25 client advisor jobs found in Charlotte

Company: Marsh Description: Marsh RMP Multinational Practise: We have a fantastic opportunity for a Senior Client Advisor to join our Dublin based Advisory team. The successful applicant will work within the RMP Multinational Practise who are a dedicated team providing full advisory / executive service to an existing book of Multinational client, both Outgoing as the Producing Office (PO) and Incoming as the Servicing Office (SO). This role will be based in our Dublin office and offers a hybrid working model, with 3 days in the office and 2 days remote. Please note, commercial insurance experience will be an essential prerequisite for this position, and the successful candidate must also be CIP qualified. This highly sought after position will involve working closely with the designated Account Executives plus local colleagues in Dublin plus the Marsh network from both perspectives, PO and SO. This is a superb opportunity to build upon a career in...

Company: Marsh Description: Are you ready to take the next step in your insurance career? Fantastic opportunity to join a global leader within insurance broking. We are seeking an ambitious and talented individual to join our highly successful Commercial team as a Senior Client Advisor team at Marsh. This is a perfect opportunity for someone with a strong background in commercial insurance, having worked in a Client Advisor or Broker type role, and/or Commercial Underwriting. This role will be based in our Dublin office and offers a hybrid working model, with 3 days in the office and 2 days remote. Please note, commercial insurance experience will be an essential prerequisite for this position, and the successful candidate must also be CIP qualified. What can you expect: To be part of a company with a strong brand, a brilliant team, dealing with a fantastic client base. You will gain the opportunity to excel and further your next career steps...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Private Client Risk Advisor to join our Charlotte team. This position requires a sales and relationship-oriented individual with advanced communication skills and knowledge of private client personal products and coverages to work within Towne Insurance Private Client Group, an independent agency. The position is responsible for providing personalized insurance solutions to high net-worth clients, ensuring their unique needs are met with the utmost care and attention. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and...

Description Summary: HFA Service Specialists provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation and maintenance of the relationship.  ​ Duties and Responsibilities: Day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including the Digital Experience. ​ Services customers by providing detailed information on specific accounts and building rapport.  Responsible for identifying, researching, analyzing and resolving complex problems with accounts. ​ Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for new accounts, loans and servicing requests. ​ Responsible for...

Company: Mercer Description: About Mercer Ireland: Mercer Ireland is a market leader with a proven track record of developing innovative propositions and delivering strong revenue growth. Our core offerings include Master Trust, Defined Contribution and Defined Benefit Pension Advisory Services, Outsourced Investment Solutions, Private Wealth, Employee Benefits and Reward & HR Advisory services. As we look to 2026 and beyond, these solutions will continue to drive our ambitious growth agenda, underpinned by trusted client relationships and disciplined sales leadership. What you can expect: We are seeking an exceptional Sales Leader to join our Commercial Team to drive accelerated and sustainable growth across Mercer Ireland’s advisory and solutions portfolio, including pension Advisory (defined benefit and defined contribution), master trust, private wealth, HR advisory and Mercer Marsh Benefits brokerage services. This senior leadership role is responsible for...

Description Summary: The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction. Duties and Responsibilities: Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting. Oversee regional sales strategies and ensure alignment with corporate objectives and client needs. Ensure compliance with all...

Description Job Summary: As a Treasury Management Advisor III - Middle Market, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities Strategic...

Who We Are   The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.   Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)   Let’s clear something up— Insurance Advisor  is our internal title, but yes, we’re talking about  licensed Insurance Agents . This role is...

Who We Are   The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.   Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)   Let’s clear something up— Insurance Advisor  is our internal title, but yes, we’re talking about  licensed Insurance Agents . This role is...

Who we are: The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary:   What is   an   Insurance   Advisor ?     Insurance   Advisor is the title we use here in our Charlotte Sales and Technology hub . We are licensed Insurance Agents .   Under close supervision,...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  We’re actively seeking a talented Sr. Cloud Engineer Consultant to join our dynamic cloud platform team in Charlotte, North Carolina, or Newport Beach, CA. As a Sr. Cloud Engineer Consultant, you'll move Pacific Life, and your career, forward by serving as a trusted advisor and technical leader, guiding cloud and network teams through the complexities of...

Sr PL Field Sales Rep - SD08AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Personal Insurance Sales Rep must embody a culture of high performance in sales, driven by a mindset of excellence. They will rigorously adhere to a structured sales process, consistently executing Sales Excellence Principles. Collaborating with both existing and potential independent agencies, they will cultivate profitable relationships while serving as a trusted advisor. Responsible for crafting and implementing a robust agency management and territory sales plan, the Rep will strive to surpass production and profit targets within their assigned territory. This role requires in-person engagements with travel required across the territory,...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Let’s clear something up—Insurance Advisor is our internal title, but yes, we’re talking about licensed Insurance Agents. This role is all about connecting with people, understanding their needs, and helping them find the right coverage. You’ll be working in a dynamic sales...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a...

Description Associate Director will work directly with senior originators to help connect private businesses at all stages of their lifecycle to a full spectrum of tailored Capital Markets solutions, investment banking capabilities, transition advisory, and industry expertise.  Associate Director will train, manage, and monitor work product of Analysts and Associates and oversee the creation, maintenance, continued improvement, and production of high-quality templates to promote consistency of appearance and delivery across Capital Markets. They will work directly with senior originators to identify opportunity specific ideas, insights, industry comparable analysis, financial modeling, and ensuring all are summarized in concise, illustrative, and persuasive presentations and support all of Huntington’s regions and industry verticals while remaining committed to delivering holistic advice and bringing creative thought...

Description Summary: The Mortgage Loan Officer develops profitable and quality residential mortgages by building personal relationships with community members and clients. Evaluates and assesses credit potential with prospective customers. Analyzes customer personal financial information to determine which products meet their needs and to provide recommendations regarding products to customers. Advises and counsels the customer to the advantages and disadvantages of differing financial products. Advises customers on the completion of loan applications and provides excellent customer service throughout the loan approval and closing process. Keeps up to date on lending policies/regulations pricing and product information. Cross sells customers. NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act.  Registration and additional...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Operations, Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits...

Company: Mercer Description: What can you expect: We are seeking a talented individual to join our Private Wealth Team at Mercer Ireland with the role based in either Cork or Dublin. The Private Wealth Team are part of the Wealth business in Mercer. They provide holistic financial planning to individuals and members of corporate organisations for fee and/or commission. The advice ranges from pension planning for retirement to recommending suitable life assurance to choosing the most suitable ARF, annuity, savings or investment arrangement for their funds. The Financial Planning Consultant role will involve providing detailed advice to individuals on their financial affairs and the role holder will utilise their technical knowledge to identify solutions for their portfolio of clients. It is an exciting role for a proactive financial planning consultant with lots of opportunity for progression and expansion of the role. We will count on you to: Advise...

Description The Managing Director of the Investment Grade (IG) Syndicate desk is a senior-level leader that leads the strategy, execution, and risk management of all investment‑grade debt capital markets transactions. This role is responsible for managing issuer relationships, driving primary market execution, overseeing deal distribution, and partnering with DCM, Sales & Trading, and Capital Markets leadership to deliver best‑in‑class issuance outcomes. The Managing Director is a key external ambassador for the firm’s IG desk and an internal leader driving operational excellence, revenue growth, and market share. Duties and Responsibilities: Lead the execution of all investment‑grade bond transactions, including corporates, financials, agencies, and SSAs. Provide strategic new‑issue guidance to issuers, including market tone, pricing levels, investor demand, and structural considerations. Manage...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...