NewDivisional Director- Experienced Advisor Recruiting AmeripriseDivisional Director- Experienced Advisor RecruitingCharlotte, NCWithin specific division, partner closely with Divisional Vice President and Regional Directors, corporate employees, field leaders and advisors to achieve recruiting goals aligned with business strategies. • Ensure Recruiting Director execution on diversified sourcing strategy with support on AFA hubs, marketing, lead management, search firm communication and targeted advisor recruiting.
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.
NewSenior Business Analyst AmeripriseSenior Business AnalystCharlotte, NCBy fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
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.
NewBusiness Advisor The Great Greek Mediterranean Grill United Franchise GroupBusiness Advisor The Great Greek Mediterranean GrillCharlotte, NCRooted in authentic, family-inspired recipes, the brand is known for its fresh, made-to-order dishes, including savory gyros, grilled souvlaki, crisp salads, and flavorful spreads—all prepared with high-quality ingredients. The Business Advisor provides franchisees with industry training and support in assigned region while driving profitability, as well as being part of new store launches.
Business Analysis Advisor - Business Intelligence The PNC Financial Services Group IncBusiness Analysis Advisor - Business IntelligenceCharlotte, NC$60,000–$150,000 / yearIn 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. PNC 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.
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.
Risk Advisor - Select Business Unit TowneBankRisk 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. 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.
Business Strategy Advisor | Flexible & Remote (Charlotte, NC Area) LiveHappy InitiativeBusiness Strategy Advisor | Flexible & Remote (Charlotte, NC Area)Matthews, NCRemoteAt LiveHappy Initiative, we offer access to world-class leadership and personal development programs, structured systems for long-term professional achievement, and the support of a global organization operating in more than 120 countries. As a Business Strategy Advisor, you'll leverage digital marketing tools, follow a structured process, and connect with professionals who are exploring new possibilities for their careers and lifestyles.
Outside Sales Consultant / Business Performance Advisor InsperityOutside Sales Consultant / Business Performance AdvisorCharlotte, North CarolinaCompetitive 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.
NewBusiness Risk and Controls Advisor Senior - Member Value USAABusiness Risk and Controls Advisor Senior - Member ValueCharlotte, NC$103,450–$197,730 / yearWhat sets you apart: 5 years of experience supporting risk-related, compliance related, or business control design activities; OR 5 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 4 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities. What you'll do: Manages and drives solutions for stronger controls, and in support of risk and/or regulatory compliance related initiatives which may include: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, CoSA Third Party Governance, or quality governance.
Business Strategy Senior Advisor Jack Henry & Associates IncBusiness Strategy Senior AdvisorNCRemoteDesigns and implements transformational programs including technology, organization, communications, business process management approaches and strategic programs to support revenue growth, improve customer experience or reduce expenses. Conducts objective research on behalf of the client on current market, technology trends, client competitors, product demands and capability, best practices and other related topics to support critical analysis.
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 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.
Financial Solutions Advisor - Charlotte, NC Bank of America CorpFinancial Solutions Advisor - Charlotte, NCCharlotte, NCKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
NewSenior Wealth Advisor - Elite Planning & Growth Beacon PointeSenior Wealth Advisor - Elite Planning & GrowthCharlotte, NCResponsibilitiesBuild and manage a book of business by developing strong client relationships and providing best-in-class client experienceDeliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolveCollaborate with internal specialists to deliver integrated solutionsIdentify and pursue new business opportunities through referrals, networking, and strategic outreachQualifications5+ years of experience as a Financial Advisor or Wealth AdvisorProven track record of client acquisition and asset growthBackground in a wirehouse, independent broker-dealer, bank, or RIA environmentFinancial planning experience preferredCFP®, CFA, or other professional designations preferredBachelor's degree in Finance, Business, Economics or related field preferredKey attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. About Beacon Pointe AdvisorsBeacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Wealth Strategies Advisor Bank of America CorpWealth Strategies AdvisorCharlotte, NCResponsibilities:Leads the wealth planning engagement process with clients from start to finishWorks with Wealth Strategy Specialists and/or Wealth Strategy Analysts to gather information, run analyses, and develop planning solutions based on these analysesDevelops holistic, integrated planning strategies for clients with a focus on how Bank of America can help implement those strategies in concert with the clients' advisors where appropriateExpands existing client relationships and assists Advisors in new business opportunities with high- or ultra-high net worth clients and prospects who are interested in wealth planningDemonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planningStays up-to-date with major developments in trust, estate/wealth transfer and financial planning, while following current and proposed tax legislation and understanding the impact on clientsBuilds a network with local centers of influence to create a business referral network of clients who would benefit from the bank's servicesUp to 10% Travel ExpectedKey Qualifications:Ability to gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals. Key responsibilities include building relationships with Advisor teams, clients, prospects, and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while focusing on the bank's ability to implement those strategies with clients' Advisors where appropriate.
