NewWealth Advisor Associate Truist Financial CorporationWealth Advisor AssociateCharlotte, NCWorks 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. 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.
Business-Line Risk Manager - Consumer & Business Banking Operations Performing Operations U.S. BancorpBusiness-Line Risk Manager - Consumer & Business Banking Operations Performing OperationsCharlotte, NC$98,175–$115,500 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. U.S. Bank is seeking a highly effective and dynamic Business-Line Risk Manager to lead Corporate Functions risk oversight for Performing Operations within Consumer & Business Banking Operations (CBBO).
Virtual Financial Advisor - Charlotte Thrivent Financial for LutheransVirtual Financial Advisor - CharlotteCharlotte, NCRemote$21.64–$24.04 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
PWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorCharlotte, North CarolinaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Standby Letter Of Credit Advisor - Operations US BankStandby Letter Of Credit Advisor - OperationsCharlotte, NC$86,360–$101,600 / yearAs a Standby Letter of Credit Advisor, you'll serve as a trusted consultant to Relationship Managers, Credit, Legal, and clients, helping structure complex SBLC transactions, navigate legal documentation, and deliver solutions that support business growth while protecting the bank's interests. At U.S. Bank Global Trade & Standby Services (GTSS), you'll join a highly respected team of trade finance experts supporting sophisticated commercial and corporate clients across the country.
Standby Letter of Credit Advisor - Operations U.S. BankStandby Letter of Credit Advisor - OperationsCharlotte, North Carolina$86,360–$101,600 / yearAs a Standby Letter of Credit Advisor , you'll serve as a trusted consultant to Relationship Managers, Credit, Legal, and clients, helping structure complex SBLC transactions, navigate legal documentation, and deliver solutions that support business growth while protecting the bank's interests. At U.S. Bank Global Trade & Standby Services (GTSS) , you'll join a highly respected team of trade finance experts supporting sophisticated commercial and corporate clients across the country.
J.P. Morgan Wealth Management - Private Client Advisor - Charlotte / Mountain Island JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Charlotte / Mountain IslandCharlotte, NCFull timeUsing 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.
Wealth Advisor III Truist BankWealth Advisor IIICharlotte, North CarolinaAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) 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. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*
Client Advisor IMA Financial GroupClient AdvisorCharlotte, North CarolinaOur plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Client Advisor The IMA Financial Group IncClient AdvisorCharlotte, NCOur plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Financial Advisor - Matthews, NC Navy Federal Credit UnionFinancial Advisor - Matthews, NCMatthews, NC$55,000–$75,000 / yearRecommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client''s goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.
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.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorCharlotte, NC$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 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.
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.
Senior Advisor, Resource Integration, Registration & Certification SERC Reliability CorporationSenior Advisor, Resource Integration, Registration & CertificationCharlotte, NCFull timeThe Advisor maintains accurate registry information, supports certification reviews, analyzes registration changes, documents determinations, and collaborates with internal and external stakeholders to promote reliable and consistent registration practices. This would include effective written and verbal communication to ensure ideas and messages are clearly and concisely conveyed, being responsive to all stakeholders, understanding goals and objectives while exceeding key metrics and targets.
Financial Advisor MBC Talent ConnectionsFinancial AdvisorCharlotte, North CarolinaThis role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership.
Seasonal Advisor, Channel Retail Apple IncSeasonal Advisor, Channel RetailConcord, NCTypically requires a minimum of 0-1+ years of related experience Passion for Apple technology Curiosity for learning and sharing knowledge with others Outstanding customer focus Excellent communication skills Ability to inspire others and drive sales at a single point of saleHigh level of integrity, trust, and accountability Strong self motivation and ability to work in a fast-paced, constantly changing environment Ambition for driving sales results and recommending Apple solutions Background in direct sales or solution-based selling is a plus. With a strong focus on converting, upgrading, and helping customers explore Apple solutions, you'll leverage current promotions and affordability options like Trade-In and Financing through direct selling, personalized demos, and customer engagements that drive sales and attach for owners and gift-giving opportunities alike.
Provider Contracting Advisor - Cigna Healthcare - Hybrid The Cigna GroupProvider Contracting Advisor - Cigna Healthcare - HybridCharlotte, NCThese 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.
Financial Relationship Advisor Wells Fargo BankFinancial Relationship AdvisorCharlotte, North CarolinaThey 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. Support clients and provide financial advice and counsel consistent with client goals, risk tolerance, and investment needs, with a focus on prospective and existing Wells Fargo clients in a digital, corporate-office environment.