- SMBC (Charlotte, NC)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- TIAA (Charlotte, NC)
- **Individual Financial Consultant Multi-lingual** The Individual Financial Consultant (IFC) provides retirement education and advice to the ... - Multiple Issuers required within 120 Days Related Skills Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, … more
- TIAA (Charlotte, NC)
- **Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, ... beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products...job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video… more
- First Horizon Bank (Charlotte, NC)
- …TN or Charlotte, NC. **Summary** : We are seeking a motivated and detailed-oriented Financial Consultant to join our Wholesale Finance Team. In this role, you ... the review, analysis, and creation of data related to the Bank's financial statements, forecasts, and budgets. **Essential Duties and Key Responsibilities:** +… more
- Charles Schwab (Charlotte, NC)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients... futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust,… more
- ManpowerGroup (Charlotte, NC)
- **Title:** Financial Crimes Consultant **Company:** Fortune 50 Financial Services Company **Location:** **Preferred:** Charlotte, NC **Other:** Minneapolis, ... **Pay:** $70-$75/hr W2 **About the Role:** We are seeking a ** Financial Crimes Consultant ** to provide strategic advisory and analysis on complex initiatives… more
- Nuveen Investments (Charlotte, NC)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants each ... Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this… more
- NTT DATA North America (Charlotte, NC)
- …and collaborative environment. **Why the Role Is Important:** We are seeking a Financial Crimes Consultant with experience in Anti-Money Laundering (AML) and ... and integrity. The ideal mindset for the role of a Financial Crimes Senior Consultant includes: + Commitment to Compliance: A strong commitment to upholding… more
- Deloitte (Charlotte, NC)
- …in technology who wants to work in a collaborative environment? As an experienced Financial Project Management Consultant , you will have the ability to share new ... ideas and collaborate on projects as a consultant without the extensive demands of travel. The Project...coordination and management + 3+ years of experience in Financial Consulting + 3+ years of experience with various… more
- Guidehouse (Charlotte, NC)
- …Required** **:** None **What You Will Do** **:** As a Project Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your ... + 5+ years of experience in the banking industry or commercial financial services consulting (must have experience with Global Systemically Important Bank(s)… more
- Sedgwick (Charlotte, NC)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Data Consultant **PRIMARY PURPOSE OF THE ROLE** : ... To develop complex reports and analyze company data including Corporate or client specific data; to serve as a technical resource for company staff on data analysis and benchmarking issues; to meet with clients on such issues as necessary; to provide training… more
- Magellan Health Services (Charlotte, NC)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver License, Valid In State… more
- Equitable (Charlotte, NC)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - NC, Charlotte (5118) ( 240000EC...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Charlotte, NC)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - Retirement Benefits Group - Charlotte,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Wells Fargo (Charlotte, NC)
- … and regulatory reporting. **In this role, you will:** + Act as a lead Consultant for financial accounting related matters for lines of business and other ... accounting procedures related to all of the firm's derivative financial instruments and support all forms of external ...Apply extensive specialized knowledge and act as an internal consultant or final authority in area of expertise +… more
- AON (Charlotte, NC)
- Health Solutions Consultant Are you intellectually curious with a passion to solve problems? Do you enjoy a flexible and collaborative, team-based environment where ... like In this position, you will support the Lead Consultant on some client assignments and/or act as the...projects at one time + Strong analytical skills and financial acumen + Advanced level of proficiency in Microsoft… more
- Capital One (Charlotte, NC)
- Treasury Management Consultant III, Specialized Industries This role is centered on generating new and expanding existing full-service treasury management ... Organization. Familiarity with these business verticals and the specific banking and financial operations of Technology, Media, Telecom (TMT) or Financial … more
- Motion Recruitment Partners (Charlotte, NC)
- Change Implementation Consultant / UAT - L3 CHARLOTTE, North Carolina **Hybrid** Contract $46.53/hr - $52.43/hr Outstanding long-term contract opportunity! A ... well-known Financial Services Company is looking for a Change Implementation / UAT Consultant in Charlotte, NC (Hybrid). Work with the brightest minds at one of… more
- Deloitte (Charlotte, NC)
- Technical Accounting and Reporting - Senior Consultant Are you a detail-oriented, inquisitive individual who enjoys coming up with innovative solutions? We are in ... ends on 12/31/2025. Work you'll do As a Senior Consultant , you will implement and deploy NetSuite solutions: +...and a global network to deliver high-quality audits of financial statements and internal controls over financial … more
- Deloitte (Charlotte, NC)
- …and developing strategies to support enterprise-wide decision-making, ultimately unlocking financial performance and enterprise value. Recruiting for this role ends ... on 12/31/2025 What you'll do As a Senior Consultant , you will engage with diverse global clients across...Anaplan Experience: 3+ years' experience building and implementing Anaplan Financial Systems Solutions + Project Experience: 2+ years of… more
