Top 688 Client advisor Jobs in Wake Forest, Nc

Sr Branch Office Administrator
Edward Jones —Youngsville, NC
- Full-time
- Computer literacy
- Mid-level
- Office
- Profit sharing
- Health savings account
Senior Branch Office Administrator
Edward Jones —Wake Forest, NC
- Full-time
- Computer literacy
- Mid-level
- Office
- Profit sharing
- Health savings account
Premier Client Advisor - PNC Wealth Management
PNC Financial Services Group —Raleigh, NC
- Full-time
- Mid-level
- Office
- Business development
- Wellness program
- Health savings account
11h
J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC
JPMorganChase —Cary, NC
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Insurance Producer / Client Advisor
King Risk Partners, LLC —Raleigh, NC
- $50,000 - $100,000 a year
- Full-time
- Remote
- Mid-level
- Recruiting
- Communication skills
- Paid training
- Disability insurance
Quick Apply
Client Success Associate (CSA)
Think Tech Advisors —Raleigh, NC
- Full-time
- Mid-level
- Office
- Travel
- Paid time off
Sales Associate/ Client Wellness Advisor
Restore Hyper Wellness —Raleigh, NC
- $16 - $25 an hour
- Full-time
- Sales
- Cash register
- 1 year
- Paid time off
- Employee discount
Quick Apply
2d
Client Success Manager
K4Connect —Raleigh, NC
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Paid parental leave
- Health savings account
Private Client Banker - (New Build) Wallbrook - Rolesville, NC
JPMorganChase —Raleigh, NC
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Client Success Manager
Yodlee, Inc. —Raleigh, NC
- $90,000 - $100,000 a year
- Full-time
- Mid-level
- Organizational skills
- 2 years
Quick Apply
22h
Remote Global Technology Partners (GTP) Hybrid Client Partner
Lenovo —Morrisville, NC
- Full-time
- Remote
- Presentation skills
- Organizational skills
- Senior level
Customer Success Manager
3E —Raleigh, NC
- $74,000 - $84,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Clinical Strategy Advisor - 32 hours per week (Reproductive Healthcare - NP, PA, CNM, or MD/DO)
Upstream USA —Raleigh, NC
- $135 - $160 an hour
- Part-time
- Hybrid work
- Nursing
- Medicine
- Certified Nurse Practitioner
- Disability insurance
- Health insurance
Quick Apply
Outdoor Living Sales Consultant
Majestic Outdoors —Durham, NC
- $80,000 - $120,000 a year
- Email
- CRM software
- Construction site
- Sales
- Paid training
- Paid time off
Quick Apply
Real Estate Agent | Thrive with Us! Yes, we have leads too!
Better Homes and Gardens Real Estate Paracle —Cary, NC
- $150,000 - $275,000 a year
- Part-time
- Real Estate License
- Organizational skills
- Contracts
- Health insurance
- Dental insurance
Quick Apply
Project Manager - Water/Wastewater
RK&K —Raleigh, NC
- Mentoring
- Senior level
- Professional Engineer
- Paid parental leave
- Paid holidays
Quick Apply
Tax Manager
Zolon Tech —Raleigh, NC
- $100,000 - $125,000 a year
- Full-time
- Background check
- CPA
- Research
- 401(k)
Quick Apply
21h
Accounting Specialist- Bilingual Mandarin Required
CWILL —Cary, NC
- $60,000 - $90,000 a year
- Full-time
- Hybrid work
- CPA
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9d
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —North Carolina
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Registered Branch Associate
Edward Jones —Durham, NC
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
13d

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Sr Branch Office Administrator

Edward Jones -
Youngsville, NC

Apply Now

Job Details

Full-time

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Employee assistance program
Vision insurance

Qualifications

Opening bank accounts
Computer operation
Managing customer accounts
Customer communication
Correspondence management
Email customer support
Account maintenance
Financial transaction processing
Procedural guides
Computer literacy
Service scheduling
In-person customer service
Client file management
Process improvement
Executive administrative support
Financial software
Improving operational efficiency
Accurate transaction records management
Managing clients in a customer support role
Managing financial planning clients
Financial records management
Investment account customer support
Productivity software
Office management
Documentation Handling
Account management
Standard operating procedures (SOPs)
Client interaction via phone calls

Full Job Description

This job posting is anticipated to remain open for 30 days, from 06-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

If you find yourself looking for a fulfilling career, the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our Sr. BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

Role Summary:
As a Sr. Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

We’ll give you the support you need. Our team will be there every step of the way, providing:

Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You’ll often work independently but will have a team of thousands backing you every step of the way

Can you see yourself…

Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events

What skills would make you a successful Sr. BOA?

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration

Role Requirements

5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

You can also expect…

A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone’s different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being
Full-time Associates receive the following benefits:
- Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

You'll be competitively compensated…

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Sr. BOA role.

Apply Now

Refine Your Search

client advisor jobs in wake forest, nc

Sr Branch Office Administrator

Senior Branch Office Administrator

Premier Client Advisor - PNC Wealth Management

J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC

Insurance Producer / Client Advisor

Client Success Associate (CSA)

Sales Associate/ Client Wellness Advisor

Client Success Manager

Private Client Banker - (New Build) Wallbrook - Rolesville, NC

Client Success Manager

Remote Global Technology Partners (GTP) Hybrid Client Partner

Customer Success Manager

Clinical Strategy Advisor - 32 hours per week (Reproductive Healthcare - NP, PA, CNM, or MD/DO)

Outdoor Living Sales Consultant

Real Estate Agent | Thrive with Us! Yes, we have leads too!

Project Manager - Water/Wastewater

Tax Manager

Accounting Specialist- Bilingual Mandarin Required

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Registered Branch Associate

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