- TIAA (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)
- Modern Workplace Consultant -AI & Engineering Join our AI & Engineering team by transforming technology platforms, driving innovation, and helping make a significant ... are critical to business. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation.… more
- Wells Fargo (Charlotte, NC)
- …Functions Technology (EFT) is seeking a Senior Technology Business Services Consultant . EFT group provides technology solutions and support for Risk, Audit, ... security, scalability, and speed. The Senior Technology Business Services Consultant will translate strategy into execution across multiple EFT portfolios.… more
- Lincoln Financial (Charlotte, NC)
- …#:** 75133 **The Role at a Glance** As the Annuity Product State Filings Consultant , you'll play a pivotal role in ensuring our products meet compliance standards ... volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful...core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K… more
- Lincoln Financial (Charlotte, NC)
- …#:** 75226 **The Role at a Glance** As a **Sr. PFML/STAT Product Development Consultant ** , you will act as the product manager and primary resource for our ... volume **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful...core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K… more
- Lincoln Financial (Charlotte, NC)
- …excited to be hiring a **Sr. Continuous Improvement and Transformation Consultant ** in our Workplace Solutions (WPS) Continuous Improvement and Transformation team ... volume **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful...core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K… more
- Lincoln Financial (Charlotte, NC)
- …75107 **The Role at a Glance** We are excited to bring on a Consultant , Advertising Compliance to support our Lincoln Financial Distributors (wholesale) business ... and compliant communications, sales and educational materials for internal, financial professional and public audiences. Comprehensive knowledge of state, FINRA/SEC… more
- Lincoln Financial (Charlotte, NC)
- …testing (AAT), asset liability management (ALM), experience studies, financial projections, modeling, strategic and transformational initiatives, and valuation. ... teams. **What you'll be doing** *Serve as an internal actuarial consultant , filling various key actuarial resource needs within corporate finance. *Assignments… more
- Lincoln Financial (Charlotte, NC)
- …**Requisition #:** 74826 **The Role at a Glance** As a Senior Consultant , Fund Admin, Regulatory, you will prepare complex regulatory filings including the ... on regulatory matters related to mutual fund registration documents and fund financial statements. * Preparing SEC filings of funds and advises and coordinating… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Annuity and Retirement Consultant (Business Growth Strategy Associate) in the National Sales Client Relationship Group ... of Wealth and Investment Management (WIM). In this role, consultants support Financial Advisors fielding inbound and outbound calls on annuity and retirement… more
- US Bank (Charlotte, NC)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the ... that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to… more
- Lincoln Financial (Charlotte, NC)
- …closure due to applicant volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful contributions each and every day ... of Lincoln's core values and leadership attributes + Leadership development and virtual training opportunities + PTO/parental leave + Competitive 401K and employee… 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
- Truist (Charlotte, NC)
- …CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R) 4. Completion of Leadership Development Program or ... market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… 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 ... Financial Professional - Retirement Benefits Group - Charlotte,...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 - NC, Charlotte (5118) ( 240000EC...Employment Period (PEP)** : comprehensive 120-day hands-on training + ** Virtual University** : access to Equitable Advisors' Virtual… more
- Robert Half (Charlotte, NC)
- …of internship + Technical Skills Desired of an entry-level Internal Audit and Financial Advisory Consultant : + Advanced verbal and written communication skills, ... JOB REQUISITION Charlotte Internal Audit and Financial Advisory Intern - 2026 LOCATION CHARLOTTE ADDITIONAL LOCATION(S) JOB DESCRIPTION Are You Ready to Live… more
- Deloitte (Charlotte, NC)
- …real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, 2026 Work ... You'll Do As a Senior Tax Consultant , you will work within an engagement team and...Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner… more
- Lincoln Financial (Charlotte, NC)
- …opportunity. **Requisition #:** 75136 **The Role at a Glance** As a Sr. Actuarial Consultant in Retirement Plan Services, you will play a key role in supporting ... Provide support for comprehensive reporting of sold business, including key financial metrics for corporate stakeholders and RPS management. Provide administrative… more