2+ YOEProvide administrative and client service support for Financial Advisors, including opening and maintaining client accounts, clerical tasks, and use of Microsoft Office; requires high school diploma and 2 years clerical/related experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete required training.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, strong communication and influencing skills, ability to lift up to 50+ lbs, complete company training, and availability to work days, nights, weekends and holidays.
Cary or Raleigh or Durham or Knightdale or Wake Forest or Chapel Hill or Holly Springs or Apex or Fuquay Varina or Greenville
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOERequires Series 7 and 66 (63 or 65 in lieu of 66), SAFE Act registration, 1+ year investments experience and 1+ year financial services or sales experience; strong advisory, client management, and regulatory diligence skills.
Cary or Raleigh or Durham or Knightdale or Wake Forest or Chapel Hill or Holly Springs or Apex or Fuquay-Varina or Greenville
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEAbility to obtain SIE, Series 7 and Series 66 licenses within required timelines; strong client relationship, communication, time-management and sales aptitude; self-disciplined and adaptable to new technology.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
Customer service experience in fast-paced environments, ability to multi-task, strong organizational/time-management skills, and computer proficiency with Microsoft Office.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and account support for financial advisors; perform administrative and operational tasks; strong computer literacy with MoneyGuide, Salesforce, and Microsoft Office; analytical, detail-oriented, and collaborative.