5 strategic advisor jobs at 4 companies in Davidson, NC
3w
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Strategic Risk Advisor, Senior Specialist
Charlotte or Malvern
HybridFull Time
10+ YOE10+ years of related experience, an undergraduate degree or equivalent training and experience, strategic and conceptual thinking, and strong ability to influence and persuade across organizational levels.
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.
1mo
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Client Advisor
Charlotte, North Carolina, United States
$20-$28/hr OnsitePart Time, Full Time
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
1w
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Ascent Managing Director Client Advisor
Charlotte or New York City
$197k-$241k/yr OnsiteFull Time
15+ YOEBachelor's degree in finance, accounting, or related field; 15+ years of financial services experience; 10+ years with ultra-high-net-worth clients; MBA, JD, CFP, CFA, or CPA; leadership and strategic management skills.
3mo
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Wealth Advisory Regional Director (Orlando or Tampa)
Tampa or Orlando or Charlotte
$197k-$303k/yr FieldFull Time
10+ YOE10+ years in financial services or wealth advisory, experience leading advisors with AUM accountability, Bachelor’s degree required, Series 7/24/65 required (or equivalents), CFP preferred, frequent regional travel, strong coaching and strategic growth skills.