Top 22 Retentions advisor Jobs in Wilmington Nc

Servicing Advisor - Wilmington, NC
Advisor Talent Solutions —Wilmington, NC
- $75,000 - $90,000 a year
- Weekends as needed
- Research
- Mid-level
- Office
- Paid parental leave
- Paid holidays
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5d
Human Resource Generalist: Recruiting & Employee Relations
REEDS Jewelers —Wilmington, NC
- Full-time
- 3 years
- Bachelor's degree
- Travel
- Store discount
- Disability insurance
Quick Apply
Regional Human Resources Manager – State Veterans Homes
STG International, Inc. —Wilmington, NC
- Skilled nursing facility
- OSHA
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Program Director, Physical Therapy Assistant
Cape Fear Community College —Wilmington, NC
- Full-time
- Physical & Rehabilitation Medicine
- 3 years
- Master's degree
Apprenticeships Advisor-NHC Endowment Grant TFT
Cape Fear Community College —Wilmington, NC
- $3,750 a month
- Weekends as needed
- Spanish
- Writing skills
- English
Customer Service/Account Manager
Leggett & Platt —Wilmington, NC
- Mid-level
- Microsoft Office
- Contracts
Acquisition Marketing Manager
REEDS Jewelers —Wilmington, NC
- Full-time
- 5 years
- Analysis skills
- Continuous improvement
- Store discount
- Disability insurance
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Inside Sales Representative
Mobile Communications America Inc —Wilmington, NC
- $50,000 - $60,000 a year
- Full-time
- Ability to walk for extended periods
- Office
- Ability to climb stairs
- Paid holidays
- Health insurance
Program Director, CT/MRI - 9 Month
Cape Fear Community College —Wilmington, NC
- Full-time
- Master's degree
- Ability to lift 50 pounds
- Bachelor's degree
Insurance Sales Agent
SIA Group —Wilmington, NC
- Mid-level
- Communication skills
- Time management
- Health insurance
- 401(k)
Quick Apply
Retail Part Time Team Lead
Office Depot —Wilmington, NC
- $11.58 - $14.86 an hour
- Part-time
- Merchandising
- Mid-level
- High school diploma or GED
- Commuter assistance
- Health savings account
EMS Instructor (12 Month)
Brunswick Community College —Bolivia, NC
- Full-time
- Laboratory
- Classroom
- Current TB test
Senior Manager, Trust and Estates
PBMares LLP —Wilmington, NC
- Full-time
- Research
- Continuous improvement
- Mentoring
- Paid holidays
- Health insurance
Quick Apply
Medicare Broker Transition & Successorship Specialist
Advocate Health Advisors, LLC —United States
- Full-time
- Remote
- Microsoft Excel
- Marketing
- Mid-level
- Paid training
- Health insurance
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Undergraduate Academic Advisor 2
The Ohio State University —Columbus, OH
The Advisor helps foster a community by aiding in the creation and hosting of academic and social events; instructs the neuro survey courses and assists in…
$50,003.20 - $55,000.00 a year
6d
Director of Human Resources
TAC Industries, Inc. —Springfield, OH
Bachelor's degree in Human Resources, Business Administration, Organizational Leadership, or a related field. SHRM Certified Professional (SHRM-CP), SHRM Senior…
Quick Apply

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retentions advisor jobs near wilmington nc

Servicing Advisor - Wilmington, NC

Advisor Talent Solutions
Wilmington, NC

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Job Details

$75,000 - $90,000 a year
5 days ago

Benefits

Paid parental leave
Paid holidays
Dental insurance
Parental leave
Vision insurance
401(k) matching

Qualifications

Research
Risk assessment

Full Job Description

Position: Servicing Advisor

Firm: Carolina Retirement Planners

Location: Wilmington, NC

Overview:

At Carolina Retirement Planners based in Wilmington, NC, we're redefining what an exceptional client experience looks like. As a fast-growing, values-driven, boutique wealth management firm, we're dedicated to helping retirees and pre-retirees Pursue Their Best Retirement through personalized advice and lifelong relationships. Everything we do is guided by our core values: Respect the Family by putting people first, Extreme Ownership in every interaction, always acting in our clients' Best Interest, delivering an Elite Experience at every touchpoint, and embracing Endless Evolution through continuous learning and improvement.

As the Servicing Advisor you will conduct financial analyses, monitor and adjust financial plans, and make customized investment recommendations for less complex clients with the guidance of the Lead Advisor. The Servicing Advisor is fully accountable for maintaining client files/records, handling day-to-day client management, advice delivery for clients, and client retention.

Key duties for this role include maintaining and deepening relationships with clients, meeting with prospects/clients typically transitioned from Lead Advisor, portfolio risk analysis, and providing investment recommendations based on research.

What You’ll Do:

Serve as the primary point of contact for existing clients requiring financial advice
Conduct client meetings to review their retirement plan, answer any questions and present recommendations/deliver advice
After each meeting, document the discussion and delegate action items to the appropriate team
Maintain client files and records in line with compliance and company policy
Prepare information and materials necessary for upcoming meetings
Perform case analysis and develop recommendations
Communicate needs with Client Service team
Participate in weekly staff meetings and appropriate departmental meetings
Review work methods and procedures for possible improvement
Review the following month’s client reviews and determine whether that is still an appropriate time for their annual or semi-annual review before handing it off for scheduling
Review client database to ensure records and information are up to date
Make out-going client courtesy calls
Investment research for new products and services for clients

What We’re Looking For:

High School Diploma
3+ years of experience in the financial industry or 2 years in an advisor capacity
Series 65 or equivalent
Life & Health Insurance Licenses preferred or ability to obtain within 60 days of start date
Strong analytical, organizational, and communication skills
Demonstrates strong proficiency and confidence working across various platforms and operating systems
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

What You’ll Get:

Pay & Perks:

$75k-$90k/year based on experience + bonus potential
Employer paid Life and Health Insurance
Dental & Vision Insurance after 90 days
401K with match after 90 days
Employer paid YMCA membership available immediately
½ day summer Fridays
Paid holidays available immediately
Maternity & Paternity leave after 1 year
Vacation available after 6 months
Sick leave available immediately
Paid CE & Licensing
Licensing and Designation Support
Dog friendly office environment

Schedule:

In office: Monday – Thursday 9am-5pm, Friday 9am-4pm
Some evenings and weekends required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com

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Refine Your Search

retentions advisor jobs in wilmington nc

Servicing Advisor - Wilmington, NC

Human Resource Generalist: Recruiting & Employee Relations

Regional Human Resources Manager – State Veterans Homes

Program Director, Physical Therapy Assistant

Apprenticeships Advisor-NHC Endowment Grant TFT

Customer Service/Account Manager

Acquisition Marketing Manager

Inside Sales Representative

Program Director, CT/MRI - 9 Month

Insurance Sales Agent

Retail Part Time Team Lead

EMS Instructor (12 Month)

Senior Manager, Trust and Estates

Medicare Broker Transition & Successorship Specialist

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