Licensed Premier Relationship Banker - Wealth Advisor
First Citizens Bank
First Citizens Bank in Greensboro, NC seeks a Premier Relationship Banker to build and manage relationships with mass affluent clients. Responsibilities include achieving sales goals, providing financial advice, and collaborating with investment specialists. Candidates should have a Bachelor’s degree or equivalent experience in financial services, with at least two years in a relevant role. A structured sales approach and financial literacy are essential. The role may also require licenses in securities and insurance, to be obtained within 120 days of hire. #J-18808-Ljbffr First Citizens Bank
- ...responsible for building full relationships with mass affluent clients... ...position can be filled as licensed or non-licensed. This... ...may be filled as a Premier Relationship Banker or a Senior Premier Relationship... ..., private banking, or wealth management OR High School...SuggestedWork at officeImmediate start
- First Citizens in Greensboro, NC is seeking a Premier Relationship Banker to build and manage full financial relationships with mass affluent clients... ...in financial services is required, along with necessary licensing. Benefits include a comprehensive program tailored to...Suggested
- A leading wealth management firm is seeking a Financial Advisor to work with high-net worth individuals in Greensboro,... ...emphasizes building strong client relationships, advising on investment products... ...should possess Series 7 & 66 licenses, have strong communication skills...SuggestedWork at office
- Job Description Senior Associate Wealth Advisor (AWA) is a client-facing partner to Senior Wealth Advisors and serves as a key relationship and execution leader for a group of clients... ...a CFP designation and their Series 65 License Exceptional organizational skills with...SuggestedWork at office
- A financial advisory firm is looking for an Associate Wealth Advisor in Greensboro, NC, to support Senior Wealth Advisors. The role involves client communication, investment tasks, and developing skills for a Wealth Advisor position. Candidates should have a relevant degree...Suggested
- ...institution is seeking a Financial Solutions Advisor in Greensboro, NC. As part of the... ...Program, you will obtain necessary industry licenses while providing holistic financial... ...role emphasizes building strong client relationships and recognizing diverse financial needs...
- ...provider in Greensboro is seeking a Financial Advisor. This role involves working with high-... .... Candidates should hold Series 7 & 66 licenses and have a minimum of one year of... ...transparency, and personalized client relationships. A strong candidate will have excellent...
- Beacon Pointe in Greensboro is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice for high-net-worth clients. The role involves developing personalized financial strategies and working closely with teams to enhance client experience...
- Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...wealth management advice and building long‑term relationships with clients. The role partners closely with high-net‑worth...
- Job Description The Associate Wealth Advisor (AWA) supports Senior Wealth Advisors and Wealth Advisors in delivering a best-in‑class experience... ...Wealth Advisor role, building foundational skills in client relationship management, financial planning, and investment...Work experience placementWork at office
- A financial advisory firm in Greensboro, NC, is seeking a Senior Associate Wealth Advisor to support Senior Wealth Advisors in client relationships and serve as a key execution leader. The role requires a bachelor's degree and a minimum of 3 years in financial services...
- ...middle-income clients with financial security and wealth creation. This role involves building community relationships, assessing client needs, and selling insurance... ...and a willingness to maintain a life and health license. Successful candidates will demonstrate strong interpersonal...
- ...individuals to join their team as Financial Advisors in Greensboro, NC. Ideal candidates will possess active Life & Health licenses, have a background in sales or client... ...a pathway to uncapped earnings and passive income opportunities. #J-18808-Ljbffr Bankers LifeFlexible hours
- ...Financial Solutions Advisor Merrill Wealth Management is a leading provider of comprehensive wealth... ...they envision through a personal relationship with their advisory team committed to... ...by obtaining your Securities Industry licenses, where you receive dedicated and personalized...TraineeshipWork at officeShift workDay shift
$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...-building and obtaining licenses. Our award-winning training... ...them achieve their goals Grow relationships with clients to support them... ...SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (...Full timeContract workFor contractorsWork at office- Job Description: Merrill Wealth Management is a leading provider... ...guidance. Merrill’s Financial Advisors and Wealth Management Client... ...envision through a personal relationship with their advisory team committed... ...& 66 (63 & 65 in lieu of 66) licenses Minimum of one year...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$115.92k
...yes, consider becoming a professional wealth advisor to drive positive impact in the lives... ...valuable skills such as marketing, customer relationship management (CRM) and communication,... ...your first 12–18 months on obtaining licensing, earning professional designations and...Contract work$165k
Northwestern Mutual - Greensboro is hiring a Client Advisor to engage with clients and understand their financial needs. This role involves designing tailored strategies for financial protection and regularly updating clients' plans. Candidates should have a bachelor's...- Relationship Banker In Branch Banking You have a passion for helping customers, building relationships... ...with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship... ...63 or 66 if required), and Life licenses are required. All unlicensed applicants...Immediate startAfternoon shift
- ...crossroads, a career as a financial advisor may be the right change for... ...goals: retirement, building wealth, estate strategies, funding... ...- Get registered and licensed and learn how to be a financial... ...Key Responsibilities Build relationships to create new clients via face...Work at officeWork from homeHome officeFlexible hours
$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a... ...focused on client-building and obtaining licenses. Our award-winning training programs... ...to help them achieve their goals Grow relationships with clients to support them through every...For contractorsWork at office$50k
...branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an... ...required training to maintain registrations and licenses in good standing. A firm-provided branch...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...Mutual is looking for ambitious individuals to become Financial Advisors in Greensboro, North Carolina. This role allows for the... ...with top advisors earning up to $250K. Comprehensive benefits and support for licensing are included. #J-18808-Ljbffr Northwestern Mutual- ...leading financial institution in Greensboro, NC, seeks a Financial Advisor to provide tailored advice and solutions to help clients... ...compliance, including the SAFE Act. Candidates must hold relevant licenses and possess experience in the financial services industry. The...
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire... ...team The ideal candidate will have: Active Life & Health licenses and securities licensing or the ability to acquire...Work at officeFlexible hours
$15 per hour
...Business Development Manager at Prudential Advisors - Explore a career as a FINANCIAL... ...member of our team. After achieving the licenses and registrations necessary to become a... ...your typical day may include: Developing relationships with clients (both existing and...Minimum wageContract workPart timeImmediate start$61k - $250k
...Company in Greensboro, NC is seeking a Financial Advisor. This role offers an opportunity to start... ...possess a Bachelor's degree and demonstrate strong relationship-building skills. Comprehensive training and support for licensing are provided, alongside competitive benefits...- Bank of America seeks a financial advisor to assist clients in planning and achieving... ...ideal candidate will possess Series 7 & 66 licenses and have experience in the investment... ...include managing client relationships and advising on investment strategies to...
- ...a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment... ...Responsibilities of this Position Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required...Work at office
- ...Member Focus, Service, Guidance, Relationships, and Community define how we... ...of the Job The Personal Banker provides every member-owner... ...Mortgage, and Truliant Financial Advisors. Accurately and efficiently... ...Must have National Mortgage Licensing System and Registry (NMLS)...Full timeTemporary workFlexible hours
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