NewInterim Accounting Consultant Vaco LLCInterim Accounting ConsultantCharlotte, NC$70–$80Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Our client base has ongoing, immediate needs for an Strategic Accounting Consultant to support project-based initiatives and interim coverages during peak times, at a Controller -level skill-set, and always doing hands-on work.
New Home Consultant Trainee Lennar CorporationNew Home Consultant TraineeRaleigh, NCLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Requires the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
NewRisk Analytics Consultant 3 - Contingent Pinnacle Technical ResourcesRisk Analytics Consultant 3 - ContingentCharlotte, North Carolina$50–$55 / hourContractorThis role will support Basel III Capital and Risk initiatives with a primary focus on data management, data sourcing, data mapping, data quality analysis, and testing activities supporting regulatory capital and risk reporting processes. The consultant will work across various teams to ensure critical Basel III data is sourced, validated, transformed, tested, and delivered accurately to downstream risk and capital calculation platforms.
NewITSM Consultant V (Senior Agile Scrum - DevOps) Kaiser PermanenteITSM Consultant V (Senior Agile Scrum - DevOps)Greensboro, NC$121,000Drives ITSM process and/or service implementation for designated ITSM initiatives by leading or directing team members in the documentation of process and/or service requirements and acceptance criteria from process owners and key stakeholders; and guiding and influencing leadership in the development of the ITSM strategy. This senior level IT Consultant serves within the DevSecOps Platform and Automation Services organization, with a primary focus on providing project and program level oversight of our key strategic initiatives - specifically our Dev2030 and Internal Developer Portal activities.
Analytics consultant 4 Pinnacle Technical ResourcesAnalytics consultant 4Charlotte, North Carolina$50–$55 / hourContractorThe specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.
NewTechnology Controls Assessor Consultant V Kaiser PermanenteTechnology Controls Assessor Consultant VGreensboro, NC$133,800Drives ITRM processes and/or methodology for designated ITRM initiatives by leading or directing team members in the documentation of process and/or service requirements and acceptance criteria from process owners and key stakeholders; guiding and influencing leadership in the development of the ITRM strategy; partnering with leadership to help define goals, objectives, deliverables, and guardrails within the governance framework to ensure the development and implementation of efficient, effective, measurable, and sustainable ITRM processes and controls; and collecting, analyzing, and reporting performance metrics using company software and reporting tools. The Technology Controls Assessor Consultant V collaborates across technical and non-technical teams to coordinate assessment activities, interpret control evidence, communicate results, and recommend improvements that reduce risk exposure, strengthen operational resilience, and support secure and reliable technology services.
NewSenior Oracle FCCS Consultant/Architect BC ForwardSenior Oracle FCCS Consultant/ArchitectCharlotte, NC$70–$70.23 / hourFull timeThe ideal candidate will have strong experience in Oracle Cloud EPM/ERP and banking finance consolidations and a proven ability to deliver a production-grade consolidations solution that supports month-end close, consolidated financial statements, and external reporting. We are seeking an experienced Application Architect III with deep expertise in Oracle Financial Consolidation and Close Cloud Service (FCCS) to lead the end-to-end design and build of the FCCS Consolidations module within our Enterprise Ledger Modernization Program.
NewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial Advisor - PNC Wealth ManagementCharlotte, NCIn 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.
NewSales Consultant - CPA PaychexSales Consultant - CPARaleigh, NCOverview Consult with America's businesses, leveraging key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue. Leverage the Go-to-Market Sales Strategy to identify customers needs and present the solution to key stakeholders and decision makers in accordance with the client s preference on in person or virtual interaction to increase revenue and market share.
New Home Consultant Trainee Lennar HomesNew Home Consultant TraineeRaleigh, NCFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Requires the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
New Home Consultant Lennar HomesNew Home ConsultantCharlotte, NCFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
Virtual Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Virtual Financial ConsultantCharlotte, NC$70,600–$103,000 / yearIn 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). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Individual Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Individual Financial ConsultantCharlotte, NCIn 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). Responsible for meeting or exceeding several goals that have a direct impact on client acquisition and retention including but not limited to: referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity.
