- Bank of America (Charlotte, NC)
- Financial Solutions Advisor - Consumer Investments - Charlotte, NC Charlotte, North Carolina;Charlotte, North Carolina; Charlotte, North Carolina **Job ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Truist (Charlotte, NC)
- …change from time to time. Develops overall client strategy to introduce all appropriate financial solutions and Truist specialists to the client to deepen client ... 50% in Deposits. The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians...facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals… more
- PNC (Charlotte, NC)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The ... Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team...able to leverage that information in creating customized customer solutions . + **Managing Risk** - Assessing and effectively managing… more
- KPMG (Charlotte, NC)
- …experience in financial services regulatory compliance with a focus in consumer compliance and safety and soundness regulations, (such as a compliance manager ... **Business Title:** Senior Associate, Consumer Compliance **Requisition Number:** 118208 - 51 **Function:**...advisor , consultant, or regulatory counselor) at a large financial institution, consulting firm, or a federal or state… more
- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking a Lead Business Execution Consultant in the Consumer Lending Risk organization. This individual contributor will be part of the ... management needs including management routines, strategic planning, and matrixed deliverables across Consumer Lending Risk. This person will be a key driver of… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Bank of America (Charlotte, NC)
- … Services Advisors (FSA), Banking Financial Advisors (BFA), & Corporate Financial Solutions Advisors (CFSA) in the Merrill Edge platform. This platform ... within the Consumer Banking & Merrill Edge has over 193 billion...objectives and contributes to branch office profitability by influencing Financial Advisor business practices in ways that… more
- PNC (Charlotte, NC)
- …plus **Job Description** + Leads project initiatives related to the integrated advisor workstation and the investment advisor function. Defines future ... strategy and the advisors in the field. Supports the advisor on client requests for new business or specific...able to leverage that information in creating customized customer solutions . + **Managing Risk** - Assessing and effectively managing… more
- JPMorgan Chase (Charlotte, NC)
- …not eligible for employer immigration sponsorship. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial… more
- Wells Fargo (Charlotte, NC)
- …Wells Fargo is seeking a Senior Lead Business Analytic Consultant within our Consumer , Small and Business Banking organization. **In this role, you will:** + Advance ... platforms and/or techniques + Lead the design and implementation of BI solutions from ideation to implementation. Provide vision, direction, and expertise to… more
- PNC (Charlotte, NC)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch footprint, to ... sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate… more
- PNC (Charlotte, NC)
- …you will be based in Charlotte/North Carolina. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a ... trusted advisor within a fast-paced, dynamic environment you will leverage...revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit… more
- PNC (Charlotte, NC)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch footprint, to ... sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate… more
- First Horizon Bank (Charlotte, NC)
- …Finance, client portfolio management activities. Delivers customized capital equipment financing solutions including term loans and tax oriented true leases to meet ... mix of targeted high value and high potential clients. o Acts as a trusted advisor by educating the customer about current market and industry trends as well as tax… more
- EverBank (Charlotte, NC)
- …sharing best practices and creating operational efficiencies. + Functions as a trusted Advisor to Credit ensuring the business maintains a strong risk and control ... nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in...addition to phone banking services and a network of financial centers. EverBank's commitment is to deliver to our… more