- Edward Jones (Chapel Hill, 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
- 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
- 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
- Bank of America (Greensboro, NC)
- Financial Solutions Advisor Stage II - Consumer Investments -East Charlotte Market Charlotte, North Carolina;Winston Salem, North Carolina; Charlotte, North ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Bank of America (Chapel Hill, NC)
- Financial Solutions Advisor - Consumer Investments - Raleigh/Durham Market Raleigh, North Carolina;Holly Springs, North Carolina; Chapel Hill, North Carolina; ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Wells Fargo (Chapel Hill, NC)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Edward Jones (Greensboro, 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
- Charlotte Tilbury (Durham, NC)
- …OF THE ROLE: An ambassador for the Charlotte Tilbury brand, the Beauty Advisor will reflect the brand values and customer base. Responsible for achieving optimal ... financial results by maximizing top line sales potential and...customers. MAIN DUTIES AND RESPONSIBILITIES: + Sales + Drive financial results in store to meet and exceed plan.… more
- Truist (Greensboro, NC)
- …education and related training. + Eight plus years of experience in a financial institution with emphasis on risk management or equivalent work experience and ... industry-related regulatory requirements. + Strong knowledge of operational and other non- financial risks. + Ability to assess levels of adherence/execution and… more
- Bank of America (Greensboro, NC)
- Senior Banker - Four Seasons Financial Center Greensboro, 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
- Lincoln Financial Group (Greensboro, NC)
- …this opportunity. **Requisition #:** 73936 **The Role at a Glance** As the Financial Services Wholesaling Representative for the Life Insurance team, you will build ... established individual and team sales goals and help the advisor provide the right solutions to their clients. This...volume. **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make… more
- UNC Health Care (Chapel Hill, NC)
- …service lines and their performance. This role acts as the primary business advisor to the service line teams, providing financial and operational reporting, ... information to various audiences. **Responsibilities:** + Serves as the primary business advisor to service line teams. + Provides financial and operational… more
- Robert Half Finance & Accounting (Greensboro, NC)
- …transactions and financial reporting * Collaborate with an external tax advisor to manage and comply with local, state, and federal government reporting ... based in Greensboro, North Carolina. The role involves overseeing the financial operations of our multi-business units and multi-subsidiaries environment. The… 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
- IBM (Research Triangle Park, NC)
- …cost savings opportunities across the client's Marketing spend. + Acts as a trusted advisor and SME in the areas of sourcing and negotiating contracts for Marketing ... is responsible for driving enterprise performance and transformation. We are the financial stewards of IBM, delivering IBM's financial strategy, developing new… more
- Truist (Greensboro, NC)
- …income types (eg wage earner, retirement, self-employed, etc.), calculating complex financial analysis as needed, analyzing real estate appraisals to determine if ... reviewing hazard and flood insurance for adequate coverage, reviewing all financial statements, and reviewing all additional documentation to determine accuracy and… more
- Bank OZK (Burlington, NC)
- …with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team ... Ability to demonstrate confidence and act as a trusted advisor . + Ability to communicate effectively both verbally and...preferred + Proven ability to achieve sales goals and financial targets preferred + Experience in a leadership and/or… more