- 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
- Truist (Charlotte, NC)
- …methods of communication in an effective manner (ex. email, phone, voicemail, virtual meeting, etc.). 8. Responsible for accurate reporting of sales efforts, sales ... 10.Meets with clients virtually to assess client needs, review their financial management practices and solutions, conduct cash flow cycle conversations and… 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
- 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 ... 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
- Deloitte (Charlotte, NC)
- …help clients stay ahead with the latest technology advancements. The Modern Workplace Consultant strives to build an end user experience that enables users to work ... support environments, Microsoft 365 Copilot implementations, Power Platform development, and virtual desktop infrastructure. Our Team Join our AI & Engineering team… 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
- 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
- Truist (Charlotte, NC)
- …1.Engages as a specialist within a deal team led by the Treasury Consultant and/or Banker to Wholesale Banking clients. 2. Executes sales plan, develops strong ... methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.) 13. Adhere to and follow all applicable policies and… more
- Motion Recruitment Partners (Charlotte, NC)
- …Contract $61.69/hr - $69.51/hr Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Technology Business Services ... Consultant in Charlotte, NC (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract… 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
- 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
- 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