- 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 ...the members' goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio. The… more
- Edward Jones (Winston Salem, NC)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... yourself at a professional crossroads, a career as a financial advisor may be the right change...challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think… more
- Bank of America (Winston Salem, 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...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… 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...the members' goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio. The… more
- Bank of America (Greensboro, NC)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....have at least 5+ years of experience as a Financial Advisor with a transportable practice, a… more
- Edward Jones (Greensboro, 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 ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- Atria Wealth Solutions (Winston Salem, NC)
- Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the ... a related field. + Experience Required: 5 years' experience as a financial advisor . + License/Certification Required: Series 7, 66 or 63/65. North Carolina Life,… more
- Truist (Winston Salem, NC)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- JPMorgan Chase (Greensboro, NC)
- **Summary** As a Senior Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results. ... will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase. **Job responsibilities** + Coach and mentor the… more
- Bank of America (Winston Salem, NC)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- PNC (Greensboro, NC)
- …and have an opportunity to contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will ... from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage...Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and… more
- Truist (Winston Salem, NC)
- …States of America) **Please review the following job description:** Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty ... portfolio of high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...Identify at-risk relationships at risk and notifies the appropriate relationship manager 4. May serve as the local point… more
- Truist (Winston Salem, NC)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant… more
- Lincoln Financial Group (Greensboro, NC)
- …for each enhancement + Collaborates and serves as a trusted marketing advisor to critical cross-functional business partners, most notably in Product and ... ability to identify and recommend processes improvements + Demonstrated strong relationship management skills with internal clients (eg senior management, peers and… more
- Black & Veatch (Winston Salem, NC)
- …analysts, with the expectation to provide industry expertise, and be the trusted advisor for our customers. Consultants in this practice generally work on multiple ... with other client facing team members. Gain access and develop relationship with senior leaders within client organization **Preferred Qualifications** Experience in… more
