Product Advisor IV -Charlotte Service Center Rivian Automotive IncProduct Advisor IV -Charlotte Service CenterCharlotte, NC$17.57–$21.96 / hourRivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services.
HVAC Sales / Comfort Advisor Parks Heating Cooling Plumbing & ElectricHVAC Sales / Comfort AdvisorIndian Trail, NCFull timeAt Parks Heating, Cooling, Plumbing & Electrical, we are hiring an HVAC Sales Consultant / Comfort Advisor. Join us and experience unparalleled support as you help our customers discover the ultimate HVAC solutions for their homes.
Private Client Risk Advisor Towne BankPrivate Client Risk AdvisorCharlotte, NCSkills and experience you'll need: A successful candidate will possess a proven track record of success in sales, specifically in the Private Client or High-Net-Worth Insurance space, as well as the following: Excellent written communication skills, both verbal and written, with the ability to explain complex insurance concepts in a clear and concise manner. Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.
Structured Lending Advisor I/II Truist Financial CorpStructured Lending Advisor I/IICharlotte, NCPlease review the following job description: The Structured Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects. Credit requests have a variety of ownership structures and deal complexity, and could include both owner-occupied and investor-owned commercial real estate, yacht/airplane financing, concentrated stock/highly structured securities-backed and unsecured facilities.
Principal AI Cybersecurity Advisor Optiv Security IncPrincipal AI Cybersecurity AdvisorCharlotte, NCRemoteBy combining advanced business and security practitioner knowledge, the Principal AI Cybersecurity Advisor designs security solutions using some of the most advanced security services and technologies to achieve highly defensible and scalable security programs to align with the clients' security initiatives wherever AI is involved. Effectively work with multiple client personas across the executive branch (CxO), as well as other relevant personas to develop AI product and services, advisement, and AI security strategy and define roadmaps to execute on AI strategy-aligned business goals, budgetary spend, and metrics based on return of investment.
Senior Trust Advisor Fifth Third BankSenior Trust AdvisorCharlotte, NCThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. The Senior Trust Advisor partners closely with the Private Bank team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client's financial goals and objectives.
Certified Financial Advisor The Vanguard GroupCertified Financial AdvisorCharlotte, North CarolinaVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Senior Wealth Advisor The Vanguard GroupSenior Wealth AdvisorCharlotte, North Carolina$5–$15 / hourWealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.
NewWealth Advisor FNB CorpWealth AdvisorCharlotte, NCPrepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures. Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation.
Financial Advisor United Bank, Inc.Financial AdvisorCharlotte, NCIdentify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers.
Senior Divisional Risk Advisor (Retirement/ERISA) The Vanguard GroupSenior Divisional Risk Advisor (Retirement/ERISA)Charlotte, PennsylvaniaExperience & expertise: Minimum eight years related work experience with 5 years of experience in risk management within retirement services, trust/custody, or related fiduciary operations, with deep command of ERISA (fiduciary duties, plan operations, fee disclosures), IRS rules, and DOL oversight. In this role, you’ll bring deep ERISA expertise to guide business decisions, build trusted partnerships with senior leaders, and strengthen a control environment that spans operations, technology, and client service.
Financial Advisor - Brokerage Group - Mooresville/Charlotte, NC FNB CorpFinancial Advisor - Brokerage Group - Mooresville/Charlotte, NCCharlotte, NCPrimary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Senior Retirement Plan Advisor NFP CorpSenior Retirement Plan AdvisorCharlotte, NC$75,000–$132,000 / yearRequired Experience/Characteristics:• Minimum of 5 years' experience in the retirement plan industry (10+ years preferred)• Proficient knowledge of retirement plan design and compliance requirements• Familiarity with core investment concepts, reporting, asset allocation, and a general understanding of the securities market• Exceptional presentation and communication skills• Strong commitment to client service, responsiveness, and team collaboration• Proficiency with Microsoft Office Suite, CRM systems, and conducting meetings via MS Teams/Zoom. Key Responsibilities:• Ongoing relationship management with assigned clients• Leading quarterly investment reviews with plan sponsor clients• Addressing client inquiries related to compliance and plan design while delivering proactive support• Serving as the primary contact between clients and their service providers, such as recordkeepers, TPAs, and auditors• Working collaboratively with recordkeepers to create effective participant communication strategies The typical caseload for this role is 30-50 client relationships.
Data Risk Advisor, Senior Specialist Vanguard GroupData Risk Advisor, Senior SpecialistCharlotte, NCThe Data Risk Advisor will partner with business, technology, enterprise and divisional governance, and analytics leaders to provide credible challenge, identify emerging risks, and strengthen the management of critical data assets and capabilities. This role will complement broader divisional risk coverage by bringing deep expertise in data-related risks, governance frameworks, data supply chains, and analytics capabilities.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial 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.
Advisor, Client Accounting & Advisory Services Aprio Technologies, Inc.Advisor, Client Accounting & Advisory ServicesCharlotte, NC$110,900–$172,200 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Atlanta, GA / Austin, TX / Boston, MA / Charlotte, NC / Chicago, IL / Dallas, TX / Denver, CO / Fort Lauderdale, FL / Houston, TX / Nashville, TN / Philadelphia, PA / Phoenix, AZ / Raleigh, NC / Rockville, MD / Washington, D.C. Client Accounting Services - Professional Services CAS /.
Clinique Beauty Advisor - Part Time BelkClinique Beauty Advisor - Part TimeMooresville, North CarolinaLeverage training tools, use brand resources, and embrace feedback to continuously build product knowledge, suggestive selling behaviors, artistry skills, and expertisein the latest industry tips and beauty trends. Utilize selling tools and digital devices to provide customers with a seamless omnichannel experience by confidently speaking to available inventory, assortment, and product details.
Life Insurance Sales Advisor Relation InsuranceLife Insurance Sales AdvisorCharlotte, North CarolinaThe 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. The Brokerage Consultant is responsible for driving sales of life and/or annuity insurance products through wholesale distribution channels, including independent brokers, financial advisors, and agencies.
Risk Advisor - Commercial Lines Towne BankRisk Advisor - Commercial LinesCharlotte, NCThis is a sales-oriented position, requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and proven ability to pursue and close sales developed though leads provided by bank personnel and through own relationships. Work with the customer service representative to insure that all renewals, endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to the office procedures.
Return-to-Work Advisor - Workers' Compensation Lowe's Home CentersReturn-to-Work Advisor - Workers' CompensationMooresville, North CarolinaRemote$74,600–$124,500 / yearBased in Mooresville, N.C., Lowe’s supports the communities it serves through programs focused on creating safe, affordable housing, improving community spaces, helping to develop the next generation of skilled trade experts and providing disaster relief to communities in need. Lowe’s believes that conviction records may have a direct, adverse, and negative relationship to the following job duties: accessing company property, assets, information and products; partnering, supervising, and regularly working with other Lowe’s employees; and adhering to and monitoring compliance and safety guidelines.