NewSenior Financial Consultant--Wealth Management (Greensboro/Winston Salem) Atlantic Union Bankshares CorpSenior Financial Consultant--Wealth Management (Greensboro/Winston Salem)Greensboro, NCAnnually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers. Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
NewVP, Financial Consultant South Charlotte, NC The Charles Schwab CorpVP, Financial Consultant South Charlotte, NCCharlotte, NCAs a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy. To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
National Financial Consultants (NFC) - Plan Event Team-5 Teachers Insurance and Annuity Association of America (TIAA)National Financial Consultants (NFC) - Plan Event Team-5Charlotte, NC$72,700–$95,500 / yearIn 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). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Brokerage Financial Consultant Truist Financial CorpBrokerage Financial ConsultantMorganton, 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. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
NewFinancial Consultant WealthBridge Financial GroupFinancial ConsultantSpring Valley, NV$100,000–$175,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients WealthBridge Financial GroupFinancial Consultant - Learn & Lead in Advanced Strategies for HNW ClientsRockwell, AR$75,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Brokerage Financial Consultant Truist BankBrokerage Financial ConsultantMorganton, North CarolinaGeneral 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. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Implementation Consultant Momentus TechnologiesFinancial Implementation ConsultantCharlotte, NCThis role will be responsible for partnering with customers to understand business needs, guide financial workflow design, and support the implementation, customization, and optimization of our Momentus Enterprise financial software solutions. Momentus technology powers top shows around the world, famous museums, global convention centers, performing arts venues, professional sports arenas, and other unique venues.
NewConsultant - Financial Services Sia Partners SASConsultant - Financial ServicesCharlotte, NC$80,600–$98,900 / yearRelevant Experience: Recent graduate or early-career candidate with up to 2 years of post-graduate experience, including internships, academic projects, or work experience demonstrating business problem-solving, analytical thinking, professional communication, AI-enabled ways of working, and a proactive, forward-deployed BA mindset; experience in financial services or management consulting is preferred. Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, and intellectual curiosity, with the ability to work closely with business and technology stakeholders, synthesize ambiguity, ask thoughtful questions, identify gaps, and help drive work forward in a fast-paced, client-facing environment.
Financial Services Consultant - Non Registered - Charlotte, NC National Contact Center Teachers Insurance and Annuity Association of America (TIAA)Financial Services Consultant - Non Registered - Charlotte, NC National Contact CenterCharlotte, NC$22.60–$28.85 / hourThis is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. 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).
PMO Advisory Consultant Financial Institutions Corporate Real Estate- Non IT Arcadis NVPMO Advisory Consultant Financial Institutions Corporate Real Estate- Non ITCharlotte, NC$105,000–$155,000 / yearThe Program Management Office (PMO) Consultant will be responsible for delivering and selling PMO advisory services, providing expert guidance to clients in the public and private sectors, advising on team structure, systems, procedures, and approaches for managing large capital construction programs. The candidate will advise clients on the setup and operations of Program Management Offices, focusing on team structure, systems, procedures, and effective approaches for managing large capital construction programs.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesHolly Springs, NCRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Financial Markets & Real Estate - Yardi Data Connect Senior Consultant PricewaterhouseCoopers LLPFinancial Markets & Real Estate - Yardi Data Connect Senior ConsultantRaleigh, NC$72,000–$184,440 / yearAs a Financial Markets & Real Estate - Yardi Data Connect Senior Consultant, you will engage with clients to analyze their financial needs, develop tailored solutions, and provide strategic guidance to optimize their financial performance. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
H&B Assistant Vice President/Sr Consultant- Financial Manager/Actuary Aon PlcH&B Assistant Vice President/Sr Consultant- Financial Manager/ActuaryNC$140,000–$160,000 / yearHealth and Benefits - Assistant Vice President / Senior Consultant Private Equity Mid-Market Focus - Financial Manager or Actuary Location: Tampa, FL; Miami, FL; Houston, TX; Atlanta, GA; Dallas, TX; Nashville, TN; Charlotte, NC Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. This role will serve as the lead financial manager or actuary on assigned private equity and mid-market clients, with a particular emphasis on: Supporting private equity sponsors and portfolio companies with health and benefits strategy and financial management.
