Client Advisor Salaries in Chapel Hill, NC

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.

$55,000 - $65,000 a year

10 days ago

Answers all incoming phone calls and handles as appropriate. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take…

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). The Client Services Associate (NR) assists one or…

Prepare for, conduct, or attend study kick off calls or regular client meetings to build customer intimacy with WCG. Referral Bonuses and Tuition Reimbursement.

$71,500 - $100,000 a year

3 days ago

Efficiently and accurately process incoming and outgoing shipments to and from the DC, boutique to boutique, and our clients.

$20 - $30 an hour

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.