Client-Focused Insurance & Financial Services Advisor
Daniela Melendez - State Farm Agent
Daniela Melendez - State Farm Agent in Charlotte, North Carolina is seeking a dedicated Insurance and Financial Services Team Member to enhance client service. You will play a vital role in guiding customers through their insurance and financial options, ensuring they receive tailored solutions for their needs. This role calls for someone who is detail-oriented, possesses strong communication skills, and is committed to providing top-notch customer service. Competitive pay, bonuses, and various employee benefits are part of the offer. #J-18808-Ljbffr Daniela Melendez - State Farm Agent
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Insurance & Financial Services Advisor in Charlotte, NC vacancy
- ...State Farm Agent is seeking an outgoing team member who is customer-focused and enjoys working with the public. This role involves building customer relationships and educating clients about insurance options. Candidates should be self-motivated and detail-oriented, and...SuggestedHourly payFlexible hours
- ...Recruiting Top Talent in Financial Services to Serve with Excellence... ...robust resources and a client-first approach to life insurance and wealth management. 1... ...remote role for a Financial Advisor at 1847Financial. The... ...to deliver client-focused financial solutions. Qualifications...SuggestedFull timeRemote workWork from homeFlexible hours
1847Financial
Charlotte, NC4 days ago - ...valued, and empowered. As a Financial Advisor in PNC Wealth Management,... ...PNC’s management advisors focus on helping clients meet savings, investing,... ...Consult on investment and insurance strategies and develop financial... ...handling sales and service, identifying and executing...SuggestedTemporary workWork experience placementWork at office
PNC Financial Services Group
Charlotte, NC1 day ago $96.3k - $176.5k
...Financial Services - Capital Markets - Digital Assets - Senior... ...(FSO). Our focused model and bold ambition... ...side with a range of clients from our most venerable... ...Asset Management and Insurance. Our purpose is to help... ...experience working as an advisor to a financial...SuggestedSummer holidayFlexible hoursErnst & Young Advisory Services Sdn Bhd
Charlotte, NC4 days ago- MBC Talent Connections is seeking a motivated Financial Planner to join their collaborative, growth-focused team in Charlotte, NC. This full-time, hybrid role offers... ...10 years of financial planning experience, strong client-facing skills, and active Series 7 and 66 licenses...SuggestedFull time
- ...Full-Time role at one of the leading financial institutions. This position focuses on training and obtaining... ...Candidates will assist new Financial Advisors in their integration into the Wells... ...Fargo Advisors platform and manage client accounts. A Bachelor's degree in Finance...Full timeTraineeship
- A leading financial services firm in North Carolina is seeking a Financial Advisor for its Brokerage Group. This role focuses on managing client relationships, acquiring new customers, and providing high-quality service. Candidates need at least a high school diploma,...
$24.03 - $26.44 per hour
**Virtual Financial Advisor - Remote****Charlotte, North Carolina... ...than a financial services company - we’re a... ...meaningful career providing clients with purpose-based... ...around investments, insurance, banking and generosity... ...well-being.This role focuses on re-engaging...Remote jobHourly payFull timeLocal area- A Fortune 500 financial services company in Charlotte is seeking a Financial... ...Representative to work with clients on their financial goals.... ...candidates will be customer-focused, effective communicators, and... ...most. #J-18808-Ljbffr The Western and Southern Life Insurance Company
- ...Delivers a differentiated client experience from... ...through onboarding and servicing. Proactive lead management... ...options for managing financial transactions by... ...employees to be: Customer Focused—knowledgeable of the values... ...and spouse/child life insurance; short and long‑term...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Charlotte, NC4 days ago - ...at improving customer financial wellbeing and creating... ...employees to be: Customer Focused - Knowledgeable of... ..., Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities... ...and spouse/child life insurance; short and long-term disability...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Charlotte, NC6 days ago $18 - $22 per hour
A local insurance agency in Charlotte, NC is seeking an Insurance and Financial Services Team Member. This role involves assisting clients with insurance and financial products, processing applications, and maintaining client relationships. Ideal candidates should possess...Hourly payLocal area- ...in Charlotte, NC is seeking an Individual Financial Consultant to deliver retirement education and advice to clients. The role focuses on both inbound client interactions and... ...3 licenses, along with a Life and Health Insurance License. Insight Global fosters a diverse...
