- Navy Federal Credit Union (Matthews, NC)
- …growth and engagement + Conducts local seminars and member engagement events to grow book of business + Partners with Wealth Advisor in assigned territory to segment ... book of business based on member needs and complexity...mission your passion. * Best Companies for Latinos to Work for 2024 * Computerworld(R) Best Places to … more
- Lincoln Financial (Greensboro, NC)
- **Alternate Locations:** Work from Home; Greensboro, NC (North Carolina) ** Work Arrangement:** Remote : Work at home employee **Relocation assistance:** is ... consists of both hybrid and remote employees. This opportunity will provide a work from home/remote work environment. _Background Details_ As a Regulatory GAAP… more
- AON (Charlotte, NC)
- …the local Account Specialist population, including training and development, standardizing work , ensuring activities are performed by the right group, and managing ... Client Support: Dedicate 30% or more of your time to supporting a book of business/assigned client accounts. + Collaboration: Partner with regional and national… more
- US Marine Corps (Havelock, NC)
- …state, and MCCS / DOD policy. Makes appropriate entries in ATF bound book , logging in required items during receipt / disposition of weapons. Conducts weekly ... number inventory on all firearms and ammunition. Compares totals to bound book count and verifies all documentation to include transfers, invoices, ATF reports,… more
- Truist (Charlotte, NC)
- …a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) ** Work Shift:** 1st shift (United States of America) **Please review the ... Specific activities may change from time to time. 1. Work within the Truist risk framework to prioritize relationship...review of relevant reports and ensuring timely updates to book management data (ie pipelined reports and referrals) 3.… more
- ADP (Raleigh, NC)
- …_Do you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives you work -life ... set you up for success as you manage your book of business. You'll spend most of your time..._Responsibilities_ **Grow Our Business While Growing Yours.** You will work independently and collaboratively as part of various teams… more
- Vanguard (Charlotte, NC)
- …offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book of business which can include high-profile, and influential individuals and ... using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team environment, partnering with internal resources to… more
- TIAA (Durham, NC)
- …and propose solutions that fit each client's unique scenario, and unwavering work ethic. * Thrives in an environment of empowerment and accountability, learns ... analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. + Communicates complex financial… more
- Kemper (Lumberton, NC)
- …opportunities for personal development and professional challenge, and a healthy work -life balance can be highly motivating and productive. Kemper's products and ... **Role:** Life Insurance Sales Agent **Employment Type:** Full Time ** Work Arrangement:** Field Role **Career and Opportunity:** Kemper is...Sales Agent, you will begin with an already existing book of business and have the exciting opportunity to… more
- American Express Global Business Travel (Raleigh, NC)
- …and collaborative culture where your voice is valued. Our Specialized Travel Consultants work in a high-touch service environment to book travel and ... as a force for good and - through their work - can make an impact on our industry....for the CEO and C-Suite Executives + Arrange and book domestic and international business travel, in a variety… more