- Edward Jones (Mooresville, NC)
- **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 ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Bank of America (Hickory, NC)
- …such as core Banking, and Investment and Life Priority (TM) solutionsPartners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Morgan Stanley (Cornelius, NC)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... the direction of Financial Advisor (s) * Prepare financial plans, client reports and other materials for client meetings * Review and take appropriate action… more
- Edward Jones (Hickory, NC)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- First Horizon Bank (Mooresville, NC)
- …fulfillment, account representative changes, and various project support * Fulfill financial advisor requests and resolve service-related issues and inquiries ... The Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales revenue… more
- Travelex (St. Stephens, NC)
- **Tesco Travel Money Advisor -** **Tesco Hull St Stephens - Part Time** **Job Type** : Permanent **Hours per week** : 11.5hrs **Salary:** pounds 12.50 per hour + ... all aspects of wellbeing such as physical, mental and financial . + A wide range of employee discounts provided...yourself as a travel money ambassador and their trusted advisor , providing support and advice on great Travelex products… more
- Lowe's (Mooresville, NC)
- …the company and reduces time wasted in audit cycles and documentation. Sure, evaluating financial controls are table stakes, but at Lowe's you will be a value-added ... advisor to the business. Move from the backroom to...the Company's most significant risks - including operational and financial risks. This position will help the Audit Manager… more
- Trane Technologies (Davidson, NC)
- …career while contributing to the growth of Trane Technologies. + Utilizes financial systems and tools for decision making, planning, control, and performance ... evaluation; engaging technology to enhance financial accuracy, efficiency, and productivity. + Works effectively with...skills such as: campus organizations, sports team captain, resident advisor , etc. or exceptional leadership of work projects +… more