• JP Morgan Wealth Management - Private…

    JPMorgan Chase (Chapel Hill, NC)
    …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
    JPMorgan Chase (09/11/25)
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  • Client Advisor

    Tiffany & Co. (Charlotte, NC)
    …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
    Tiffany & Co. (09/17/25)
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  • Client Advisor

    Hendrick Automotive Company (Cary, NC)
    …This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: + Meets dealership sales goals. + Greets customer ... and determines make, type, and quality of vehicle desired. + Explains features and demonstrates operation of vehicle in showroom or on demonstration drive. + Suggests optional equipment for customer to purchase. + Computes and quotes sales price, including… more
    Hendrick Automotive Company (10/04/25)
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  • Trade-Up Client Advisor (Free…

    Hendrick Automotive Company (Durham, NC)
    …This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: + Meets dealership sales goals + Run daily scrubs to ... generate effective leads for both the New and Used Sales departments, as well as the Finance department. + Greet customers in the Service Drive daily and determine if there are any Xtream opportunities with scheduled service customers' vehicles. + Engages in… more
    Hendrick Automotive Company (09/12/25)
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  • Medical Wealth Advisor II

    Truist (Charlotte, NC)
    … client segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business ... More than 5 years of credit experience Successful experience as a client advisor with proven results **General Description of Available Benefits for Eligible… more
    Truist (07/08/25)
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  • Senior Lead Trust Advisor - Special Needs…

    Wells Fargo (Charlotte, NC)
    …their clientele **Job Expectations:** + Ability to travel up to 50% to join client and Financial Advisor meetings + Individuals in Loan Originator (LO) positions ... **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary Advisory Specialist (LO)) responsible for… more
    Wells Fargo (10/01/25)
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  • Financial Advisor - Freedom Financial…

    Thrivent Financial (Greensboro, NC)
    …and provide financial education to the local community * Research and respond to client inquiries * Collaborate with Lead Advisor on complex scenarios * ... well-established, high performing team is currently looking for a Financial Advisor . This position provides support to Freedom Financial Planning Group's existing… more
    Thrivent Financial (09/08/25)
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  • Brokerage Registered Client Service…

    Truist (Charlotte, NC)
    …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's...of client records. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing… more
    Truist (09/03/25)
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  • Registered Client Associate

    Wells Fargo (Charlotte, NC)
    …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such… more
    Wells Fargo (10/01/25)
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  • Experienced Software Engineer (Hybrid…

    Principal Financial Group (Charlotte, NC)
    …integrate with CRM and planning systems. + Guide UI development for seamless client - advisor interactions across chat, video, and co-browsing experiences. + Build ... maintain software solutions that support wealth management platforms and client -facing applications specifically for our advising and servicing platform, enabling… more
    Principal Financial Group (09/18/25)
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