- Bank of America (Charlotte, NC)
- …of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing ... center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Charlotte, NC)
- …financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by ... long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Owens Realty Services (Raleigh, NC)
- …in 1990, Owens Realty Services is a full-service commercial brokerage , investment, management, maintenance, housekeeping and environmental services company. Our ... techniques and equipment used by the custodial staff. *Makes recommendations to the manager for changes in supplies, equipment or procedures to improve safety or to… more
- Deloitte (Raleigh, NC)
- …as general health and group benefits skills. Key Responsibilities + Lead project manager for specific projects or key workstream lead on larger projects. + Evaluate ... Pharmacy Benefit Manager (PBM) contracts, deal terms, and financial proposals. +...contracts. + 5+ years of experience in consulting or brokerage in US health/welfare benefits. + 3+ years of… more
- First Horizon Bank (Charlotte, NC)
- …exam findings, concerns, delays, or borrower limitations to deal team and Field Exam Manager on how the exam is progressing and provide periodic updates to other ... and communicate any issues with the scheduling of exams to the Field Exam Manager . Evaluate past exams and determine the most cost-effective way to schedule and… more
- TD Bank (Charlotte, NC)
- …flagged trades, trends and patterns identified by the FIS Supervision Compliance Manager (FIS CM) automated surveillance system and escalates matters to the field ... & Experience:** + College degree or equivalent experience required. + 5+ years of Brokerage industry experience + FINRA Series 7 Required + FINRA Series 24 Required… more
- TD Bank (Charlotte, NC)
- …managing US Wealth's suite of investment products including investment management, brokerage , annuities (fixed, indexed, and variable) and structured products + ... Manages investment management product including strategies and manager 's available on the platform + Manages solicitation policy for all products and services + Owns… more
- First Horizon Bank (Charlotte, NC)
- …indicators of loan portfolio quality. + Works closely with the Portfolio Manager (s) and Relationship Manager (s) on their assigned team(s), proactively asking ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- Anywhere Real Estate (Charlotte, NC)
- …the quality of language services. This role reports to the Global Manager , Language Partner Network and collaborates closely with Language Consultants, Product ... Leadership** + Provide support and act as a delegate for the Global Manager , Language Partner Network. + Offer feedback on systems and processes, recommending… more
- Bank of America (Charlotte, NC)
- …+ Knowledge of FICC or Equity products and services and/or Prime Brokerage + Law enforcement background + Excellent written and verbal communication skills ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more