- Edward Jones (Concord, NC)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow...+ The flexibility that you need to balance your personal and professional lives - the best of both… more
- Bank of America (Huntersville, NC)
- …business-related field. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Charlotte & Associates Market...be equipped with the expertise to support them with personal investing tools and resources. During this stage of… more
- Truist (Mooresville, NC)
- …mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop ... of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor… more
- Lincoln Financial (Charlotte, NC)
- …unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property ... and/or equivalent relevant disability work experience * Certified Rehabilitation Counselor (CRC) or eligible for certification within one year...volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- Wells Fargo (Charlotte, NC)
- …Relationship Group (CRG) + Accredited Investment Fiduciary, Certified Retirement Counselor , Certified IRA Services Professional (CISP) certifications or equivalent ... presenting to senior leadership + Strong analytical skills including analysis of financial metrics + Demonstrated ability to analyze large data sets + Intermediate… more