Client Relationship Advisor (Series 65) Lead Advisor Path

Belmont Capital Advisors

A financial services firm is seeking a Client Relationship Advisor to support lead advisors and enhance client servicing efforts. This role demands 5+ years of client-facing experience and offers a clear path for career advancement into a Lead Advisor position. Candidates must excel in a fast-paced environment, possess excellent communication skills, and be proficient in Microsoft Office. This position includes a salary plus variable compensation, with opportunities for performance-based incentives. #J-18808-Ljbffr Belmont Capital Advisors

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Client Relationship Advisor (Series 65) Lead Advisor Path in Belmont, NC vacancy

Lead Advisor - New Market - Charlotte, NC
$150k - $350k
...’re a purpose-driven, client-focused team committed... ...community impact. We lead the industry in aligning... ...and looking for Lead Advisors who have their CFP®... ...clients; leads the client relationship, delivers an... ...or JD must obtain the Series 65 (or equivalent) within...
Suggested
Full time
Summer work
Work at office
Local area
Immediate start
Remote work
Flexible hours
Brighton Jones
Charlotte, NC
1 day ago
Program Lead, Sponsored and Series Events
$95k - $105k
...You'll Do:The Program Lead is responsible for managing... ...’s portfolio of series and key events. This role... ...Summit, and Women’s Advisor Forum.The ideal candidate... ...events, managing relationships with sponsors to secure... ...meaningful difference in their clients’ lives. We do this by...
Suggested
Full time
Work at office
Flexible hours
Asset Mark
Charlotte, NC
2 days ago
Lead Customer Service Advisor
$11 - $18 per hour
...3 Job Description Position Summary The Customer Service Lead (CSL) plays a critical role in delivering exceptional customer experiences... ...service center. In addition to performing all Customer Service Advisor responsibilities at an advanced level, the CSL assumes key...
Suggested
Hourly pay
Price work
Full time
Temporary work
Part time
All shifts
Shift work
Night shift
Weekend work
Pep Boys
Gastonia, NC
5 days ago
Client Advisor
$20 - $28 per hour
...Maison offers dynamic career paths spanning a multitude of Mé... ...customer-focused Full Time Client Advisor at our Charlotte location with... ...ensuring to build long‑lasting relationships, which will be maintained... ...to be provided with industry leading training which will offer...
Suggested
Hourly pay
Full time
Temporary work
Louis Vuitton
Charlotte, NC
2 days ago
Full-Time Beauty Lead Advisor - Sephora
$16.05 per hour
...Beauty Lead Advisor As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach. You will maintain expert knowledge of top beauty brands, execute merchandise sets, replenishment...
Suggested
Full time
Shift work
Night shift
Weekend work
Kohl's
Matthews, NC
2 days ago
Full-Time Beauty Lead Advisor - Sephora
$16.05 per hour
...Role Specific Information Job Description About the Role As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach. You will maintain expert knowledge of...
Full time
Shift work
Night shift
Weekend work
Kohl's
Matthews, NC
3 days ago
J.P. Morgan Wealth Management - Private Client Advisor - Charlotte / Mountain Island
...enthusiasm for helping our clients, taking care of... ..., building relationships, and delivering extraordinary... ...a Private Client Advisor in Chase Wealth... ...valid and active Series 7 A valid and... ...Series 66 (63/65) license is required... ...Us Chase is a leading financial services...
JPMorgan Chase & Co.
Charlotte, NC
5 days ago
Lead Technical Accounting Advisor (Charlotte, NC (Hybrid) or Remote)
$145k - $165k
...Lead Technical Accounting Advisor (Charlotte, NC (Hybrid) or Remote) Where you’ll work: Our flexible, hybrid work model offers the option to work remotely or in the office. How you’ll contribute: As a Lead Technical Accounting Advisor, you’ll be responsible for technical...
Temporary work
Work at office
Remote work
Flexible hours
Brighthouse Financial
Charlotte, NC
4 days ago
Digital Banking Relationship Advisor
...U.S. Bank in Charlotte, NC is seeking a Client Relationship Consultant to build trusted relationships with customers across in-person, by appointment, and digital channels. You will assess banking needs and guide clients to suitable deposit and loan products while delivering...
