- Shimadzu Scientific Instruments (Charlotte, NC)
- …for selling and supporting Shimadzu's Analytical Instrument portfolio. As a trusted advisor , the Field Sales Engineer builds and maintains strong, long-term customer ... NOT LIMITED TO: Sales & Business Development: Identify and prioritize new client opportunities; manage and grow existing accounts. Develop and execute strategic… more
- 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
- 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
- Hendrick Automotive Company (Durham, 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 (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
- 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
- CVS Health (NC)
- …it all with heart, each and every day. **Position Summary** The Health Plan Clinical Advisor is a client facing role that manages the clinical relationship by ... other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client 's...Clinical Advisor will analyze and evaluate the client 's data and competitive marketplace conditions and forces to… more
- 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
- 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
- Kestra Financial (Raleigh, NC)
- …customer service, attention to detail, and time management skills * Supports Financial Advisor /Senior Client Service Associate of a large book of business ... The Client Service Coordinator is critical to providing superior...functions for Financial Advisors and the firm * Regular client interaction including appointment scheduling and correspondence; answer all… more
- Huntington National Bank (Winston Salem, NC)
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, ... delivering, and managing a high-net-worth client 's Wealth Plan. Duties and Responsibilities: + Builds relationships...coordinates the involvement of other specialists to fulfill the client 's Wealth Plan with a strong focus on capturing… more
- ADP (NC)
- …services. Responsible for driving results with clients, with the goal of increasing client experience, advisor experience, participant experience and client ... of assigned Key Accounts. You will be a trusted advisor to our clients, using your HR experience, ADP...You carry the weight of ADP's service reputation and client satisfaction in your hands. The **Key Account Executive**… more
- IBM (Research Triangle Park, NC)
- …AI Market Knowledge: Expertise in the Data & AI market to serve as a trusted client advisor (training on IBM's Data & AI offerings will be provided). * ... value to their business. Your primary responsibilities will include: * Maintain Client Relationships and Showcase IBM's Tech Value: Actively maintain and nurture … more
- Lenovo (Morrisville, NC)
- …services. **Key Attributes** + Service mindset: Focused on delivering measurable client outcomes. + Trusted advisor : Balances deep technical skills ... North America is seeking a Senior Hybrid Cloud Consultant to deliver client -focused cloud and infrastructure services across Microsoft Azure Local / Azure Stack… more
- Bank of America (Charlotte, NC)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Advisor Development Program - Financial Solutions Advisor...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Winston Salem, NC)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Advisor Development Program - Morganton Financial Solutions ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting and tracking of ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...order from clients at the direction of the Financial Advisor . + Receives unsolicited orders from the clients; may… more
- Bank of America (Carolina Beach, NC)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate- Carolina Beach Carolina Beach, North...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Edward Jones (Hendersonville, NC)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- Edward Jones (Cornelius, NC)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
