- 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 ... 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
- Raymond James Financial, Inc. (Greensboro, NC)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... Responsibilities:** Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the team will… more
- Thrivent Financial (Greensboro, NC)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- Edward Jones (Greensboro, NC)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Atria Wealth Solutions (Greensboro, NC)
- …with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in ... an established schedule determined by your manager. Purpose of the Job The Financial Advisor II serves the financial advisory needs of credit union members… more
- Bank of America (Greensboro, NC)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Truist (Greensboro, 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. ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- Bank of America (Greensboro, 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
- Truist (Winston Salem, NC)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information… more
- Edward Jones (Winston Salem, 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
- 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
- Truist (Greensboro, NC)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... goals and objectives. Utilize other specialist where appropriate. + Provide financial planning guidance in the areas of estate planning, estate administration,… more
- Truist (Winston Salem, NC)
- …audit, consulting, operations, process engineering, or risk management in the financial services industry. 3. 5+ years supervisory or management level experience. ... interpersonal and negotiation skills. 5. Strong knowledge of operational and other non- financial risks. 6. Proven leadership and management skills. 7. Excellent time… more
- Truist (Winston Salem, NC)
- …audit, consulting, operations, process engineering, or risk management in the financial services industry 5+ years supervisory or management level experience. Strong ... interpersonal and negotiation skills Strong knowledge of operational and other non- financial risks Proven leadership and management skills Excellent time management… more
- EFI Global (Greensboro, NC)
- …performing assignments in a timely manner and within the financial constraints of budgetary requirements and contractual obligations. **ESSENTIAL FUNCTIONS ... and RESPONSIBILITIES** + Plans, develops, coordinates, implements, and directs projects within fields of expertise. + Interprets field data and laboratory results. + Summarizes data from field samples and laboratory result and writes reports relating… more
- Bank of America (Winston Salem, NC)
- Senior Banker - Stratford Road Trailer Financial Center Winston Salem, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to ... help make financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… more
- Truist (Greensboro, NC)
- …dedicated localized supervisor for assigned group of high performing Wealth Brokerage advisor teams and primary point of contact for Central Supervision Group (CSG) ... a focus on mitigating risk for the firm from financial , reputation and regulatory items. Ensure that the advisors...as a dedicated supervisory principal for multiple top tier advisor teams in the Raleigh and Winston Salem local… more
- Black & Veatch (Winston Salem, NC)
- …matters of the existing and proposed EPA regulations and will serve as a technical advisor to internal and external clients on all subjects related to LCRR. The LCRR ... and amendments Project Execution: + Serve as a technical advisor with a deep understanding of LCRR / LCRI,...company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By… more
- Black & Veatch (Winston Salem, NC)
- …all matters of the proposed PFAS regulations and will serve as a technical advisor to internal and external clients. The PFAS Regional Lead will provide subject ... and amendments Project Execution: * Serve as a technical advisor with a deep understanding of PFAS regulations, rapid...company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By… more
- PNC (Greensboro, NC)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services, both in and out of PNC's branch footprint, to ... sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate… more