7 client advisor jobs at 5 companies in Pinehurst, NC

2w
Save
Mark Applied
Hide
Client Service Associate - NR
Pinehurst, North Carolina, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
1mo
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Fayetteville, North Carolina, United States
$13/hr OnsitePart Time
Kohl's
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.
handheld scanners, multiple frequency devices
1w
Save
Mark Applied
Hide
Full-Time Beauty Lead Advisor - Sephora
Fayetteville, North Carolina, United States
$16/hr OnsiteFull Time
Kohl's
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.
1mo
Save
Mark Applied
Hide
Financial Solutions Advisor - Raleigh/Durham Market
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 America
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.
2w
Save
Mark Applied
Hide
Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
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 America
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.
2mo
Save
Mark Applied
Hide
Block Advisors CSP
Fayetteville, North Carolina, United States
OnsiteFull Time
H&R Block
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.
Microsoft Office
1mo
Save
Mark Applied
Hide
Branch Office Administrator - Pinehurst, NC
Pinehurst, North Carolina, United States
OnsiteFull Time
Edward Jones
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.
MoneyGuide, Salesforce, Microsoft Office