6 client advisor jobs at 6 companies in Morganton, NC
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Client Services Advisor
Hickory, North Carolina, United States
OnsiteFull Time
Transportation Insight: Provides third-party logistics and multi-modal transportation management solutions.
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.
J.P. Morgan Wealth Management – Private Client Advisor - South East Asheville, NC
Asheville, North Carolina, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or obtain within 60 days); life, health and long term care insurance license (or obtain within 60 days).
CooperRiis: Provides residential mental health treatment and therapeutic community services.
Provide relationship-oriented coaching and support to adults with mental illness; ensure health and safety, transport clients, complete documentation; must be 21+, have valid driver’s license and clean driving record.
Richmond or Asheville or Greensboro or Winston-Salem or Charlotte
RemoteFull Time
SIA Group: Full-service insurance brokerage and risk management services provider.
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.
Salisbury or Concord or Charlotte or Cornelius or Kannapolis or Statesville
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOESeries 7 and 66/63/65 licenses,1+ year investments and financial services experience, sales orientation, regulatory compliance (SAFE when applicable), strong communication and client advisory skills.
Financial Advisor - Asheville, NC - Market 17, Region 084
Asheville, North Carolina, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Ability to build client relationships, obtain SIE/Series 7/66 and state insurance licenses (or obtain during paid study), willingness to complete firm training; bachelor's degree preferred or relevant experience.