NewEstate Planning Attorney Integrity Wealth SolutionsEstate Planning AttorneyCharlotte, NCnCompany Description Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. Integrity Advisory Solutions is a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies.
NewParalegal - Estate Planning, Probate, Elder Law Providence Wills and TrustsParalegal - Estate Planning, Probate, Elder LawMonroe, NCExperience: Previous experience as a paralegal or legal assistant in the specific fields of probate, trust administration, and/or elder law, experience as a social worker in Medicaid qualification, or formal paralegal education or NC Bar certification is strongly preferred. Previous experience in financial services, trust management, digital marketing, social media management, graphic design, or community outreach would be a bonus and should be noted in your cover letter if applicable.
NewCapacity Planning Analyst OneMain FinancialCapacity Planning AnalystFort Mill, SC$60,000–$72,000 / yearThe ideal candidate will partner with several key business units to ensure appropriate staffing, ROE and budget considerations are cared for as it relates to Operations including Sales, Care, Collections, Recovery, and various supporting functions within Operations. Develop, prepare and analyze current and projected workload, resource availability, and any constraints or limitations to project future capacity needs to allow the business to effectively meet performance expectations.
NewFinancial Professional New York Life InsuranceFinancial ProfessionalCharlotte, NCTogether with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that financial professionals operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period.
NewFinancial Services Professional New York Life InsuranceFinancial Services ProfessionalCharlotte, NCnCompany Description New York Life is a Fortune 100 mutual company with more than 180 years of experience helping individuals, families, and businesses protect what matters most. New York Life is a Fortune 100 mutual company with more than 180 years of experience helping individuals, families, and businesses protect what matters most.
NewSenior Employee Benefits Financial Underwriting Consultant (10249) Capstone Search GroupSenior Employee Benefits Financial Underwriting Consultant (10249)Charlotte, NCAs Senior Employee Benefits Financial Underwriting Consultant the organization needs your support analyzing information and creating financial deliverables for clients with complex health and welfare programs. Your responsibilities include serving as a subject matter expert within the team, data analysis to support negotiations with carriers, reporting, presentations, modeling, and renewal projections.
NewController JobotControllerHuntersville, NC$100,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will be responsible for overseeing all aspects of financial management, including corporate accounting, financial reporting, budget and forecasts preparation, as well as the development of internal control policies and procedures.
NewFinancial Systems Lead Americo Financial Life and AnnuityFinancial Systems LeadCharlotte, NCThis role works with Finance, IT, and business stakeholders to optimize financial systems, improve automation, enhance reporting, and support core finance processes within established guidelines and service level expectations. • Partner with Finance, IT, and business stakeholders to troubleshoot issues, provide training, and support long-term system enhancements and continuous improvement.
NewSenior Manager, Financial & Regulatory Reporting Charles SchwabSenior Manager, Financial & Regulatory ReportingCharlotte, ILThe Financial and Regulatory Reporting Team function within Schwab Asset Management (SAM) is responsible for oversight of the following functions with respect to the proprietary mutual funds and exchange-traded funds (ETFs), and bank collective trust funds: Daily, weekly, monthly, quarterly, semiannual, and annual oversight of shareholder reports and holdings and financial statements, and regulatory reporting. • Strong working knowledge of regulatory filings and financial reporting requirements for mutual funds and ETFs, including oversight and authorization of fund filings such as SEC Forms N-CSR (including iXBRL), N-1A support, 24f-2, and 17f 2, as well as experience supporting additional filings such as SEC Forms N PORT and N MFP.
Tax Expert - Local Tax Office IntuitTax Expert - Local Tax OfficeRock Hill, SC$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
Tax Expert - Local Branch IntuitTax Expert - Local BranchMooresville, NC$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
Tax Expert - On-Site IntuitTax Expert - On-SiteMooresville, NC$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
Tax Expert - Expert Center (Northeast) IntuitTax Expert - Expert Center (Northeast)Charlotte, NC$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
Tax Expert - Local IntuitTax Expert - LocalCharlotte, NC$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
NewFinancial Counselor Southern Oncology Specialists PLLCFinancial CounselorHuntersville, NCThe Financial Counselor utilizes strong communication skills daily to clearly explain complex insurance and billing information to patients and their families, ensuring they understand their financial responsibilities. Additionally, empathy and discretion are critical in handling sensitive financial discussions, fostering trust and support for patients navigating their healthcare journey.
NewDirector, Finance Chemring Sensors and Electronic SystemsDirector, FinanceCharlotte, NCIdentify and implement appropriate and user-friendly methods of project budgeting, scenario forecasting and cost allocation; work with staff to analyze the financial feasibility and impact of proposed projects, activities, and organizational investments; coordinate financial systems with project management systems to guide the current and projected operations of the organization. Prepare annual organizational budgets and long-range financial projections; prepare cash flow budgets and projections; establish financial targets and provide input into the development of operational targets; monitor financial performance and recommend and facilitate operational adjustments to ensure satisfactory outcomes for the organization.
NewWealth Advisor, Schwab Wealth Advisory Charles SchwabWealth Advisor, Schwab Wealth AdvisoryCharlotte, NCClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Director, Global Tax Operations Dentsply SironaDirector, Global Tax OperationsCharlotte, NCOversees the timely filing of all US Federal and state income tax returns; manage tax compliance across multiple jurisdictions, ensuring alignment between international worldwide corporate income tax filings ensuring accuracy in filings and related return to provision adjustments. The Director, Global Tax Operations is responsible for managing and executing the Company’s worldwide tax reporting, compliance, and global income tax provision process under ASC 740, including quarterly and annual reporting, effective tax rate (ETR) management, and tax-related financial disclosures.
NewSr Manager, Wealth Advisor - Schwab Wealth Advisory Charles SchwabSr Manager, Wealth Advisor - Schwab Wealth AdvisoryCharlotte, NCTime Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
NewSr. FP&A CFSSr. FP&ACharlotte, NCRemote$80,000–$120,000 / yearMonitor key financial metrics, cash flow, capital adequacy, and balance sheet trends while identifying risks and recommending mitigation strategies. This position will serve as a strategic finance partner responsible for Asset Liability Management (ALM), balance sheet management, financial forecasting, and risk analysis .