- Truliant Federal Credit Union (Greensboro, NC)
- …feel valued, empowered and rewarded for all that they do. Purpose of the JobThe Financial Advisor serves the financial advisory needs of credit union members ... utilizing a holistic approach. The Financial Advisor helps members identify their ...which comparable knowledge and abilities have been acquired.3-5 years financial services sales experience required.LUTCF, CLU, ChFC,… more
- Bank of America (Greensboro, NC)
- …such as core Banking, and Investment and Life Priority (TM) solutionsPartners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...of 66) licenses** Two years' experience working in the financial service industry and/or a sales environment… more
- Thrivent Financial (New Bern, NC)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and… more
- Atria Wealth Solutions (Greensboro, NC)
- …with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in ... determined by your manager. Purpose of the Job The Financial Advisor II serves the financial...knowledge and abilities have been acquired. + 3-5 years financial services sales experience required. + LUTCF,… more
- Edward Jones (Trent Woods, NC)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...experience within the securities/ financial services industry + Financial services and/or sales experience + … more
- Bank of America (Charlotte, NC)
- …provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work ... Merrill Financial Solutions Advisor - Charlotte &...licenses. * Has two years' experience working in the financial service industry and/or a sales environment… more
- Atria Wealth Solutions (Raleigh, NC)
- … Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... in the Raleigh, NC area. As Coastal's Financial Advisor , you'll have the opportunity to use your sales talents and ability to build rapport as you work with… more
- PNC (Rocky Mount, NC)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Greenville, NC ... insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment...book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- First Horizon Bank (Greensboro, NC)
- …culture, then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and ... COIs. * Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance , and the...and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged. * Excellent consultative sales… more
- Truist (Winston Salem, NC)
- … financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs....maintain a profitable level of securities and insurance sales by executing on opportunities identified… more
- Truist (Charlotte, NC)
- …to time. Handles inbound calls from clients independently while looking for sales opportunities. Answers client questions within set standards. Consults with clients ... needs and provide opportunities to add value through holistic financial management. Demonstrates how particular investment solutions match client's individual… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- PNC (Charlotte, NC)
- …have an opportunity to contribute to the company's success. As a Solution Advisor within PNC's Treasury Solutions Group organization, you will be based in Atlanta ... Additional Details: In this role, you will act as a strategic advisor , assisting clients on their digital transformation journeys by leveraging your expertise… more
- Atria Wealth Solutions (Charlotte, NC)
- Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Licensed Investment and Banking Advisor to join their ... realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its… more
- US Bank (Charlotte, NC)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate… more
- USAA (Charlotte, NC)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... makes us so special! **The Opportunity** As a dedicated Product Management Advisor /Product Strategy Analyst (Intermediate Level) who enjoys using data analytics to… more
- Regions Bank (Charlotte, NC)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities**… more
- Bank of America (Charlotte, NC)
- Wealth Strategies Advisor Charlotte, North Carolina;Raleigh, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....client letter *Assists in developing and executing marketing and sales efforts, including speaking at seminars and writing articles… more
- Novo Nordisk (Clayton, NC)
- …who are passionate about what they do. Do you have: + A flair for financial finesse, coupled with the ability to adapt and thrive in a dynamic, fast-paced ... paid time off including 14 paid holidays + Health Insurance , Dental Insurance , Vision Insurance ...role offers a chance to showcase your leadership and financial prowess on a global stage while working alongside… more
- Truist (Raleigh, NC)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic ... in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2....developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified… more
