Financial Advisor - Client Relationship
Belmont Capital Advisors
Title: Financial Advisor/Client Relationship Advisor – Licensed Series 65 Functions: Client Servicing, Advisor & Team Support Type: Full Time Salary: Salary + Variable Compensation Package Position Highlights Belmont Capital Advisors is currently seeking a Client Relationship Advisor to join our Diamond Team. In this role, you will support one of our Lead Advisors by executing core client servicing responsibilities and assisting with various team functions. This is an excellent opportunity for a detail-oriented, self-motivated professional who thrives in a fast-paced environment. This position offers a clear path for career growth, with the potential to advance into a Lead Advisor role and manage your own book of business. Additionally, there is the opportunity to earn performance-based compensation. Join the lead advisor in client review meetings to document and follow through on meeting tasks with the intent to own the existing client service experience for lead advisor Coordinate day-to-day activities of dedicated client base and ensure client needs are being met and that BCA services are properly delivered Serve as point of contact for all portfolio-related questions (e.g., cash availability, money transfers, reporting concerns) Research & build relationships in client meetings & debriefs Ensure that data is accurately entered & managed within the company’s CRM Ability to measure the business & submit weekly progress reports Maintain compliance documentation Knowledge, Skills & Abilities Required 5+ years client facing experience required Embody the company culture & mission Ability to provide excellent customer service to both internal and external customers Effective time management skills. Able to work efficiently in a fast-paced environment Highly refined analytical and human relations skills Must be self-motivated with a good work ethic, and have demonstrated the discipline to work independently Ability to excel in a competitive, team-oriented environment Advanced verbal and written communication and interpersonal skills Proficient in Microsoft Office Suite Problem solving skills, resourceful and effective in making decisions
MUST BE LICENSED IN THE FOLLOWING AREAS:
#J-18808-Ljbffr Belmont Capital Advisors- Truist in Mount Holly, NC seeks a client-focused professional to deliver exceptional service in person and on the phone, advising on financial solutions and handling teller duties as needed. You will develop relationships, support branch sales targets, and collaborate with...Suggested
- Bank of America is seeking a client-focused team member to engage clients in the lobby... ...and deep conversations to identify financial goals. You will collaborate with specialists... ..., and small business to grow client relationships, manage center flow, and deliver a strong...Suggested
- Chase is seeking a Relationship Banker to represent our brand with hospitality and to build lasting client relationships using banking solutions and technology. You will acquire... ...retain clients while understanding their financial needs and offering thoughtful financial...Suggested
- Bank of America in the United States seeks a client-focused teammate to educate lobby clients and assist with self... ...transactions and engage clients to understand their financial priorities. You will build relationships to meet financial needs, partner with experts in lending...SuggestedWeekend work
- ...looking for a frontline teammate to greet clients in the lobby and guide them through self-service... ...and help clients achieve their financial goals through personalized service. The role emphasizes building relationships, explaining banking concepts, and collaborating...SuggestedWeekend work
- JPMorganChase in North Carolina seeks a Private Client Banker to serve affluent Chase clients in a branch, delivering tailored banking solutions and proactive relationship management. You will cultivate new client referrals, deepen existing relationships, and drive growth...Afternoon shift
- ...States is seeking a Branch Banking professional focused on affluent clients and private client relationships. You will manage client relationships, acquire new clients, and guide them to the best financial products and services through education and advice. The role...Weekend workAfternoon shift
- About this role:Wells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. In this digital client relationship role, you will support prospective and existing clients from a corporate office environment,...Ongoing contractFull timeWork experience placementWork at officeImmediate start
$23.75 - $29.03 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship Consultants build relationships with customers, engaging... ...and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions...Temporary work- ...opportunities for affluent and high net worth client acquisition and provide access to... ...two years’ experience working in the financial service industry and/or a sales environment... ...mind to. Builds and nurtures strong relationships. Collaborates effectively with...Immediate start
MRINetwork
Belmont, NC4 days ago - ...you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship... ...be perfect for you. You will serve as a client-focused, transaction-oriented banker who...Flexible hours
- ...Job TitleResponsible for providing an industry leading client service experience both in person and on the phone through... ...the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations...Temporary workWork at officeNight shiftWeekend work
SunTrust Investment Services, Inc.
