NewInside Solutions Advisor (Cox Business) Cox CommunicationsInside Solutions Advisor (Cox Business)Spring Valley, NV$17.40–$26.067 years of experience in a related field, or a high school diploma/GED with 5 years of experience; or an associate degree, bachelor's degree or certification in a related discipline with 3 years of work experience. Here's how you'll make an impact: Engaging with existing customers to renew contracts, identifying new revenue opportunities and upselling solutions like telephony, data, wireless, video and more.
Service Advisor Company ConfidentialService AdvisorAsheville, NCFull timeWe are looking for energetic and outgoing personalities with a proven track record of customer service to deliver quality and professional service to our service customers when they bring their vehicles in for their scheduled maintenance and repairs. The ideal candidate will possess strong communication and time management skills and the ability to build rapport with customers as they assist customers through the service process.
NewFood Quality & Restaurant Experience Advisor Ecolab Inc.Food Quality & Restaurant Experience AdvisorRaleigh, NC$46,300–$69,300 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents .
NewBrand Standards, Guest Experience, & Food Safety Advisor Ecolab Inc.Brand Standards, Guest Experience, & Food Safety AdvisorWilmington, NC$46,300–$69,300 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents .
NewClient Advisor Hendrick Automotive Group CorporateClient AdvisorDurham, North CarolinaFull timeHendrick Chevrolet Buick GMC Cadillac SouthpointLocation: 127 Kentington Drive, Durham, North Carolina 27713. Work includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments.
NewBMW Client Advisor Hendrick Automotive Group CorporateBMW Client AdvisorDurham, 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 AdvisorFayetteville, 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.
NewAsheville Market Leader /Sr Community Banker - Business Banking First Horizon BankAsheville Market Leader /Sr Community Banker - Business BankingAsheville, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
NewBusiness Advisory Banking Relationship Manager First Horizon BankBusiness Advisory Banking Relationship ManagerWinston-Salem, NCResponsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 - 5 mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver business and deposits services, sell secured and unsecured business loans adhering to credit policy and underwriting parameters; identify referral opportunities for Retail Branch Partners and Business Product Partners; serve as a business consulting resource for the Retail Branch network. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Dodge Client Advisor Hendrick Automotive Group CorporateDodge Client AdvisorCary, 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.
KIA Client Advisor Hendrick Automotive Group CorporateKIA Client AdvisorCary, North CarolinaFull timeWork includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments. Hendrick Kia of CaryLocation: 90 MacKenan Drive, Cary, North Carolina 27511.
Business Advisor Lead USAABusiness Advisor LeadCharlotte, NC$114,080–$218,030 / yearWhat you'll do: Advises stakeholders by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or, product competitiveness and profitable growth. Leverages best practices gained from expert industry knowledge to identify opportunities for business efficiencies and provide expert guidance strategy, planning, and problem-solving to help the business succeed in the marketplace.
Business Unit Risk Advisor II - Wholesale Credit Delivery/Wholesale Business Enablement Truist Financial CorpBusiness Unit Risk Advisor II - Wholesale Credit Delivery/Wholesale Business EnablementGreensboro, NCExecute, facilitate and monitor risk governance mechanisms, including but not limited to, Compliance Risk and Control Self-Assessment (C-RCSA), Risk and Control Self-Assessment (RCSA), key risk indicators, policies, risk committees and other elements of the Enterprise Risk Framework. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
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.
Business Analysis Advisor - C&IB Business Technology Servicing The PNC Financial Services Group IncBusiness Analysis Advisor - C&IB Business Technology ServicingNC$75,000–$137,500 / 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.
Lead HR Talent & Business Advisor - Technology, Data & Operations Truist Financial CorpLead HR Talent & Business Advisor - Technology, Data & OperationsCharlotte, NCp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Advises on human resources policies, facilitates adoption of HR initiatives and programs, manages complex projects and processes, and implements HR strategies set by Executives and Senior Management.
NewLead HR Talent & Business Advisor - Technology, Data & Operations SunTrust Investment ServicesLead HR Talent & Business Advisor - Technology, Data & OperationsCharlotte, NCAdvises on human resources policies, facilitates adoption of HR initiatives and programs, manages complex projects and processes, and implements HR strategies set by Executives and Senior Management. Strong experience supporting highly technical workforce with recent HR transformation experience to drive connection between HR and TD&O for the benefit of the enterprise.
NewLead HR Talent & Business Advisor - Technology, Data & Operations truistLead HR Talent & Business Advisor - Technology, Data & OperationsCharlotte, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Advises on human resources policies, facilitates adoption of HR initiatives and programs, manages complex projects and processes, and implements HR strategies set by Executives and Senior Management.
NewOutside 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 AdvisorRaleigh, 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.
Business Connect Advisor II- Winston Salem/Greensboro Truist Financial CorpBusiness Connect Advisor II- Winston Salem/GreensboroWinston-Salem, NCBusiness Connect Advisor IIs will leverage their expertise and business acumen to facilitate relationship building and advising conversations and may be aligned to engage with more complex clients and prospects (such as businesses with multifaceted organizational structure or relationship needs). General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
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.
