- HUB International (Charlotte, NC)
- …**REQUIREMENTS:** + Bachelor's degree preferred. + 7-10 years' experience in qualified plan retirement investment industry. + Must have maintained a Series ... 6 or 7, and 63 or 65 license. + Knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar program + Must be well-organized and a self-starter to… more
- Edward Jones (Rock Hill, SC)
- …**If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... help them achieve their long-term financial goals: retirement , building wealth, estate strategies, funding education and more....estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your… more
- Edward Jones (Charlotte, NC)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business… more
- H&R Block (Charlotte, NC)
- …eligible associate well-being programs including mental health support and coaching + **401k Retirement ** Savings Plan and Employee Stock Purchase Plan + ... **517370BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal… more
- US Bank (Charlotte, NC)
- …and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- TD Bank (Charlotte, NC)
- …for this role. **Line of Business:** Data & Analytics **Job Description:** The Senior Advisor , Business Insights acts as a top advisor to business leaders and ... equity incentive awards, generally through participation in an incentive plan ) and several other key plans such as health...plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex… more
- JPMorgan Chase (Charlotte, NC)
- …comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan , backup childcare, tuition reimbursement, mental health ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- EssilorLuxottica (Charlotte, NC)
- Target Optical - EyeCare Advisor Date: Jun 4, 2024 Brand: Target Optical Location: Charlotte, NC, US, 28277 **Requisition ID:** 848757 **Store #** : 006750 Target ... grow your career within Target Optical and beyond. **GENERAL FUNCTION** The Eyecare Advisor Member creates exceptional value in the lives of patients by delivering… more
- US Bank (Charlotte, NC)
- …and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending ... team at US Bank is hiring an Employee Relations Advisor to support Consumer and Branch Banking business. HRAS...state and federal laws and regulations. As a trusted advisor you will provide consultation and resolution guidance to… more
- Penske Automotive (Pineville, NC)
- …including health care options (medical, dental, and vision) and 401k savings and retirement plan with company match. + Training, resources, and opportunities for ... Automotive Group dealership, is looking for an automotive Service Advisor to join our team and deliver extraordinary customer...organization and customers every day. As a trusted Service Advisor , you will be the liaison between the customer… more
- CenterWell (Rock Hill, SC)
- …Assessment Advisor ** directly completes and oversees development/ of the plan of treatment as approved by physician, performs ongoing evaluation of patient ... our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan , time off (including paid time off, company and personal… more
- Bank of America (Rock Hill, SC)
- Financial Solutions Advisor - Consumer Investments - Manchester Village Financial Center Rock Hill, South Carolina **Job Description:** At Bank of America, we are ... clients to review financial and investment goals, building a financial plan , and recommending brokerage products. Job expectations include applying and expanding… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** Come join the Advisor support team as a ** Retirement Sales Specialist** ! In this role you'll work in partnership with the sales team ... to generate and manage pipeline, close sales, and develop mutually profitable advisor and third-party administrator relationships! **Here are a few examples of… more
- Ascensus (Charlotte, NC)
- ** Plan Sponsor Relationships** . Build strong trust-based relationships to make plan sponsor relationships as strong and successful as possible o Proactive vs. ... Score (NPS) . Participation in quarterly Committee meetings (in-person when possible) o Plan Health Report o New and upcoming legislation o Company updates o Product… more
- Alight (Charlotte, NC)
- …coach other Advisors on appropriate tools and services, with a focus on retirement plan administration. **Responsibilities** . Leading a team of Advisors ... Planning and financial education counseling. . Daily management of Investment Advisor Representatives. . Developing supervisory protocols and ensuring adherence to… more
- PNC (Charlotte, NC)
- …Director for Institutional Defined Contribution Plans. You will work closely with Retirement Plan Advisors, Business Development Officers, and vendor systems to ... as well as preparing client deliverables and communications to the Retirement Plan Advisors. Preferred experience/skills: *Investment due diligence *Experience… more
- Bank of America (Charlotte, NC)
- …services Responsible for gathering information about company benefits, equity plans, and retirement plans and educating the advisor teams about each corporate ... special attention to integrate their company benefits. By introducing a highly skilled advisor to the relationship, the strategist acts as a member of the team… more
- Truist (Charlotte, NC)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... 7. Previous experience using financial planning software; demonstrated ability to deliver advisor led financial planning that addresses the following key areas -… more
- Principal Financial Group (Charlotte, NC)
- …and relationship management personnel on tools and resources they need to serve advisor , back office and plan sponsor audiences. + Proactively initiate and/or ... **What You'll Do** **Are you passionate about retirement sales and want to join a team...FINRA Series 7 required + Strong proficiency with Morningstar Advisor (or similar tool) and Microsoft Office applications PowerPoint,… more
- Grant Thornton LLP (Charlotte, NC)
- …program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable ... and monitor multiple client services teams on client engagements; plan , execute, direct, and complete tax projects in a...business and process improvement and serve as a business advisor to client + Other duties as assigned You… more