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)Wilmington, NCRemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this role Real estate sales Mortgage / lending Auto sales Telecom / wireless sales B2B / SaaS sales Timeshare / vacation sales Solar / home services Any commission-based role What you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
Talent Consultant II – CFO Bank of AmericaTalent Consultant II – CFOCharlotte, North CarolinaJob expectations include partnering with Global Talent, Global Human Resources (GHR), business stakeholders, Subject Matter Experts (SMEs), and vendors to execute enterprise talent processes and provide consultative support to lead the design, development, and implementation of talent development. This Talent Consultant II will join the Chief Financial Officer (CFO) Talent Team to optimize organizational effectiveness, drive development of senior leaders, organizational effectiveness, and talent management solutions.
Senior Consultant, Financial Communications (Media Relations) APCO Worldwide LLCSenior Consultant, Financial Communications (Media Relations)NC$84,000–$101,000 / yearYou''ll work across a portfolio of public companies, private companies, financial services firms, and sponsors on the moments that most materially shape their reputation and value, including IPOs and capital markets transactions, M&A, earnings, executive transitions, activist defense, and reputation work tied to financial performance. This is a hands-on role for a strong writer and natural media operator who thinks like a reporter, knows what makes a business story land, and is building (or already maintaining) a real network of relationships across financial media.
Project Consultant-Finance Solutions (Legal Entity Governance Analyst - CFO) Bank of AmericaProject Consultant-Finance Solutions (Legal Entity Governance Analyst - CFO)Charlotte, North CarolinaThis role provides enterprise-level exposure to the structure and governance of a complex, global financial institution, opportunities to influence and strengthen governance practices across the firm, a broad network of senior stakeholders across multiple disciplines and geographies, development of strong business, financial, and regulatory acumen and experience in driving process improvement and operational excellence initiatives. The individual will build strong partnerships across Lines of Business and key corporate functions—including Finance, Treasury, Risk, and Legal—while developing deep expertise in regulatory frameworks, corporate governance, and operational excellence.
Department of War (DOW) Financial Management Consultant Guidehouse IncDepartment of War (DOW) Financial Management ConsultantFayetteville, NCJob Family : Travel Required : Clearance Required : What You Will Do : Our Department of War (DOW) Financial Management Consultants help federal clients optimize the operations of their finance organization, including supporting the audit readiness, accounting, logistics, property management, civilian pay, and procurement. • FIVE (5) or more years of relevant experience in financial, auditing, accounting or business (YOE will determine level of potential hire) FIVE (5) or more years of relevant experience in financial, auditing, accounting or business (YOE will determine level of potential hire).
Department of War (DOW) Financial Management Consultant (Fayetteville, NC) GuidehouseDepartment of War (DOW) Financial Management Consultant (Fayetteville, NC)Fayetteville, North CarolinaOur Department of War (DOW) Financial Management Consultants help federal clients optimize the operations of their finance organization, including supporting the audit readiness, accounting, logistics, property management, civilian pay, and procurement. The individual would learn about the Federal accounting and audit processes, working with other component office teams and the headquarters team to trace and document auditability from the financial statement to the operational functions.
Oracle Financial Accounting Hub Consultant Accenture PlcOracle Financial Accounting Hub ConsultantCharlotte, NCLead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesCharlotte, NCDeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Financial Risk Senior Consultant Deloitte Touche Tohmatsu LtdFinancial Risk Senior ConsultantNC$110,700–$218,300 / yearExpertise in one or more Financial Risk domains: Credit Risk: Underwriting and portfolio credit risk across products (e.g., PD/LGD/EAD modeling support, credit policy/scorecards, risk rating systems, credit review/QA, allowance/CECL support, concentration/limit monitoring, early warning & remediation). Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).
