75 client advisor jobs at 38 companies in Salisbury, NC
3d
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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
$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
1w
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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.
1mo
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Work From Home - Client Benefits Advisor
Concord, North Carolina, United States
RemoteFull Time
Seeking competitive, self-motivated advisors who can guide and educate interested clients remotely; coachable and comfortable with video interviews.
Zoom
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.
4d
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Wholesale Payments Client Onboarding Advisor
Orlando or Atlanta or Charlotte
OnsiteFull Time
3+ YOEBachelor's in business or equivalent,3+ years banking or project management experience,strong verbal/written communication,client management and negotiation skills,knowledge of wholesale payments,proficient in Microsoft Excel/Office/Outlook.
Microsoft Excel, Microsoft Office, Internet, Microsoft Outlook
1d
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J.P. Morgan Wealth Management – Private Client Advisor - Farmington Ridge
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, Series 7, Series 66 or 63/65, and Life, Health and Long Term Care Insurance license; CFP certification and bachelor's degree preferred.
digital technology
2mo
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BALENCIAGA Sales & Client Advisor with Keys| Charlotte Southpark
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOE3+ years retail/fashion sales experience; proven sales results; strong communication, commercial awareness, merchandising, inventory and loss-prevention skills; ability to open/close store and oversee daily operations.
2mo
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Provide client service support to financial advisors; manage client materials; ensure compliance; build client relationships; proficiency with MS Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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BALENCIAGA Sales & Client Advisor with Keys| Charlotte Southpark
Charlotte, North Carolina, United States
OnsiteFull Time
3+ years retail or fashion sales experience, proven sales results, strong verbal and written communication, commercial awareness, ability to manage multiple tasks in a fast-paced environment.
2w
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, and use Microsoft and CRM tools; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Relationship Manager
Dallas or Frisco or Charlotte
$71k-$81k/yr OnsiteFull Time
2+ YOE2+ years experience; partner with advisors to support high-net-worth clients; obtain FINRA registrations (Series 7/63/65/66) and resident life & health insurance license within 120 days; university degree preferred.
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.
5d
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Client Specialist with Athletic Background
Greensboro, North Carolina, United States
$81k-$137k/yr HybridFull Time
Preferred bachelor's in finance or business; state insurance licenses required (training provided); strong interpersonal, communication, and analytical skills; prior financial or business development experience beneficial.
2d
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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
1w
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Manager- Client Comp Processing
Fort Mill or Charlotte
$78k-$130k/yr OnsiteFull Time
5+ Mgmt5+ years leading teams, Series 99 required (obtain within 90 days if not held), experience with workforce management and advisor support, Excel and reporting skills, strong leadership and organizational abilities.
Microsoft Excel, Oracle, Salesforce, Client Works, BETA, Varicent, Microsoft Office, Tableau
2d
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Client Portfolio Manager - Greensboro, NC
Greensboro, North Carolina, United States
HybridFull Time
5+ YOEBachelor's degree in business, economics, accounting, finance, or related field; five years of investment management experience working with advisors and investment vehicles; Series 63 license required.
ETFs, mutual funds, model portfolios, institutional accounts, commingled funds, Artificial Intelligence (AI)
4w
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Financial Advisor
Charlotte, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6, 7, and 63 licenses, entrepreneurial mindset, and legal authorization to work in the US.
3w
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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.
1mo
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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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