U.S. Bank
Charlotte, NC
5 days ago
Client Advisor
...The Client Advisor is responsible for delivering the best possible service experience to both current and prospective business risk clients... ...promote, foster, and manage both new and current client relationships. Summary of Essential Job Functions: Completes the application...
Temporary work
Internship
Local area
Flexible hours
IMA Financial Group
Charlotte, NC
1 day ago
Client Advisor
...Are you passionate about building relationships, solving problems, and helping clients protect what matters most? As a Client Advisor, you will play a key role in delivering an exceptional service experience to both current and prospective business risk clients. This position...
Temporary work
Internship
Local area
Flexible hours
IMA Financial Group
Charlotte, NC
4 days ago
Lead Customer Service Representative
...Lead Customer Service Representative We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further. As a Lead Customer Service Representative...
Weekly pay
Temporary work
Local area
Flexible hours
Shift work
Circle K
Belmont, NC
3 days ago
Lead Customer Service Associate
$13.5 per hour
...people? Are you enthusiastic about helping others and taking the lead? If so our, Lead Customer Service Associate at ZIPS Car Wash located... ...Tuition Reimbursement Free Car Washes Explore your career path, gain valuable experience, and take control of your earning...
Hourly pay
Daily paid
Flexible hours
Day shift
Afternoon shift
Zips Car Wash
Charlotte, NC
3 days ago
In-Store Lead Generation Specialist
$18 - $20 per hour
...locations. This is a sales role focused on customer engagement, lead generation, and appointment setting by introducing... ...Commission paid on top of hourly rate Paid training Career path into HVAC Sales Advisor roles Flexible part-time and full-time schedules Full...
Hourly pay
Weekly pay
Full time
Part time
Work at office
Local area
Work from home
Flexible hours
Shift work
Weekend work
Brothers Heating, Cooling, Plumbing
Charlotte, NC
3 days ago
Digital-First Banking Relationship Advisor
U.S. Bank in Charlotte, NC seeks a Client Relationship Consultant 3 (Banker) to engage customers across in-person, appointment, and digital channels, providing tailored financial guidance and solutions. The role emphasizes proactive outreach, understanding customers' goals...
U.S. Bank
Charlotte, NC
5 days ago
Affluent Private Client Banking Advisor
Chase is seeking a Private Client Banker to deliver hospitality and financial solutions... ...in Cornelius, NC. You will manage client relationships across the bank, generate growth,... ...weekend/evening hours. Requires SIE, FINRA Series 6, state registrations, and NMLS registration...
Weekend work
Afternoon shift
Fairygodboss
Cornelius, NC
1 day ago
Competitive Intelligence Analyst Lead - Life Company Annuity Business
$114.08k - $218.03k
...Competitive Intelligence Analyst Lead to serve as a key business... ...reporting. As a trusted advisor to the Annuity leadership team... ...without a clear or standard path and include data analysis, competitor... ....Established network and relationships within the annuity and retirement...
Full time
H1b
Work at office
Remote work
Home office
Relocation package
Flexible hours
USAA - United Services Automobile Association
Charlotte, NC
3 days ago
Trade Ops Group Manager
$170k - $190k
..., and a high-quality advisor and client experience.The role serves... ...vendor and custodian relationships, and continuous... ...processing, and automation.Lead system upgrades,... ...and career development paths.Foster a culture of... ...Qualifications:Required:FINRA Series 7, 63 or 66, required...
Local area
Flexible hours
Citizens Financial Group
Charlotte, NC
4 days ago
Biostatistician Lead
$92k - $153k
...Guidehouse is seeking a Biostatistics Lead to provide technical... ...scientists, informaticists, and client stakeholders to guide statistical... ...as the lead biostatistical advisor across surveillance, research,... ...longitudinal modeling, interrupted time series (ITS), difference-in-...
Permanent employment
Full time
Contract work
Flexible hours
Guidehouse
Charlotte, NC
6 hours ago
Licensed / Certified Substance Abuse Counselor - Lead Lives Toward Recovery
$23 per hour
...needed for mental health, developmental disabilities and substance abuse services; assist individual receiving services to develop relationships within their community. Monitor utilization of services and ensure agency provides services consistent with authorization for...
