- Edward Jones (Florence, SC)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Bank of America (Camden, SC)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...65 in lieu of 66) licenses** + Two years' experience working in the financial service industry… more
- Edward Jones (Charlotte, NC)
- …+ Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, ... competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator...by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Deloitte (Charlotte, NC)
- Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing in project and ... account financial management serving as a focal point for aspects...keep clients' projects on track and on cost. Qualifications Required : + BA/BS from a four-year accredited university and… more
- USAA (Charlotte, NC)
- …OR 4 years of related experience (in addition to the minimum years of experience required ) may be substituted in lieu of degree. + 4 years' experience ... **The Opportunity** We are seeking an ICFR (Internal Controls Financial Reporting) Advisor to be part of...in Internal Control Financial Reporting (ICFR), SOX, financial accounting and controls and/or auditing work experience… more
- Truist (Charlotte, NC)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking experience helpful **General Description of Available Benefits for Eligible Employees of… more
- JPMorgan Chase (Charlotte, NC)
- …analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. ** Required qualifications, capabilities, ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- Truist (Charlotte, NC)
- …receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review ... needs and provide opportunities to add value through holistic financial management. Demonstrates how particular investment solutions match client's individual… more
- USAA (Charlotte, NC)
- …Degree OR 4 years of related experience (in addition to the minimum years of experience required ) may be substituted in lieu of degree. + 8 years of project ... did. We're working as one to build a great experience and make a real impact for our members....part of the organization and then driving throughout Bank Financial Crimes for consistency. The Business Advisor … more
- USAA (Charlotte, NC)
- …Degree OR 4 years of related experience (in addition to the minimum years of experience required ) may be substituted in lieu of degree. + 6 years of project ... management, process consulting, or business optimization planning experience within the financial services industry. + Advanced knowledge of relevant industry… more
- Truist (Charlotte, NC)
- …receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review ... the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to… more
- Truist (Charlotte, NC)
- …+ Bachelor's Degree + 7 or more years of lending or relationship management experience in the financial services industry + FINRA: Maintains proper licenses ... a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America)...than 5 years of credit experience Successful experience as a client advisor with proven… more
- PNC (Charlotte, NC)
- …and abilities for a role. Listed below are skills, competencies, work experience , education, and required certifications/licensures needed to be successful in ... Risk, Effective Communications, Loan Review, Organizational Governance, Regulatory Environment - Financial Services **Work Experience ** Roles at this level… more
- Bank of America (Charlotte, NC)
- …relationships Required Skills * 7+ years of private banking or complex financial services experience OR minimal equivalent of a Bachelor's degree * ... Private Client Advisor - Executive Coverage Charlotte, North Carolina **Job Description:**...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- USAA (Charlotte, NC)
- …OR 4 years of related experience , in addition to the minimum years of experience required , may be substituted in lieu of degree. + 4 years progressive ... Opportunity** We are seeking a Regulatory Reporting Quality Assurance Advisor to own the performance, independent validation and improvement...operations or process experience in the financial services, insurance, or… more
- USAA (Charlotte, NC)
- …degree; OR 4 years of related experience (in addition to the minimum years of experience required ) may be substituted in lieu of degree. + 6 years of ... At USAA, we have an important mission: facilitating the financial security of millions of US military members and...did. We're working as one to build a great experience and make a real impact for our members.… more