- Vanguard (Charlotte, NC)
- Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team...to this role, you will be considered for the Financial Advisor and Senior Financial … more
- Truist (Charlotte, NC)
- …Analyst, Accredited Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor , Chartered Life Underwriter or ... or enrollment in professional level certification programs such as Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Investment… 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 ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… 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 &...business-related field. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- Equitable (Charlotte, NC)
- Entry Level - Financial Advisor - NC, Charlotte (3623) ( PIN\_42276 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable Advisors ... + **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial … 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
- Huntington National Bank (Charlotte, NC)
- Description Job Description: As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business ... negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on… more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner (CFP(R)) with a...make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor ... passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to...our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio… more
- USAA (Charlotte, NC)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... **The Opportunity** We are looking for a talented **Business Advisor II (Military Benefits / SCRA)** . In this...within the experience to mitigate key risks associated with financial , reputational or member harm. We offer a flexible… more
- Sedgwick (Charlotte, NC)
- … Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Software Development Advisor **PRIMARY PURPOSE OF THE ... ROLE:** To develop, maintain, test and debug software to meet generally defined requirements in a Windows client/server environment utilizing software development languages/environments such as .Net, Microsoft SQL, HTML, CSS, JavaScript, C#, .NET/ASP , Angular… more
- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Charlotte, NC)
- …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Charlotte, NC)
- …+ If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a clients in the banking and financial services industries. You will work directly with the… more
- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their… more
- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more