• Brokerage Account Specialist

    ManpowerGroup (Cornelius, NC)
    ** Brokerage Account Specialist - MUST HAVE Current Series 7 License** **Are you a customer service champion with a passion for helping people?** **Do you ... **10** motivated individuals to join our team in **Charlotte, NC** as ** Brokerage Account Specialists** . **Location:** Charlotte, NC **Schedule:** Hybrid (M-F,… more
    ManpowerGroup (05/03/24)
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  • Investment Product Sales Specialist (Remote…

    Equitable (Charlotte, NC)
    …large and small group settings - in person and virtually + Managed account , mutual fund, and brokerage experience **Preferred Qualifications:** + Experience ... Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location**...events. The products and services supported are advisory and brokerage accounts - including mutual funds, equities, fixed income,… more
    Equitable (05/15/24)
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  • Senior Fiduciary Specialist - WIM Security…

    Wells Fargo (Charlotte, NC)
    **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist as part of the Security Movement and Control and Funding groups within Wealth and ... the organization + Provide support to internal and external customers in account management, operations, documentation, and technical support + Review basic or… more
    Wells Fargo (05/23/24)
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  • Director - Placement Specialist Team Lead

    WTW (Charlotte, NC)
    As a Director - Placement Specialist Lead, you will contribute to a client's benefits strategy through managing and/or leading the entire vendor/carrier bid, ... Centers/GDCs) on deliverables based on client need + Attends market account planning activities to understand potential placement activity + Actively participates… more
    WTW (04/02/24)
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  • Military & Veteran Talent Community

    CBRE (Charlotte, NC)
    …Research, Risk Management, Sales & Leasing, Sales Support, Sales/ Brokerage , Town Planning, Transaction Management, Valuations/Appraisal, Workplace Strategy ... real estate a significant contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to… more
    CBRE (04/26/24)
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