24 client advisor jobs at 12 companies in Thomasville, NC
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
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Kernersville, NC
Kernersville, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) required or must be obtained within 60 days; life, health and long-term care insurance licenses required/obtainable within 60 days; CFP and bachelor’s degree preferred.
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
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
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.
1w
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Care Center-Client First Solutions
Greensboro or Cookeville or Orlando or Wilson
OnsiteFull Time
2+ YOEAssociate degree (or equivalent),2+ years high-level client contact or bank operations experience, proficiency with Windows and Microsoft Office, strong communication, problem-solving and leadership skills.
Windows, Microsoft Office
1d
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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
Winston Salem, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain life/accident & health and securities licenses (SIE, Series 6,7,63), CFP support, entrepreneurial drive, strong communication and time-management.
2d
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Beauty Advisor - Flex
Concord, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, meet minimum weekly hours.
2d
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Beauty Advisor - Flex
Concord, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail or client-focused experience, passion for beauty, excellent communication, ability to lift up to 50 lbs, available nights/weekends/holidays, punctual and reliable.
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.
1d
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Part-Time Beauty Advisor - Sephora
Salisbury, North Carolina, United States
$13/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math, reading, computer, and physical abilities.
handheld scanners
1d
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Associate Financial Advisor - Lexington, NC
Lexington, North Carolina, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication skills; willingness to obtain sponsored Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
2d
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Clarins Beauty Advisor - Full Time
Greensboro, North Carolina, United States
OnsiteFull Time
Drive sales through product application, client consultations, omnichannel selling, maintain product and visual standards, flexible schedule including nights/weekends/holidays, ability to lift 40 lbs, maintain state cosmetology/demonstrator credentials.
Windows
1mo
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Part-Time Beauty Advisor (Rehire/Referral)
Burlington, North Carolina, United States
$17-$22/hr OnsitePart Time
Passion for beauty, retail or client-facing experience, strong communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, basic math and computer skills, complete company training.
3w
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Clinical Care Advisor IDD (Program Consultant)
Durham or Winston-Salem or North Carolina
FieldFull Time
3+ YOEBA/BS and minimum 3 years external client-facing program management experience; North Carolina residency preferred; active NC clinical licensure (RN,LCSW,LMHC,LPC,LMFT) preferred; Microsoft Office/Excel skills.
Microsoft Excel, Microsoft Office
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