- Magellan Health Services (Charlotte, NC)
- …(CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor ; Charlotte, NC Grade 23 Work Experience ... This position will provide personal financial services at assigned military...investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial … more
- Edward Jones (Concord, NC)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow...+ The flexibility that you need to balance your personal and professional lives - the best of both… more
- Truist (Charlotte, NC)
- …mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop ... of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor… more
- Wells Fargo (Charlotte, NC)
- …of Wealth and Investment Management (WIM). In this role, consultants support Financial Advisors fielding inbound and outbound calls on annuity and retirement ... Consultants will build collaborative relationships with annuity companies and educate Financial Advisors on appropriate retirement strategies to support clients' … more
- Deloitte (Charlotte, NC)
- …and developing strategies to support enterprise-wide decision-making, ultimately unlocking financial performance and enterprise value. Recruiting for this role ends ... proposal pricing strategies. * People Development: Perform role of counselor and coach; provide input and guidance into the...and foster change in ambiguous settings * Commitment to personal and professional growth * Sense of responsibility to… more