- Magellan Health Services (Charlotte, NC)
- …thousand hours of financial counseling experience. General Job Information Title DoD Personal Financial Counselor ; Charlotte, NC (up to $10K in ... This position will provide personal financial services at assigned military...investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial … 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
- 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 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
- Truist (Charlotte, 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
- KPMG (Charlotte, NC)
- …as a compliance manager and/or officer, auditor, examiner, advisor, consultant, or regulatory counselor ) at a large financial institution, consulting firm, or a ... Consulting (https://advisory.kpmg.us/) practice. Responsibilities: + Assist banking and non-banking financial services clients (payment processors, FinTechs, lenders, money service… more
- Deloitte (Charlotte, NC)
- …events; get published in industry periodicals. ~People Development: Perform role of counselor and coach; provide input and guidance into the staffing process; ... Proven skills as a project manager with deep functional knowledge around financial systems and processes; a proven resource in defining systems strategy, developing… more
- Communities In Schools North Carolina (Cabarrus, NC)
- …the whole school population. Essential Competencies: * Accountability & Dependability: takes personal responsibility for the quality and timeliness of the work with ... field is required. * Certified/licensed professional preferred (ie, teacher, social worker, counselor , mental health). * 2 years of applicable work experience in the… more