Charlotte, NC1 day ago - ...America is hiring for a front-line role where you will engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships to understand financial needs and connect clients to suitable solutions. The role...Work at officeWeekend work
National Black MBA Association
Charlotte, NC1 day ago - ...Bank of America’s Charlotte South Market is seeking a Relationship Banker to engage clients in the lobby, educate them on self‑service options and... ...transactions. You will build relationships that meet clients’ financial needs and connect them to suitable solutions....
Bank of America
Charlotte, NC23 hours ago - ...Relationship Banker - Charlotte South Market Wesley Chapel, North Carolina;Charlotte, North... ...guided by a common purpose to help make financial lives better through the power of every... ...Growth and delivering for our clients, teammates, communities and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Charlotte, NC4 days ago - ...Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting... ...banking solutions and cutting-edge financial technology combined with friendly and attentive...Afternoon shift
Chase
Matthews, NC1 day ago - ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where... ...candidates who demonstrate a passion for client service. People who understand that... ...request. Develop and manage business relationships with emphasis upon prudent growth and...Work at office
Pinnacle Bank
Charlotte, NC4 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...a business where you can help your clients achieve their goals through financial... ...help them achieve their goals Grow relationships with clients to support them through...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Huntersville, NC2 days ago$75k
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Charlotte, NC1 day ago- ...Certified Financial Advisor Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial... ...You Will: Establish, grow, and maintain long-term relationships with clients. Partner with investors to help them plan their...Work at officeRemote workRelocationMonday to Friday
Vanguard
Charlotte, NC1 day ago - ...build a legacy for yourself and your clients, and find the independence and flexibility... ...you value without being alone? As a Financial Advisor supported by The Pelora Group, you'll... ...level * Place high value on trusted relationships, deliver an exceptional client...Contract workFor contractorsWork at office
The Pelora Group
Charlotte, NC4 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re... ...Key Responsibilities Build relationships to create new clients via face-to-...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Gastonia, NC1 day ago- ...Private Client Banker At Chase, we are passionate about creating memorable experiences... ..., and understood. We build lasting relationships by doing the right thing, exceeding expectations... ...banking solutions and cutting-edge financial technology combined with friendly and...Afternoon shift
- ...creating memorable experiences for our clients and employees, making them feel welcomed... ..., and understood. We build lasting relationships by doing the right thing, exceeding expectations... ...banking solutions and cutting‑edge financial technology combined with friendly and...Immediate startAfternoon shift
- ...welcomed and valued by building lasting relationships, doing the right thing, exceeding... ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business...Immediate startAfternoon shift
- This role is responsible for engaging clients in the lobby, educating and assisting them... ...with clients to understand their financial and life priorities, connecting them to... ...strive for operational excellence. Build relationships with clients to meet their financial needs...Shift workWeekend workDay shift
- ...creating memorable experiences for our clients and employees, making them feel welcomed... ..., and understood. We build lasting relationships by doing the right thing, exceeding expectations... ...banking solutions and cutting‑edge financial technology combined with friendly and...Immediate startAfternoon shift
- ...and employees and building lasting relationships, doing the right thing, exceeding... ...education and advice tailored to their financial needs. As a Private Client Banker in Branch Banking, you are... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business...Immediate startAfternoon shift
$77k - $202k
...specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer... ...achieve strategic objectives. Focused on relationships, you are building meaningful client connections...PwC (US)
Belmont, NC23 hours ago- ...recognized as an industry leader in financial services. That means we... ...smart solutions to our clients across the country. We're investing... ...to build professional relationships with customers and engaging... ...confidence and act as a trusted advisor # Ability to communicate...Work at officeLocal areaDay shift
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