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Client advisor Jobs in Raleigh, NC

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Client advisor • raleigh nc

Last updated: 8 days ago

Financial Advisor - Private Client Group

sun trust investment servicesRaleigh, NC, United States
Full-time

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients... Show more

Senior Yacht Insurance Private Client Advisor (Remote)

marsh mc lennanRaleigh, NC, United States
$66,000.00–$123,100.00 yearly
Full-time

Yacht Senior Private Client Advisor.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.More than 1,000 of the industry's bri... Show more

J.P. Morgan Wealth Management Private Client Advisor - Raleigh, NC

chaseRaleigh, NC, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Beauty Advisor

ulta beautyRaleigh, North Carolina, United States
Full-time

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more

Financial Advisor

firstcommandfinancialservicesRaleigh, NC, US
Full-time

Financial Advisor Jobs at First Command:.Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reputati... Show more

Financial Advisor

northwestern mutualCary, NC, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Advisor

pinnacle bankRaleigh, NC, United States
Full-time

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful.We work to ensure that every associate embraces what makes Pinnacle di... Show more

Financial Advisor

fidelity bankCary, NC, United States
Full-time

The Financial Advisor is the primary advisor for clients typically in the $250K - $2MM segment (and may support "Prime" relationships as designed), delivering a structured advice experience includi... Show more

Client Advisor, Dental Segment

aprioRaleigh, NC, United States
$110,900.00–$172,200.00 yearly
Full-time

Join Aprio's Healthcare Services Outsourcing team and you will help clients maximize their opportunities.Aprio is a progressive, fast-growing firm looking for an Advisor to join their dynamic team.... Show more

Safety Advisor

mister sparky raleigh ncRaleigh, NC, US
$80,000.00–$120,000.00 yearly
Full-time

Mister Sparky is expanding, and we are looking for a high-energy, customer-focused.Electrical Sales Specialist (Safety Advisor).If you excel at building rapport with homeowners, educating clients o... Show more

Account Advisor, Private Client Services

independent insurance agents north carolinaRaleigh, NC, United States
$45,000.00–$65,000.00 yearly
Full-time

Independent Insurance Agent Position.Servicing, retention, and rounding of personal insurance accounts.Responsible for all service-related activities within the book of business.The candidate will ... Show more

Senior Yacht Insurance Private Client Advisor (Remote)

oliver wymanRaleigh, NC, United States
$66,000.00–$123,100.00 yearly
Full-time

Yacht Senior Private Client Advisor.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.More than 1,000 of the industry's bri... Show more

Client Advisor

kelacaRaleigh, NC, United States
Full-time +1

At Kelaca, we're on a mission to redefine the recruiting experience because, frankly, the industry needs it.Too many recruiters treat candidates and clients like transactions.We believe relationshi... Show more

Service Advisor

cwiGarner, NC, United States
$75,000.00 yearly
Full-time +1

Camping World is seeking a Service Advisor to join our growing team.This is a commission-based role with uncapped commissions.Successful team members can earn $75,000 or more annually based on perf... Show more

Beauty Advisor

ulta beautyCary, NC, United States
Full-time

Experience a place of energy, passion, and excitement.A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiencesfor true beauty enthusiasts.At Ulta Bea... Show more

Client Manager

delta dental north carolinaRaleigh, NC, United States
Full-time

At Delta Dental of North Carolina, our mission is to improve the oral health and the overall well-being of the communities we serve.We believe that everyone and we mean everyone deserves a health... Show more

Financial Advisor

state employeescredit unionGarner, NC, United States
Full-time

Financial Advisor With An Investment/Trust/Estate Planning Focus.If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!.The Financial Advisor wit... Show more

Financial Advisor - Private Client Group

truistRaleigh, NC, United States
Full-time

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients... Show more

J.P. Morgan Wealth Management Private Client Advisor - Cary, NC

jpmorgan chaseCary, NC, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Financial Advisor

wisepath financial groupRaleigh, NC, United States
$100,000.00–$250,000.00 yearly
Full-time

Wisepath Recruiting, a specialized recruiting division of Wisepath Group, is exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial.... Show more

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The cities near Raleigh, NC that boast the highest number of client advisor jobs are:
Financial Advisor - Private Client Group

Financial Advisor - Private Client Group

sun trust investment servicesRaleigh, NC, United States
30+ days ago
Job type
  • Full-time
Job description

Job Title

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.

Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Deliver personalized investment solutions to help clients work toward their long-term financial goals.
  2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
  3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
  4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
  5. Lead overall client relationship management strategies to deepen client connections and loyalty.
  6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
  7. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
  8. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
  9. Conduct investment product educational seminars for clients and prospects.
  10. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
  • FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
  • Applicable state health and life insurance licenses.
  • Securities sales and client relationship management experience.
  • Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
  • Competent skills in Microsoft Office software products.

Preferred Qualifications:

  • Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
  • Banking experience helpful.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.