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Senior Client Advisor Jobs in High Point, NC (NOW HIRING)

Beacon Pointe

Senior Wealth Advisor

Greensboro, NC · On-site

$80 - $150/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and ... Build and manage a book of business by developing strong client relationships and providing ...

Sorren

Tax Senior Manager

Greensboro, NC · On-site

$120 - $180/hr

... advisors as needed to deliver comprehensive client serviceLead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal ...

Sorren, Inc.

Tax Senior Manager

Greensboro, NC · On-site

... specialists and external advisors as needed to deliver comprehensive client service * Lead ... Coach and mentor managers and senior associates through goal-setting, feedback, and performance ...

Pwc

MDM Senior Architect-Senior Manager

Greensboro, NC · On-site

$124K - $280K/yr

Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver ... Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct ...

Pwc

Senior Manager, Oracle SCM

Greensboro, NC · On-site

$124K - $280K/yr

These individuals analyse client needs, implement software solutions, and provide training and ... Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver ...

Freese Nichols

Senior Program Manager

Winston Salem, NC · Hybrid

$107K - $107K/yr

This position also involves leveraging your expertise to identify and pursue new program opportunities, potentially also serving as Senior Technical Advisor and/or Client Development Lead to drive ...

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Senior Client Advisor information

See High Point, NC salary details

$4

$44

$72

How much do senior client advisor jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for senior client advisor in High Point, NC is $44.17, according to ZipRecruiter salary data. Most workers in this role earn between $37.60 and $63.51 per hour, depending on experience, location, and employer.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What job categories do people searching Senior Client Advisor jobs in High Point, NC look for?

The top searched job categories for Senior Client Advisor jobs in High Point, NC are:

What cities near High Point, NC are hiring for Senior Client Advisor jobs?

Cities near High Point, NC with the most Senior Client Advisor job openings:

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in High Point, NC as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $91,881 per year, or $44.2 per hour.

Senior Wealth Advisor

Beacon Pointe Advisors LLC

Greensboro, NC

Full-time

Re-posted 27 days ago

Job description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

  • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
  • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
  • Collaborate with internal specialists to deliver integrated solutions
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

  • 5+ years of experience as a Financial Advisor or Wealth Advisor
  • Proven track record of client acquisition and asset growth
  • Background in a wirehouse, independent broker-dealer, bank, or RIA environment
  • Financial planning experience preferred
  • CFP®, CFA, or other professional designations preferred
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit  Awards Disclosures.

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