2 senior private client advisor jobs found in Raleigh

Description Summary: Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients.  Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance. Provide investment/insurance solutions to customers based on a comprehensive financial...

We’re seeking an Account Manager to provide superior service to our clients, including new business submissions, examination of policies, endorsements, and comparison to binders and expiring policies for the team. This is a hybrid opportunity and this role requires onsite in-office presence 4 days per week at our office in Raleigh, NC. Applicants must be located within a commutable distance to Raleigh. VFIS of North Carolina is the leading provider of insurance for non-profit emergency service organizations, including volunteer fire departments (firefighters), ambulance and rescue squads (paramedics & EMTs) in the state of North Carolina.  Your Impact: Marketing, servicing, renewal negotiation, problem resolution, reviewing and rating of key accounts.  Ensure integrity of policies and related documents.  Maintain productive business relations and engage in extensive contact with clients, producers and underwriters.  Produce business proposals and deliver to...