- HUB International (Charlotte, NC)
- …**REQUIREMENTS:** + Bachelor's degree preferred. + 7-10 years' experience in qualified plan retirement investment industry. + Must have maintained a Series ... 6 or 7, and 63 or 65 license. + Knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar program + Must be well-organized and a self-starter to… more
- Edward Jones (Charlotte, NC)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business… more
- H&R Block (Charlotte, NC)
- …eligible associate well-being programs including mental health support and coaching + **401k Retirement ** Savings Plan and Employee Stock Purchase Plan + ... **517370BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal… more
- US Bank (Charlotte, NC)
- …and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- WTW (Charlotte, NC)
- …( _Washington State only_ ) + ** Retirement Benefits:** Contributory Pension Plan ... **Summary** The Solution Advisor (SA) is an exciting, client-facing opportunity in...and Global Solutions business that is an expert client advisor who will position, sell, and lead opportunities across… more
- TD Bank (Charlotte, NC)
- …for this role. **Line of Business:** Data & Analytics **Job Description:** The Senior Advisor , Business Insights acts as a top advisor to business leaders and ... equity incentive awards, generally through participation in an incentive plan ) and several other key plans such as health...plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex… more
- US Bank (Charlotte, NC)
- …and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending ... team at US Bank is hiring an Employee Relations Advisor to support Contact Center employees. HRAS is a...state and federal laws and regulations. As a trusted advisor you will provide consultation and resolution guidance to… more
- Acosta Group (Charlotte, NC)
- …+ **Paid training to certify you on Sony product knowledge** + **Optional 401(k) retirement savings plan with company match** + **Paid time off** **Duties** + ... **Sales Advisor - Sony** Location**NC - CHARLOTTE** **Are you...home theater accessories.** **As a Sony Home Theater Sales Advisor , you will serve as an in-store consultative expert… more
- JPMorgan Chase (Charlotte, NC)
- …comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan , backup childcare, tuition reimbursement, mental health ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- EssilorLuxottica (Charlotte, NC)
- Target Optical - EyeCare Advisor Date: Jul 3, 2024 Brand: Target Optical Location: Charlotte, NC, US, 28277 **Requisition ID:** 848757 **Store #** : 006750 Target ... grow your career within Target Optical and beyond. **GENERAL FUNCTION** The Eyecare Advisor Member creates exceptional value in the lives of patients by delivering… more
- Penske Automotive (Pineville, NC)
- …including health care options (medical, dental, and vision) and 401k savings and retirement plan with company match. + Training, resources, and opportunities for ... Automotive Group dealership, is looking for an automotive Service Advisor to join our team and deliver extraordinary customer...organization and customers every day. As a trusted Service Advisor , you will be the liaison between the customer… more
- CenterWell (Rock Hill, SC)
- …Assessment Advisor ** directly completes and oversees development/ of the plan of treatment as approved by physician, performs ongoing evaluation of patient ... our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan , time off (including paid time off, company and personal… more
- Bank of America (Charlotte, NC)
- Financial Solutions Advisor - Consumer Investments Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... clients to review financial and investment goals, building a financial plan , and recommending brokerage products. Job expectations include applying and expanding… more
- USAA (Charlotte, NC)
- …and services, to include health & welfare (self & fully insured programs), retirement benefits, plan design, experience in benefits financial analysis, metric ... us so special! **The Opportunity** As a dedicated **Benefits Advisor Senior** , you will be responsible for the...approval of recommendations. + Responsible for the enterprise-wide pandemic plan and Point of Dispensing (POD) program. + Coordinates… more
- Wells Fargo (Charlotte, NC)
- …will take inbound calls from financial advisors assisting with their employer sponsored retirement plan and IRA opportunities. Learn more about the career areas ... and optimization of efforts for growth of the employer-based retirement plan and Individual Retirement ...or through intermediaries who sell and service employer sponsored retirement plans + Experience educating Financial Advisor … more
- Equitable (Charlotte, NC)
- … retirement business is a plus + Basic knowledge of ERISA and non-ERISA retirement plan regulations, is a plus + Bachelor's in business management, finance, ... Product Lifecyle Manager - Group Retirement ( 240000D9 ) **Primary Location** : UNITED...Coordinate and implement required client communications, documents at the advisor , plan and participant level for Educator… more
- PNC (Charlotte, NC)
- …Director for Institutional Defined Contribution Plans. You will work closely with Retirement Plan Advisors, Business Development Officers, and vendor systems to ... as well as preparing client deliverables and communications to the Retirement Plan Advisors. Preferred experience/skills: *Investment due diligence *Experience… more
- Bank of America (Charlotte, NC)
- …services Responsible for gathering information about company benefits, equity plans, and retirement plans and educating the advisor teams about each corporate ... special attention to integrate their company benefits. By introducing a highly skilled advisor to the relationship, the strategist acts as a member of the team… more
- Truist (Charlotte, NC)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... 7. Previous experience using financial planning software; demonstrated ability to deliver advisor led financial planning that addresses the following key areas -… more
- Merck (Charlotte, NC)
- …presentations + Effectively lead with influence and build the right stakeholder management plan to ensure alignment to case for change, operational plan and ... to all intended audiences via creating of content and operational / delivery plan focused on creating a seamless and consumer-like content experience. + Develop… more