- Nuveen Investments (Charlotte, NC)
- **Individual Financial Consultant Multi-lingual** The Individual Financial Consultant (IFC) provides retirement education and advice to the ... - Multiple Issuers required within 120 Days Related Skills Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, … more
- First Horizon Bank (Charlotte, NC)
- …TN or Charlotte, NC. **Summary** : We are seeking a motivated and detailed-oriented Financial Consultant to join our Wholesale Finance Team. In this role, you ... the review, analysis, and creation of data related to the Bank's financial statements, forecasts, and budgets. **Essential Duties and Key Responsibilities:** +… more
- Charles Schwab (Charlotte, NC)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients... futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust,… more
- ManpowerGroup (Charlotte, NC)
- **Title:** Financial Crimes Consultant **Company:** Fortune 50 Financial Services Company **Location:** **Preferred:** Charlotte, NC **Other:** Minneapolis, ... **Pay:** $70-$75/hr W2 **About the Role:** We are seeking a ** Financial Crimes Consultant ** to provide strategic advisory and analysis on complex initiatives… more
- Nuveen Investments (Charlotte, NC)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants each ... Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this… more
- NTT DATA North America (Charlotte, NC)
- …and collaborative environment. **Why the Role Is Important:** We are seeking a Financial Crimes Consultant with experience in Anti-Money Laundering (AML) and ... and integrity. The ideal mindset for the role of a Financial Crimes Senior Consultant includes: + Commitment to Compliance: A strong commitment to upholding… more
- Deloitte (Charlotte, NC)
- …in technology who wants to work in a collaborative environment? As an experienced Financial Project Management Consultant , you will have the ability to share new ... ideas and collaborate on projects as a consultant without the extensive demands of travel. The Project...coordination and management + 3+ years of experience in Financial Consulting + 3+ years of experience with various… more
- Guidehouse (Charlotte, NC)
- …Required** **:** None **What You Will Do** **:** As a Project Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your ... + 5+ years of experience in the banking industry or commercial financial services consulting (must have experience with Global Systemically Important Bank(s)… more
- Wells Fargo (Charlotte, NC)
- …planning software + Extensive knowledge in financial planning + Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) or equivalent ... Advisor Planning Consultant serves as a subject matter expert on financial planning technology and workflows, leveraging the eMoney platform to support advisors… more
- Magellan Health Services (Charlotte, NC)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver License, Valid In State… more
- Equitable (Charlotte, NC)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - NC, Charlotte (5118) ( 240000EC...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Charlotte, NC)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - Retirement Benefits Group - Charlotte,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Schaeffler (Fort Mill, SC)
- …tracking of capex spending within the business division + Act as accountable financial consultant to the responsible functional management regarding all ... changing economical conditions + Provide support and analysis in matters of financial controlling to improve productivity and operational efficiency, for a function… more
- Capital One (Charlotte, NC)
- Treasury Management Consultant III, Specialized Industries This role is centered on generating new and expanding existing full-service treasury management ... Organization. Familiarity with these business verticals and the specific banking and financial operations of Technology, Media, Telecom (TMT) or Financial … more
- Bank of America (Charlotte, NC)
- …in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and ... Investment Consultant II - Merrill Premium Charlotte, North Carolina...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Motion Recruitment Partners (Charlotte, NC)
- Change Implementation Consultant / UAT - L3 CHARLOTTE, North Carolina **Hybrid** Contract $46.53/hr - $52.43/hr Outstanding long-term contract opportunity! A ... well-known Financial Services Company is looking for a Change Implementation / UAT Consultant in Charlotte, NC (Hybrid). Work with the brightest minds at one of… more
- Avenue5 Residential, LLC (Charlotte, NC)
- Job Title: Leasing Consultant Salary: $18.50 to $20 per hour + Bonus Opportunities + Available Housing Discount Schedule: Saturdays Required | Sunday + 1 Weekday Off ... Physical wellness: Medical, dental, vision, and mental health coverage options. + Financial wellness: Competitive pay plus basic life insurance and matching 401K… more
- Deloitte (Charlotte, NC)
- Mergers and Acquisitions IT Diligence Senior Consultant Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Truist (Charlotte, NC)
- …Business Consultant - Finance is responsible for supporting the financial management and operations within the Legal Department. This role involves analyzing ... ideal candidate will have strong analytical skills, a deep understanding of financial principles, and the ability to work collaboratively with various stakeholders.… more
- Deloitte (Charlotte, NC)
- US-E-Consulting- APIs and Integration - Integration Developer with Boomi - Consultant - AI & Engineering - FY26 Position Summary Integration Developer/ Consultant ... are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation.… more