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 Connect Advisor II- Winston Salem/Greensboro Truist BankBusiness Connect Advisor II- Winston Salem/GreensboroWinston-Salem, North CarolinaBusiness Connect Advisor IIs will leverage their expertise and business acumen to facilitate relationship building and advising conversations and may be aligned to engage with more complex clients and prospects (such as businesses with multifaceted organizational structure or relationship needs). General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Business Solutions Advisor - Hanover Center Financial Center - Wilmington, NC Bank of America CorpBusiness Solutions Advisor - Hanover Center Financial Center - Wilmington, NCWilmington, NCOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Business Risk and Controls Advisor (Intermediate) - Bank USAABusiness Risk and Controls Advisor (Intermediate) - BankCharlotte, NC$63,590–$121,530 / yearWhat you'll do: Manage routine deliverables in support of risk and/or regulatory compliance related initiatives: 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. Minimum 2 years' experience supporting risk-related, compliance-related or business control design activities; OR 2 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline.
Pharmacy Analytics Business Analytics Senior Advisor The Cigna GroupPharmacy Analytics Business Analytics Senior AdvisorNCThese states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorGreensboro-Winston Salem, 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.
Associate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsAssociate, Global Client Group (Independent Advisor Group)Charlotte, NCDimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.
Financial Advisor Transcend Practice ManagementFinancial AdvisorChapel Hill, NC$120,000–$125,000 / yearWith over 15 years in business, we are excited to welcome a Financial Advisor who shares our passion for dedication to our clients and to continuous improvement as a trusted steward of their financial success. As fiduciaries, we are committed to always acting in our client’s best interests – building long-term, collaborative relationships rooted in trust, integrity, and tailored advice.
NewPrivate 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.
Financial Solutions Advisor - East Charlotte Bank of America CorpFinancial Solutions Advisor - East CharlotteCharlotte, 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.").
Financial Solutions Advisor- West Charlotte Market Bank of America CorpFinancial Solutions Advisor- West Charlotte MarketCharlotte, NCOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. 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.).
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.").
Financial Solutions Advisor Registration Candidate- West Charlotte Market, (Bi-lingual Spanish Required) Bank of America CorpFinancial Solutions Advisor Registration Candidate- West Charlotte Market, (Bi-lingual Spanish Required)Charlotte, NCMerrill 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."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Solutions Advisor - Greensboro Area Bank of America CorpFinancial Solutions Advisor - Greensboro AreaGreensboro, 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.").
Financial Solutions Advisor - Greenville Market Bank of America CorpFinancial Solutions Advisor - Greenville MarketBoone, 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.").
Financial Advisor The Perillo GroupFinancial AdvisorAsheville, NCAs a Financial Advisor, you will be responsible for providing financial guidance and investment advice to clients, helping them make informed decisions to secure their financial future. If you are passionate about helping individuals achieve their financial goals and possess the required qualifications and skills, we invite you to apply for this rewarding opportunity as a Financial Advisor.
Senior Advisor Communications & OBA Principal LPL Financial Holdings IncSenior Advisor Communications & OBA PrincipalCharlotte, NC$74,057–$123,497 / 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.
Sr. Analyst, Annuity & Insurance Growth - Advisor Engagement LPL FinancialSr. Analyst, Annuity & Insurance Growth - Advisor EngagementCharlotte, North CarolinaAs 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. The 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.
VP, Advisor AI Workspace LPL FinancialVP, Advisor AI WorkspaceCharlotte, 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.
NewAdvisor Learning and Development Consultant-2 LPL FinancialAdvisor Learning and Development Consultant-2Charlotte, 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.
VP, Annuity & Insurance Growth - Advisor Engagement LPL FinancialVP, Annuity & Insurance Growth - Advisor EngagementCharlotte, North CarolinaAs 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. The 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.
Advisor IT Application Services Enbridge IncAdvisor IT Application ServicesGastonia, NC$85,000–$120,000 / yearPhysical Requirements include but are not limited to: Grasping, kneeling, light - moderate lifting (objects up to 20 pounds), reaching above shoulder, repetitive motion, typing, sitting, standing, visual requirement (able to see screens, detect color coding, read fine print), hearing requirement and the ability to sit at a computer for long periods of time. Enbridge's FlexWork (hybrid work model) offers eligible employees (Manager and below) the option to work from home on Wednesdays and Fridays, opt for a compressed work week schedule, or have flexible start and end times.
Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLCFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Winston-Salem, NCFull timeStrategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers. Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
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.
Merrill Financial Solutions Advisor (Partially Licensed) - Carolina East Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed) - Carolina East MarketRaleigh, NCResponsibilities:Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategiesUnderstands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutionsShadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growthLeverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisorBuilds relationships with internal service providers based on client needs and asset thresholdsManages risk proactively in every aspect of business, product, and service transaction leveraging available toolsThe Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.
Financial Solutions Advisor Registration Candidate - University Mall Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - University Mall Financial CenterChapel Hill, 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.