Licensed Insurance Sales Representative Pam Herndon - State Farm AgencyLicensed Insurance Sales RepresentativeCHAPEL HILL, NORTH CAROLINA$40,000–$70,000 / yearIf you have an active Property and Casualty and Life and Health insurance license, enjoy helping customers protect what matters most, and are passionate about building lasting relationships, we'd love to meet you. For more than 35 years, our agency has proudly served customers throughout Chapel Hill and communities across North Carolina by providing exceptional insurance and financial services.
NewTreasury Director JobotTreasury DirectorRaleigh, NC$160,000–$200,000 / yearYou'll work alongside executive leadership, influence treasury strategy, help modernize treasury infrastructure, and play a key role in supporting continued organizational growth while enjoying an excellent compensation package that includes both annual and long-term incentive opportunities. The Treasury team plays a critical role in supporting investment operations, capital management, and long-term business strategy while partnering closely with Finance, Investments, Legal, Risk, and executive leadership.
Business Development Partner S.Y. Financial ServicesBusiness Development PartnerRaleigh, NCRemote$40,000–$60,000 / yearNew partners follow a structured process: obtain a state life insurance license, complete field training alongside an experienced mentor on real client appointments, and build skills through ongoing team training. Business Development Partners meet with clients virtually to help them understand their financial picture, identify needs, and review available solutions -- including life insurance, annuities, retirement strategies, and income protection.
Client Relationship Manager S.Y. Financial ServicesClient Relationship ManagerDurham, NCRemote$40,000–$60,000 / yearNew team members obtain a state life insurance license, complete field training alongside an experienced mentor on real client appointments, and build skills through ongoing team training. SY Financial Services is a growing financial services agency helping individuals, families, and business owners protect their income, prepare for retirement, and build long-term financial security.
Registered Branch Associate Edward D Jones & Co LPRegistered Branch AssociateDurham, NCFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
NewCustomer Service Representative (Loan Consultant I) Lendmark Financial Services, LLCCustomer Service Representative (Loan Consultant I)Raleigh, NCFull timePrepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch. At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers.
NewBranch Office Administrator Edward D Jones & Co LPBranch Office AdministratorChapel Hill, NCEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Part Time Branch Office Administrator Edward D Jones & Co LPPart Time Branch Office AdministratorCary, NCPart-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: Medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, Voluntary Benefits (such as accident, hospital indemnity, and critical illness), Well-being programs (such as the Employee Assistance Program), and. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
NewCustomer Service Representative Axelon Services CorporationCustomer Service RepresentativeCary, NCRemote$20 / hourRespond to customer requests via telephone or email, providing excellent service to customers who have insurance or other financial service products or benefit plans. Leverage effective listening skills, attention to detail, strong intellectual curiosity, and a desire to make a difference to ensure each customer experience is exceptional.
NewSenior Registered Client Associate Wells Fargo BankSenior Registered Client AssociateChapel Hill, North CarolinaExecute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They 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.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorWake Forest, NCAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Merrill Advisor Development Program - Financial Advisor: Carolina East Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Carolina East MarketRaleigh, NCBack to search results Merrill Advisor Development Program - Financial Advisor: Carolina East Market Raleigh, North Carolina; Myrtle Beach, South Carolina; Chapel Hill, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
Senior Institutional Associate CAPTRUSTSenior Institutional AssociateRaleigh, North CarolinaPrimary responsibilities may include the following, among others: Responsibilities: Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team by managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Senior Institutional Client Management Associate CAPTRUSTSenior Institutional Client Management AssociateRaleigh, North CarolinaPrimary responsibilities may include the following, among others: Responsibilities: Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner. CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships.
NewRegional Administrative Manager LPL Financial Holdings IncRegional Administrative ManagerNC$99,086–$165,109 / yearThe Branch Administrative Manager will provide support to employee affiliation offices and teams including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint. The 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.
FINRA Supervisory Specialist - PNC Wealth Management The PNC Financial Services Group IncFINRA Supervisory Specialist - PNC Wealth ManagementRaleigh, NC$45,000–$142,350 / yearThis position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Work closely with Operations, Regional Supervision, Financial Advisors, Sales Management and support staff, Compliance, Legal and Risk partners to assist with escalations, legal matters, complaints, new account approvals and daily trade review.
Associate Bank Financial Advisor Wells Fargo & CoAssociate Bank Financial AdvisorRaleigh, NCThey 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. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Institutional Support Associate II CAPTRUSTInstitutional Support Associate IIRaleigh, North CarolinaPrimary responsibilities may include the following, among others: Responsibilities: Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorDurham, 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).
Associate Financial Advisor Strategic People AdvisorsAssociate Financial AdvisorRaleigh, NCFull timeStrategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.