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43 relationship advisor jobs at 25 companies in Charlotte, NC

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Financial Relationship Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years client management experience, FINRA Series 7 and 66 (or 63 and 65), client relationship and sales skills, compliance with FINRA/state licensing, strong communication and judgment.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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1w
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Service Advisor - Nissan
Concord, North Carolina, United States
$60k-$120k/yr OnsiteFull Time
Modern Automotive Network
Modern Automotive Network: Sells vehicles and provides automotive maintenance and financing.
Automotive service advisor experience preferred; requires customer service, communication, organization, time management, repair explanation, relationship-building skills, and a valid driver's license with a clean driving record.
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1mo
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Client Relationship Manager
Dallas or Frisco or Charlotte
$71k-$81k/yr OnsiteFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
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.
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3mo
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Bi-lingual Service Advisor
Indian Trail, North Carolina, United States
$70k-$100k/yr OnsiteFull Time
Hudson Automotive Group
Hudson Automotive Group: Operates a network of franchised automotive dealerships and service centers.
Bilingual, customer-focused service advisor with CRM experience; strong communication and relationship skills; yearly earnings potential $70k-$100k.
CRM Software, Customer Relationship Management
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3w
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AVP, Insurance Solutions & Advisor Enablement
Fort Mill or Charlotte or San Diego
$107k-$178k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
7+ YOE7+ years insurance sales/advisor support/wholesaling experience, 3+ years training/sales enablement, strong insurance planning knowledge, presentation and relationship skills, familiarity with advisor tech and CRM, preferred designations CLU/ChFC/CFP.
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Structured Lending Advisor I/II
Charlotte or Miami or Orlando or Atlanta
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's degree or equivalent, five years of lending advisor experience, complex credit structuring, financial statement analysis, client relationship management, communication, negotiation, and risk mitigation skills.
Probability model
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1mo
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AVP, Insurance Solutions & Advisor Enablement
Fort Mill or San Diego
$107k-$178k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
7+ YOE7+ years in insurance sales/advisor support, 3+ years delivering training/enablement; strong insurance planning knowledge, presentation and relationship skills.
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2mo
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Beauty Advisor
Monroe, North Carolina, United States
OnsiteAll Commitments Available
Ulta Beauty
Ulta BeautyNASDAQ: ULTA: Largest US beauty retailer selling cosmetics and salon services.
1+ YOEHigh school diploma preferred; 1 year relevant experience preferred; guest service focus; basic technology proficiency; build relationships; troubleshoot; team player.
Point of Sale, Apple devices
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Financial Advisor
Charlotte, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, motivation, time management, continuous learning, and US work authorization without sponsorship.
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3w
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Client Advisor
Charlotte, North Carolina, United States
$20-$28/hr OnsitePart Time, Full Time
LVMH
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
3+ YOEMinimum 3 years of experience preferred, ideally in high-end retail or customer-centric environments; requires strategic sales mindset, strong communication, relationship-building, and product-learning skills.
clienteling tools and systems
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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
HB Wealth
HB Wealth: Fiduciary wealth management and family office services for private clients.
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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2mo
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Senior Wealth Advisor
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
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2w
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Financial Advisor, Specialist
Malvern or Scottsdale or Charlotte
HybridFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
3+ YOECFP designation and FINRA Series 7,63,65/66 required; undergraduate degree or equivalent; minimum 3 years financial planning and client relationship experience; strong communication and regulatory knowledge.
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2mo
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Digital Media Advisor
Charlotte, North Carolina, United States
$95k-$145k/yr RemoteFull Time
Hearst
Hearst: Provides diversified media, information, and business services worldwide.
B2B sales experience, strong prospecting, closing, and client relationships; remote-ready.
Salesforce, Gong
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2mo
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Agency Advisor (Sales)
Richmond or Asheville or Greensboro or Winston-Salem or Charlotte
RemoteFull Time
SIA Group
SIA Group: Full-service insurance brokerage and risk management services provider.
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.
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1mo
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Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates Market
Charlotte or Charlotte or Charlotte
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOERequires Series 7 and 66 (63 & 65 in lieu), SAFE Act registration for mortgage origination, minimum 1 year financial services/sales experience, strong prospecting and relationship skills, and proficiency in Microsoft Office and Salesforce.
Salesforce, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
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Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates Market
Charlotte, North Carolina, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOESeries 7 and 66 (63/65 in lieu) required, SAFE Act registration for mortgage origination, minimum 1 year in financial services or sales, investment product knowledge, prospecting and relationship skills, Microsoft Word/PowerPoint/Excel and Salesforce proficiency.
Microsoft Word, PowerPoint, Microsoft Excel, Salesforce
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3w
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J.P. Morgan Wealth Management – Private Client Advisor - Mountain Island
Charlotte, North Carolina, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience; demonstrated client acquisition and relationship management; valid Series 7 and Series 66 (or obtain within 60 days); Life, Health & Long Term Care insurance license (or obtain within 60 days); CFP and bachelor’s degree preferred.
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1w
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Talent Advisor | Charlotte, NC (Onsite)
Charlotte, North Carolina, United States
$51k-$68k/yr OnsiteFull Time
Kelly Services
Kelly ServicesNASDAQ: KELYA: Provides global staffing and workforce management solutions.
Requires 2+ years in employee management, supervision, or team leadership, plus HR or staffing knowledge, relationship-building, communication, attention to detail, and process improvement skills.
HTML
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PWM Private Wealth Advisor
Charlotte, North Carolina, United States
$140k-$175k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
8+ YOEBachelor's or equivalent, NMLS registration required, 8+ years working with high/ultra-high net worth clients, strong relationship management and business development, CFA/CFP preferred.
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