9 client advisor jobs found in Raleigh, NC

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Risk Advisor - Personal Lines. This is a sales-oriented position that requires strong communication and interpersonal skills, attention to detail, and the ability to gain an understanding of the prospect’s needs. A Personal Lines agent is responsible for assisting clients in identifying their insurance needs, recommending appropriate coverage options, and explaining policy features, benefits, and cost.  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 education. We hire motivated, self-directed professionals who...

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...

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 Corporate Services/Other, Finance and Accounting, Operations 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...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. The Position Arch is seeking a proactive, results-driven individual to join our Global Internal Audit (“IA”) team as Internal Auditor.  As an Internal Auditor, you will have the opportunity to gain hands-on experience with business processes, risks, and controls. You will also build relationships with business and audit leaders during your participation in IA and Sarbanes-Oxley (“SOX”) program activities. This position offers the opportunity to grow through demonstrated performance and prepare the Internal Auditor for future leadership responsibilities. This role will sit remotely, but candidates must reside in the EST time zone. Key Responsibilities Serve as a team member...

Summary As the Senior Product Manager, Core Services, you will take ownership of driving the strategy, vision, and execution of our core services platform. This platform is critical in supporting various business units and ensuring seamless integration across the company. You’ll work closely with cross-functional teams, including product designers, engineers, operations, and business stakeholders, to deliver solutions that are scalable, secure, and meet the needs of internal teams and external clients. In this role, you will lead the development of the product roadmap, prioritizing features and ensuring that the platform evolves to address both immediate business needs and long-term strategic goals. Your work will directly impact the scalability and efficiency of our platform, providing the backbone for multiple business units while fostering innovation and growth. Why Jewelers Mutual Since 1913 we’ve been committed to supporting the Jewelry industry and putting...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary The AVP, Corporate Transformation Advisory Delivery Manager will oversee and implement transformation initiatives to drive continual improvement within a business unit. This role requires a strong understanding of Lean principles and operational management practices to deliver sustainable results. Responsibilities and Accountabilities Lead the deployment of a Lean Transformation with specific responsibility of initiatives and continuous improvement practices and routines. Guide the current state and future state, implementation plan, along with impact and value of changes (in strong cooperation with business or service unit experts). Develop and nurture...

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...

Join us at Towne Insurance! Your Career. Your Future. Your Towne.  Towne Insurance is hiring a Commercial Lines Risk Advisor to join our Raleigh, NC team. This is a sales oriented position, requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and proven ability to pursue and close sales developed though leads provided by bank personnel and through own relationships. 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 education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role...

Join us at Towne Insurance! Your career. Your future. Your Towne. Towne Insurance is hiring a Surety Risk Advisor in Raleigh, North Carolina. This is a sales-oriented position, requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and a proven ability to pursue and close sales developed through leads provided by bank personnel and through one's own relationships. 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 education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role Develop...