12 private client advisor jobs found in Charlotte, NC

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...

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...

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,...

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...

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 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...

AIG’s Global Personal Insurance Legal Department is seeking an experienced Associate General Counsel to join the Global Warranty & Services Legal Group in our Jeffersonville, Indiana, Atlanta Georgia or Charlotte, North Carolina office. AIG’s Global Personal Insurance Legal Department is comprised of attorneys and other professionals providing high quality advisory and transactional support to industry leading business teams.   The Associate General Counsel will support projects that are time-sensitive, highly visible inside and outside of the company, and key to AIG’s strategic initiatives. Description: This position reports to the Head of Legal for Global Personal Insurance.  The successful candidate will have the opportunity to work on a wide variety of matters.  Specific duties will include: Managing legal aspects of large U.S. and Global Service Warranty and Insurance programs, such as mobile electronics insurance, consumer appliance, HVAC and home warranty programs...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

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...