- Vanguard Group (Charlotte, NC)
- Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this ... thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. If you are...If you are passionate about helping clients achieve their financial goals and are eager to grow your career… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …including setup and maintenance. May participate in live meetings with the Financial Advisor and their respective client(s). Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. Creates reports to build… more
- IMA Financial Group (Charlotte, NC)
- The Client Advisor is responsible for delivering the best possible service experience to both current and prospective business risk clients. Client Advisors promote, ... and maintain a NC Insurance Agent license. Prior experience as a Client Associate or similar position. Minimum high school graduate. College degree and/or commercial… 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...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. + Creates reports to… more
- Truist (Charlotte, 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
- IBM (Charlotte, NC)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...studies. Establish client value propositions that tie key strategic, financial , and operational metrics directly to near and long-term… more
- CoStar Realty Information, Inc. (Charlotte, NC)
- Sales Associate - LoopNet Digital Advertising - Charlotte, NC Job Description CoStar Group (NASDAQ: CSGP) is the world's leading global provider of commercial and ... global team to reach our goals. As a Sales Associate with LoopNet you will be part of a...clients to drive advertising revenue and become a trusted advisor on all matters related to their strategic marketing… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Associate General Counsel, Executive Director in the Legal Department as part of the Wealth and Investment Management ... lending activities + Serve as a more experienced legal advisor to more experienced management of the businesses within...by its outcomes + Manage allocation of people and financial resources to ensure commitments are met and align… more
- IBM (Charlotte, NC)
- …and the delivery of services to clients. **Your role and responsibilities** Associate Partner They must understand large and complex services engagements in their ... Solution, or Community activities. They are accountable for the financial success of engagements directly managed, as well as...Defend domains. * Ability to demonstrate to be C-Suite Advisor (beyond IT). * Experience working across diverse teams… more
- Deloitte (Charlotte, NC)
- …compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more
- Principal Financial Group (Charlotte, NC)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... with CRM and planning systems. + Guide UI development for seamless client- advisor interactions across chat, video, and co-browsing experiences. + Build and scale… more
- Lincoln Financial (Charlotte, NC)
- …systems while demonstrating an understanding of the broad implications & financial impacts of proposed solutions on operational & infrastructure support. + ... and delivery of cloud -native applications on AWS tailored to actuarial and financial modeling needs. + Provides subject matter expertise to team members and… more
- Regions Bank (Charlotte, NC)
- …partner requirements and strategies + Builds and maintains technical trusted advisor relationships with influential technical decision makers within Technology + ... Description **Additional Responsibilities:** + Work closely with banking / financial services business stakeholders, product owners, data scientists, engineers, and… more
- Regions Bank (Charlotte, NC)
- …partner requirements and strategies + Builds and maintains technical trusted advisor relationships with influential technical decision makers within Technology + ... data modeling practices, data management standards and overall banking / financial services industry best practices + Designing data integration solutions and… more