National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required) Bank of America CorpNational Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required)Charlotte, NCThrough a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
NewFinancial Solutions Advisor Registration Candidate - West Charlotte Market (Bi-lingual Spanish Required) Bank of AmericaFinancial Solutions Advisor Registration Candidate - West Charlotte Market (Bi-lingual Spanish Required)Charlotte, North CarolinaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
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.
Sales Enablement Lead - Advisor Recruiting & Integration Wells Fargo & CoSales Enablement Lead - Advisor Recruiting & IntegrationNC$185,000–$300,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Wells Fargo is seeking a Sales Enablement Lead - Advisor Recruiting & Integration to play a pivotal role in advancing advisor recruiting and onboarding integration by delivering tools, insights, reporting, and content that improve execution across the full recruiting lifecycle.
Associate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorCharlotte, North CarolinaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.
Senior Advisor Communications & OBA Principal LPL FinancialSenior Advisor Communications & OBA PrincipalCharlotte, North CarolinaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Sr. Analyst, Advisor Channel Strategy Activation LPL Financial Holdings IncSr. Analyst, Advisor Channel Strategy ActivationSC$79,310–$132,252 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
VP - Advisor Marketing Financial Independence Group, LLCVP - Advisor MarketingCornelius, NCThe construction, leadership, development, and performance management of the FIG Advisor Marketing Team which includes marketing strategy, content marketing, program management, digital marketing, data & analytics, internal team member performance and external client satisfaction. This is a supervisory position (direct management of 3-5 senior leaders with span of total control for 15-20 team members plus a network of third-party partners) therefore all Human Resource and Performance Management related responsibilities are assigned to the VP of Advisor Marketing.
Financial Advisor Northwestern MutualFinancial AdvisorCharlotte, North Carolina$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Director, Advisor Sales & Enablement TIFIN Wealthtech LLCDirector, Advisor Sales & EnablementCharlotte, NC$205,000–$225,000 / yearOur platform delivers agentic workflows across the industrys core personasinvestors, advisors, investment teams, and operationsso financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorNC$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Financial Advisor - Experienced ProfessionalsCharlotte, NCDeliver Advanced Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program the U.S. government the U.S. Armed Forces or any other third-party mentioned on this site.
Risk Advisor, Commercial Lines Relation InsuranceRisk Advisor, Commercial LinesCharlotte, North CarolinaThe individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
J.P. Morgan Wealth Management - Private Client Advisor - Mooresville, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Mooresville, NCMooresville, NCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Charlotte, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Charlotte, NCCharlotte, NCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Customs Regulatory Advisor Siemens Energy AGCustoms Regulatory AdvisorCharlotte, NCYour day may include advising business partners on customs and export control requirements, reviewing transactions and operational processes for compliance risks, coordinating with legal and regulatory agencies, and driving continuous improvement initiatives within trade compliance operations. You will work closely with cross-functional stakeholders including legal, supply chain, logistics, engineering, procurement, and operations to ensure import/export activities are compliant, efficient, and audit-ready.
Operations Advisor- Charlotte,NC Yum! Brands, Inc.Operations Advisor- Charlotte,NCCharlotte, NCDemonstrated experience operating restaurants and leading restaurant teams across multiple roles and levels (e.g., General Manager, Area Coach, Multi-Unit Leader, Director, or equivalent). Develop clear, actionable improvement plans in partnership with franchisees and restaurant leaders, and collaborate with the Franchise Operations Partner (FOP) to ensure follow-up and sustained execution.
Product Support Advisor-Grocery Sysco CorpProduct Support Advisor-GroceryNCResponsible for managing and supporting the implementation of corporate category strategies and initiatives within operation company (OpCo) Supports operation company (OpCo) sales staff with product assortment updates, informational inquiries and delivery of product cutting and training sessions Drive operation company (OpCo) required category initiatives and assortment in harmony with corporate requirements Executes recommended assortment changes and support positive local supplier relationships. JOB SUMMARY: Support department to achieve company goals and company goals which includes but is not limited to: a high-end customer order fulfillment, managing inventory to the lowest possible DSO.
NewFinancial Advisor The Pelora GroupFinancial AdvisorCharlotte, NCDesire access to a deep bench of subject matter experts across investments, planning, operations, technology, compliance, tax strategy, and practice management to address complex client needs and unforeseen challenges. As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute your vision, and build your business.
