Director, Business Development (Financial Services) JLLDirector, Business Development (Financial Services)Charlotte, NCRemoteCreate client engagement plans and account maps in partnership with sales and marketing teams in order to run targeted campaigns and sales plays - investigate board relationships, establish where JLL colleagues may have common ground, and understand key background information with the purpose of directing the team. Required Skills and Experience: Ability to think strategically and work cross functionally to generate new ways of identifying white space within vertical markets and to identify incumbent technology users coming to the end of their contract period.
Financial Representative LPL FinancialFinancial RepresentativeCharlotte, 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.
Senior Banker - Cherry Road Financial Center Bank of AmericaSenior Banker - Cherry Road Financial CenterRock Hill, South CarolinaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Senior Banker - Albemarle Road Financial Center Bank of AmericaSenior Banker - Albemarle Road Financial CenterCharlotte, North CarolinaResponsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Senior Banker II - Legacy Union Financial Center Bank of AmericaSenior Banker II - Legacy Union Financial CenterCharlotte, North CarolinaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
Financial Solutions Advisor Registration Candidate Consumer Investments - East Charlotte Market Bank of AmericaFinancial Solutions Advisor Registration Candidate Consumer Investments - East Charlotte MarketCharlotte, North CarolinaWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
NewCyber Compliance Manager (Financial Services) RSMCyber Compliance Manager (Financial Services)Charlotte, North Carolina$107,000–$214,500 / yearThe CyberCompliance Manager will assist organizations with strengthening cybersecurity and data protection programs designed to safeguard critical assets, including cardholder data environments, customer financial data, and other sensitive information, while helping clients mature their governance, risk, compliance, and operational capabilities. In order to address the most critical needs of our clients, RSM US LLP has established the Cybersecurity and data protection risk (CDPR), comprised of dedicated cybersecurity professionals dedicated exclusively to serving the cyber security and information protection needs of our clients.
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.
Financial 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.
Compliance and Operational Risk Specialist - CFO Bank of AmericaCompliance and Operational Risk Specialist - CFOCharlotte, North CarolinaAssists in identifying and escalating problems or issues that arise and drives actions to address the root causes that lead to compliance risk issues and/or operational risks. This job is responsible for executing second line of defense compliance and operational risk oversight for CFO Capital activities in Bank of America's US and EMEA entities, with a particular focus on market risk capital and associated regulations.
Financial Analyst, Capital Markets Cushman & WakefieldFinancial Analyst, Capital MarketsCharlotte, North Carolina$68,000–$80,000 / yearThe Financial Analyst will support all phases of the financing process, including preparing detailed financial analysis and valuations, assisting in preparing proposals for new business opportunities, creating marketing materials and debt models for new assignments and summarizing and distributing feedback of the broker’s marketing efforts to clients and lenders. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
Financial Analyst AeconFinancial AnalystCharlotte, NCAre committed to creating work environments focused on mutual respect, teamwork, collaboration, and new ideas, through meaningful initiatives, training, and partnerships with Veteran groups, to ensure we are building with top talent and harnessing our collective strengths within every aspect of our culture. With deep roots in North America and a strong footprint internationally, Aecon brings global expertise and proudly serves public and private sector clients through its Construction and Concessions segment.
Financial Analyst II Colliers Engineering & DesignFinancial Analyst IICharlotte, North CarolinaFull timeWe have also created an internal culture that provides the resources and technology needed to encourage personal and professional growth opportunities through reimbursement for education; a free in-house resource for hundreds of educational and self-enrichment courses; mentorship program; wellness program; Women’s Organization and ongoing philanthropic opportunities. Data Analytics & Visualization: Leverage tools like Power BI, Excel, CoPilot, and our ERP system (BST) to create dashboards and reports that deliver actionable insights to leadership and operational teams.
Certified Financial Advisor The Vanguard GroupCertified Financial AdvisorCharlotte, North CarolinaVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
New Grad January 2027 - Financial Service Professional (Fort Mill) LPL FinancialNew Grad January 2027 - Financial Service Professional (Fort Mill)Charlotte, 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.
New Grad Summer 2027 - Financial Service Professional (Fort Mill) LPL FinancialNew Grad Summer 2027 - Financial Service Professional (Fort Mill)Charlotte, 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, Financial Institution Strategy – Banks/Credit Unions LPL FinancialVP, Financial Institution Strategy – Banks/Credit UnionsCharlotte, 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.
Employee Benefits Financial Analyst Hub InternationalEmployee Benefits Financial AnalystCharlotte, NCABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. A working knowledge of employee benefit plans, understanding HMOs, PPOs, HSAs, indemnity plans, as well as ancillary coverage such as life, disability, dental and voluntary insurances preferred.
Employee Benefits Financial Analyst Hub International InsuranceEmployee Benefits Financial AnalystCharlotte, North CarolinaHUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. A working knowledge of employee benefit plans, understanding HMOs, PPOs, HSAs, indemnity plans, as well as ancillary coverage such as life, disability, dental and voluntary insurances preferred.
Senior Financial Analyst - Joint Ventures (Hybrid) Compass Group USA IncSenior Financial Analyst - Joint Ventures (Hybrid)Charlotte, NCCollaborate cross-functionally with teams across Compass Group, including Benefits and Compensation, Risk Management, Legal, Labor Relations, Corporate Accounting, Financial Planning, Payroll, and sector financial leadership, building relationships and visibility across the organization. Lead monthly accounting close activities, including journal entries, and complete analysis at both the operation and corporate level to ensure accuracy across P&L and balance sheet accounts.