Service advisor jobs in Charlotte, North Carolina - Page 3Create job alerts

Job Description Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Candidates may be eligible for: • Enhanced Commissions, • Subsidy Allowance (available for up to the first year), • Life Licensing & Annuity Certificate reimbursement after validation, • Securities Licensing reimbursement up to $5,000 per year (upon proof of passing test and receipt submission) Additional Incentives Include: • Residual Renewal Income, • Local Experiences and International Top Producer Trips, • Quarterly Bonuses, • Retirement Plan with Company Contribution, • FICA (Social Security & Medicare) Contributions, • Healthcare Company Contributions Training & Development: • Structured Training & Development Program, • 1:1 Coaching, Support, & Ongoing Professional Development Occasional in-office presence is required so candidates must live in North Carolina (or be planning to relocate) to be considered. We do not offer visa sponsorship. Compensation: $80,000+ at plan earnings Responsibilities: • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Bachelor's Degree a must, sales experience and/or financial internships a plus., • A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth., • You are personable and caring, with a natural ability to connect and communicate with others., • Enthusiastic, high energy, and positive attitude., • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously., • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team., • Must have excellent communication and interpersonal skills. Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job DescriptionBecause Communities Deserve Better! At Community Association Management, we believe that leadership, integrity, and accountability are the pillars of strong communities. Our WHY is to creatively find solutions and overcome challenges so that we can work together to advance the common cause. As a Community Manager, you’ll serve as a trusted advisor to the Board of Directors and a resource to residents, delivering expert portfolio management and a higher standard of service. About the Role The Community Manager is responsible for providing high-level portfolio management to a designated group of residential associations. This role serves as the central liaison between Board Members, residents, vendors, and internal departments — ensuring the association operates in compliance with governing documents, fiscal responsibilities, and community standards. What You’ll Do * Serve as the main point of contact for Board of Directors and residents within assigned communities. * Gain a comprehensive understanding of governing documents, contracts, and community needs. * Conduct regular property inspections and provide maintenance recommendations. * Prepare for and attend Board and Annual Meetings; distribute meeting notices, track quorum, and assist with voting logistics. * Manage vendor relationships: solicit proposals, evaluate bids, draft contracts, and monitor performance. * Investigate and document resident concerns, coordinate resolutions, and respond to complaints. * Handle insurance claims, including assessments, reporting, and repair oversight. * Provide monthly management reports with financial updates, inspection findings, and operational summaries. * Collaborate with Compliance Inspectors to manage rule enforcement and violation processes. * Assist with architectural requests and compliance with design guidelines. * Support long-term community planning through reserve studies and budget forecasting. * Participate in document amendment processes and assist with FHA approval as needed. RequirementsWhat You’ll Bring * Associate degree or equivalent; 3+ years of experience in community or property management preferred. * Knowledge of association governing documents and community operations. * Strong written and verbal communication skills. * High attention to detail, time management, and prioritization skills. * Proven ability to manage multiple communities and foster positive relationships. * Experience in vendor management and contract oversight. * Ability to work evenings or weekends for scheduled meetings or emergencies. Work Environment & Schedule * Full-time, 40 hours per week (Monday–Friday, 8:00 AM – 5:00 PM). * Requires occasional after-hours and weekend work. * Involves regular travel to managed communities. Join Our Mission If you're an organized, service-driven professional who thrives on creating results, managing details, and building community trust, we invite you to join our team — where better communities begin with better management. BenefitsPleased to offer Medical, Vision, Dental, Life, and 401k

Job Description McAdams is a full-service land planning, landscape architecture, civil engineering, transportation, and geomatics firm located in North Carolina, South Carolina, Texas, and Florida. We seek to partner with our clients to create meaningful experiences through inspired design. Our employees are what make McAdams different. We bring experiences to the forefront of everything we do, and to do that takes special people. Position Overview We are seeking an accomplished Healthcare & Institutional Lead to spearhead the planning, design, permitting, and delivery of complex site/civil projects across the Charlotte region and greater Carolina's market. This senior civil engineering leadership role blends technical expertise, strategic vision, and client engagement to expand our presence in healthcare and other institutional sectors, while ensuring consistent excellence in project execution. The Healthcare & Institutional Lead will serve as a trusted advisor to clients, a mentor to staff, and a visible representative of the firm within the Charlotte healthcare and institutional development community. In this role, you will lead projects including medical office buildings, patient care facilities, hospital campus expansions, central energy plants, and supporting utility and civil infrastructure. In addition, you will guide site/civil delivery for university campus development, K–12 facilities, public-sector institutions, and other mission-driven environments where reliability, resiliency, and stakeholder coordination are critical. Success requires strong command of technical design and regulatory