19 client advisor jobs at 12 companies in Spindale, NC
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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.
2d
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Senior Client Services Advisor
Hickory or Wisconsin or New York or Virginia or Utah or Texas or South Carolina or Pennsylvania or Ohio or New Hampshire or Nebraska or North Dakota or North Carolina or Oregon or Mississippi or Missouri or Michigan or Massachusetts or Louisiana or Kentucky or Kansas or Indiana or Illinois or Idaho or Washington or Iowa or Georgia or Florida or Connecticut or Colorado or California or Arizona or Arkansas or Alabama or Tennessee or Maryland
OnsiteFull Time
0+ YOEBachelor's degree in logistics or business preferred, or equivalent industry experience. Requires 0–3 years of direct industry experience, analytical ability, relationship management, and spreadsheet, database, and presentation skills.
PowerPoint
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).
3w
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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
3w
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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
3w
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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.
2mo
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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.
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
3d
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Part-Time Beauty Advisor - Sephora
Hickory, North Carolina, United States
$13/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and physical handling abilities.
handheld scanners
1w
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Part-Time Beauty Advisor - Sephora
Simpsonville, South Carolina, United States
$13/hr OnsitePart Time
Requires beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math and computer skills, and ability to lift up to 50 pounds.
handheld scanners
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
1mo
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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 Advisor Support Specialist I - Greenville, SC
Greenville, South Carolina, United States
$24-$34/hr OnsiteFull Time
Requires financial services experience, SIE and Series 99 registration or ability to obtain, investment knowledge, MS Word, Excel, PowerPoint, contact databases, strong organization, communication, and client service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Contact Management databases, Customer Identification Program (CIP), Form U4, CRD
1w
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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.
1w
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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.
2w
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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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