$70k - $90k
...Work award winner in Business Insurance who has also earned the 5-... ...of consultative advisors and problem solvers. We help... ...combines analytical prowess with client-focused service. As a key member of the team... ...Responsibilities: Build new financial models to improve financial...NFP
Charlotte, NC3 days ago- ...A leading insurance company is seeking a Managing Director in Charlotte, NC. In this... ...provide personalized insurance and financial solutions to clients while developing meaningful... ...have a background in sales or client service and be ready to obtain necessary licenses...
Bankers Life
Charlotte, NC4 days ago - ...**Join our Team of Talented Financial Advisors who Engage in Meaningful Work... ...different kind of financial services firm, one that puts... ...‑based advice, investments, insurance, banking and generosity. At... ...achievable advice and connect clients to Thrivent products and programs...
Thrivent Financial
Charlotte, NC4 days ago - ...the largest and oldest financial institutions in... ...for a Private Wealth Advisor (PWA) . This is an exclusive... ...Management team, helping clients identify and achieve... ...credit, real estate, insurance, charitable giving, and... ...planning, and trust services will help frame, acquire...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
Professions
Charlotte, NC2 days ago $140k - $175k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients... ..., banking, credit, insurance, charitable giving, and... ...estate planning, and trust services to frame, acquire, and retain...Temporary workWork experience placementU.S. Bancorp
Charlotte, NC1 day ago- ...reinsurance offering grounded in exceptional client service, innovative solutions, and advanced... ...same time, we maintain a steadfast focus on long-term financial strength to serve the best interests... ...of various annuity, pension, life insurance liabilities, and other new business...Work at office
Martello Re
Charlotte, NC10 hours ago - Financial Planner The Financial Planner job within the... ...for wealth management advisors, financial advisory consultants and other client‑facing associates. This... ...and Planning Helpdesk Services through email and... ...18808-Ljbffr Teachers Insurance and Annuity Association...Work experience placementShift work
$55k - $75k
Overview To provide basic financial consulting services to assist members and non-members... ...appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Financial...Local areaMonday to Friday$75k
Hudnall Capital Advisors in Charlotte, North Carolina is seeking an entry-level financial advisor to join their expanding firm. The... ...and analytical skills to help clients achieve their financial goals... ...software. A passion for financial services and commitment to customer...- A leading financial institution in Charlotte is seeking a Financial Advisor to work with high-net-worth individuals. You will develop... ...have experience in financial services. This is a performance-driven... ...opportunities for growth and client engagement, requiring strong interpersonal...
- New York Life Insurance Company invites applications for a Financial Professional who will run a client-centric practice with the support of a Fortune 100 company. You’ll guide individuals, families and businesses toward their financial futures using our broad product lines...
- ...Ballantyne, Charlotte, NC seeks a Financial Advisor to manage an assigned book of... ...deliver holistic planning for clients. You will consult on investments and insurance, develop financial plans, and grow... ...through proactive service and referrals. Your role emphasizes...
- 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...Full timeWork at office
$97k - $192k
...Company parties ~ Dental insurance ~ Flexible schedule... ...is actively seeking a Financial Representative to help... ...meaningful impact on clients and the local... ...owned fraternal financial services organization.Together... ...philosophy, the organization focuses on high-quality,...Work at officeLocal areaWork from homeFlexible hours- ...education and advice tailored to their financial needs. As a Private Client Banker in Branch Banking, you are the main... ...client receives the best products and services for their needs. Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business...Immediate startAfternoon shift
Fairygodboss
Charlotte, NC3 days ago - ...and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens... ...supporting the delivery of Private Banking services to high net worth individuals and families...Work at office
First Citizens Bank
Charlotte, NC10 hours ago - Dexian DISYS is seeking a Certified Financial Planner to work fully onsite in Charlotte, North Carolina. The successful candidate will identify client objectives, deepen relationships, and promote financial products. Applicants should possess a Series 65 certification,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Insurance & Financial Services Advisor. Be the first to apply!
Related searches
- insurance consultant Charlotte, NC
- insurance advisor Charlotte, NC
- associate financial representative Charlotte, NC
- financial planning administrator Charlotte, NC
- financial advisor development program Charlotte, NC
- international financial advisor Charlotte, NC
- wealth advisor Charlotte, NC
- work from home financial advisor Charlotte, NC
- financial planner cfp Charlotte, NC
- financial advisor part time Charlotte, NC