- Nuveen Investments (Charlotte, NC)
- ** Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, ... beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products...job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video… more
- Deloitte (Charlotte, NC)
- Technical Accounting and Reporting - Senior Consultant Are you a detail-oriented, inquisitive individual who enjoys coming up with innovative solutions? We are in ... ends on 3/31/2026. Work you'll do As a Senior Consultant , you will implement and deploy NetSuite solutions: +...and a global network to deliver high-quality audits of financial statements and internal controls over financial … more
- Nuveen Investments (Charlotte, NC)
- …and lifetime income options. **Key Responsibilities and Duties** + Delivers virtual financial planning meetings with clients preparing for retirement ... **Retirement Income Consultant Multilingual** The Retirement Income Consultant Multilingual speaks multiple languages and works directly with clients to… more
- Deloitte (Charlotte, NC)
- NetSuite Senior Consultant (Flexible Consumption Models) Position Summary Are you a detail-oriented, inquisitive individual who enjoys coming up with innovative ... ends on 3/31/2026. Work you'll do As a Senior Consultant , you will implement and deploy NetSuite solutions: +...locations, successfully facilitating client and team interactions in both virtual and in-person environments. + Oversee full life cycle… 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 ... **Job Description** The HR Product team is hiring an experienced Varicent ICM Product Consultant . We are looking to expand our team by adding someone that has… 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 ... at-all from Day One. **Job Description** SUMMARY The Senior Commercial Card Consultant plays a critical role in evaluating client/prospect commercial card programs,… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Change Implementation Consultant in Global Payments & Liquidity (GPL) as part of Enterprise Functions. Learn more about ... (Word, Excel, Outlook, and PowerPoint) + Ability to work effectively in a virtual team environment **Job Expectations:** + This position offers a hybrid work… more
- Anywhere Real Estate (Charlotte, NC)
- The **Senior Growth Consultant ** , **Coldwell Banker** is responsible for driving growth and brand engagement strategies on behalf of and in partnership with ... and increase market share. + Lead complex consulting engagements involving financial analysis expense management, and business planning to drive revenue growth.… more
- Truist (Charlotte, NC)
- …of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.). 8. Responsible for accurate reporting of sales efforts, sales ... work experience 2. 5 years of sales experience of financial or treasury products and/or services 3. Maintains deep...**Preferred Qualifications:** 1. 7+ years of sales experience of financial or treasury products and/or services 2. CFA Designation… more
- Magellan Health Services (Charlotte, NC)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver License, Valid In State… more
- Equitable (Charlotte, NC)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Entry Level - Financial Advisor - NC, Charlotte (3623) ( PIN\_42276...Employment Period (PEP)** : comprehensive 120-day hands-on training + ** Virtual University** : access to Equitable Advisors' Virtual… more
- Equitable (Charlotte, NC)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - Retirement Benefits Group - Charlotte,...Employment Period (PEP)** : comprehensive 120-day hands-on training + ** Virtual University** : access to Equitable Advisors' Virtual… more
- TD Bank (Charlotte, NC)
- …client engagement and operational performance. This role focuses on selling B2B purchasing, virtual , and plastic cards, with a particular emphasis on virtual ... high performance and continuous development. + Act as an industry consultant by critically evaluating legacy processes and established practices, offering strategic… more
- Deloitte (Charlotte, NC)
- …this role ends on May 31st 2026. Work you'll do: As a Senior Consultant within Sustainability: Gi3 practice, you will advise clients on sustainability and social ... to identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. He or she will… more
- Deloitte (Charlotte, NC)
- …for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement ... Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner...Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
- Deloitte (Charlotte, NC)
- …identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal candidate ... CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Artificial Intelligence Solutions Consultant to support our migration to a new cloud-based AI voice virtual ... for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and… more
- Anywhere Real Estate (Charlotte, NC)
- …CA, HI, NV, UT, CO, AZ, NM. **Who you are:** + **Sales Consultant :** Ownership of the designated market including franchise sales prospect generation, cultivating, ... lifestyle brands + **Eye For Business:** Experience reading and interpreting financial statements, problem solving and encouraging business deals strongly preferred.… more
- Herc Rentals (Charlotte, NC)
- …hoisting, lighting, and ventilation product lines. They shall also provide consultant expertise building solutions for integrated onsite and mobile tool rooms ... Coverage Life and disability insurance Flex spending and health savings accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation… more
- Anywhere Real Estate (Charlotte, NC)
- …in additional states may be considered. **Who you are:** + **Sales Consultant :** Ownership of the designated market including franchise sales prospect generation, ... a plus. + **Eye For Business:** Experience reading and interpreting financial statements, problem solving and encouraging business deals strongly preferred. +… more