- Usaa (Charlotte, NC)
- …At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... The Opportunity We are seeking a Risk and Compliance Advisor Senior to join our team. This role requires...our team. This role requires a deep understanding of financial processes and workflows, coupled with experience in leading… more
- Vanguard (Charlotte, NC)
- Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... to grow your career. By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor … more
- Truist (Charlotte, NC)
- …overnight Preferred Qualifications: 1. Undergraduate degree 2. Trust School graduate 3. Certified Financial Trust Advisor (CFTA) **General Description of ... as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2.… more
- Edward Jones (Charlotte, NC)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Bank of America (Charlotte, NC)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Charlotte, NC Charlotte, North Carolina;Concord, North Carolina **To proceed with your application, you must be at least 18 years… more
- Equitable (Charlotte, NC)
- Entry Level - Financial Advisor - NC, Charlotte (3623) ( PIN\_42276 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable Advisors ... + **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial … more
- USAA (Charlotte, NC)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... **The Opportunity** We are seeking a Risk and Compliance Advisor Senior to join our team. This role requires...our team. This role requires a deep understanding of financial processes and workflows, coupled with experience in leading… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- USAA (Charlotte, NC)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... and impactful. **The Opportunity** As a dedicated **Business Risk and Controls Advisor Senior** , positioned in **Shared Services Business Risk and Control (SS… more
- Huntington National Bank (Charlotte, NC)
- Description Job Summary: As a Treasury Management Advisor III - Corporate Healthcare, you will play a pivotal role in driving the growth and success of our treasury ... negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on… more
- Huntington National Bank (Charlotte, NC)
- Description Job Summary: As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management ... negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on… more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner (CFP(R)) with a...make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor ... passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to...our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio… more
- USAA (Charlotte, NC)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... us special and impactful. **The Opportunity** As a dedicated Business Risk and Controls Advisor Senior, you will be positioned in the first line of defense to ensure… more
- Sedgwick (Charlotte, NC)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Complex Claims Advisor (REMOTE) Are you looking for ... Access diverse and comprehensive benefits to take care of your mental, physical, financial and professional needs. **ARE YOU AN IDEAL CANDIDATE?** We are looking for… more
- Sedgwick (Charlotte, NC)
- … Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Project Management Advisor **PRIMARY PURPOSE OF THE ... ROLE** : Manages software development projects associated with Sedgwick's Client Facing Applications (viaOne, mySedgwick and Smart.ly). The project manager is responsible for organizing, defining, and overseeing all facets of the project ensuring timely… more
- Sedgwick (Charlotte, NC)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Sr IT Security Advisor **PRIMARY PURPOSE OF THE ... ROLE:** To manage the implementation of security measures to protect company data, networks, and computer systems. To focus on executing security fundamentals for threat detection, investigation, and response efforts. **ARE YOU AN IDEAL CANDIDATE?** We are… more
- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
