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
- ...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
$75k - $85k
Focus Partners Wealth is looking for an Associate Wealth Advisor in Charlotte, North Carolina. This critical role involves developing... ...Wealth Advisors to enhance client relationships. Ideal... ...will have at least 4 years of financial service experience and a strong grasp...SuggestedRemote job- ...North Carolina. This position involves consulting on investment and insurance strategies while building and maintaining strong client relationships. Candidates must have a strong background in financial analysis, client prospecting, and regulatory compliance. The role...Suggested
- Dimensional Fund Advisors in Charlotte is seeking an Analyst for their Global Client Group focused on insurance clients. You will support team activities, prepare presentations... ...a Bachelor's degree, with 1+ years in Financial Services preferred. The position offers a hybrid...SuggestedWork at officeRemote work
- ...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
- ...Job Description Financial Advisor Jobs at First Command:... ...financial principles and a client-first philosophy. We... ...military families, you will focus on financial plans... .../wealth management Insurance/risk management... ...veterans, transitioning service members and military spouses...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$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...Summer holidayFlexible hours- ...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...Temporary workWork experience placementWork at office
$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- Accenture is looking for a Wealth Banking Advisor in Charlotte, NC to provide exceptional service and solutions to high net-worth clients. The role involves liaising between clients... ...dynamic, team-oriented environment with a focus on client satisfaction. #J-18808-Ljbffr...For contractorsWork at officeRemote work
- 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,...
$110.5k - $202.7k
...working world. Senior Consultant - Financial Services - Insurance and Actuarial Advisory Services - Modeling... ...Services Organization (FSO). Our focused model and bold ambition have put us at... ...working side by side with a range of clients from our most venerable institutions...Summer holidayWorldwideFlexible hoursShift work- ...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 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
- 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...Full time
- ...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
- ...Senior Data Security Analyst (DLP Focus) Location: Charlotte, NC 28202 (Hybrid... ...Parties / No C2C Role Summary Our client, a major international financial institution, is seeking a Senior... ...Spending Account Supplemental Life Insurance Short Term and Long Term Disability...Weekly payTemporary workFlexible hours
- ...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
$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- Teachers Insurance and Annuity Association of America is seeking a Financial Planner to support wealth management advisors with financial planning. The role requires strong communication skills... ..., compliant financial plans for clients. With responsibilities that include preparing...
- ...relationships, and ensuring compliance with lending guidelines. The ideal candidate should possess knowledge in banking products and strong client prospecting skills. PNC offers a supportive culture that values employee contributions and provides a comprehensive benefits...
$310k - $375k
...Description Job Description Financial Services Attorney (Transactional, Sr... ..., and other sophisticated clients on complex financing... ...programs, life, and disability insurance. Paid parental leave, generous... ...through practical, business-focused legal counsel. Mentor...Full timeWork at officeLocal areaRelocationRelocation package3 days per week$235k
...transactions, with a particular focus on Collateralized Loan... ...Responsibilities Advise clients on the structuring, execution... ...delivering exceptional client service. Qualifications ~ J.D. from... ...Medical, dental, vision, and life insurance ~ Mental health and...Temporary workWork at officeFlexible hours- Lockton Companies in Charlotte, North Carolina, is seeking a detail-oriented Client Services professional to handle routine inquiries, document communications, and assist with policy renewals and billing processes. The role requires a Bachelor’s degree in business or related...
- ...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...- ...**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...
- ...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...
$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 placement- ...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
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