- Bank OZK (Mocksville, NC)
- …just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to ... members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!)… more
- Edward Jones (Salisbury, 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
- Thrivent Financial (Winston Salem, NC)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… more
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: ... realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its… more
- Bank of America (Winston Salem, NC)
- …to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated ... Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC Winston Salem, North Carolina **To… more
- Bank of America (Winston Salem, NC)
- Financial Solutions Advisor II - Greensboro Greensboro, North Carolina;Kernersville, North Carolina; Greensboro, North Carolina; Winston Salem, North Carolina; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Greensboro/ Financial -Solutions- Advisor -II Greensboro\_25035433) **Job Description:** At Bank of… more
- Truist (Mooresville, NC)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Truist (Winston Salem, NC)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information… more
- First Horizon Bank (Winston Salem, NC)
- …fulfillment, account representative changes, and various project support * Fulfill financial advisor requests and resolve service-related issues and inquiries ... The Wealth Management Client Specialist will be actively involved in supporting advisor (s) through a full service platform. Assists in achievement of sales revenue… more
- Truist (Winston Salem, NC)
- …Qualifications: 1. Undergraduate degree 2. Trust School graduate 3. Certified Financial Trust Advisor (CFTA) **General Description of Available Benefits ... as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2.… more
- H&R Block (Winston Salem, NC)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- Huntington National Bank (Winston Salem, NC)
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, ... days of hire + At least 5 years of wealth management/ financial advisory/sales/relationship management experience in banking, investment management, or insurance… more
- CIBC (King, NC)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a **Mortgage Solutions Advisor ** you will play a pivotal role in enhancing our ... - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. more
- Walmart (Winston Salem, NC)
- …and wallet! -Health benefits include medical, vision and dental coverage - Financial benefits include 401(k), stock purchase and company-paid life insurance -Paid ... time off benefits include PTO, parental leave, family care leave, bereavement, jury duty, and voting. You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job… more
- H&R Block (Winston Salem, NC)
- …offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being ... programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! + Other… more
- Truist (Winston Salem, NC)
- …technology resiliency. As a valuable teammate you will develop a trusted advisor relationship with technology leaders in assigned oversight areas, provide credible ... to perform the essential functions. 1. Advanced degree in business or financial -related discipline, or equivalent education and related training 2. Twenty years of… more
- Black & Veatch (Winston Salem, NC)
- …all matters of the proposed PFAS regulations and will serve as a technical advisor to internal and external clients. The PFAS Regional Lead will provide subject ... and amendments Project Execution: + Serve as a technical advisor with a deep understanding of PFAS regulations, rapid...company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By… more
- First Horizon Bank (Salisbury, NC)
- …through Friday 8:30AM to 5:05PM, The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... financial goals and align on solutions that meet their...Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an… more
- Lowe's (Mooresville, NC)
- …competitiveness, and align with the Pro and Home Services business and financial objectives. This includes responsibility for ongoing governance and team adherence ... to processes, partnering with finance on financial modeling and accounting on forecasting/accruals, working with technology...business (commission and bonus plans). Serve as a key advisor to HRBPs and business leaders for assigned areas… more
- Lowe's (Mooresville, NC)
- …Lead works closely with Tech, Digital and cross-functional partners, serving as an advisor on current and future digital initiatives. The Lead creates materials for ... and experts to evaluate business opportunities through competitive analysis, financial analysis, market analysis, performance analysis, and strategic fit. **Work… more
