74 senior advisor jobs at 42 companies in Davidson, NC
3mo
Save
Mark Applied
Hide
Senior Wealth Advisor
Charlotte, North Carolina, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor's in finance/business/economics preferred; strong communication and sales orientation.
3mo
Save
Mark Applied
Hide
Senior Wealth Advisor
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
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.
4w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Senior Advisor, Resource Integration, Registration & Certification
Charlotte, North Carolina, United States
HybridFull Time
10+ YOEBachelor's degree in electrical engineering or related field, or equivalent experience; 10 years of energy industry experience; knowledge of NERC standards and bulk-power operations; strong analytical, communication, and project skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint
2mo
Save
Mark Applied
Hide
Senior Retirement Plan Advisor
Atlanta or Charlotte
$75k-$132k/yr OnsiteFull Time
5+ YOEManage 30–50 retirement plan client relationships; 5+ years retirement plan experience; Series 65 required; strong plan design, compliance, and investment knowledge; Microsoft Office/CRM/MS Teams/Zoom proficiency; excellent communication.
Microsoft Office, CRM, Microsoft Teams, Zoom
3w
Save
Mark Applied
Hide
Strategic Risk Advisor, Senior Specialist
Charlotte or Malvern
HybridFull Time
10+ YOERequires 10+ years of related experience, an undergraduate degree or equivalent training and experience, strategic thinking, and strong influencing and persuasion skills. Graduate degree preferred.
3mo
Save
Mark Applied
Hide
Senior Home Lending Advisor, Concord, NC
Concord or Harrisburg or Mooresville
OnsiteFull Time
3+ YOE3+ years mortgage lending and proven sales experience in retail banking; knowledge of FHA, VA, FNMA, and FHLMC guidelines; excellent communication skills.
1mo
Save
Mark Applied
Hide
AVP, Insurance Solutions & Advisor Enablement
Fort Mill or Charlotte or San Diego
$107k-$178k/yr OnsiteFull Time
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.
2mo
Save
Mark Applied
Hide
Senior Advisor, Financial Services | Forensic and Litigation Consulting
Atlanta or Washington or Dallas or Charlotte or Denver or Los Angeles or New York City or Miami or Chicago
$162k-$507k/yr HybridFull Time
10+ YOE10+ years in financial services (banking, compliance, risk), expert witness or litigation support experience preferred, strong analytical and communication skills, ability to analyze financial documents and provide testimony.
1w
Save
Mark Applied
Hide
Structured Lending Advisor I/II
Charlotte or Miami or Orlando or Atlanta
OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
Senior Global Treasury & Payments Advisor
San Diego or Charlotte or New York
$120k-$192k/yr HybridFull Time
6+ YOEBachelor's+6 years or HS/GED+10 years in Treasury Management/Liquidity/Corporate Banking. Strong consultative sales, client engagement, analytical skills, and familiarity with treasury management systems.
1mo
Save
Mark Applied
Hide
AVP, Insurance Solutions & Advisor Enablement
Fort Mill or San Diego
$107k-$178k/yr OnsiteFull Time
7+ YOE7+ years in insurance sales/advisor support, 3+ years delivering training/enablement; strong insurance planning knowledge, presentation and relationship skills.
1d
Save
Mark Applied
Hide
Advisor, Labor
Raleigh or Charlotte or Washington
$173k-$195k/yr HybridPart Time
6+ YOEMaster's degree and 6+ years of experience or equivalent; requires event planning, coalition building, labor or community organization experience, project management, independent work, and deadline adherence.
1w
Save
Mark Applied
Hide
Client Advisor
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yr OnsiteFull Time
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
1mo
Save
Mark Applied
Hide
Sales Advisor
Rock Hill, South Carolina, United States
$50k-$175k/yr FieldFull Time
5+ YOE5+ years direct-to-consumer sales experience, proven performance, proficiency with Microsoft Office, valid driver’s license, pass background check, comfortable with phone and virtual meetings.
Microsoft Office
2mo
Save
Mark Applied
Hide
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
2d
Save
Mark Applied
Hide
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
2d
Save
Mark Applied
Hide
Operations Advisor - Charlotte
Charlotte or Plano
$99k-$105k/yr FieldFull Time
8+ YOERequires 8+ years of restaurant, retail, food and beverage, or similar operations experience; multi-level restaurant leadership, coaching, problem-solving, Microsoft Office proficiency, and willingness to travel about 70%.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
Save
Mark Applied
Hide
Regional Service Advisor
Chino or Rock Hill
FieldFull Time
5+ YOERequires 5–8 years servicing forklifts or material handling equipment, dealer-network experience, technical diagnostics, driver's license, travel availability, and an associate degree, technical certification, or equivalent experience.
Microsoft Office, Customer Relationship Management (CRM), field service management software
4d
Save
Mark Applied
Hide
Advisor, Client Accounting & Advisory Services
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yr RemoteFull Time
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
QuickBooks Online
Explore Jobs