- Magellan Health Services (Charlotte, NC)
- …Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor - Charlotte, NC Grade 23 Work ... 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
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a ** Financial Counselor I** to join our Retirement and Income Solutions Principal Connection team. In this role, you'll ... + Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include… more
- Bank of America (Charlotte, 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