- Figure Lending (Charlotte, NC)
- …years, we've become the country's #1 non-bank HELOC lender. As a financial technology firm operating at the intersection of regulation and transformation, we're ... a "unicorn" - a group of fewer than 1000 companies globally that is valued at $1B or more and has been in operation for less than ten years. Our mission requires us to have a creative, team-oriented, and supportive environment where everyone can do their… 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
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're searching for a ** Financial Consultant I** to join our Retirement and Income Solutions Principal Connection team. In this role, you'll ... Principal's customers, solving problems, resolving issues, and helping to build their financial confidence. Operating at the intersection of financial services… 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
- 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
- Deloitte (Charlotte, NC)
- Senior Consultant , Regulatory Reporting Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory ... December 31, 2025 Work You'll Do As a Senior Consultant , you will collaborate with our global network to...generation materials, and proposals The Team Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs,… 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
- ManpowerGroup (Charlotte, NC)
- …client, a leader in the financial industry, is seeking a Business Execution Consultant 4 - Contingent to join their team. As a Business Execution Consultant ... will align successfully within the organization. **Job Title:** Business Execution Consultant 4 - Contingent **Location:** Charlotte, NC **Pay Range:** $57- $62/… 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
- 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