NewFinancial Advisor - Thrive Financial Partners uFinancial GroupFinancial Advisor - Thrive Financial PartnersHuntersville, NCAt our firm, Thrive Financial Partners, a uFinancial Group firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients.
Compliance Advisor Principal Financial Group IncCompliance AdvisorCharlotte, NCRemote$104,400–$150,000 / yearWho You Are 6+ years related experience (mutual fund and/or insurance carrier broker-dealer compliance experience preferred) Bachelor's degree, JD, or MBA considered in lieu of experience Excellent written and oral communication skills Advanced analytical, problem solving, and organizational abilities High level of creativity and resourcefulness Demonstrated application of robust data analysis and reporting capabilities Experience in assessing and implementing process improvements Mentoring and coaching experience Demonstrated application of risk management frameworks and concepts Ability to interact with regulatory bodies Expert knowledge and experience with mutual fund, ETF, private fund, variable insurance and/or group annuity products and services, and the related governing securities laws and regulations. Grand Island, NE: $104,400 - $122,400 / year Des Moines, IA: $110,200 - $129,200 / year Charlotte, NC: $116,000 - $136,000 / year Chicago/Minneapolis: $127,600 - $149,600 / year Los Angeles/New York City: $139,200 - $150,000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
NewRetail Energy Advisor - Entry-Level GEMRetail Energy Advisor - Entry-LevelCharlotte, North CarolinaIf you're looking for an entry-level retail job , customer service career , or sales opportunity with paid training and advancement potential, this is a great opportunity to gain valuable experience while earning competitive pay and performance bonuses. If you're searching for an entry-level retail job , customer service position , sales associate role , retail representative opportunity , or energy advisor career , we'd love to hear from you.
Senior Private Client Advisor Marsh McLennanSenior Private Client AdvisorCharlotte, North CarolinaWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). As our Senior Private Client Advisor on the Private Client Services team, you’ll be diving deep into client exposures and loss experiences to understand their current coverages.
Trade Advisor, FTZ Mohawk Global LogisticsTrade Advisor, FTZCharlotte, NCPosition Summary: Mohawk Global Trade Advisors (MGTA) is seeking a detail-oriented and knowledgeable FTZ Trade Advisor to support our clients in managing and optimizing their Foreign-Trade Zone operations. This role is responsible for ensuring compliance with U.S. Customs and Border Protection (CBP) regulations, maintaining accurate records, and supporting duty deferral and reduction strategies through effective FTZ program administration.
Financial Advisor United Bank, Inc. (Inactive)Financial AdvisorNCIdentify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners. Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customers needs and financial circumstances.
Customer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorCharlotte, NCRemote$29.50–$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
Junior Commercial Real Estate Advisor Sands Investment GroupJunior Commercial Real Estate AdvisorCharlotte, NCThe Junior Advisor role is heavily focused on developing skills in cold calling, marketing, and underwriting in addition to CRM/database maintenance and active participation in team role plays, meetings, and training. As a leader in the industry and the first to offer true sub-product type specialization, the firm's experience in net lease, retail, office, industrial, multi-tenant, self storage and shopping center transactions is unparalleled.
Marketing Strategist -- Advisor Marketing Financial Independence Group, LLCMarketing Strategist -- Advisor MarketingCornelius, NCThe Marketing Strategist on our FIG All Points Media Advisor Marketing team blends key attributes of our consultative delivery model to ensure successful implementation of platforms, programs, and resources for our affiliated financial professionals. Planning, building, integrating, reporting on, analyzing cutting-edge marketing tactics for independent financial advisory and insurance agency businesses.
Senior Home Lending Advisor - Charlotte NC Branches JPMorgan Chase & CoSenior Home Lending Advisor - Charlotte NC BranchesCharlotte, NCJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Bachelors degree or equivalent work experience in sales and/or real estate 3+ years of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local area Excellent written and oral communication skills Knowledge of FHA, VA, FNMA, and FHLMC guidelines.
Wealth Advisor First National Bank Of PennsylvaniaWealth AdvisorCharlotte, North CarolinaPrepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures. Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation.
Financial Advisor - Brokerage Group - Mooresville/Charlotte, NC First National Bank Of PennsylvaniaFinancial Advisor - Brokerage Group - Mooresville/Charlotte, NCCharlotte, North CarolinaManages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Senior Home Lending Advisor, Concord, NC JPMorgan Chase & CoSenior Home Lending Advisor, Concord, NCNCJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.