Immediate start
Monday to Friday
Weekend work
Afternoon shift
monarch
Gastonia, NC
3 days ago
Lead Substance Use Counselor - Recovery & Community Support
monarch seeks a Community Support Team Substance Use Counselor to assist individuals with mental health and substance use needs in developing skills and supports for independent community living. You will provide service coordination, education on mental health and SUDs...
monarch
Gastonia, NC
3 days ago
Private Client Risk Advisor
...Private Client Risk Advisor Join us at Towne Insurance! Your Career. Your Future. Your Towne... ...team. This position requires a sales and relationship-oriented individual with advanced... ...communities. About the Role Develop lead sources with other Towne Bank...
Towne Family of Companies
Charlotte, NC
5 days ago
Beauty Experience Lead & Sales Advisor
FashionUnited in Matthews, NC is seeking a motivated beauty enthusiast for a retail role focused on building client loyalty and driving sales. You will upsell products, expand knowledge of the beauty industry, and maintain merchandising standards on the sales floor. Candidates...
Night shift
Weekend work
FashionUnited
Matthews, NC
4 days ago
Financial Analyst Lead
$127.31k - $243.34k
...OpportunityWe are looking for a Financial Analyst Lead with strong FP&A experience who can... ...senior management becoming their trusted advisor on all financial issues.Makes recommendations... ...programs. Additionally, our career path planning and continuing education assists...
Full time
Temporary work
H1b
Work at office
Remote work
Home office
Relocation package
Flexible hours
USAA - United Services Automobile Association
Charlotte, NC
2 days ago
Lead Workday HRIS Consultant
$65 - $75 per hour
Client Lead Workday HRIS Consultant Contract Duration: 6+ Month Contract... ..., serving as a trusted advisor to the HRIS team while supporting... ...position and will be paid hourly: $65-75 USD an hour. Eligible to... ...to building long-term relationships with our associates and providing...
Hourly pay
Permanent employment
Contract work
3 days per week
Barings
Charlotte, NC
1 day ago
Client Advisor
Hendrick BMW CPO Facility Full time R-81292 Hendrick BMW CPO Facility Location: 9029 South Blvd, Charlotte, North Carolina 28273 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction. Supervisory Responsibilities...
Full time
Contract work
Work experience placement
Work at office
Local area
Shift work
Afternoon shift
Hendrick Automotive Company
Charlotte, NC
3 days ago
Eyewear Customer Service/Sales Advisor
...Eyewear Customer Service/Sales Advisor Gastonia, NC Job Type: Full Time Associate Req # 33050 Date posted: Wednesday... ...through cultivating a patient experience that is built on relationship building and trust Provide patients with comprehensive explanation...
Full time
Work at office
Shift work
Weekend work
Afternoon shift
MyEyeDr
Gastonia, NC
5 days ago
Client-Centric Banking Advisor
...Bank of America is seeking a Relationship Banker for the Charlotte South Market to engage clients in the lobby, educate on self-service options, and help process transactions efficiently. The role focuses on building relationships, understanding clients’ financial priorities...
Bank of America
Matthews, NC
5 days ago
Client Advisor
Hendrick BMW CPO Facility Location: 9029 South Blvd, Charlotte, North Carolina 28273 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction. Supervisory Responsibilities: This job has no direct supervisory ...
Contract work
Work experience placement
Work at office
Local area
Shift work
Afternoon shift
Hendrick Automotive Group
Charlotte, NC
1 day ago
Inside Sales Advisor
$60k - $90k
...Inside Sales Advisor Charlotte, North Carolina, United States CPI Security, a leader in the security and automation solutions industry... ...and purpose-driven career. As a Sales Advisor, you will play a leading role in our mission to protect our customers and what matters...
Hourly pay
Temporary work
Flexible hours
Shift work
Night shift
CPI Security
Charlotte, NC
5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship Advisor (Series 65) Lead Advisor Path. Be the first to apply!