Financial Solutions Advisor Registration Candidate Consumer Investments - South End Financial Center
Charlotte, North Carolina, United States · Hybrid
Entry level$3.6B raised
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Charlotte, North Carolina, United States · On-site
$13/hr–$15/hr
Entry level
Our Story We think shopping should be fun. Actually, really fun. As in scoring our exclusive collection of colorful, classic styles at prices that can’t be beat. A fan of lots of options in amazing fits? You’ve got it. L…
Charlotte, North Carolina, United States · On-site
Mid level$9.0B raised
Overview Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace…
Charlotte, North Carolina, United States · On-site
Entry level
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker I position w…
Charlotte Eye Ear Nose & Throat Associates, P.A. (CEENTA)
Optician- SouthPark (48117)
Charlotte, North Carolina, United States · On-site
Mid level
Job DetailsJob Location: SouthPark, Corporate - Charlotte, NC 28210Why Join CEENTA? CEENTA is the premier eye, ear, nose, and throat group in the Carolinas. You’ll join a supportive, mission‑driven team committed t…
Charlotte, North Carolina, United States · On-site
Mid level$9.0B raised
Overview Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace…
Charlotte, North Carolina, United States · On-site
$65k–$130k/yr
Senior
About Carrier Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life. Through cutting-edge advanc…
Charlotte, North Carolina, United States · On-site
Entry level$22B raised
Your Impact at Lowe's As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent role for…
Charlotte, North Carolina, United States · On-site
Mid level
Welcome! Interested in becoming a Ranger? Read more. At RangeWater, we look for people who show up and work together to achieve success and make positive impacts on the lives we touch and enrich the communities we serve,…
Skills: Apartment maintenance, Work order management, Make-ready process, Preventive maintenance, Appliance repair
Charlotte, North Carolina, United States · On-site
$55k–$65k/yr
Mid level
About the Role We are seeking a detail-oriented and customer-focused professional to support commercial operations, contract management, pricing, and customer account activities within a fast-paced logistics environment.…
Security Officer Part Time Patrol Badge Operations
Charlotte, North Carolina, United States · On-site
Mid level$9.0B raised
Overview Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace…
Charlotte Eye Ear Nose & Throat Associates, P.A. (CEENTA)
Part-Time Surgery Scheduler- Dr. Harley, South Park (20 hours weekly) (48116)
Charlotte, North Carolina, United States · On-site
Entry level
Job DetailsJob Location: SouthPark, Corporate - Charlotte, NC 28210Primary Objective The Surgery Scheduler is responsible for the coordination of surgical care by serving as primary liaison between physicians, clinical t…
Skills: Surgery scheduling, Medical terminology, EHR software, Epic, Insurance verification
U-Haul
U-Box Customer Care Representative (CDL)
Charlotte, North Carolina, United States · On-site
Entry level
United States This position is not eligible for employer sponsorship. Applicants must be legally authorized to work and must not require employer sponsorship. Location: 9136 Wilkinson Blvd, Charlotte, North Carolina 2821…
Skills: Flatbed truck operation, Propane forklift operation, Truck-mounted forklift operation, Loading and unloading, Customer service
Charlotte, North Carolina, United States · On-site
$18/hr–$20/hr
Entry level$327M raised
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental …
This role is responsible for delivering exceptional customer service experiences, including accurate, timely, and effective communication and execution of relational and transactional activities among internal and extern…
Skills: Customer service, Account management, Microsoft Office, Excel, Communication
Charlotte, North Carolina, United States · On-site
Entry level
Job DetailsJob Location: Polaris Pharmacy Services of North Carolina - Charlotte, NC 28205Position Type: Full TimeTravel Percentage: NoneJob Category: PharmaceuticalWHO WE ARE At Polaris Pharmacy Services, we’re mo…
Skills: Pharmacy technician, Data entry, Prescription processing, Alpha-numeric data entry, Microsoft Excel
Charlotte, North Carolina, United States · On-site
$24/hr–$36/hr
Entry level$125M raised
Department: 11604 Enterprise Corporate - Language Services Status: Part time Benefits Eligible: No Hours Per Week: 4 Schedule Details/Additional Information: All shifts including holidays Pay Range: $24.10 - $36.15 PRN p…
Skills: Medical Interpretation, Spanish Language, Medical Terminology, Oral Communication, Written Communication
The advisor is responsible for providing comprehensive financial advice and customized solutions to help clients achieve their goals. Key tasks include building financial plans, managing brokerage products, and triaging client leads to appropriate internal service providers.
Requirements
Candidates must have an aptitude for obtaining industry licenses and experience in cultivating client relationships. A high school diploma or equivalent is the minimum education requirement, with a bachelor's degree or one year of financial services experience preferred.
Full job description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Required Qualifications:
Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, assessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications
Desired Qualifications:
Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Skills:
Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday – Fridays and rotating Saturdays
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How many Customer Service & Support jobs are open in Charlotte, NC right now?
There are currently 4,615 open customer service & support positions in Charlotte, NC listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Charlotte, NC?
Companies currently hiring include Compass Group, Circle K, Lowe's Companies, Inc., Starbucks, Domino's, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Charlotte, NC?
Yes — 438 of the 4615 open customer service & support positions offer remote or hybrid work (183 remote, 255 hybrid).
How do I apply for Customer Service & Support jobs in Charlotte, NC?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