processes, paired with the ability to anticipate client needs, manage complex project teams, and deliver predictable outcomes. A critical component of this role is the ability to partner seamlessly with architects and multidisciplinary design teams. The ideal candidate brings an established track record of collaborating with architectural firms from concept planning through construction, understanding how site and civil decisions influence building design, cost, schedule, and approval pathways. Strong relationships with architects—and the ability to build new ones—will be essential for driving pursuits, expanding opportunities, and delivering high-quality, integrated solutions. This leader will be skilled at aligning owners, architects, and engineering teams around shared goals, ensuring projects move efficiently through permitting and execution while maintaining exceptional client service. At McAdams, we invest in growth-minded leaders who are eager to build, innovate, and elevate those around them. You will have the autonomy to shape strategy, influence market direction, and expand capabilities—supported by a collaborative leadership team, robust internal resources, and a strong platform for long-term career development. This is an opportunity for a leader who thrives in an entrepreneurial environment, values continuous improvement, and is motivated by creating lasting impact in the communities we serve. Key Responsibilities • Direct healthcare-focused civil engineering projects from concept through completion, ensuring compliance with regulatory standards, healthcare codes, and client expectations., • Develop and implement strategies to expand the firm's healthcare market presence, leveraging industry knowledge, market trends, and client/architect relationships., • Partner with architects, healthcare administrators, mechanical engineers, contractors, and multidisciplinary teams to deliver facilities that enhance patient care, operational efficiency, and sustainability., • Manage project budgets, schedules, staffing, and quality control to deliver successful outcomes on time and within scope., • Lead an engineering team to execute healthcare projects, fostering professional growth and technical excellence., • Lead permitting efforts, working with local agencies and municipalities to ensure timely approvals and compliance with applicable regulations. Address agency comments and facilitate site permitting processes., • Coordinate and collaborate with internal disciplines, technical specialists, and subconsultants to deliver quality outcomes. Represent the firm at conferences, client meetings, and community engagements to strengthen partnerships, visibility, and thought leadership., • Four-year bachelor's degree from an accredited program in Civil Engineering, Environmental Engineering, Biological and Agricultural Engineering, Civil Engineering Technology, or related field required, • EI required; PE or on track to obtaining PE strongly preferred, • 10+ years of civil engineering experience with significant exposure to healthcare or campus projects., • Proven track record managing complex, multidisciplinary projects and leading diverse teams., • Strong knowledge of healthcare facility design standards, site development, utilities, stormwater management, and environmental considerations., • Exceptional communication, negotiation, and relationship-building skills to engage stakeholders and build trust., • Experience working with multidisciplinary architect teams, including building and site mechanical engineers., • Experience in various project delivery models including traditional design-bid-build, design-build, CMAR, etc., • Shape healthcare infrastructure that directly improves patient outcomes and strengthens communities., • Senior role with influence across the firm and recognition within the healthcare industry., • Work in a multidisciplinary environment that values innovation, sustainability, and teamwork., • Opportunities for advancement into executive leadership and participation in firm-wide strategic initiatives., • Compensation and benefits aligned with senior-level responsibilities, including performance incentives, professional development support, and flexible work arrangements. The characteristics described below are representative of those encountered while performing the essential functions of this position. When properly requested and when feasible (without undue hardship to the company), reasonable accommodations will be made to enable individuals with disabilities to perform essential job functions. • Work will primarily be in an office setting with limited opportunities to be exposed to adverse environmental conditions., • Work will be primarily working with fingers by picking, pinching, typing, and grasping often with repetitive motion., • Must have visual acuity for viewing a computer screen, the ability to talk, hear and sit for extended periods of time., • Must be able to carry, lift and push/pull up to 5 pounds frequently and up to 30 pounds occasionally. If you need assistance with our online application system process, please contact the Human Resources Team at 919.361.5000 or . Please read these notices for important information regarding applying for work with McAdams. • Know Your Rights: Workplace Discrimination is Illegal, • E-Verify (English/Spanish), • Right to Work (English/Spanish)

