- Develop and implement effective business strategies to attract and retain clients
- Listen to clients' financial needs, goals, and risk profiles to provide tailored solutions
- Recommend and execute personalized investment strategies
- Monitor and adjust client portfolios based on market trends and life events
- Stay updated on various investment products and regulations
- Ensure compliance with legal guidelines at all times
- College Degree or relevant industry experience
- Minimum of 3 years in the industry
- Series 7 and 66 licenses preferred
- Strong attention to detail and organizational skills
- Excellent communication and customer service abilities
- Proficiency in Microsoft Office suite
- Ability to grasp new software for client data management
- Firm understanding of industry rules and regulations
- Professional and goal-oriented mindset
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Financial Advisor
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First Horizon Advisors, Inc. Greensboro, United StatesLocation: On site at the location listed in job posting. · Summary · We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognize ...
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CAPTRUST Greensboro, United StatesOverview: · WHO are we looking for? · CAPTRUST is seeking a · Financial Advisor Relationship Manager · who will deliver high-level customer service to clients to the firm. · A competitive salary is offered for this role as well as expanding responsibilities with a rapidly gro ...
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Investment Operations Specialist
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Claire Myers Consulting Greensboro, United StatesOur client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and havin ...
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Registered Client Service Associate
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Raymond James Financial Services Greensboro, United StatesJob SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join ...
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The Bank of America Corporation Greensboro, 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 2nd Shift, Specialist, Credit, ...
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Registered Client Service Associate
1 week ago
Raymond James Greensboro, United StatesJob Summary · Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to jo ...
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Wealth Advisor
2 weeks ago
First National Bank of Pennsylvania Greensboro, United StatesPrimary Office Location: · 400 Bellemeade St.. Greensboro, North Carolina Join our team. Make a difference - for us and for your future. · nPosition Title: Wealth Advisor · Business Unit: WM - FNTC · Reports To: Managing Director of Trust and Investment Advisory Sales Group · ...
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Experienced Associate
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Summit Advisory Group Greensboro, United StatesSummit Advisory Group - JD Financial Group & Associates Inc. is an open architect financial services firm that allows you to own your book of business and receive the support and benefits from an experienced, dedicated team of professionals. · Our Financial Associates are constan ...
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Qorvo Greensboro, United StatesPress Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Mgr/Sr Mgr, Corporate Development and Strategy · Job Type: · Full-Time · Location: · NC - Greensboro (HQ), US · Requisition ID: · 7354 · Qorvo (Nasdaq: QRVO) supplies innovative sem ...
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Sales Client Executive
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National Financial Partners Greensboro, United StatesWho We Are: · NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of c ...
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Sales Client Executive
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NFP Greensboro, United StatesWho We Are: · NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of c ...
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Leadership Development
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Factory Controller
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Siemens Greensboro, United StatesA Snapshot of Your Day · You will join a finance team at its very inception and be a part of the largest Siemens Energy infrastructure investment in the United States. Working in a dynamic and diverse team with many opportunities to lead. You will join as a core member of the t ...
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ED Patient Care Support Coordinator
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Cone Health Greensboro, United StatesOverview · Responsible for maintaining an adequate inventory of supplies and equipment. Ensures a smooth distribution process of supplies and equipment to support the delivery of effective patient care. Provides basic patient care according to the skills and competency guidelines ...
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Director of Gift Planning
2 weeks ago
North Carolina A&T State University Greensboro, United StatesPosting Details · Classification Information · Classification Type · EHRA · Position Overview · Primary Purpose of Position · The Director of Gift Planning plays a pivotal role in the university's advancement efforts by creating and overseeing the strategic development, marke ...
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McGriff Senior Consulting Actuary
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Truist Financial Greensboro, United StatesThe position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. · Need Help? · If you have a disability and need assistance with the application, you can requ ...
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ED Patient Care Support Coordinator
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Cone Health Greensboro, United States· ED Patient Care Support Coordinator · ID · Location · Drawbridge Campus · Work Location · US-NC-Greensboro · Division : Name · Ambulatory · Department : Name · AMBSVC-Emerg Dept Drawbridge · Category · PATIENT CARE · Position Sub-Category · TECHNICIAN · Position Type · Full Ti ...
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Registered Client Service Associate
4 weeks ago
Raymond James Greensboro, United StatesJob Summary · Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to j ...
Associate Financial Advisor - Greensboro, United States - Davenport
1 day ago
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Description
JOIN OUR TEAM AS AN ASSOCIATE FINANCIAL ADVISOR
Location:
Join a dynamic financial services team in Greensboro, NC.
ABOUT THE POSITION
Are you a dedicated and business-savvy professional looking to be part of the Greensboro Retail Sales team at Davenport? This full-time role plays a crucial part in supporting Financial Advisors and building strong client relationships.
KEY RESPONSIBILITIES
REQUIRED QUALIFICATIONS
SALARY & BENEFITS
Enjoy competitive pay and a comprehensive benefits package that includes a variety of insurance options, retirement plans, and wellness programs. We also promote a positive work environment with volunteering opportunities.
DIVERSITY AND INCLUSION
Davenport & Company LLC is committed to providing equal employment opportunities to all employees and applicants, regardless of race, gender, age, or other protected characteristics. Join us in a diverse and inclusive workplace.