- HUB International (Charlotte, NC)
- …**REQUIREMENTS:** + Bachelor's degree preferred. + 7-10 years' experience in qualified plan retirement investment industry. + Must have maintained a Series ... 6 or 7, and 63 or 65 license. + Knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar program + Must be well-organized and a self-starter to… more
- Bank of America (Huntersville, 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 (Charlotte, 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
- 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
- Ascensus (Charlotte, NC)
- …+ Maintains and expands TPA partner relationships according to the objectives and retirement plan goals as documented in the TPA strategic business ... attendance **Requirements:** + Minimum 10 years' strategic business development experience in the retirement plan industry + Series 6 and 63 (or the ability… more
- Equitable (Charlotte, NC)
- Team Lead, Group Retirement Sales Optimization ( 2500000B ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-NY-Syracuse ... a dynamic and experienced Team Lead to support Sales Optimization for Group Retirement . The Team Lead will own the digital implementation across all sales enablement… 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
- CVS Health (Harrisburg, NC)
- …medical, dental, and vision benefits. Eligible employees may enroll in the Company's 401(k) retirement savings plan , and an Employee Stock Purchase Plan is ... you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable...company policies and guidelines. + Execute the established sales plan by meeting the sales budget and tracking your… more
- Truist (Charlotte, NC)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement… more
- TD Bank (Charlotte, NC)
- …team management to help everything run smoothly. + Act as the lead audit advisor by providing insights to Audit Senior Management Team on emerging risk areas, ... complex situations + Provide input to the divisional annual plan for the risk assessment process while leading audit...performance, risk and governance issues + Be a strategic advisor to leadership team on the management of the… 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)
- …and services. + **Benefits with additional eligibility requirements** : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan . + ... and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal...state requirements + High school diploma / equivalent or higher **Posting Title:** Block Advisor Tax Associate **Sponsored Job:**… more
- TD Bank (Charlotte, NC)
- …as required + Contributes to completion of the annual RAP and Annual Audit Plan for assigned area(s) + Key member in Centers of Excellence + Participates in ... conducting audits + Consults assigned lines of business (trusted advisor ) + May manage a team of professional resources...equity incentive awards, generally through participation in an incentive plan ) and several other key plans such as health… more
- CoStar Realty Information, Inc. (Charlotte, NC)
- …services for individuals and family + Commuter and parking benefits + 401(K) retirement plan with matching contributions + Employee stock purchase plan ... clients to drive advertising revenue and become a trusted advisor on all matters related to their strategic marketing... on all matters related to their strategic marketing plan + Business Development - Using CoStar Group's extensive… more
- TD Bank (Charlotte, NC)
- …with the business while conducting audits + Consult assigned lines of business (trusted advisor ) for audit + Deliver CSI and follow up as appropriate + Strong ... equity incentive awards, generally through participation in an incentive plan ) and several other key plans such as health...plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex… more
- TD Bank (Charlotte, NC)
- …consumer credit cards and unsecured lending products. You will be a trusted advisor to product owners and risk stakeholders. **Job Summary:** The Counsel provides ... equity incentive awards, generally through participation in an incentive plan ) and several other key plans such as health...plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex… more
- Old Dominion Freight Line (Charlotte, NC)
- …+ Short Term & Long Term Disability + Flex Spending Accounts + 401k Retirement plan with company match and additional company annual discretionary match ... manage the IT Cloud Platform Engineering team + Act as a strategic solution advisor in collaboration with the IT Enterprise Architecture team + Lead programs to… more