Top 4057 Financial planning manager Jobs in North Carolina

Client Administrative Manager
Steward Partners Global Advisory LLC —Hendersonville, NC
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Nurse Manager - Medical Cardiology Stepdown Unit
Mission Hospital —Asheville, NC
- Full-time
- 5 years
- Children
- Senior level
- Employee stock purchase plan
- Disability insurance
Quick Apply
12d
Construction Controller
LND Homes, LLC —Winston-Salem, NC
- $110,000 - $145,000 a year
- Full-time
- Background check
- ERP systems
- Residential
Quick Apply
Construction Estimator
Harmon Construction Services —Charlotte, NC
- Full-time
- 5 years
- Office
- Math
- Health savings account
- Paid holidays
Quick Apply
10d
Revenue Cycle Manager
Cape Fear Retinal Associates, PC —Wilmington, NC
- Full-time
- Background check
- Analysis skills
- Supervising experience
- Paid holidays
- Health insurance
Quick Apply
Business Controller
Atlas Copco Group —Charlotte, NC
- Hybrid work
- Writing skills
- Office
- 3 years
- Disability insurance
- Health insurance
Preconstruction & Business Development Manager
Harmon Construction Services —Charlotte, NC
- Full-time
- Bachelor's degree
- Mentoring
- In-person
- Health savings account
- Paid holidays
Quick Apply
10d
CT Tech PRN
Highlands-Cashiers Hospital —Highlands, NC
- PRN
- Mid-level
- 1 year
- Radiology
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Advisor - Charlotte
Florida Financial Advisors —Charlotte, NC
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Construction Manager
THS NATIONAL LLC —Charlotte, NC
- $90,000 - $100,000 a year
- Clean driving record
- Construction site
- Driver's License
- Health insurance
- Dental insurance
14d
Project Manager
THS NATIONAL LLC —Apex, NC
- $85,000 - $100,000 a year
- Hybrid work
- Hospitality
- Construction site
- Travel
- Health insurance
- Dental insurance
Assistant Manager for Captain D's Murphy
Captain D's —Murphy, NC
- From $13 an hour
- 12 hour shift
- Mid-level
- High school diploma or GED
- Quick service & fast food restaurant
- Health insurance
- Dental insurance
Quick Apply
Director of Housing Services
Washington Housing Authority —Washington, NC
- From $62,000 a year
- Full-time
- Clean driving record
- Writing skills
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
7d
Registered Nurse Care Manager - CCHC Pamlico Medical Center
Coastal Carolina Health Care, P.A. —Bayboro, NC
- $60,000 - $70,000 a year
- Full-time
- Nursing
- RN License
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
CT Multi-Modality Tech Weekender
Blue Ridge Regional Hospital —Spruce Pine, NC
- Weekends only
- Mid-level
- Ob/Gyn
- 1 year
- Employee stock purchase plan
- Disability insurance
Quick Apply
CT Multi-Modality Technologist
Transylvania Regional Hospital —Brevard, NC
- Full-time
- Mid-level
- 1 year
- Radiology
- Employee stock purchase plan
- Disability insurance
Quick Apply
General Manager
Digs Dog Care —Pittsboro, NC
- Full-time
- Mentoring
- Recruiting
- Senior level
- Health insurance
- Dental insurance
Quick Apply
CT Multi-Modality Technologist
Mission Hospital —Asheville, NC
- Part-time
- Urgent Care
- Mid-level
- Children
- Employee stock purchase plan
- Disability insurance
Quick Apply
Child Development Center Director
Cornerstone Child Development Center —Salisbury, NC
- From $35,000 a year
- Full-time
- Mid-level
- Experience working with children
- Bachelor's degree
- Paid time off
- Professional development assistance
Quick Apply
SAFETY HEALTH & ENVIRONMENTAL MGR
Fayetteville Public Works Commission —Fayetteville, NC
- $104,234 - $170,423 a year
- Full-time
- 5 years
- Analysis skills
- Supervising experience
- Wellness program
- Health savings account

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financial planning manager jobs near north carolina

Client Administrative Manager

Steward Partners Global Advisory LLC -
Hendersonville, NC

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Managing teams in a customer support role
Employee relationship building
Series 66
Fund operation
Administrative experience
Managing clients in a customer support role
Series 7
Bachelor's degree
Financial services
Series 65
Series 63

Full Job Description

COMPANY OVERVIEW:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

POSITION OVERVIEW:

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

DUTIES AND RESPONSIBILITIES:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

SKILLS, EXPERIENCE & QUALIFICATIONS:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Reports To:

Market Business Director

Location:

This position can be based in Hendersonville, NC

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial planning manager jobs in north carolina

Client Administrative Manager

Nurse Manager - Medical Cardiology Stepdown Unit

Construction Controller

Construction Estimator

Revenue Cycle Manager

Business Controller

Preconstruction & Business Development Manager

CT Tech PRN

Financial Advisor - Charlotte

Construction Manager

Project Manager

Assistant Manager for Captain D's Murphy

Director of Housing Services

Registered Nurse Care Manager - CCHC Pamlico Medical Center

CT Multi-Modality Tech Weekender

CT Multi-Modality Technologist

General Manager

CT Multi-Modality Technologist

Child Development Center Director

SAFETY HEALTH & ENVIRONMENTAL MGR

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