77 client advisor jobs at 37 companies in Mount Holly, NC
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Client Advisor
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yr OnsiteFull Time
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
1w
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Client Advisor - Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or client-related experience; commercial results; client relationship skills; POS, client tracking systems, and Microsoft Outlook proficiency; U.S. work authorization.
Point of Sales (POS) systems, Microsoft Outlook
1w
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Client Advisor - Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or relevant client experience; proven commercial results; POS, client tracking, and Microsoft Outlook proficiency; US work authorization; flexible availability.
Point of Sale (POS) systems, client tracking systems, Microsoft Outlook
3w
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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
OnsiteFull Time
Active North Carolina Insurance Agent License, high school diploma or equivalent, and prior insurance service experience. Requires communication, relationship-building, customer service, prioritization, accuracy, and responsiveness.
4w
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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
1mo
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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.
3d
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SAINT LAURENT Client Advisor Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
Preferred client-facing service experience in fashion retail, customer service, or luxury hospitality. Requires fashion passion, sales mindset, teamwork, technology adaptability, multitasking, creativity, problem-solving, and English/local-language communication.
3mo
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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.
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Mountain Island
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years financial advisor experience; demonstrated client acquisition and relationship management; valid Series 7 and Series 66 (or obtain within 60 days); Life, Health & Long Term Care insurance license (or obtain within 60 days); CFP and bachelor’s degree preferred.
1w
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Ascent Managing Director Client Advisor
Charlotte or New York City
$197k-$241k/yr OnsiteFull Time
15+ YOEBachelor's degree in finance, accounting, or related field; 15+ years of financial services experience; 10+ years with ultra-high-net-worth clients; MBA, JD, CFP, CFA, or CPA; leadership and strategic management skills.
3d
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Advisor, Client Accounting & Advisory Services
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yr RemoteFull Time
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
QuickBooks Online
2d
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Client Associate (Wealth Management)
Charlotte, North Carolina, United States
$75k-$100k/yr OnsiteFull Time
4+ YOERequires 4+ years in wealth management, financial services, client service, advisor support, brokerage operations, private banking, or related work; strong communication, organization, documentation, and operational skills.
Microsoft Office, CRM systems, custodial platforms, digital document tools, e-signature workflows
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.
2mo
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Registered Wealth Management Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
Provide client service support for Wealth Management Advisors; requires FINRA SIE, Series 7, and Series 66 (63/65 accepted); strong client focus and knowledge of investment products.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Structured Lending Advisor I/II
Charlotte or Miami or Orlando or Atlanta
OnsiteFull Time
5+ YOEBachelor's degree or equivalent, five years of lending advisor experience, complex credit structuring, financial statement analysis, client relationship management, communication, negotiation, and risk mitigation skills.
Probability model
3w
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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
2w
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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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Safety Advisor
Monroe, North Carolina, United States
FieldFull Time
3+ YOE3+ years construction safety experience; site audits, safety program development, LOTO, machine guarding, incident investigation, training delivery, and client coordination; degree in safety preferred; CHST/BCSP preferred.
2mo
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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
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