- Parexel (Durham, NC)
- …Lead, Master/Senior Medical Review Officer who is looking to draw upon their wealth of experience in clinical trial design and drug development to join Parexel's ... which may impact project profitability and client satisfaction + Acts as a trusted advisor to clients, often on issues that lack precedent or are not clearly defined… more
- TIAA (Chapel Hill, NC)
- ** Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify ... recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through… more
- TIAA (Durham, NC)
- ** Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- JPMorgan Chase (Pittsboro, NC)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- Edward Jones (Fuquay Varina, NC)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with Edward… more
- First Horizon Bank (Durham, NC)
- …Some Saturdays 9:00AM to 1:00PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... make referrals to bank partners, including but not limited to mortgage, wealth , private client, and business banking. + Proactive Client Outreach: Conduct regular… more
- North Carolina Central University (Durham, NC)
- …level and hospitality management, real estate, supply chain strategic management and wealth management at the graduate level. **Primary Purpose of Position** The ... committees as requested: faculty, administrative and staff, as requested, serve as Advisor of Beta Gamma Sigma (International Honor Society for AACSB Accredited… more