Job DescriptionAre you a Senior Project Manager in the Architecture, Engineering, and Construction field seeking purpose, challenge, and talented colleagues? With a diverse portfolio of residential, energy, commercial, light industrial and public programs, CESO has the opportunity for you to develop your career. We develop leaders and empower our associates to use their skills and talents to positively impact the world through service – to our coworkers, clients, and communities. We subscribe to the mission of “finding purpose through serving others,” so if this speaks to you, let’s connect! At CESO, a Senior (Sr) Project Manager is to plan, execute, and deliver projects according to strict deadlines and within budget. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants in order to deliver projects according to plan. A Sr Project Manager will also define the project’s objectives, oversee quality control and be responsible for invoicing and managing of accounts receivable. In aggregate, a Sr Project Manager will be responsible for a significant volume of work and revenue. The Sr Project Manager will represent CESO in all project related communications with clients from initial effort throughout entire course of agreement activity, and in post agreement marketing activities on a regular basis. Responsible for mentoring personnel, including project managers and possible design team members.Primary Responsibilities • Prepare proposals to provide professional services for individual projects or programs including scope, schedule, fee budget, as well as fee negotiations, change order preparation, monthly billing and coordinate other contract negotiations with senior leadership., • Accountable for the team’s quality of work, productivity, and actions., • Oversees and delivers complex, high-value A&E projects with significant strategic or operational impact., • Maintains executive-level client relationships; acts as a trusted advisor for key accounts and long-term programs., • Leads all phases of project development, ensuring design excellence, quality control, and technical accuracy., • Drives financial performance, including profit and loss accountability for assigned projects or portfolios., • Responsible for billing, invoicing the project, and tracking/managing a client’s accounts receivable in collaboration with the accounting department to ensure payment by contract terms., • Supervising direct reports is a key responsibility of this job., • Manages multiple teams and subconsultants across disciplines and geographic locations., • Provides leadership and mentorship to project managers and assistant project managers., • Leads contract negotiation, fee development, and project scoping in alignment with business goals and client expectations., • Partners with market leader and business development leaders to pursue new work and grow strategic accounts., • Establishes project goals, performance metrics, and risk management protocols in collaboration with senior leadership., • Advances internal project delivery standards, tools, and training initiatives across the firm., • Perform other duties as assigned.Position Requirements, • Bachelor's degree in architecture, civil engineering or related field, with a minimum of 10 years of experience directly managing projects in a design and construction related field is preferred; Or 15 years related experience and/or training is required., • Professional Licensure (RA, PE, PS, RLA) is preferred., • PMP certification is preferred., • Computer skills necessary to enter daily timesheet data and use Microsoft Outlook for email correspondence., • Proficient knowledge of Microsoft Suite products, Deltek, and Newforma.Benefits and Perks, • Flexible and Hybrid Work Schedule, • Paid Time Off – Credited to You 100% Upfront, • 401K with a Company Match, • Rewards and Recognition Program, • Training and Development to Foster Professional Growth, • Paid Holidays, • Medical / Dental / Vision Coverage, • Welcome Box, • Casual Dress Code, • Reimbursement for Professional Licenses, • Paid Time Off for Community Team Service Events, • Voluntary or Supplemental Short-Term / Long-Term Disability, • Employee Assistance Program, • Company Paid Bonding and Recovery

Job Description CPI Security, a leader in the security and automation solutions industry, is looking for positive minded and motivated Residential Security Advisor to join our growing team in Charlotte, NC! Our Residential Sales Representative will design, present and sell our award-winning security and home automation solutions and will schedule in-home sales consultations through lead generating and prospecting activities using company provided tools. As an Advisor, you will lead our mission to make every day safer for our community by working directly with customers to identify and meet their security and automation needs. This is a fantastic opportunity to earn an uncapped, performance-based income while providing valuable service to our customers. This is more than "just a sales job" – it's your chance for a fulfilling and purpose-driven career that provides opportunities for growth, stability, and competitive pay and benefits. We are looking for go-getters who can work independently while exceeding goals. If you're an experienced sales professional and excellent communicator, you enjoy building relationships with customers and solving problems, this opportunity is for you. Protect your community while building your career. At CPI Security, we don't just sell alarms; we provide peace of mind. As a Residential Sales Representative in our Charlotte market, you'll join an industry leader with a culture built on growth, stability, and helping others. • Target Earnings: $60,000 - $90,000+ (Base salary guarantee + uncapped commissions), • The Perks: Company fuel card, iPhone, iPad, and a Free Monitored Security System after 90 days., • Future Growth: Comprehensive leadership development and ongoing training to move you up the ladder., • Benefits: Full Medical, Dental, Vision, 401(k) with company match, and generous PTO/Paid Holidays.What You'll Do, • Consult & Design: Work directly with homeowners to design and sell award-winning security and smart home automation solutions., • Lead Generation: Utilize company-provided leads and proactive prospecting tools to build a robust sales pipeline., • Strategic Networking: Maintain a weekly schedule of appointments and create engaging product displays to stimulate interest., • Expert Communication: Effectively communicate CPI's value and product vision to ensure complete customer satisfaction., • Team Collaboration: Partner with your Sales Manager and team to exceed monthly targets and drive market growth.What We Are Looking For, • The Right Mindset: You are highly driven, motivated, and possess a strong work ethic with high integrity., • Experience: 1–2 years of outside sales experience is preferred, but we are willing to train the right individual who has the "go-getter" spirit., • Tech Savvy: Familiarity with CRM systems (like Salesforce) is a plus; you'll use your provided iPad to manage your business., • Communication: Strong ability to influence and build instant rapport with customers., • Education: High school diploma or equivalent.

