NewTax Advisor JobotTax AdvisorCharlotte, NCRemote$110,000–$145,000 / yearA fast-growing, 100% remote CPA firm specializing in real estate is seeking an experienced Senior Tax Advisor to lead tax planning and advisory services for real estate investors and small business owners. This is a highly client-facing role for a seasoned tax professional who enjoys guiding clients through complex issues, providing technical leadership, and mentoring less-experienced staff - all within a modern, autonomous, virtual environment.
Automotive Service Advisor (Honda Dealership) Hendrick Automotive Group CorporateAutomotive Service Advisor (Honda Dealership)Concord, North Carolina$60,000–$150,000 / yearFull timeProvide detailed explanations of recommended repairs and maintenance services, including oil changes, tire services, brake repair, suspension, transmissions, and more. Work includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians.
Client Advisor Hendrick Automotive Group CorporateClient AdvisorCharlotte, North CarolinaFull timeWork includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments. Completes paperwork accompanying vehicle sales, including but not limited to, preparing sales slip or sales contract.
Service Advisor Hendrick Automotive Group CorporateService AdvisorCharlotte, North CarolinaFull timeWork includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians. Frequently interacts with customers, service manager and service technicians, and employees from various departments in the dealerships.
NewSr Manager, Wealth Advisor - Schwab Wealth Advisory Charles SchwabSr Manager, Wealth Advisor - Schwab Wealth AdvisoryCharlotte, NCTime Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Risk Advisor - Select Business Unit Towne BankRisk Advisor - Select Business UnitCharlotte, NCOur member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals. What we offer: We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including: Excellent growth and advancement opportunities.
Outside Sales Consultant / Business Performance Advisor Insperity IncOutside Sales Consultant / Business Performance AdvisorCharlotte, NC$91,250–$106,250 / yearCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
Business Analyst Advisor Level Enterprise Cloud Transformation Jack Henry & Associates IncBusiness Analyst Advisor Level Enterprise Cloud TransformationCharlotte, NCRemote$90,000–$150,000 / yearWe are seeking an experienced business analyst to work across teams to assist with a massive multiyear modernization of our enterprise infrastructure, including significant cloud migrations. This is a remote position, but candidates must live within approximately a 70-mile radius of our office locations in: Allen, TX; Birmingham, AL; Cedar Falls, IA; Charlotte, NC; Lenexa, KS; Louisville, KY; and Springfield/Monett, MO.
Outside Sales Consultant / Business Performance Advisor InsperityOutside Sales Consultant / Business Performance AdvisorCharlotte, North Carolina$91,250–$106,250 / yearCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you’ll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You’ll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy – even after the sale is complete.
Outside Sales Consultant / Business Performance Advisor Insperity (internal)Outside Sales Consultant / Business Performance AdvisorCharlotte, NC$91,250–$106,250 / yearCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
Business Risk and Controls Advisor I - Member Value USAABusiness Risk and Controls Advisor I - Member ValueCharlotte, NC$77,120–$147,390 / yearYou will support business leaders in adhering to the established risk framework and provide ongoing oversight of business controls, including RCSAs, evaluating control effectiveness, identifying control gaps or failures, supporting remediation efforts, and preparing for internal/external audits and regulatory exams. + Advises the business on how to strengthen and manage their control environment pertaining to oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, Function or Line of Business Third Party Governance, or quality governance.
Senior Business Experience & Plan Advisor - Technology Financial Management The PNC Financial Services Group IncSenior Business Experience & Plan Advisor - Technology Financial ManagementCharlotte, NC$91,000–$185,900 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Charlotte & Associates MarketCharlotte, North CarolinaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Advisor Development Program - Charlotte & Associates Financial Solutions Advisor Trainee: Financial Center - Charlotte, NC (Bilingual Spanish Speaking Required) Bank of AmericaAdvisor Development Program - Charlotte & Associates Financial Solutions Advisor Trainee: Financial Center - Charlotte, NC (Bilingual Spanish Speaking Required)Charlotte, North CarolinaAs an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Private Wealth Advisor Professions IncPrivate Wealth AdvisorCharlotte, NCAs a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.
Senior Advisor for Digital Manufacturing FTE Factory AdvisorsSenior Advisor for Digital ManufacturingCharlotte, NCOur work spans operational excellence, lean manufacturing, manufacturing systems, data-driven decision making, AI-enabled operations, and digital manufacturing technologies, helping clients improve productivity, quality, throughput, and business performance. Our Global Advisory Network brings together independent industry experts with deep experience in manufacturing, operational excellence, digital manufacturing, industrial automation, smart factory technologies, supply chain, quality, and business systems.
Structured Lending Advisor I/II Truist BankStructured Lending Advisor I/IICharlotte, North CarolinaThe Structured Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects. Credit requests have a variety of ownership structures and deal complexity, and could include both owner-occupied and investor-owned commercial real estate, yacht/airplane financing, concentrated stock/highly structured securities-backed and unsecured facilities.
NewWealth Advisor Associate Truist BankWealth Advisor AssociateCharlotte, North CarolinaWorks with Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, and other Truist teams as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 2. Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorCharlotte, NCThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Structured Lending Advisor I/Ii Truist Financial CorporationStructured Lending Advisor I/IiCharlotte, NCPlease review the following job description: The Structured Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects. Credit requests have a variety of ownership structures and deal complexity, and could include both owner-occupied and investor-owned commercial real estate, yacht/airplane financing, concentrated stock/highly structured securities-backed and unsecured facilities.