- Edward Jones (Thomasville, 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 ... 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 (Winston Salem, NC)
- …such as core Banking, and Investment and Life Priority (TM) solutionsPartners 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 (Winston, 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
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: ... 4- year degree in Finance, Business or related field, required . EXPERIENCE - Minimum 5 years of...EXPERIENCE - Minimum 5 years of revenue- generating financial sales experience . Related customer service … more
- Truist (Winston Salem, 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
- Truist (Winston Salem, NC)
- …field, or equivalent education and related training. + Three to Six years of experience in a financial or other institution with emphasis on risk management ... Ability to travel, occasionally overnight. **Preferred Qualifications:** + One to three years of experience in a financial or other institution in front line or… more
- Truist (Winston Salem, NC)
- …Consulting experience at a corporate level. 2. Knowledge of financial accounting and reporting systems. 3. Professional designation related to risk management ... receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review… more
- Truist (Winston Salem, NC)
- …products **Preferred Qualifications:** Master's degree or other advanced degree Consulting experience at a corporate level Knowledge of financial accounting ... receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review… more
- Truist (Winston Salem, NC)
- …field, or equivalent education and related training. 2. Three to Six years of experience in a financial or other institution with emphasis on risk management ... receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review… more
- Truist (Winston Salem, NC)
- …program activities as defined in policy. 10. Coach and develop risk advisor teammates within the GCO. **Qualifications** ** Required Qualifications:** The ... a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America)... experience . 2. Five years of risk management experience in financial services or related field… more
- Interactive Government Holdings, Inc. (North Liberty, NC)
- …will be responsible for effective and timely coordination and management of all work required under this task order. Ensure that all deliverables and other terms of ... the program. The Program Manager provides daily supervision and management to the Resource Advisor Team and is IGH's primary conduit for information flow to and from… more
- Bank of America (Winston Salem, NC)
- …basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Siemens (Lexington, NC)
- …direction, motivation, and performance management, + Understanding of budgeting and business financial planning, + Leadership skills and experience in leading ... sitewide engagement in related projects and drive lean methodology using required operating procedures, standardized work instructions, and job safety analysis.… more
- Bank OZK (Winston Salem, NC)
- …essential job functions Basic Qualifications + High school diploma or equivalent required ; bachelor's degree preferred + 1+ year experience interacting with ... with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and...+ Basic knowledge of personal finance and household budgeting required + Knowledge of, experience with, and… more
- Antech Diagnostics (Winston Salem, NC)
- …Mars Science and Diagnostic ("SDx") offerings. The DSM will serve as an advisor , leader, and technical expert to support peer mentorships and will support ... information to regional and senior leadership. + Enhance overall customer experience by researching customers before site visits allowing for tailored messages… more
- Elevance Health (Winston Salem, NC)
- …Representative I** **Location:** This is a hybrid position and onsite training will be required for the first 10 weeks. We are hiring for specific office locations: ... Representative I** is responsible for acting as a trusted advisor and educator on inquiries such as coverage for...+ Requires a HS diploma or equivalent and previous experience in an automated customer service environment; or any… more