71 senior advisor jobs at 41 companies in Salisbury, NC
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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.
4w
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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
3mo
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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.
3w
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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
1mo
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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
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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
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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
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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
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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
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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
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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.
2w
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Compliance Advisor
Des Moines or Kansas or Wichita or North Carolina or Charlotte or Chicago or Minnesota or Minneapolis or Los Angeles or New York City
$110k-$148k/yr OnsiteFull Time
6+ YOERequires 6+ years of financial services compliance experience, including 2+ years in compliance risk testing, a bachelor's degree or equivalent, group insurance knowledge, and strong analytical and communication skills.
1w
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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.
4w
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HSE Advisor
High Point, North Carolina, United States
$89k-$103k/yr HybridFull Time
5+ YOEBachelor's in EHS or related (or equivalent experience), 5+ years HSE experience in manufacturing, OSHA/EPA knowledge, PSM experience preferred, safety training and incident investigation skills.
Microsoft Office, SAP, Enablon
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
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
1d
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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
1w
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Portfolio Advisor 3
Greensboro, North Carolina, United States
OnsiteFull Time
5+ YOEBachelor’s degree and 5 years of related experience required. Requires portfolio management expertise, communication, analytical and organizational skills, and Series 65 licensure within 60 days; MBA or CFA preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1d
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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
3d
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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
2mo
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Lead Advisor - New Market - Charlotte, NC
Charlotte or Tampa
$150k-$350k/yr RemoteFull Time
6+ YOECFP/CPA/CFA/JD required (or obtain Series 65 within 120 days if not CFP), four-year degree required, 6+ years financial/estate planning experience, expertise in estate/tax/retirement/insurance/investment planning, strong communication and leadership skills.
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