Financial Advisor - Charlotte / Ballantyne, NC Thrivent Financial for LutheransFinancial Advisor - Charlotte / Ballantyne, NCHickory, NCThrivent 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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - North Raleigh, NC Thrivent Financial for LutheransFinancial Advisor - North Raleigh, NCDurham, NCThrivent 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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Legal AI Advisor Relativity ODA LLCLegal AI AdvisorNorth Carolina, NC$152,000–$228,000 / yearTo meet this moment, we're expanding our existing AI and customer facing teams to include Legal AI Advisors, practicing or former attorneys acting as trusted advisors to lawyers helping them reimagine their workflows, evaluate AI solutions, and successfully integrate them into their day-to-day practice. Legal Engineers partner with lawyers across law firms, corporate legal departments, service providers, and public sector organizations, serving as credible peers and trusted advisors on AI adoption throughout the full customer journey, from first evaluation through everyday use.
NewResidential Comfort Advisor Aspire Heating & CoolingResidential Comfort AdvisorWinston-Salem, NC$120,000–$250,000 / yearFull timeCompany-provided appointments with qualified homeownersNo cold calling, prospecting, or door-to-door salesConsistent lead flow throughout the yearProven sales process with ongoing coaching and supportStrong local reputation that helps build customer confidenceExperienced installation team that delivers on your promisesOpportunities for advancement into sales leadershipCollaborative, team-oriented culture focused on customer satisfactionCompensation and BenefitsUncapped commission compensationTypical annual earnings of $120,000-$250,000+Top performers regularly exceed $200,000 annuallyCompany vehicle and fuel cardCompany-provided uniformsHealth insurance optionsSix paid holidays plus a floating birthday holidayProgressive paid time off with up to four weeks based on tenureOngoing sales training and professional developmentEmployee appreciation events and team recognitionAbout the RoleAs a Residential Comfort Advisor, you'll meet with homeowners to evaluate their heating and cooling needs and recommend equipment and comfort solutions that best fit their home and budget. Residential Comfort AdvisorAspire Heating & CoolingWinston-Salem, NC | Full-TimeCompany-Provided Leads | No Cold Calling | No Door Knocking100% Commission | Earn $120,000-$250,000+ AnnuallyTurn Qualified Opportunities into Six-Figure SuccessIf you're an experienced in-home sales professional who enjoys helping homeowners make informed decisions and wants unlimited earning potential, Aspire Heating & Cooling offers the platform to build an exceptional career.
Senior Compliance Advisor - Technology, Cybersecurity, Information Security, and AI ("TCIA") Vanguard GroupSenior Compliance Advisor - Technology, Cybersecurity, Information Security, and AI ("TCIA")Charlotte, NCThe role requires the ability to translate evolving AI regulatory expectations into actionable guidance, assess compliance risks across the AI system lifecycle, and support responsible innovation through effective governance, controls, monitoring, training, and reporting. Strong understanding of compliance program elements, including regulatory change management, obligation mapping, risk assessments, controls, monitoring, testing, issue management, governance, and reporting.
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.
Advisor Productivity & AI Tools Product Specialist CAPTRUSTAdvisor Productivity & AI Tools Product SpecialistRaleigh, North CarolinaThis role will work closely with the Product Manager, Strategy & Transformation Office, IT, vendors, and business teams to evaluate new capabilities, support feature releases, configure tools for advisor workflows, and drive adoption of solutions that enhance advisor productivity and client experience. The ideal candidate has strong problem-solving skills, a collaborative mindset, and an interest in developing deeper product expertise across AI-enabled tools, vendor capabilities, and emerging integration patterns that can improve business processes.
Merrill Financial Solutions Advisor (Partially Licensed) - Blue Ridge Market Bank of AmericaMerrill Financial Solutions Advisor (Partially Licensed) - Blue Ridge MarketPinehurst, North CarolinaKey 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. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Financial Solutions Advisor (Partially Licensed) - Charlotte & Associates Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed) - Charlotte & Associates MarketCharlotte, 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.
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 - Raleigh/Durham Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Raleigh/Durham MarketCary, 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.
Commercial Insurance Advisor - The Carolinas TrucordiaCommercial Insurance Advisor - The CarolinasNC, NCRanked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. The Commercial Lines Producer will be responsible for developing new business opportunities, managing existing client relationships, and providing risk management solutions tailored to businesses of all sizes.
Governance & Control Office - Risk Advisor II Truist Financial CorporationGovernance & Control Office - Risk Advisor IICharlotte, 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. Partner with first- and second-line defense teammates across highly complex business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy.
Advisor NFP CorpAdvisorCharlotte, North Carolina$64,400–$103,000 / yearFull timeResponsible for developing and increasing sales for assigned book of business and/or territory/industry sector by compiling lists of prospective customers for use as sales leads, based on information from newspapers, business directories, industry ads, trade shows, Internet websites, and other sources. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
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.
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorCharlotte, NC$134,280–$164,120 / 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. 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.
Organizational Learning Advisor, Commerical Worldwide Clinical Trials Holdings IncOrganizational Learning Advisor, CommericalNCConduct comprehensive needs analysis, consulting with commercial stakeholders to develop effective, targeted learning solutions, and applying methods to measure learning impact and return on investment (ROI) against commercial metrics such as ramp time, win rate, and proposal quality. The Advisor consults with commercial leaders and partners with the People Partner team to identify capability gaps, skills needed, and opportunities for growth that support revenue growth, win rates, and the client experience.
Organizational Learning Advisor, Enterprise Systems (Argentina) Worldwide Clinical Trials Holdings IncOrganizational Learning Advisor, Enterprise Systems (Argentina)NC$87,000–$173,000 / yearPrimary platform scope includes Medidata CTMS, Clinical Data Studio/CDS, Rave/EDC, eTMF/RCM, eCOA/ePRO, RTSM/IRT/IWRS, RBQM-related workflows, and other Medidata capabilities as implemented, along with Certinia time entry, resource management, forecasting, reporting, project management, financial oversight, and Salesforce-based workflows. Preferred experience with Medidata, Certinia, Salesforce-based platforms, CTMS, CDS, EDC, eTMF/RCM, eCOA/ePRO, RTSM/IRT, RBQM, LMS administration, training matrices, GxP training, 21 CFR Part 11 environments, or similar clinical and enterprise technology platforms.
NewStandby Letter of Credit Advisor - Operations U.S. BancorpStandby 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.
Advisor Aon PlcAdvisorCharlotte, NC$64,400–$103,000 / yearKnowledge, Skills, and/or Abilities: Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and anticipate client and team needs Effective time management and decision-making skills Diligent follow up skills Ability to express ideas clearly in both written and oral communications Strong Microsoft Excel and PowerPoint skills Commanding presentation and public speaking abilities Education and/or Experience: High School graduate (or equivalent), BA/BS preferred More than 3 years of directly related industry experience. Reports actual results to team and utilizes tools such as Salesforce Reviews sales results for assigned clients, strategizing changes and troubleshooting problems.