Independent Financial Planner & Client Advocate
New York Life
New York Life is seeking a Financial Professional in Raleigh, North Carolina. In this role, you will work closely with clients to help them secure their financial futures while offering them flexibility and independence. Responsibilities include understanding client needs, promoting customized financial strategies, and building long-term relationships. This position provides an opportunity to establish a financial practice through networking and prospecting for new clients. Strong compassion and guidance are required to assist clients during tough times. #J-18808-Ljbffr New York Life
- New York Life is looking for a Financial Professional in Raleigh, NC. In this role, you will work closely with clients to help them plan for their financial futures, providing... .... This position offers flexibility and independence, ideal for those looking to make a meaningful...Suggested
- An independent insurance agency in Raleigh, NC, is seeking an Account Manager to manage personal insurance clients, focusing on home, auto, and life insurance needs. The ideal candidate will bring strong communication skills, integrity, and experience in the insurance sector...SuggestedFlexible hours
- ...Client Advocate The Client Advocate is responsible for providing strategic relationship management and consultative services to our clients. The Client Advocate is responsible for marshalling WTW resources to provide coordinated service and placement activities that...SuggestedContract workTemporary workLocal areaVisa sponsorshipWork visaFlexible hours
- ...Client Advocate The Client Advocate is responsible for cultivating and maintaining client relationships that includes strategy development and execution at the insurance program level. They have ownership of the E365 Service plan, engaging expert resources and leading...SuggestedTemporary workWork at officeLocal areaFlexible hours
- ...attorneys scale their practice, increase client volume, and expand income—without the... ...Compensation & Business Model Independent contractor role Paid per estate plan... ...firm dedicated to providing personalized financial planning and investment strategies. We pride...SuggestedFor contractors
- A leading FinTech company is seeking a Client Support Specialist in Raleigh, NC. As a key member of the Customer Success team, you will... ...experience while providing best-in-class support for various financial technology products. The role requires excellent problem-solving...
- A leading insurance and risk management firm in Raleigh, North Carolina, is seeking a Client Advocate to manage strategic relationships and consult with clients on their insurance and risk management needs. The ideal candidate will have over 5 years of experience in commercial...
$78k - $100k
...seeking a dedicated attorney to provide legal representation for clients navigating family law issues. The ideal candidate will hold a... ...license and possess effective communication skills to work independently and collaboratively. The position offers a competitive salary...Work at office- A leading regional financial services company in Raleigh seeks a Relationship Banker to provide personalized banking solutions and drive growth. The ideal candidate will engage clients in consultative conversations, offer tailored financial advice, and ensure compliance...
- ...is seeking a Relationship Banker to represent their brand and assist clients with personalized banking solutions. The ideal candidate will manage client relationships, helping them understand financial products and technology available for their banking needs....
- Bank of America in Raleigh, NC is seeking a Client Engagement Associate to enhance clients' financial experiences by engaging them in the lobby and assisting with transactions. The ideal candidate is an enthusiastic self-starter who builds relationships and identifies solutions...Full timeWeekend work
- JPMorgan Chase & Co. seeks a Relationship Banker in Raleigh, NC to enhance client experiences and strengthen relationships. This role requires a commitment to exceptional service, utilizing cutting-edge technology to meet clients' banking needs effectively. Candidates...Weekend workAfternoon shift
- A leading financial services firm in North Carolina is seeking a Private Client Banker to manage affluent client relationships and provide tailored financial education and advice. The role involves advising clients on banking options, generating client referrals, and partnering...
- ...SYNERGY HEALTHCARE: Case Manager Nurse Advocate – Greater Charlotte Area Job Summary: We... ...serve as a Nurse Advocate for our new clients and their employees. The ideal candidate... .... Ability to work remotely, independently, and as part of a team in a fast-paced,...Full timeRemote workHome officeFlexible hours
$50k - $60k
...for a full-time associate attorney. This position offers the opportunity to conduct legal research, draft documents, and maintain client files while learning from experienced associates. Ideal candidates should have completed law school and passed the state bar exam,...Full time- A leading financial advisory firm is seeking a Wealth Advisor to manage client relationships and provide sophisticated financial planning. You will lead engagements in areas such as retirement and tax planning, while building deep client connections. Ideal candidates will...Full timeRemote work
$55k - $80k
A dynamic insurance agency in Raleigh is seeking an Account Manager to enhance customer relations and drive agency growth. In this role, you will conduct policy reviews, resolve customer issues, and actively engage in sales to promote various insurance products. The ideal...- We are seeking a dedicated and detail-oriented Financial Planner to support advisors and clients by ensuring smooth operations, assisting with financial... ...quickly and efficiently. Demonstrated ability to work independently while maintaining high-quality results. Positive...Work experience placementWork at office
- WealthBridge Financial Group is seeking a results‑oriented Experienced Financial Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their...
- A national registered investment advisory firm in Raleigh, North Carolina, is seeking a Wealth Advisor to join their Client Advisory Team. This role entails offering comprehensive wealth planning advice to clients while fostering new client relationships through dedicated...
$21.64 - $24.04 per hour
Thrivent Financial, located in Raleigh, North Carolina, is seeking a Virtual Financial Advisor to provide purpose-based financial guidance. This role involves building meaningful client relationships, providing tailored advice, and leveraging Thrivent’s robust advice framework...Remote jobHourly pay- A prominent financial institution in Raleigh is seeking a Financial Advisor to manage client relationships and pursue new client opportunities. The role requires 3+ years of financial services experience and excellent communication skills. Responsibilities include servicing...
- WizeHire, Inc is searching for an experienced financial advisor to provide excellent service to clients and assist them in meeting their financial goals. Candidates should have a proven track record of building long-term relationships, industry expertise, and strong communication...Work at officeRelocation
- A leading financial services company in Raleigh, NC, is seeking a Financial Advisor responsible for managing client relationships, pursuing new business opportunities, and ensuring regulatory compliance. Candidates should have at least 3 years of experience and relevant...
- A financial institution in Raleigh, North Carolina is seeking a Financial Advisor. This role involves managing existing client relationships, pursuing new clients, and handling investment products. The ideal candidate should have a High School diploma, at least 3 years...
- A leading financial services company in North Carolina is seeking a Financial Professional to join its team. The role involves client acquisition, financial planning, and conducting seminars on retirement and investment strategies. Qualified candidates should have experience...
- Soteria Reinsurance Ltd. is seeking a Financial Consultant in Cary, NC. This role focuses on engaging with clients, offering personalized financial plans, and providing comprehensive investment solutions. The ideal candidate will have a strong background in relationship...
- A financial services company located in Raleigh, North Carolina, seeks an experienced individual to consult on investment and insurance strategies. The ideal candidate will manage client relationships, develop financial plans, and coach branch staff to identify investment...
- A leading financial services provider is seeking a Wealth Advisor in North Carolina to serve high net worth clients. The ideal candidate will have a Bachelor's degree and over 8 years of experience. Responsibilities include developing client relationships, meeting retention...
- A financial services company is seeking an applicant for an investment services role to manage client relationships and support the bank’s business plan. This position requires 3+ years of related experience, excellent communication, and various FINRA certifications. The...
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