Client Advisor Jobs in North Carolina
Client Advisor jobs in North Carolina are concentrated in Charlotte, Raleigh, and Greensboro, where financial services, wealth management, and private banking have grown into major employment drivers. Wells Fargo, Bank of America, and LPL Financial each maintain substantial North Carolina operations and hire client advisors across specialties including investment advisory, retail banking, and insurance-linked wealth planning. Openings range from associate-level roles aimed at recent graduates to senior advisor positions managing complex portfolios. Scan the live roles below and apply to whichever ones fit.
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Build a Career with Unlimited Potential at King Risk Partners
- Build recurring income
- Create long-term financial freedom
- Develop meaningful business relationships
- Be part of a high-growth organization
- Learn from experienced leaders and top producers
- Build a career with uncapped earning potential
- Elite Talent
- Strong Culture
- Coaching and Mentorship
- Technology and Innovation
- Long-term Relationships
- Entrepreneurship and Personal Growth
- Strong Carrier Partnerships
- Modern Technology and Sales Tools
- Leadership Accessibility
- Collaborative Team Environments
- Sales Coaching and Development
- Operational Support that Allows Producers to Focus on Growth
- Highly Competitive
- Entrepreneurial
- Self-Motivated
- Relationship-Oriented
- Resilient
- Coachable
- Disciplined
- Growth-Minded
- Competitive Base Compensation
- Uncapped Commission Potential
- Bonus Opportunities
- Long-Term Career Growth
- Leadership Development Opportunities
- Access to Coaching, Mentorship, and Development
Benefits
- Competitive Compensation Structure
- Medical, Dental, Vision
- 401(k)
- Generous PTO
- Life and Disability Insurance
Equal Opportunity Employer
Apply today and explore what’s possible at King Risk Partners!
Build a Career with Unlimited Potential at King Risk Partners
- Build recurring income
- Create long-term financial freedom
- Develop meaningful business relationships
- Be part of a high-growth organization
- Learn from experienced leaders and top producers
- Build a career with uncapped earning potential
- Elite Talent
- Strong Culture
- Coaching and Mentorship
- Technology and Innovation
- Long-term Relationships
- Entrepreneurship and Personal Growth
- Strong Carrier Partnerships
- Modern Technology and Sales Tools
- Leadership Accessibility
- Collaborative Team Environments
- Sales Coaching and Development
- Operational Support that Allows Producers to Focus on Growth
- Highly Competitive
- Entrepreneurial
- Self-Motivated
- Relationship-Oriented
- Resilient
- Coachable
- Disciplined
- Growth-Minded
- Competitive Base Compensation
- Uncapped Commission Potential
- Bonus Opportunities
- Long-Term Career Growth
- Leadership Development Opportunities
- Access to Coaching, Mentorship, and Development
Benefits
- Competitive Compensation Structure
- Medical, Dental, Vision
- 401(k)
- Generous PTO
- Life and Disability Insurance
Equal Opportunity Employer
Apply today and explore what’s possible at King Risk Partners!
See All 14 Client Advisor Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Client Advisor Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
- Automotive
What North Carolina Employers Look For
The qualifications that appear most often in client advisor jobs across North Carolina.
- Active FINRA Series 7 and Series 66 licenses or willingness to obtain sponsorship
- Bachelor's degree in finance, business, economics, or a closely related field
- Experience managing client relationships in a financial services or banking environment
- Proficiency with CRM platforms and financial planning or portfolio management software
- Strong verbal communication skills for presenting recommendations to individual and institutional clients
- Demonstrated ability to meet or exceed sales and client retention targets consistently
Client Advisor Jobs in North Carolina: Frequently Asked Questions
How do you become a client advisor in North Carolina?
Most client advisor roles in North Carolina require FINRA licensing, typically the Series 7 General Securities Representative exam and the Series 66 Uniform Combined State Law exam, both of which must be passed before you can give investment advice or transact securities. Employers almost always sponsor the licensing process after hire. A bachelor's degree in finance, business, or economics is the standard educational baseline, and the North Carolina Secretary of State's Securities Division oversees state registration requirements for investment advisers.
Which companies hire client advisors in North Carolina?
North Carolina client advisor roles are posted by JPMorganChase, Hendrick Automotive, and Truist and others right now, based on current listings on Migrate Mate as of August 2026. Charlotte's position as a major U.S. banking center means financial institutions of all sizes, from global banks to regional wealth management firms, consistently recruit here throughout the year.
Which North Carolina cities have the most client advisor jobs?
Charlotte, Cary, and Raleigh have the most client advisor openings in North Carolina. Charlotte dominates the list because it is home to major bank headquarters and large regional wealth management offices, while Raleigh's expanding financial technology and professional services sector drives demand there, and Greensboro's established insurance and investment firms sustain steady hiring in the Triad.
Are there remote client advisor jobs in North Carolina?
Yes, but they're less common than in purely desk-based fields because client advisors frequently meet with clients in person to build trust and review sensitive financial matters. About 14% of client advisor openings tied to North Carolina are remote or hybrid as of August 2026, with most of those roles focused on phone-based or digital account management rather than full-service wealth advisory.
How can I get hired as a client advisor in North Carolina with little or no experience?
The most realistic entry path is through a bank teller, personal banker, or financial services representative role at one of North Carolina's large retail banking operations, which serve as direct feeders into client advisor positions. Wells Fargo and Bank of America both run structured development programs in their Charlotte and Raleigh offices that move associates into advisory tracks after demonstrating sales and relationship skills. Obtaining your Series 6 or Series 7 license before applying gives you a measurable edge over other entry-level candidates.
Where can I find and apply to client advisor jobs in North Carolina?
You can find and apply to client advisor jobs in North Carolina on Migrate Mate, which lists current openings from employers hiring in the state right now. Search the listings, find the roles that match your background and location, and apply directly to the ones that fit.
See All 14 Client Advisor Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
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