Encore Financial Reporting Controllership Senior Consultant Deloitte Touche Tohmatsu LtdEncore Financial Reporting Controllership Senior ConsultantNC$116,200–$229,100 / yearRecruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for… Assessing current-state controllership processes, identifying gaps, and defining target-state opportunities Developing transformation roadmaps and solution hypotheses across people, process, technology, and governance Applying accounting, regulatory, and compliance requirements to finance transformation initiatives Designing improvements across finance data, cost transparency, financial close and consolidation, and reporting processes Managing day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting efforts A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to provide clear guidance to others The teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired: 4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accounting Bachelor's degree in Finance, Accounting, Information Technology, Risk Management, or Economics One or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentials Experience with automation tools, including Alteryx workflows or Microsoft 365 Copilot Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
Consultant - Anti-Money Laundering - Financial Crime and Fraud Deloitte Touche Tohmatsu LtdConsultant - Anti-Money Laundering - Financial Crime and FraudCharlotte, NC$78,700–$155,100 / yearSubject matter expertise in AML/sanctions regulations as they apply to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies, money service businesses, and Financial Technology (FinTech) organizations. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Senior Consultant - Anti-Money Laundering - Financial Crime and Fraud Deloitte Touche Tohmatsu LtdSenior Consultant - Anti-Money Laundering - Financial Crime and FraudCharlotte, NC$95,600–$188,400 / yearSubject matter expertise in AML/sanctions regulations as they apply to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies, money service businesses, and Financial Technology (FinTech) organizations. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Department of War (DOW) Financial Management Consultant (Fayetteville, NC) Guidehouse IncDepartment of War (DOW) Financial Management Consultant (Fayetteville, NC)Fayetteville, NCWhat You Will Do: Our Department of War (DOW) Financial Management Consultants help federal clients optimize the operations of their finance organization, including supporting the audit readiness, accounting, logistics, property management, civilian pay, and procurement. The individual would learn about the Federal accounting and audit processes, working with other component office teams and the headquarters team to trace and document auditability from the financial statement to the operational functions.
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients WealthBridge Financial GroupFinancial Advisor - Learn & Lead in Advanced Strategies for HNW ClientsRockwell, AR$75,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Managing Director - Principal Financial Network (Charlotte) Principal Financial GroupManaging Director - Principal Financial Network (Charlotte)Charlotte, North Carolina$94,000–$171,000 / yearFull timeLicenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
Internal Advisor Consultant TIAAInternal Advisor ConsultantCharlotte, North CarolinaIn 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). Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management.
Internal Advisor Consultant Teachers Insurance and Annuity Association of America (TIAA)Internal Advisor ConsultantCharlotte, NC$60,000–$90,000 / yearIn 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). • Business Development • Capital Markets • Client Relationship Management • Client Segmentation • Collaboration • Consultative Communication • Digital Savviness • Drives for Results • Nuveen Products/Services Acumen • Sales • Territory Management.
Sr. Outbound AdvisorChoice Consultant Raymond James Financial IncSr. Outbound AdvisorChoice ConsultantNC$75,000–$150,000 / yearJob Summary: Under general direction, this experienced role uses specialized recruiting knowledge and skills to initiate a high volume of outbound calls to experienced financial advisors with the goal of creating interest in exploring an affiliation with Raymond James. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Institutional Client Management Consultant CAPTRUSTInstitutional Client Management ConsultantRaleigh, North CarolinaAid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day to day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables. Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients.
Personal Financial Counselor - Seymour Johnson AFB, Goldsboro, NC Magellan Health IncPersonal Financial Counselor - Seymour Johnson AFB, Goldsboro, NCGoldsboro, NCServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor - Wilmington, NC Magellan Health IncPersonal Financial Counselor - Wilmington, NCWilmington, NCServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Havelock, NC Magellan Health IncPersonal Financial Counselor; Havelock, NCHavelock, NCServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Fort Bragg, NC Magellan Health IncPersonal Financial Counselor; Fort Bragg, NCFort Bragg, NCServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.