability to communicate effectively and work evenings/weekends as scheduled.
Microsoft Office
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Raleigh, NC
Raleigh, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and life/health/long-term care insurance licenses (or obtained within 60 days); CFP and bachelor's degree preferred; strong client acquisition and relationship skills.
1w
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Premier Client Advisor - PNC Wealth Management
Raleigh, North Carolina, United States
OnsiteFull Time
2+ YOERequires bachelor's degree (or equivalent), 2+ years relevant experience, FINRA Series 7 and 66 (or 63/65), life and health insurance license, strong coaching, sales, and communication skills.
2mo
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Account Advisor, Private Client Services
Raleigh, North Carolina, United States
$45k-$65k/yr OnsiteFull Time
3+ YOE3+ years insurance experience; high school or equivalent; knowledge of personal lines; P&C license; AAI/CIC/CISR preferred; strong communication and computer skills.
Outlook, Excel, Word, AMS360
1mo
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Registered Wealth Management Client Associate
Raleigh, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors; hold FINRA SIE, Series 7 and Series 66 (63/65 accepted); high school diploma/GED; proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; client-focused.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Tax Advisor
Raleigh, North Carolina, United States
$100k/yr HybridFull Time
Licensed CPA with tax preparation and planning experience; experience with QuickBooks and tax software; client communication, research, and supervisory skills.
QuickBooks, CCH Axcess Tax
2w
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Residential Advisor
Chapel Hill, North Carolina, United States
$16/hr OnsitePart Time, Temporary
Provide direct client supervision and care in a residential treatment program, document records, observe medication and urine screens, and transport residents; weekend availability required.
4d
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Financial Advisor
Cary, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
proprietary planning software
1mo
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Wealth Advisor
Chapel Hill, North Carolina, United States
OnsiteFull Time
7+ YOERequires 7+ years in investment-related business development, a bachelor's degree, CFP or CTFA designation, high-net-worth client experience, and expertise in financial, estate, retirement, and trust planning.
CRM
1w
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Beauty Advisor - Flex
Durham, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-focused experience, passion for beauty, strong communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, punctual and reliable.
1w
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Beauty Advisor - Flex
Durham, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience preferred, strong communication, ability to lift 50 lbs, availability for nights/weekends/holidays, meet minimum weekly shifts, passion for beauty and product knowledge.
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
2w
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Associate Financial Advisor
Raleigh, North Carolina, United States
$60k-$120k/yr HybridFull Time
1+ YOEFINRA Series 7 and 66 preferred (or Series 6/63), state life & health license required or must obtain within 30 days, 1+ years client-facing sales/banking/insurance experience, high coachability and communication.
1w
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Information Advisor, Large Pharma
Wayne or Durham or New Providence
$111k-$349k/yr HybridFull Time
10+ YOE10+ years in pharma data and analytics with consulting experience; expertise in AI/ML, NLP, RWE, data strategy, GTM and client advisory for pharma; strong business development and executive presence.
AI/ML, NLP, Electronic Medical Records (EMR)
1mo
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Wealth Advisor (Raleigh, NC)
Raleigh, North Carolina, United States
$85k-$145k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years experience, CFP preferred, proficiency with Microsoft Office and Salesforce, strong investment/tax/estate knowledge, ability to manage 150–250 client book and travel up to 50%.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, DocuSign, Box, Custodian Sites, Task Mgmt tools
5d
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Part-Time Beauty Advisor - Sephora
Apex, North Carolina, United States
$14/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math and computer skills, and ability to lift up to 50 pounds.
handheld scanners
4d
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Associate Financial Advisor - Durham, NC
Durham, North Carolina, United States
OnsiteFull Time
3+ 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
3w
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Senior Strategic Advisor: Pharmacy
North Carolina or South Carolina or Virginia or Durham or Tennessee
$89k-$143k/yr RemoteFull Time
5+ YOEBachelor's degree or 5+ years related experience (7+ years in lieu of degree); pharmacy or PBM experience preferred; client-facing consultative experience; strategic planning and financial analysis skills.
1d
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Outside Sales Advisor, No Cold-Calling
Greenville, North Carolina, United States
$1k-$125k/yr FieldFull Time
No experience required; must be self-motivated, personable, able to meet clients in person, have reliable transportation, and hold or obtain a life insurance license.
3w
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Credit Solutions Advisor - Cornerstone
Cary, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years mortgage origination or equivalent experience, strong consultative sales, client management, financial analysis, effective communication, ability to work weekends/extended hours, SAFE Act registration required.
MS applications
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