- First Citizens Bank (Raleigh, NC)
- …or Financial Planning Preferred Skills: Juris Doctor (JD), Certified Trust & Financial Advisor (CTFA), Certified Financial Planner (CFP). High level of ... identify planning and revenue opportunities driven by client goals, needs, financial situations, and family dynamics. Demonstrates discretion and effective judgement… more
- Wiley|Wilson (Raleigh, NC)
- …toughest problems. Our goal for every client is to develop a long-term, trusted advisor relationship. Our project managers are the face of every one of those ... office, full-time remote, or a tailored, hybrid approach. We value the financial health of our employee-owners. This includes a competitive salary, company-wide… more
- First Horizon Bank (Raleigh, NC)
- …culture, then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and ... valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial...the tools and proven methods that will lead to Advisor and Client success. If you are ready to… more
- The Cigna Group (Raleigh, NC)
- …ad-hoc financial and accounting requests and key projects for senior leadership. **Requirements:** + Bachelor's degree in Finance, Accounting or related field ... **Position Summary:** US Employer is committed to delivering strong growth and financial contributions to Cigna's bottom line. We are looking for a technically… more
- Kestra Financial (Raleigh, NC)
- …excellent customer service, attention to detail, and time management skills * Supports Financial Advisor / Senior Client Service Associate of a large book ... of business including handling all administrative functions for Financial Advisors and the firm * Regular client interaction including appointment scheduling and… more
- POWER Engineers (Raleigh, NC)
- ** Senior Advisor - Advisory Services (REMOTE)** Location **Raleigh** Secondary Locations **Denver, Houston, Philadelphia, Portland** Job Code **18323** \# of ... openings **2** Apply Now (https://phh.tbe.taleo.net/phh04/ats/careers/v2/applyRequisition?org=POWERENGINEERS&cws=44&rid=18323) ** Senior Advisor - Advisory Services (REMOTE)** **Position… more
- JPMorgan Chase (Raleigh, NC)
- **Summary** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- PNC (Raleigh, NC)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. ... management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments… more
- Truist (Raleigh, NC)
- …units to inspire and build better lives and communities. The Cybersecurity Technology Senior Risk Advisor is responsible for providing first line of defense ... States of America) **Please review the following job description:** We are a financial services company offering a wide array of opportunities across many functions.… more
- Bank of America (Durham, NC)
- …Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... Credit Solutions Advisor - Woodcroft Financial Center Durham, North Carolina **To proceed with your application, you must be at least 18 years of age.**… more
- Truist (Raleigh, NC)
- …complex technical and business problems. 7. Ability to influence others at senior levels to adopt a new perspective. **Preferred Qualifications:** 1. Master's degree ... equivalent combination of education and work experience. 2. Banking or financial services experience. 3. Extensive experience completing zOS full version upgrades.… more
- CVS Health (Raleigh, NC)
- …directors, CMO as well as other senior health plan leaders. The Health Plan Clinical Advisor should be able to manage at least 2 and up to 4 market segments for ... and every day. **Position Summary** The Health Plan Clinical Advisor is a client facing role that manages the...to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their… more
- Bank of America (Raleigh, NC)
- …Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... Credit Solutions Advisor - Alexander Place Raleigh, North Carolina **To...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- PNC (Raleigh, NC)
- … management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments ... the company's success. We are looking to hire a Credit Risk Review Advisor in Credit Risk Review within PNC's Independent Risk Management organization. The primary… more
- Truist (Raleigh, NC)
- …and strategic alignment across business functions. Act as a trusted advisor , translating complex data into executive-ready insights and enabling informed ... + Develop and articulate strategic operational frameworks and recommendations to senior leadership, securing alignment and sponsorship for enterprise initiatives. +… more
- First Horizon Bank (Raleigh, NC)
- …responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of ... in conformance with internal audit methodology; + seasoned and strategically minded senior internal auditor with a deep understanding of banking and financial… more
- Truist (Raleigh, NC)
- …experience while balancing risk exposure to the Enterprise. The Business Unit Risk Advisor I engages with Business Unit leadership in its management of risks and ... equivalent education and related training. + 6+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and… more
- Humana (Raleigh, NC)
- …to address healthcare opportunities and challenges with technology-enabled solutions. As an Advisor in our team, you'll enable Humana leaders as they leverage modern ... of corporate, business, and/or IT strategy experience working with executives, senior leaders, and subject-matter experts + Passionate about continuously improving… more
- Truist (Raleigh, NC)
- …Business Unit. Present risk aggregation, key risks and emerging risks to senior Business Unit Leadership. Identify and opine on remediation to address weaknesses ... risk-taking behavior. Provide counsel and advice to BU and senior BU leaders. + Monitor risk exposures, concentrations and...related training. + 8+ years of experience in a financial institution with emphasis on risk management, audit, operations,… more
- Truist (Raleigh, NC)
- …Business Unit. Present risk aggregation, key risks and emerging risks to senior Business Unit Leadership. Identify and opine on remediation to address weaknesses ... behavior. Provide counsel and advice to Tech BU and senior Tech BU leaders. 3. Monitor risk exposures, concentrations...related training 2. 10 years of experience in a financial institution with emphasis on risk management, audit, operations,… more
