- UL, LLC (Durham, NC)
- …more than 110 countries. UL Solutions delivers testing, inspection and certification services , together with software products and advisory offerings, that ... as medical, dental and vision; wellness benefits such as mental and financial health; and retirement savings (401K) commensurate with the standard rewards offered… more
- USAA (Charlotte, NC)
- …the USAA representative to top-level executive leadership from large and complex Financial Services /Sub- Advisory organizations to build and provide ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service...the areas of Property and casualty, life insurance or financial services industry + CFP certification The… more
- Bank of America (Cary, NC)
- …and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + ... **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through… more
- American Express (Apex, NC)
- … crimes compliance, risk management, or business control roles within the financial services industry. + In-depth knowledge of BSA/AML, sanctions (OFAC), ... Services is seeking an experienced and strategic Director- Financial Crimes to lead a diverse team of high-performing...standards. + Monitor key risk indicators (KRIs) and report financial crime risk trends and metrics to senior… more
- Cushman & Wakefield (Charlotte, NC)
- …collection, and translating analysis findings into high-level summaries with oversight from senior members of the Multifamily Advisory Group ("MAG"). Additional ... **Job Title** Financial Analyst, Capital Markets (Multifamily) **Job Description Summary**...transactions generated by Cushman & Wakefield's Investment Sales brokerage services specializing in multifamily investments. The primary role of… more
- Vanguard (Charlotte, NC)
- …grow your career. By applying to this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard Advisor, You Will: + Establish, ... Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a...3 months of assuming position). + Five years of advisory experience, specifically in advice planning, book of business… more
- MUFG (Charlotte, NC)
- …a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors ... New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group...in the United States, specializing in M&A and capital advisory services . The firm is headquartered in… more
- Fifth Third Bank, NA (Charlotte, NC)
- …Leadership experience and history of involvement in key decisions around a growing financial services business. + Excellent presentation skills, both oral and ... role, in the pitching, structuring approved and execution of M&A and strategic advisory engagements. Develop relationships with senior executives both inside the… more
- Wells Fargo (Charlotte, NC)
- …research, participating in strategic planning and assisting in the execution of advisory services + Conducting financial analysis, preparing credit ... Teams** Provides a full range of investment banking and advisory services to clients in the following...results and to value companies + Working closely with senior bankers on presentations, financial and credit… more
- Cherry Bekaert (Raleigh, NC)
- …Great Place to Work (https://www.cbh.com/about/awards-and-recognition/) , Cherry Bekaert delivers innovative advisory , assurance and tax services to our clients. ... continuous professional development. Our State and Local Tax (https://www.cbh.com/ services /tax/state-local-tax/#:~:text=Our%20State%20%26%20Local%20Tax%20service,local%20tax%20overpayment%20or%20underpayment.) team is looking for a **Sales Tax… more