36 client advisor jobs at 19 companies in Wilson, NC
3d
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KIA Client Advisor
Cary, 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, valid driver’s license, ability to stand and interact with customers, intermediate Microsoft Office skills, ability to work evenings/weekends/holidays.
Microsoft Office
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Raleigh, NC
Raleigh, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and life/health/long-term care insurance licenses (or obtained within 60 days); CFP and bachelor's degree preferred; strong client acquisition and relationship skills.
1w
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Premier Client Advisor - PNC Wealth Management
Raleigh, North Carolina, United States
OnsiteFull Time
2+ YOERequires bachelor's degree (or equivalent), 2+ years relevant experience, FINRA Series 7 and 66 (or 63/65), life and health insurance license, strong coaching, sales, and communication skills.
2mo
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Account Advisor, Private Client Services
Raleigh, North Carolina, United States
$45k-$65k/yr OnsiteFull Time
3+ YOE3+ years insurance experience; high school or equivalent; knowledge of personal lines; P&C license; AAI/CIC/CISR preferred; strong communication and computer skills.
Outlook, Excel, Word, AMS360
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
1mo
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Registered Wealth Management Client Associate
Raleigh, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors; hold FINRA SIE, Series 7 and Series 66 (63/65 accepted); high school diploma/GED; proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; client-focused.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Tax Advisor
Raleigh, North Carolina, United States
$100k/yr HybridFull Time
Licensed CPA with tax preparation and planning experience; experience with QuickBooks and tax software; client communication, research, and supervisory skills.
QuickBooks, CCH Axcess Tax
4w
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Financial Advisor
Raleigh, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial and client-facing experience, licensure required (Life/Accident & Health, SIE, Series 6,7,63); CFP support and legal US work authorization required.
6d
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Senior Trust Advisor
Raleigh or Charlotte
OnsiteFull Time
8+ YOEProvide fiduciary trust and estate administration, advise clients on complex fiduciary strategies, bachelor’s degree required, 8+ years trust experience, CTFA/CFP preferred, Microsoft Office proficiency.
Microsoft Office
1w
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Associate Financial Advisor
Raleigh, North Carolina, United States
$60k-$120k/yr HybridFull Time
1+ YOEFINRA Series 7 and 66 preferred (or Series 6/63), state life & health license required or must obtain within 30 days, 1+ years client-facing sales/banking/insurance experience, high coachability and communication.
2mo
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Beauty Advisor - Part Time
Raleigh, North Carolina, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience, strong communication and product knowledge, ability to lift up to 50 lbs, availability for peak hours including nights/weekends/holidays, and meeting minimum weekly hours.
1mo
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Wealth Advisor (Raleigh, NC)
Raleigh, North Carolina, United States
$85k-$145k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years experience, CFP preferred, proficiency with Microsoft Office and Salesforce, strong investment/tax/estate knowledge, ability to manage 150–250 client book and travel up to 50%.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, DocuSign, Box, Custodian Sites, Task Mgmt tools
2d
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Part-Time Beauty Advisor - Sephora
Raleigh, North Carolina, United States
$13/hr OnsitePart Time
Client-facing retail experience, authentic passion for beauty, flexible availability including nights/weekends/holidays, ability to lift up to 50+ lbs, basic math/reading/computer skills.
3w
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Credit Solutions Advisor - Cornerstone
Cary, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years mortgage origination or equivalent experience, strong consultative sales, client management, financial analysis, effective communication, ability to work weekends/extended hours, SAFE Act registration required.
MS applications
2mo
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Part-Time Beauty Advisor (Rehire/Referral)
Knightdale, North Carolina, United States
$14/hr OnsitePart Time
Authentic passion for beauty, client-facing retail or service experience, excellent communication, basic math/computer skills, ability to lift up to 50 lbs and stand for full shifts, availability for days, nights, and weekends.
multiple frequency devices, handheld scanners
2w
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Estee Lauder Beauty Advisor - Full Time
Wilson, North Carolina, United States
OnsiteFull Time
Drive sales and build client relationships through product consultations, makeup/skincare application, clienteling, merchandising, ability to lift 40 lbs, flexible availability (nights/weekends/holidays), and maintain state cosmetology/demonstrator licenses if required.
Microsoft Windows
3w
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Real Estate Senior Tax Advisor
Raleigh, North Carolina, United States
$110k/yr RemoteFull Time
5+ YOECPA or EA, bachelor\u0000s degree in accounting/tax, 5+ years real estate tax experience, client-facing advisory skills, tax planning software experience, strong communication and research skills.
Zoom, BNA Tax Planner, CCH ProSystem fx Planning
3w
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Advisor Productivity & AI Tools Product Specialist
Raleigh, North Carolina, United States
OnsiteFull Time
6+ YOEBachelor's degree or equivalent,6+ years client-service experience preferred,experience with wealth/advisor technology,CRM and workflow tools,vendor evaluation,requirements gathering,and strong communication skills.
Dynamics 365, Jira, Azure DevOps, Visio
3w
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Wealth Management Associate
Raleigh, North Carolina, United States
$60k-$70k/yr HybridFull Time
Provide administrative and financial planning support for high-net-worth clients; assist advisors, prepare financial recommendations, and maintain client relationships.
2d
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Branch Office Administrator - Raleigh, NC
Raleigh, North Carolina, United States
OnsiteFull Time
Provide administrative and client support for financial advisors; strong attention to detail, client service, account management, technology literacy (MoneyGuide, Salesforce, Microsoft Office), and teamwork.
MoneyGuide, Salesforce, Microsoft Office
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