- Truist (Charlotte, NC)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA, JD or MBA...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Truist (Greensboro, NC)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... specific benefits available for any non-temporary position for which you apply, based on full- time or part - time status, position, and division of work.… more
- Truist (Charlotte, NC)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... possess an advanced degree or certification (eg JD, MBA, CFP , CPA, or CTFA). 3. Experience working with Trust...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Principal Financial Group (Charlotte, NC)
- …to multi-task and work under pressure. + Travel required 50-75%. As a required part of the role, candidate must be able to provide personal transportation to ... or external wholesaling experience and CIMA, CMA, CFA, or CFP designation. **Salary Range Information** This position offers a...Exempt expressed as yearly)** $115000 - $115000 / year ** Time Off Program** Flexible Time Off (FTO)… more
- Equitable (Raleigh, NC)
- …**Work-Life Balance** : Flexible schedule to maximize productivity and personal time **Qualifications** **Skills & Experience** + **Education** : Bachelor's degree ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Equitable (Pinehurst, NC)
- …services + **Work-Life Balance** : Flexible schedule to maximize productivity and personal time + **Location** : Working outside the office in local schools and ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Bank of America (Fairfield, NC)
- …based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals ... new information and seeks the right solutions for clients + Efficiently manages time and capacity + Is thorough and thoughtful in incorporating relevant regulatory… more
- Bank of America (Winston Salem, NC)
- …based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals ... new information and seeks the right solutions for clients + Efficiently manages time and capacity + Thorough and thoughtful in incorporating relevant regulatory due… more
- Bank of America (Linden, NC)
- …based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals ... and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory… more
- Bank of America (Charlotte, NC)
- …based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals ... and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory… more