Top 12 Personal Financial Advisors Jobs in Greenville, NC

Shared Services Support Specialist
Sound Partners —Greenville, NC
- Full-time
- Office
- Organizational skills
- Financial services
- 401(k)
- Paid time off
Quick Apply
Client Service Associate - NR
Stifel —Greenville, NC
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
9d
Trust Officer
Old North State Trust —Greenville, NC
- Overtime
- Mid-level
- Office
- Finance
Quick Apply
Assistant Restaurant Leader
Raising Cane's —Greenville, NC
- From $55,000 a year
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
14d
Senior Tax Associate - Real Estate
TJT —Greenville, NC
- Hybrid work
- CPA
- Office
- 3 years
- Disability insurance
- Relocation assistance
Service Manager
White's International Trucks Winterville —Winterville, NC
- $55,000 - $65,000 a year
- Full-time
- Clean driving record
- Sales
- Dealership
- Health savings account
- AD&D insurance
Quick Apply
Tax Manager - 1040 & Private Client Services
TJT —Greenville, NC
- Hybrid work
- CPA
- 5 years
- Office
- Disability insurance
- Relocation assistance
Senior Tax Associate - Trust, Estate & Gift
TJT —Greenville, NC
- Full-time
- Hybrid work
- CPA
- Office
- 3 years
- Disability insurance
- Relocation assistance
Service Manager
Feyer Auto Group —Williamston, NC
- Full-time
- Clean driving record
- Sales
- Dealership
- Health insurance
- Paid time off
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
5d

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6d
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This is a project-based assignment, with employment expected to continue through the completion of the scanning initiative; the duration will vary based on…
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Personal Financial Advisors jobs near Greenville, NC

Shared Services Support Specialist

Sound Partners -
Greenville, NC

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Job Details

Full-time

Benefits

401(k)
Paid time off
401(k) matching

Qualifications

Customer communication
Teamwork
Attention to detail
Organizational skills
Critical thinking
Time management

Full Job Description

About Sound Partners

Sound Partners is a regional financial services firm affiliated with Equitable Advisors, with offices in Goldsboro, Greenville, Henderson, Charlotte, Smithfield, and Wilmington, as well as representation in Wilson.

We pride ourselves on fostering a collaborative, supportive, and team-oriented culture where employees are valued and encouraged to grow professionally. We celebrate milestones, support community involvement, and recognize the importance of maintaining a healthy work-life balance. While we are driven to achieve results and provide exceptional service to our clients, we also encourage our team members to take time to recharge, pursue personal interests, and spend meaningful time with family and friends. We believe that investing in our people creates a stronger team and a better experience for our clients.

Job Overview

This position will assist our current Service Specialist and New Business Specialist with service tasks and new business applications and follow-up.

The ideal candidate is highly organized, detail-oriented, proactive, and able to manage multiple priorities while maintaining a high level of accuracy and customer service. Success in this role requires strong communication skills, a collaborative mindset, and a commitment to delivering an exceptional client experience.

Duties

Process new applications according to company policies and procedures
Monitor new business applications through completion, ensuring timely follow-up and resolution
Adhere to all established guidelines, compliance requirements, regulations, procedures and resolution of outstanding items
Colloborate with internal team and client to gather required information
Serve as a back up point of contact for all new business processing inquiries
Effectively communicate updates, requirements, and status information to internal team
Provide exceptional customer service and support
Maintain a high level of accuracy and attention to detail while managing multiple applications and deadlines

Qualifications

Excellent verbal, written, and interpersonal communication skills.
Exceptional attention to detail, thoroughness, and accuracy.
Strong problem-solving and critical thinking abilities.
Excellent prioritization, time management, and organizational skills.
Proficiency with Microsoft Office Suite and general computer applications.
Ability to work independently while also contributing effectively as part of a team.
Experience with electronic signature and document delivery platforms preferred (e.g., DocuSign, Adobe Sign, or similar systems
Join us as a Service and New Business Support Specialist if you’re passionate about delivering exceptional service in a vibrant financial environment! Your expertise will help us uphold our commitment to operational excellence while supporting innovative growth initiatives across the organization

Preferred Experience

Minimum of three (3) years of customer service experience preferred.
Experience in financial services, insurance, operations, administration, or new business processing is preferred.

Benefits:

401(k)
401(k) matching
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in Greenville, NC

Shared Services Support Specialist

Client Service Associate - NR

Trust Officer

Assistant Restaurant Leader

Senior Tax Associate - Real Estate

Service Manager

Tax Manager - 1040 & Private Client Services

Senior Tax Associate - Trust, Estate & Gift

Service Manager

Wealth Solutions Advisor

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

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