9 associate client advisor jobs found in Charlotte

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 Platform Engineer to join our dynamic cloud platform team in Charlotte, North Carolina. As a Sr. Cloud Platform Engineer, 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 hybrid and multi-cloud...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $1,500 to $3,000 Signing Bonus    (Amount is dependent on experience. To qualify for the Signing Bonus, applicants must be new to the Auto Club Group)  Location Details: Charlotte, NC (South End Blvd) Position Schedule / Shift:    Monday - Friday 8:30 am – 5:30 pm  Position Summary    Drive revenue growth and deepen AAA member engagement by developing new business, retaining existing clients, and promoting a broad portfolio of travel, membership, and financial products. This role delivers exceptional customer experiences through consultative sales, relationship management, and end-to-end travel planning for complex domestic and international itineraries. Success requires meeting sales goals, leveraging referral and lead-generation systems, and utilizing digital tools to build a strong, repeat client base.  Key Responsibilities    Sales Growth &...

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.  Pacific Life is the #1 Life Insurance Carrier in the country. Come work on the Sales Desk leading the industry! We’re actively seeking a talented Internal Wholesaler II to join our Life Insurance Sales Desk in Omaha, NE, Newport Beach, CA and our new location in Charlotte, NC! As an Internal Wholesaler, you’ll move Pacific Life and your career, forward by...

Description The Associate - Leveraged Finance Execution, is responsible for providing underwriting and execution support to senior deal team members on leveraged finance transactions pertaining to M&A, LBOs, recapitalization, etc. The Associate may also serve as a lead on select transactions under guidance from the Vice President, Associate Director, Director and/or Managing Director. Additionally, the Associate is responsible for training, managing, and monitoring work product of Analysts. This position includes all aspects of the leveraged finance execution process such as performing due diligence and preparing internal credit approval documents. Additionally, as part of the Huntington Capital Advisors (HCA) sub-team, this role will focus on executing transactions for privately held businesses, including founder-owned, family office–owned, and small-cap sponsor-backed companies. Typical client needs include...

Description The Senior Liquidity Specialist is a subject matter expert responsible for executing the Commercial Liquidity Strategy while driving revenue growth, portfolio expansion, and deep client engagement. The role partners closely with Relationship Managers (RMs), Treasury Management Sales Advisors (TMAs), and internal product teams to deliver consultative liquidity solutions for the firm’s largest and most complex commercial clients. As a product‑agnostic advisor on the Commercial Liquidity team, the Senior Liquidity Specialist independently manages a client portfolio, leads liquidity reviews, and contributes to strategic client planning while adhering to all applicable policies, procedures, and risk standards. Duties & Responsibilities: Serve as a client-facing Liquidity subject matter expert for the firm’s largest and most complex commercial clients (e.g., Corporate and Specialty Banking,...

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 Brokerage Consultant is responsible for driving sales of life and/or annuity insurance products through wholesale distribution channels, including independent brokers, financial advisors, and agencies. This role combines product expertise, relationship management, and strategic sales initiatives to grow market share, achieve revenue targets, and support the success of wholesale partners. A GLIMPSE INTO YOUR DAY Identifies and cultivates relationships with wholesale...

The position will lead a team of experienced actuaries that will collaborate with the US market team to source, design, price and execute such complex transactions.  The position will have a US market focus while coordinating with SCOR L&H to access and leverage the experience in other jurisdictions globally. This position requires leadership, collaboration, creativity, management experience and structuring skills as well as the development of talent within the team and periodic review, motivation and incentivization of direct reports at the VP, AVP and Associate levels.       Key duties and responsibilities Building and managing a team of highly motivated and talented experts in structuring and executing Financial Solutions transactions. Collaborate with US traditional market team to source, market, design and execute transactions.    Support compliance of transactions with SCOR standards and processes. Design new solutions arising from...

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, Small Business Unit 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,...

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...