- Vaco by Highspring (Charlotte, NC)
- …Our client base has ongoing, immediate needs for an Strategic Accounting Consultant to support project-based initiatives and interim coverages during peak times, at ... to accounting principles, practices and procedures to ensure accurate and timely financial statements. This position will need to work to tight deadlines and… more
- 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
- First Horizon Bank (Charlotte, NC)
- …TN or Charlotte, NC. **Summary** : We are seeking a motivated and detailed-oriented Financial Consultant to join our Wholesale Finance Team. In this role, you ... the review, analysis, and creation of data related to the Bank's financial statements, forecasts, and budgets. **Essential Duties and Key Responsibilities:** +… more
- TIAA (Charlotte, NC)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants each ... Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this… more
- PNC (Charlotte, NC)
- …digital banking that includes money management tools. As a WorkPlace Banker - Corporate Financial Sales Consultant , you will work in an outbound sales capacity, ... may be performed remotely, at manager's discretion. PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive… more
- Robert Half (Charlotte, NC)
- JOB REQUISITION Charlotte Technology Audit Senior Consultant ( Financial Services) LOCATION CHARLOTTE ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The ... is looking for a Technology Audit & Advisory Senior Consultant to join our growing Financial Services team. Protiviti's Financial Services practice is… more
- Guidehouse (Charlotte, NC)
- …**Clearance Required** **:** None **What You Will Do** **:** As a Managing Consultant in Guidehouse's Commercial Financial Services practice, you will have ... and hiring for the long term. As a Managing Consultant , you will follow a clearly defined career path...years of experience in the banking industry or commercial financial services consulting + 5+ years' experience in one… more
- Guidehouse (Charlotte, NC)
- …Required** **:** None **What You Will Do** **:** As a Project Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your ... + 5+ years of experience in the banking industry or commercial financial services consulting (must have experience with Global Systemically Important Bank(s)… more
- Charles Schwab (Charlotte, NC)
- …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to...financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the salary range, this… more
- Deloitte (Charlotte, NC)
- …heart-of-the-business solutions. Work You'll Do As a US Delivery Center Solution Consultant on the team, you will: + Support Workday Financials functional area ... certifications + 2+ years of experience in the following: + Supporting ERP financial system implementations or transformation programs for clients + MS Office Suite… more
- Guidehouse (Charlotte, NC)
- …managed services consulting firm serving the public and commercial markets in financial services, healthcare, sustainability, and national defense. Our mission is to ... acumen required to develop well thought-out, sustainable solutions. Our Commercial Financial Services practice works with financial industry leaders, including… more
- Guidehouse (Charlotte, NC)
- …and community involvement. **What You Will Do** **:** As a Senior Consultant , you will have responsibility for client management, solution implementation and ... with client sponsors and consulting leaders. As a Senior Consultant , you will be expected to prepare and communicate...more years of experience of banking industry or commercial financial services consulting, in one or more of the… more
- Guidehouse (Charlotte, NC)
- …and community involvement. **What You Will Do** **:** As a Managing Consultant , you will have responsibility for driving the project, including client management ... Control Self-Assessments (RCSA) specifically for the technology stack within the financial institution(s) + Identify, assess and mitigate risks associated within … more
- Guidehouse (Charlotte, NC)
- …well-being and community involvement. **What You Will Do** As a Senior Consultant , you will be responsible for client management, solution implementation, and ... Risk and Control Self-Assessments (RCSA), specifically for the technology stack within financial institutions + Identify, assess, and mitigate risks associated with … 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...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… 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,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Guidehouse (Charlotte, NC)
- …Required** **:** None **What You Will Do:** As a Project Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage ... and Control Self-Assessments (RCSA) for the Finance team, focusing on financial -related risks, including month-end close processes, SOX compliance, and risk… more
- Schaeffler (Fort Mill, SC)
- …tracking of capex spending within the business division + Act as accountable financial consultant to the responsible functional management regarding all ... changing economical conditions + Provide support and analysis in matters of financial controlling to improve productivity and operational efficiency, for a function… more
- Capital One (Charlotte, NC)
- Sr. Manager, Associate Treasury Management Consultant Team Lead This role is a leadership opportunity with a dual mandate of driving associate development and ... portfolio management. As the Associate Treasury Management Consultant Team Lead your role is to develop a...or equivalent certification + At least 6 years of financial services experience + At least 5 years of… more
