- Bank of America (Huntersville, NC)
- …* Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to ... Merrill Financial Solutions Advisor - Charlotte & Associates Market...exceeded (including at least one year experience in the investments industry, including investment training and in-depth… more
- Deloitte (Charlotte, NC)
- Advisory Turnaround & Restructuring Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization,… more
- Black & Veatch (Cary, NC)
- …operation resiliency services that apply across the client's entire investment -to-operations lifecycle commitments. Included are Strategic Advisory , Industrial ... **Client Advisory Partner - Water/Wastewater Utilities - East Region**...market/client needs + Partner with Enterprise Innovation to ensure investment in new/leading innovative solutions are targeted at our… more
- Black & Veatch (Charlotte, NC)
- **Client Advisory Partner Electric & Gas (Central Region)** Date: Aug 15, 2025 Location: US Company: Black & Veatch Family of Companies **Together, we own our ... your diverse talents and perspectives to use. **The Opportunity** As the **Client Advisory Partner of Electric & Gas Utilities** ,you will have the opportunity to:… more
- Deloitte (Charlotte, NC)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization,… more
- TIAA (Charlotte, NC)
- The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. The IFC helps individuals navigate ... provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of...several goals that have a direct impact on client acquisition and retention including but not limited to: referral… more
- Deloitte (Charlotte, NC)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at… more
- Cherry Bekaert (Raleigh, NC)
- **Description** **Cherry Bekaert** has been proudly providing Accounting and Advisory services to our clients for over 75 years! We are seeking a **Property Tax ... counsel as required. + Conduct thorough due diligence for new acquisitions and dispositions, identifying potential property tax implications and opportunities. +… more
- Regions Bank (Charlotte, NC)
- …range of capital markets transactions, including capital raising, M&A, and financial risk management. Regarding capital raising specifically, the Product Lead's ... legal documentation and execution of debt financing transactions for acquisitions , growth capital, recapitalizations, restructurings and leveraged buyouts. **Primary… more
- TD Bank (Charlotte, NC)
- …The role is accountable for business results and product sales, working with Acquisition teams to ensure widget and volume targets are met. **Depth & Scope:** ... primarily 3rd party channels) for niche/customized products/segments + Has advisory /consultative accountability for functional areas that are not directly managed… more