- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo ... . **In this role, you will:** + Support clients and provide financial advice and counsel consistent with client goals and risk tolerance with… more
- Edward Jones (Oak Ridge, NC)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- Edward Jones (Gastonia, 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...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- PNC (Wilmington, NC)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Wilmington, ... be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial … more
- Nuveen Investments (Durham, NC)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...financial solutions to clients, utilizing interpersonal communication and relationship building skills. + Builds meaningful and long-lasting relationships,… more
- First Horizon Bank (Charlotte, NC)
- …one opportunity at a time. **SUMMARY** First Horizon is seeking a ERM Risk Advisor - Risk Identification Program Leader to join the Enterprise Risk Management team. ... and continually improving First Horizon Bank's risk identification framework. This associate will lead efforts to proactively identify current and emerging risks… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists Financial ...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… more
- Huron Consulting Group (Charlotte, NC)
- …and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is ... industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim Management… more
- Bank of America (Charlotte, NC)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …Senior Director of Research Administration for the College with a close working relationship with the Associate Dean for Finance & Budget Management. Education ... the College of Arts & Sciences. This position serves as a sponsored projects advisor to the Senior Director of Research Administration as well as departments and… more
- SHI (Raleigh, NC)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... and our data solutions. + Act as a trusted advisor to clients, providing expert guidance and technical leadership....as part of a collaborative team. + Strong client relationship management skills. **** **Education:** + Bachelor's degree in… more
- Compass Group, North America (NC)
- …communicates based on type of issue **Operational Excellence & Financial Management** + Deliver operational excellence through implementing best practices ... and sustainability. + Manage multi-million-dollar budgets, ensuring cost optimization and financial performance + Owns regional financial results/P&L, and works… more
- Regions Bank (Charlotte, NC)
- …architectures and vendor dependencies + Builds and maintains technical trusted advisor relationships with influential technical decision makers within Technology + ... platforms (OpenTelemetry, DynaTrace, Splunk a plus) + Knowledge with Customer Relationship Management (CRM) systems like Salesforce + Understanding the technology of… more
- UNC Health Care (Siler City, NC)
- …relations by building and maintaining strong relationships. Acts as a trusted advisor to ensure customers achieve their desired outcomes using existing or emergent ... policies, procedures and processes as needed. 5. **Strategic Planning & Financial Awareness** - Aligns IT and entity-level objectives with organizational strategic… more
- Amgen (Holly Springs, NC)
- …business strategies delivered against Finance's annual budget plan + Be a trusted advisor across the Site Leadership Executive teams - ability to grow and maintain ... strategic business partnership + Be a Procurement leader with strong financial competence, experienced with accountability to site Executives and cross-functional… more
- SHI (Raleigh, NC)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... of Microsoft Purview and Fabric governance capabilities. + Act as a trusted advisor to clients on data governance best practices. **Experience:** + Minimum 10+ years… more