- Raymond James Financial, Inc. (Raleigh, NC)
- …clients of the company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists in the development of ... Duties and Responsibilities:** * Works in cohesion with other Virtual Financial Advisors to oversee over $2 billion in...banking industry. * Post issue product details spanning various annuity products. * Understand all aspects of variable … more
- Wells Fargo (Charlotte, NC)
- …. **In this role, you will:** + Support the Wells Fargo Annuity Business via phone-based consultations, presentations and virtual meetings + ... **About this role:** Wells Fargo is seeking an Annuity and Retirement Consultant (Business Growth Strategy Associate) in the National Sales Client Relationship Group… more
- Lincoln Financial (Raleigh, NC)
- …and initiatives, offering strategic guidance and technical leadership. As a trusted advisor , the Team Lead helps shape operational excellence by identifying process ... you'll be doing** * Serve as a technical subject matter expert and trusted advisor for your area, providing direction on complex projects and initiatives * Provide… more
- Lincoln Financial (Greensboro, NC)
- …to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based ... of Lincoln's core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee… more
- Lincoln Financial (Greensboro, NC)
- …consulting agreements, confidentiality agreements, vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting, negotiating, and ... of Lincoln's core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee… more
- Lincoln Financial (Charlotte, NC)
- …change management. + Act as a subject matter expert and trusted advisor , translating complex AI concepts into actionable strategies for development teams. + ... of Lincoln's core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee… more
- Lincoln Financial (Greensboro, NC)
- …a Glance** The Vice President, Legal Contracts serves as a strategic legal advisor and thought leader, driving the development, negotiation, and execution of complex ... of Lincoln's core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee… more
- Lincoln Financial (Greensboro, NC)
- …systems to ensure data accuracy and consistency. * Serve as a key advisor within the Anaplan Center of Excellence, mentoring model builders and promoting knowledge ... of Lincoln's core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee… more