Job DescriptionPillar4 Media is seeking a Post Graduate Intern for Public Relations to join its fast-growing team in Charlotte, NC.To be eligible for this role, you must complete your Bachelor's degree in Spring 2026. As a member of the PR team, this role supports the day-to-day execution of Pillar4 Media's PR efforts across media outreach, expert positioning, and trend-driven opportunities. You'll gain hands-on experience working on real campaigns, media relationships, and performance tracking during a 10-week program, with the opportunity to transition into a full-time role based on performance. Pillar4's mission is to help people live healthier lives with access to trusted resources, in-depth product reviews, and supportive communities. Our vision is to build the #1 content and commerce engine connecting consumers directly to the best brands in all four pillars of health and wellness: sleep, fitness, nutrition, and mental health. What You'll Be Doing Reporting to the PR Manager, the PR Intern will: • Monitor news, trends, and media coverage to identify timely PR opportunities and support reactive outreach, • Assist in managing media requests and coordinating expert commentary for journalists and opportunities, • Support the development and execution of outreach efforts, including media list building, pitching, and follow-ups, • Help draft press materials, pitches, and messaging that align with brand voice and campaign goals, • Contribute to campaign execution, including seasonal initiatives, data-driven stories, and brand projects, • Maintain PR trackers and assist in reporting on placements, backlinks, and overall performance, • Collaborate cross-functionally with PR, SEO, Editorial, and Social teams to support broader marketing initiatives, • Assist in identifying and engaging with relevant conversations across social and emerging platforms to expand brand visibility, • Support ongoing team projects and administrative tasks as needed, • Draft press releases, pitches, and tailored outreach emailsWhat You Bring, • Bachelor's degree in Public Relations, Marketing, Communications, or related field (recent graduate preferred), • Strong written and verbal communication skills, • Ability to write clearly, concisely, and in a way that captures attention, • Highly organized with strong attention to detail, • Comfortable working in Google Sheets and managing trackers, • Ability to manage multiple tasks and deadlines in a fast-paced environment, • Interest in media, journalism, digital PR, and trends, • Proactive mindset with a willingness to learn and take ownership, • Internship or coursework experience in PR, communications, marketing, or journalism, • Familiarity with media databases or tools like HARO or Qwoted, • Interest in health, fitness, sleep, or wellness industries, • Understanding of SEO, backlinks, or digital media (not required, but a plus)What We Look For, • Openness to feedback and collaboration: You'll be working closely with folks across different teams, so you'll need to be open to the process and accept feedback and critique., • Strong communication skills: You'll have the ability to build relationships with external stakeholders, report up to internal stakeholders, and foster strong alignment with your team., • Alignment with Pillar4's culture: We live by our values and expect our team to buy in., • Act with focus, • Get after it, • Grow without limits, • Build the team, • Obsess Over Customers, • Commit to Service, • Results: Pillar4 has built the #1 digital media company in the sleep health and hygiene space and is profitably expanding into fitness, nutrition, and mental health verticals., • Stability: We are privately owned, have a holding period of 'forever,' and have significant cash to invest., • Exposure: You will have a front-row seat in growing a business. Your teammates have built and sold companies, managed hundreds of teammates, and run campaigns with Fortune 500 brands., • Market landscape: The $4 trillion health and wellness market is a highly relatable industry that is transforming. There's no better time than now to be building a business in this space., • Career growth: There is no cap on growth, promotions, or the opportunity to own and put your stamp on essential projects. Prove your value and you will be rewarded accordingly., • Learning: We are a mighty team with subject matter experts in creative, branding, content strategy, SEO, paid media, and more. The opportunity to grow new skills and learn from smart people is endless., • Impact-focused: Opportunities to take part in our quarterly initiatives with organizations like Beds for Kids and The Green Chair Project and help respond to the critical needs of our local communities. Launched in 2017, Pillar4 Media operates a portfolio of market-leading digital brands that help consumers make better purchasing decisions. Our vision is to help people live healthier lives with access to trusted resources, in-depth product reviews, and supportive communities. Our mission is to be the #1 content and commerce engine connecting consumers to the best brands in all four pillars of health and wellness: sleep, fitness, nutrition and mental health. We also partner with the leading direct-to-consumer brands in our markets to grow their businesses online. Our current portfolio includes the following: • Mattress Advisor, launched in 2017, • Mattress Nerd, acquired in 2018, • Sleepopolis, acquired in 2020, • Mattress Clarity, acquired in 2020, • The Fit House, launched in 2021, • Garage Gym Reviews, acquired in 2021, • Sleepyti.me, acquired in 2022, • Sleep Advisor, acquired in 2022, • BarBend, acquired in 2023, • Breaking Muscle, acquired in 2023 At this time, Pillar4 will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer). All offers are subject to a background check.

