- 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 (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
- 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
- Penske Automotive (Pineville, NC)
- …including health care options (medical, dental, and vision) and 401k savings and retirement plan with company match. + Training, resources, and opportunities for ... Automotive Group dealership, is looking for an automotive Service Advisor to join our team and deliver extraordinary customer...organization and customers every day. As a trusted Service Advisor , you will be the liaison between the customer… 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 (Rock Hill, SC)
- …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
- 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
- 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 (Indian Land, SC)
- …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
- US Postal Service (Charlotte, NC)
- …pay policies. We offer excellent benefits including health and life insurance, retirement plan , savings/investment plan with employer contribution, flexible ... audience. Serves as a subject matter expert and technical advisor in matters relating to the proper collection, preservation,...and shipment procedures sufficient to serve as a technical advisor in such matters and to ensure evidence handling… more
- Edward Jones (Charlotte, 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
- 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)
- …Division in identifying and remediating opportunities identified. + Act as Strategic Advisor to leadership team on areas for focus related to execution quality, ... using computer applications including MS Office + Advanced ability to lead, plan , implement and evaluate program/project activities to ensure completion of Quality… more