- Thrivent Financial (Gastonia, NC)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- Edward Jones (Gastonia, NC)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Truist (Gastonia, NC)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information… more
- Cherry Bekaert (Gastonia, NC)
- …services to prospective and existing clients (through the development of "trusted advisor " status with clients served). + Manage a network of decision makers ... S-corp), multi-state, individual, and partnership returns. + Basic knowledge of financial services products. + Strong understanding of IRS practice and procedure.… more
- CaroMont Health (Gastonia, NC)
- …management, creative review, and asset production. Works collaboratively as a valued advisor with leaders, staff, vendors, and external stakeholders to support and ... of progressive healthcare leadership experience required. Strong interpersonal relation, financial and planning skills. Excellent oral and written communication… more