Job DescriptionAre you seeking purpose, challenge, and talented colleagues? With a diverse portfolio of residential, energy, commercial, light industrial and public programs, CESO has the opportunity for you to develop your career. We develop leaders and empower our associates to use their skills and talents to positively impact the world through service – to our coworkers, clients, and communities. We subscribe to the mission of “empowering our people to impact communities by bringing clients’ visions to life,” so if this speaks to you, let’s connect! At CESO, a Senior (Sr) Program Director is responsible for client management of large portfolios —which may include client programs, a collection of related projects, or regional operational areas. The Sr Program Director is responsible for the growth of client accounts. They will develop and execute strategies to grow client accounts by fulfilling other client needs and bringing in other services not yet performed for the client. They will coordinate client activities, monitor & forecast overall portfolio performance, and ensure the delivery of client projects. They will train and develop team members and identify those who can grow into more advanced roles. Responsible for mentoring personnel, including Program Directors and project management team members. Primary Responsibilities • Be accountable for the team’s quality of work, productivity, and actions., • Assist team members by providing technical direction., • Provides senior-level leadership for highly complex, high-impact portfolios across multiple clients, markets, or regions., • Serves as a trusted advisor to senior client executives; builds and sustains long-term executive-level relationships., • Leads high-stakes pursuit strategies, portfolio negotiations, and major contract execution for enterprise-level programs., • Oversees multiple Program Directors and senior project teams, ensuring consistent and high-quality project delivery., • Partners with firm leadership to drive innovation, best practices, and continuous improvement in client and portfolio management., • Mentors and develops high-potential leaders; contributes to succession planning and organizational leadership capability., • Represents the firm at industry events, contributes to thought leadership efforts, and enhances firm visibility and reputation., • Supervising direct reports is a key responsibility of this job., • Perform other duties as assigned.Position Requirements, • Bachelor's degree in Architecture, Engineering, Surveying or related field, with a minimum of 20 years of experience directly managing projects in a design and construction related field is preferred;, • Or 25 years related experience and/or training is required., • Proven track record in leading a team and working with multiple projects., • Professional Licensure (RA, PE, PS, RLA) is preferred., • PMP certification is preferred., • Computer skills necessary to enter daily timesheet data and use Microsoft Outlook for email correspondence., • Proficient knowledge of Microsoft Suite products, Deltek, and Newforma., • Ability to travel Benefits and Perks, • Flexible and Hybrid Work Schedule, • Paid Time Off – Credited to You 100% Upfront, • 401K with a Company Match, • Rewards and Recognition Program, • Training and Development to Foster Professional Growth, • Paid Holidays, • Medical / Dental / Vision Coverage, • Welcome Box, • Casual Dress Code, • Reimbursement for Professional Licenses, • Paid Time Off for Community Team Service Events, • Voluntary or Supplemental Short-Term / Long-Term Disability, • Employee Assistance Program, • Company Paid Bonding and Recovery • Akron, OH: $115,565 - $157,102• Charlotte, NC: $128,406 - $174,558• Cleveland, OH: $121,986 - $165,83• Columbus, OH: $121,986 - $165,83• Dallas, TX: $134,826 - $183,286• Rogers, AR: $115,565 - $157,102 CESO is a principle-centered organization that aligns with strong service values, integrity, and authenticity. We develop and inspire through training and coaching on the job. At CESO, we believe that work should be more rewarding than just a paycheck. In addition to a comprehensive benefit and compensation program, we create memories and friendships through our employee and service events. CESO, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. This organization participates in E-Verify and is a drug-free workplace. Criminal background checks and drug/alcohol checks are required. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.