5 client advisor jobs at 3 companies in Rocky Mount, VA
1mo
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Client Service Associate
Roanoke, Virginia, United States
$35k-$90k/yr OnsiteFull Time
Provide client support, process requests, onboard accounts, authenticate clients, and support financial advisors; strong computer, interpersonal, and organizational skills; high school diploma required, college preferred; willingness to obtain Series licenses.
Microsoft Office
2w
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Associate Financial Advisor
Reidsville, North Carolina, United States
$65k-$70k/yr OnsiteFull Time
0+ 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
4d
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Part-Time Beauty Advisor - Sephora
Roanoke, Virginia, United States
$14-$18/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and technology equipment skills.
handheld scanners
1mo
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Branch Office Administrator - Danville, VA
Danville, Virginia, United States
OnsiteFull Time
Provide administrative and client support for financial advisors including account processing, client service, scheduling, and use of MoneyGuide, Salesforce, and Microsoft Office. 6-month training provided.
MoneyGuide, Salesforce, Microsoft Office
3w
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Branch Office Administrator
Danville, Virginia, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, marketing coordination, and technology assistance while learning financial services operations and working with financial advisors.
MoneyGuide, Salesforce, Microsoft Office