- Bank of America (Charlotte, NC)
- Merrill Financial Solutions Advisor - Charlotte & Associates Market Charlotte, North Carolina;Huntersville, North Carolina **Job Description:** **Job Description** ... and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and… more
- Edward Jones (Gastonia, NC)
- …provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan , and tax-advantaged accounts: health savings account and flexible spending ... the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client… more
- H&R Block (Charlotte, NC)
- …services.** + **Benefits with additional eligibility requirements** **: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan .** ... **524599BR** **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
- Comerica (Charlotte, NC)
- …for the success of the client relationship. What we can offer you * Comerica Funded Retirement Plan and 401(K) Matching * Paid Time Off (PTO) * Employee Stock ... Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor ...Purchase Plan * Paid Holidays, Floating Cultural Holiday * Medical, Dental,… 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
- Bank of America (Charlotte, NC)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... private planning business succession, global asset allocation, risk management and retirement planning. May also author whitepapers, articles and other material on… more
- CenterWell (Charlotte, NC)
- …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, NC Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... clients to review financial and investment goals, building a financial plan , and recommending brokerage products. Job expectations include applying and expanding… more
- Compass Group, North America (Charlotte, NC)
- …benefits. + Medical + Dental + Vision + Life Insurance/ AD + Disability Insurance + Retirement Plan + Paid Time Off + Holiday Time Off (varies by site/state) + ... projects, both independently and as part of a team. + Bilingual HR Advisor may assist with translation of investigative documentation from Spanish to English, as… more
- PNC (Charlotte, NC)
- …a growing business. You will work closely with the Institutional Asset Management Retirement Plan Advisors and Business Development Officers, and vendor systems ... as well as preparing client deliverables and communications to the Retirement Plan Advisors. Preferred experience/skills: *Investment due diligence *Experience… more
- Edward Jones (Belmont, NC)
- …critical illness), + Well-being programs (such as the Employee Assistance Program), and + Retirement Plan (if compensated for 1,000 hours of service during the ... critical member of that team along with the financial advisor . You are the first voice a client hears...plan year). + In locations that require accruals of… more
- Edward Jones (Kings Mountain, NC)
- …are provided at no cost to associates. Edward Jones offers a 401k retirement plan , and tax-advantaged accounts: health savings account, and flexible spending ... critical member of that team along with the financial advisor . You are the first voice a client hears...them coming a mile away. You and your financial advisor are essential in working together to help your… 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 ... relationships with cross-functional teams and act as a trusted advisor to global leaders. We're seeking a thoughtful leader...identify risks, provide recommendations, and act as a trusted advisor to the co-Head of Global Know Your Customer… 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 ... an opportunity to serve as a strategic partner and advisor to our Marketing and Analytics leadership team and...are expected from candidates. **Primary Responsibilities:** + Lead legal advisor to Corporate Marketing leadership team. + Key partner… more
- Ascensus (Charlotte, NC)
- …employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan ... contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations,… more
- Truist (Charlotte, NC)
- …including summarizing and evaluating complex financial documents, trust documents, wills, retirement accounts and other planning information for High and Ultra-High ... that may include: Complex review, analysis and diagram of existing estate plan and modeling of advanced estate, legacy and tax planning options/strategies. Creation… more
- TD Bank (Charlotte, NC)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... using computer applications including MS Office + Advanced ability to lead, plan , implement and evaluate program/project activities to ensure completion of audit +… more
- Grant Thornton (Charlotte, NC)
- …program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable ... and monitor multiple client services teams on client engagements; plan , execute, direct, and complete tax projects in a...business and process improvement and serve as a business advisor to client + Other duties as assigned You… more
- H&R Block (Charlotte, NC)
- …services.** + **Benefits with additional eligibility requirements** **: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan .** ... improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions,… more
- Grant Thornton (Charlotte, NC)
- …program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable ... levels to manage expectations, ensure satisfaction, and become a trusted business advisor . + Build on client relationships by building, maintaining, and utilizing… more