- Intuit (Charlotte, NC)
- …- Seasonal Local Service Expert, you will serve as a trusted advisor , empowering customers to achieve positive financial outcomes while supporting Intuit's mission ... your clients.Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving… more
- Shimadzu Scientific Instruments (Charlotte, NC)
- …for selling and supporting Shimadzu's Analytical Instrument portfolio. As a trusted advisor , the Field Sales Engineer builds and maintains strong, long-term customer ... NOT LIMITED TO: Sales & Business Development: Identify and prioritize new client opportunities; manage and grow existing accounts. Develop and execute strategic… more
- Principal Financial Group (Charlotte, NC)
- …and investment offerings to stand out against competitors, aligning proposals with client needs and market trends to maximize business opportunities and drive ... Engage in proactive, strategic and market focused conversations to drive revenue and client satisfaction. + Identify market trends and lead efforts to develop and… more
- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... Support, IT Project Management, and Infrastructure. The IT FCO serves as a trusted advisor to the CM Nikko Chief Information Officer and their teams, driving a… more
- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... internal and external communications team to deliver key messages. Act as trusted advisor to management board members and other key executives to refine management… more
- Tiffany & Co. (Charlotte, NC)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...the Tiffany brand in each client interaction using the Tiffany touch; your own flair… more
- Hendrick Automotive Company (Charlotte, NC)
- …Minorities, women, veterans, and individuals with disabilities are encouraged to apply. For more information regarding the EEOC, please visit ... Hendrick BMW Northlake Location: 10720 Northlake Auto Plaza Blvd, Charlotte, North Carolina 28269 Hendrick is an Equal Opportunity employer.… more
- Hendrick Automotive Company (Charlotte, NC)
- …This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: + Meets dealership sales goals. + Greets customer ... and determines make, type, and quality of vehicle desired. + Explains features and demonstrates operation of vehicle in showroom or on demonstration drive. + Suggests optional equipment for customer to purchase. + Computes and quotes sales price, including… more
- Wells Fargo (Charlotte, NC)
- …their clientele **Job Expectations:** + Ability to travel up to 50% to join client and Financial Advisor meetings + Individuals in Loan Originator (LO) positions ... **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary Advisory Specialist (LO)) responsible for… more
- Truist (Charlotte, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's...of client records. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing… more
- Bank of America (Charlotte, NC)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Advisor Development Program - Financial Solutions Advisor...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Mooresville, NC)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor I - Charlotte Mooresville, North Carolina;Huntersville, North...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (Charlotte, NC)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Registration Candidate- West Charlotte Market, (Bi-lingual Spanish...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Edward Jones (Cornelius, NC)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… more
- Bank of America (Charlotte, NC)
- Market Leader - Advisor Development Program Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Market-Leader Advisor -Development-Program\_25025479-2) **Job Description:** Merrill Wealth Management is a leading… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- Bank of America (Charlotte, NC)
- National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required) Charlotte, North Carolina **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/National-Financial-Solutions- Advisor -I--Charlotte--NC Series-7-Required-\_25025608) **Job Description:** At Bank of America, we're… more
- Bank of America (Charlotte, NC)
- Credit Solutions Advisor - South Park Financial Center Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Credit-Solutions- Advisor South-Park-Financial-Center\_25040333-2) **Job Description:** At Bank of America, we… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related...by serving as a resource speaker for related activities. Client Management Determine client needs by meeting… more
