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Financial Advisor
3 weeks ago
Uber Search Partners | Bridge Raleigh, United StatesFinancial Advisors · Location: North Carolina · Our client, a fast-growing Wealth Management firm with a national footprint and nearly $20B under management, is seeking a Financial Advisor to support and expand their business. The Financial Advisor will be responsible for prese ...
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Financial Advisor
1 week ago
Coastal Credit Union Raleigh, United StatesJob Title: Financial Advisor · Position Location: Raleigh, NC · Your impact: · As Coastal's Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals. ...
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Financial Advisor
6 days ago
Atria Wealth Solutions Raleigh, United StatesThrough its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. · As Coastals Financial Advisor, you'll have the opportunity t ...
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Financial Advisor
3 weeks ago
Atria Wealth Solutions Raleigh, United StatesThrough its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. · As Coastal's Financial Advisor, you'll have the opportunity ...
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Financial Advisor
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Atria Wealth Solutions Raleigh, United StatesJob Description · Job DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. · As Coastal's Financial Advis ...
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Financial Assistance Advisor
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ECPI University Raleigh, United States Full timeOverview · Financial Assistance Advisor · This position will work at ECPI University's Raleigh, NC campus located at · 4101 Doie Cope Rd., Transform your Career at ECPI University · Since 1966, the dedicated employees at ECPI University have helped students achieve their goa ...
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Financial Solutions Advisor
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The Bank of America Corporation Raleigh, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Financial, Solutions Advisor, ...
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Woodward Financial Advisors
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HIFON Group Raleigh, United StatesWoodward Financial Advisors (Chapel Hill, NC) Seeking Client Experience Specialist · July 6, 2023 · Woodward Financial Advisors is seeking a Client Experience Specialist to join our growing independent Wealth Management firm located in Chapel Hill, NC. Come be a part of our team ...
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Merrill Financial Solutions Advisor
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Bank of America Raleigh, United StatesJob Description: · Job Description: · This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals ...
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Financial Advisor Relationship Manager
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CAPTRUST Raleigh, United StatesOverview: · WHO are we looking for? · A dynamic, energetic Financial Advisor Relationship Manager who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in providin ...
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Associate Private Client Financial Advisor
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Wells Fargo Raleigh, United StatesParticipate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private Client function. Review basic or tactical client goals and risk tol Financial Advisor, Financial, ...
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Advisor, Financial Aid
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Durham Technical Community College Durham, United StatesSalary: $44, $55,579.00 Annually · Location : Durham, NC · Job Type: Full-Time Staff · Job Number: · Division: Student Services · Department: Financial Aid and Veterans Services · Opening Date: 05/29/2024 · Closing Date: 6/21/2024 11:59 PM Eastern · FLSA: Exempt · Descri ...
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Financial Advisor
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Thrivent Financial for Lutherans Wake Forest, United StatesAs a Thrivent Financial advisor, youll:Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent in Financial Advisor, Advisor, Fi ...
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Personal Financial Advisor
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First Horizon Bank Durham, NC, United States Full timeProvides quality, accurate and timely customer service. Promotes bank products through positive proactive sales, informs and educates customers about products, services, and benefits. Embraces the sales strategy of the Bank. Performs related duties as required to achieve banking ...
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Bank of America Apex, United StatesFinancial Solutions Advisor Registration Candidate - Consumer Investments - Apex Financial Center · Apex, North Carolina · **Job Description:** · This job will be open and accepting applications for a minimum of seven days from the date it was posted. · At Bank of America, we ...
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Registered Client Service Assistant
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TowneBank Raleigh, United States Full timePrimary Purpose : · Assists financial advisors with providing efficient, quality service to clients · Essential Responsibilities : · Answers telephones and screens calls for financial advisors · Interacts daily on the phone and in person with prospective and existing clients ...
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Client Service Associate
3 weeks ago
Envestnet Raleigh, United States Full timeDescription · Envestnet is seeking a passionate and talented Client Service Associate – Advisor to join our Service - Advisor team. This position is expected to report to our Berwyn, PA or Raleigh, NC office. · Envestnet is transforming the way financial advice and wellness are ...
