Financial Services Associate S.Y. Financial ServicesFinancial Services AssociateCharlotte, NCRemote$40,000–$60,000 / yearSY Financial Services is a growing financial services agency focused on helping individuals, families, and business owners protect their income, prepare for retirement, and build long-term financial security. Associates follow a structured training process and receive support while learning how to speak with clients, schedule appointments, complete field training, and build confidence in the industry.
Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Charlotte & Associates MarketCharlotte, NCBack to search results Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates Market Charlotte, North Carolina; Charlotte, North Carolina; Charlotte, 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.
Financial Services Associate - Renewable Energy/Project Finance JBA InternationalFinancial Services Associate - Renewable Energy/Project FinanceCharlotte, North CarolinaBlue-chip Fortune 500 organizations, financial services leaders, domestic and global manufacturers, retailers, individuals, and healthcare and technology companies benefit from our strategic, innovative approach to significant business transactions, complicated legal issues and difficult disputes. Preferred candidates would have at least 3 years of experience representing lenders or tax equity investors in renewable energy project finance transactions.
Senior Manager, Finance Managed Services - Controllership & Record-To-Report | Financial Services Industry DeloitteSenior Manager, Finance Managed Services - Controllership & Record-To-Report | Financial Services IndustryCharlotte, NC$148,200–$292,300 / yearThis role combines deep accounting and controllership expertise, managed services solutioning, Financial Services Industry experience, commercial leadership, executive presence, and the ability to lead complex client engagements and teams. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
Cyber Compliance Manager (Financial Services) RSM US LLPCyber Compliance Manager (Financial Services)Charlotte, NC$107,000–$214,500 / yearThe CyberCompliance Manager will assist organizations with strengthening cybersecurity and data protection programs designed to safeguard critical assets, including cardholder data environments, customer financial data, and other sensitive information, while helping clients mature their governance, risk, compliance, and operational capabilities. In order to address the most critical needs of our clients, RSM US LLP has established the Cybersecurity and data protection risk (CDPR), comprised of dedicated cybersecurity professionals dedicated exclusively to serving the cyber security and information protection needs of our clients.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateCharlotte, NC$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. 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 .
Financial Services Attorney JBA InternationalFinancial Services AttorneyCharlotte, North CarolinaDeeply experienced in syndicated lending, mezzanine finance, real-estate lending, project and equipment finance, subscription finance, asset-based lending and structured finance, our attorneys create value for our clients through market knowledge, carefully nuanced counsel and a strong work ethic. We have become one of the country’s foremost Financial Services groups by providing leading national lenders and investors sophisticated, market-savvy counsel coupled with attentive, personal service at highly competitive rates.
NewTreasury Sales Client Officer II - Global Payment Solutions - Automotive Dealer Financial Services Bank of AmericaTreasury Sales Client Officer II - Global Payment Solutions - Automotive Dealer Financial ServicesCharlotte, North CarolinaThe Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Global Commercial Banking clients in the Dealer Financial Services (DFS) segment. Acts as a digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
Cyber Compliance Manager (Financial Services) RSMCyber Compliance Manager (Financial Services)Charlotte, NC$107,000–$214,500 / yearThe CyberCompliance Manager will assist organizations with strengthening cybersecurity and data protection programs designed to safeguard critical assets, including cardholder data environments, customer financial data, and other sensitive information, while helping clients mature their governance, risk, compliance, and operational capabilities. In order to address the most critical needs of our clients, RSM US LLP has established the Cybersecurity and data protection risk (CDPR), comprised of dedicated cybersecurity professionals dedicated exclusively to serving the cyber security and information protection needs of our clients.
Senior Manager, Finance Managed Services - Controllership & Record-to-Report | Financial Services Industry Deloitte Touche Tohmatsu LtdSenior Manager, Finance Managed Services - Controllership & Record-to-Report | Financial Services IndustryCharlotte, NC$148,200–$292,300 / yearThis role combines deep accounting and controllership expertise, managed services solutioning, Financial Services Industry experience, commercial leadership, executive presence, and the ability to lead complex client engagements and teams. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
Investment Banking Associate - Financial Services - Specialty Finance Piper SandlerInvestment Banking Associate - Financial Services - Specialty FinanceCharlotte, North CarolinaOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
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.
Investment Banking Associate - Financial Services - Specialty Finance Piper Sandler CompaniesInvestment Banking Associate - Financial Services - Specialty FinanceCharlotte, NC$175,000–$225,000 / yearOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
NewFinancial Services Consultant - Non Registered - Charlotte, NC National Contact Center TIAAFinancial Services Consultant - Non Registered - Charlotte, NC National Contact CenterCharlotte, North CarolinaThis 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).
NewFinancial Services Consultant -SIE & Registered - Charlotte, NC National Contact Center TIAAFinancial Services Consultant -SIE & Registered - Charlotte, NC National Contact CenterCharlotte, North CarolinaThis 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).
Finance Associate Attorney — Financial Services (North Carolina) SagePathsFinance Associate Attorney — Financial Services (North Carolina)Charlotte, North CarolinaQualifications: 3–5 years of sophisticated finance experience — documenting, negotiating, closing, and diligencing secured/unsecured credit facilities and loan transactions; syndicated credit or tax credit finance experience (e.g., LIHTC) a strong plus; proven ability managing large commercial/corporate lending transactions start to finish; licensed or immediately eligible to be licensed in North Carolina. Restructuring and private credit are two of the hottest practice areas in the market right now — join a sophisticated Financial Services team handling complex, high-value lending, workout, and credit transactions with real deal responsibility from day one.
Vice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATCharlotte, NC$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Senior Consultant - Financial Services Sia Partners SASSenior Consultant - Financial ServicesCharlotte, NC$112,000–$116,000 / yearStrategic Problem Solving: Assess current-state processes, systems, data flows, risks, dependencies, and pain points to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-enabled strategic solutions (e.g., operating model transformation, system implementations, process optimization). 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.
Senior Associate, Tax - Financial Services FORVIS, LLPSenior Associate, Tax - Financial ServicesCharlotte, NCForvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
Tax Senior Manager - Financial Services Elliott DavisTax Senior Manager - Financial ServicesCharlotte, North CarolinaResumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.