- JPMorgan Chase (Charlotte, NC)
- …with the opportunity to take your career to the next level. As an Investment Specialist in the US Private Bank, you are responsible for helping the Banker win new ... to execute trades smoothly and seamlessly and tasked with managing brokerage activity + Sales experience including: profiling, overcoming objections, negotiation,… more
- First Horizon Bank (Charlotte, NC)
- …private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon ... has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com… more
- First Horizon Bank (Asheboro, NC)
- …private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon ... has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com… more
- First Horizon Bank (Winston Salem, NC)
- …private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon ... has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com… more
- Atria Wealth Solutions (Raleigh, NC)
- …You'll be an employee of Coastal and a dual employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC). Securities industry licenses ... SEG location seminars. + Working with other advisory team members, the Planning Specialist , and the departmental support personnel to meet the needs of our… more
- Anywhere Real Estate (Charlotte, NC)
- …execution **New-to-Business Enablement** _(25%)_ + Lead and coach the New-to-Business (NTB) Specialist team + Partner with VP to refine strategy and implementation ... Leadership Support** _(10%)_ + Collaborate closely with Regional Presidents and their specialist teams + Support local contests, campaigns, and lead gen initiatives… more
- First Horizon Bank (Charlotte, NC)
- …oriented Corporate Treasury team is looking to add an experienced financial analyst/client specialist to help build new Wholesale Public Funds (WPF) Desk. This role ... To be effective in this high visibility role the analyst/ specialist must be well-organized, detail-oriented, possess superior analytical and communications… more
- First Horizon Bank (Charlotte, NC)
- …or Certified AML & Fraud Professional (CAFP) or, Certified Anti-Money Laundering Specialist (CAMS) or, Certified Financial Crimes Investigator (CFCI) or, Federal or ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- Siemens Energy (Charlotte, NC)
- …regulations, US Tariff database, General Rules of Interpretation and customs brokerage activities. + Licensed Customs Broker or Certified Customs Specialist ... is preferred. + Experience with ERPs, preferably SAP, and Global Trade management software is preferred. + Adaptability, effective collaboration across cultures, organizational, problem-solving, analytical, and interpretative skills. + This role requires… more
- WTW (Charlotte, NC)
- …vendor procurement, negotiation, implementation, and optimization activities + Facilitating specialist resources and subject matter experts in health management, ... of increasingly complex health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier… more