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Client Service Coordinator
2 weeks ago
Kestra Financial Independent Advisor Raleigh, North Carolina, United States PermanentThe Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills · • Supports Financial Advisor/Senior Client Service Associate of a large book of business includ ...
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Client Service Associate
2 weeks ago
TalentLink Solutions Raleigh, United StatesFirm Description · We are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation a ...
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Client Service Associate
6 days ago
Kestra Financial Raleigh, United StatesWho We are: · Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality o ...
Woodward Financial Advisors - Raleigh, United States - HIFON Group
Description
Woodward Financial Advisors (Chapel Hill, NC) Seeking Client Experience Specialist
July 6, 2023Woodward Financial Advisors is seeking a Client Experience Specialist to join our growing independent Wealth Management firm located in Chapel Hill, NC.
Come be a part of our team of hard‐working, dedicated and fun-loving individuals The Client Experience Specialist is a core operations role that will make immediate meaningful impact.
You'll be integral in leading our back-office functions and providing a high level of operations and administrative related service to our end-clients and internal advisory teams.
If you aren't scared of obstacles, you never quit, you have "goal endurance", and if you say "I will" as opposed to "I will try", we want to meet you This role has wide-ranging potential.
Depending on interest levels and skill sets, we can see the Client Experience Specialist as being a career role or an entry point to a future advisory track opportunity.
What you'll get to do immediately:
Serve as the go-to team member for anything related to existing client paperwork, including form preparation, obtaining client signatures, document submission, moving money, and follow-upsOnboard new clients to our custodiansPerform account maintenance tasks for new and existing clients, including account transfers, rollovers, retitling, and beneficiary designations.
Upkeep the firm's management fee information and perform quarterly billing tasks.
Communicate with clients on the status of cash distributions/deposits, and all operations type service requestsServe as the firm's administrator for our managed 529 college savings accounts.
Assist with developing and refining internal work-flow systems, including implementing adjustments to business processes in our client relationship management (CRM) softwareTake the Financial Paraplanner Qualified Professional (FPQP) program, beginning within six months of hireYou are a good fit if you:Are supremely organized and intensely detail-orientedHave a demonstrated affinity for operations and proceduresCan identify and meet client and custodian needs and requirements on timeHave the ability to prioritize multiple different tasks and projectsAre a self-starter with a passion for delivering exceptional client-centered servicePossess exceptional interpersonal skillsCan work independently, performing multiple tasks efficiently and seeing them through to completionShow confidence when dealing with clients and fellow team membersCan write clearly and conciselyHave a Bachelor's degree or higherHave a good working knowledge of the Microsoft Office suiteYou are a GREAT fit if you have ALL of the above qualities, plus
:
Consistently wonder how you can make a positive, lasting difference in someone's lifeHave always wanted a job title of "Problem Solver"Live for organization, as well as structure and systems, yet can still think creativelyKnow that it's always paying attention to the little things that separates the good from the great firmsDerive immense satisfaction when paperwork is filled out correctlyDesire and thrive with plenty of autonomyHave an unexplainable love of checklists, processes and proceduresRegularly find yourself thinking about how to improve current systemsHave not only heard of the TD Ameritrade Institutional and Fidelity Institutional, and Schwab custodial platforms but also have experience working with themWho we are:
Our firm's culture and human capital are our most important assets.
In addition to placing strong importance on hiring and retaining the best and brightest minds, we walk our talk by providing:
A competitive base salary with bonus, and demonstrated career trackHealth, dental and vision insurance401k, with annual employer contributionEducational reimbursements (continued education, conference attendance, training budget, etc.) as well as paid professional duesMentorship and learning opportunities in a collaborative team environmentA one-month paid sabbatical after being with the firm for five years, and every five years thereafterWhere we live and why we love it:
Pursuing a career in Chapel Hill, NC means you will enjoy a historical trend-setting location full of outdoor sights, a multicultural university town, and a great quality of life
We are:
Located midway between the beautiful Blue Ridge Mountains and wonderful sandy beaches of the North Carolina coastRegularly on the list of "Best Workplaces for Commuters"Ranked #3 on Newsmax magazine's list of "Top 25 Most Uniquely American Cities and Towns"Conveniently located within proximity to the Raleigh-Durham (RDU) airportHome to the University of North Carolina, the oldest state supported university in the United States and one of the top public universities in the country
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