5 client advisor jobs at 3 companies in Windsor, NC
1mo
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Strategic Advisor-Clinical Assets
Norfolk or Elizabeth City or Virginia Beach or Indianapolis
$95k-$120k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years leadership/healthcare experience, advanced Excel/PowerPoint skills, strong strategic and presentation skills, ability to travel and work onsite with clients.
Microsoft PowerPoint, Microsoft Excel, Clinical Asset Informatics
2w
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Outside Sales Advisor, No Cold-Calling
Greenville, North Carolina, United States
$1k-$125k/yr FieldFull Time
No experience required; must be self-motivated, personable, able to meet clients in person, have reliable transportation, and hold or obtain a life insurance license.
2mo
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Financial Solutions Advisor - Raleigh/Durham Market
Cary or Raleigh or Durham or Knightdale or Wake Forest or Chapel Hill or Holly Springs or Apex or Fuquay Varina or Greenville
OnsiteFull Time
1+ YOERequires Series 7 and 66 (63 or 65 in lieu of 66), SAFE Act registration, 1+ year investments experience and 1+ year financial services or sales experience; strong advisory, client management, and regulatory diligence skills.
1mo
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Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
Cary or Raleigh or Durham or Knightdale or Wake Forest or Chapel Hill or Holly Springs or Apex or Fuquay-Varina or Greenville
OnsiteFull Time
1+ YOEAbility to obtain SIE, Series 7 and Series 66 licenses within required timelines; strong client relationship, communication, time-management and sales aptitude; self-disciplined and adaptable to new technology.
1mo
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Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
Raleigh or Knightdale or Durham or Wake Forest or Chapel Hill or Holly Springs or Cary or Apex or Fuquay Varina or Greenville
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 within required timelines; SAFE Act registration for mortgage originations; high school diploma/GED; ~1 year financial services or sales experience preferred; strong client relationship and communication skills.