Rutherfordton • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Rutherfordton • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Rutherfordton • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Rutherfordton • 50 milesRemote · Hybrid · Onsite · Field · All Environments
19 client advisor jobs at 13 companies in Rutherfordton, NC
2mo
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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 - South East Asheville, NC
Asheville, North Carolina, United States
OnsiteFull Time
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).
2w
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Registered Client Service Associate-Greenville, SC
Greenville, South Carolina, United States
OnsiteFull Time
6+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, onboard and maintain client accounts, process transfers, prepare reports; SIE and securities licenses required.
Client Relationship Management (CRM), Microsoft Excel
1w
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Financial Advisor
Asheville, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal authorization to work in the US without sponsorship.
Securities Industry Essentials, Series 6, Series 7, Series 63
1w
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Financial Advisor
Greenville, South Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, entrepreneurial ambition, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
planning software
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
2w
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Beauty Advisor - Flex
Greenville, South Carolina, United States
$17-$19/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; excellent communication; beauty and trend passion; product knowledge; teamwork; ability to lift and carry up to 50 pounds.
1mo
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Beauty Advisor - Flex
Greenville, South Carolina, United States
$17-$19/hr OnsiteFull Time, Part Time
Previous retail or client-focused experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, availability for nights, weekends, and holidays, and meeting minimum weekly shift/hours.
2mo
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Agency Advisor (Sales)
Richmond or Asheville or Greensboro or Winston-Salem or Charlotte
RemoteFull Time
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.
1mo
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Associate 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
4+ YOEBachelor's degree, 4+ years industry experience (3+ supporting client relationships), professional designation required (e.g., CFA or CFP), Microsoft Office and planning/CRM/portfolio reporting proficiency, strong communication and analytical skills, background/credit check.
Microsoft Office Suite, financial planning software, CRM, Portfolio reporting software
3mo
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Part-Time Beauty Advisor - Sephora
Spartanburg, South Carolina, United States
$13/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, excellent communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic computer and math skills.
handheld scanners, multiple frequency devices
2mo
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Full-Time Beauty Lead Advisor - Sephora
Spartanburg, South Carolina, United States
$16/hr OnsiteFull Time
Client-facing retail/service experience, strong communication and influencing skills, passion for beauty, ability to complete training, basic math/reading/computer skills, able to lift up to 50 lbs and stand for full shifts, availability for days/nights/weekends/holidays.
handheld scanners, multiple frequency devices
4w
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Associate Financial Advisor - Inman, SC
Inman, South Carolina, United States
OnsiteFull Time
3+ YOERequires Series 7 and Series 66 (or willingness to obtain), state insurance licenses, high school diploma (BA preferred), 3+ years securities experience preferred, strong client relationship and regulatory knowledge.
1mo
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Full-Time Beauty Lead Advisor (Rehire/Referral)
Spartanburg, South Carolina, United States
$16/hr OnsiteFull Time
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer skills, and ability to complete company training.
multiple frequency devices, handheld scanners
3w
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Premier Advisor - Greater Spartanburg, Inman & Boiling Springs, SC
Spartanburg, South Carolina, United States
OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years financial services experience (or 1 year in client relationship manager role), required FINRA/SIE/NMLS/insurance credentials, strong sales and relationship skills.
Microsoft Office
2d
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Financial Solutions Advisor Registration Candidate Consumer Investments - Woodruff Road Financial Center
Greenville, South Carolina, United States
OnsiteFull Time
Requires high school diploma or equivalent, aptitude to obtain industry licenses, client relationship experience, communication and collaboration skills, multitasking ability, and adaptability to new technology.
1d
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Financial Solutions Advisor Registration Candidate Consumer Investments - Woodruff Road Financial Center
Greenville, South Carolina, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED required; 1 year of financial services or sales experience preferred. Requires client relationship skills, financial solution recommendations, communication, collaboration, multitasking, and willingness to obtain industry licenses.
1mo
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Outside Sales Consultant / Business Performance Advisor
Greenville, South Carolina, United States
$91k-$106k/yr FieldFull Time
Consultative salesperson to identify and engage small and midsized businesses, present HR solutions, meet sales goals, and manage new client onboarding.
1w
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Branch Office Administrator - Clover, SC
Clover, South Carolina, United States
OnsiteFull Time
Provides client service, account management, administrative support, marketing assistance, and technology-enabled operations for financial advisors. Requires computer literacy, attention to detail, adaptability, and collaboration.
MoneyGuide, Salesforce, Microsoft Office
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