• Sr. Charitable Estate Planning Advisor

    American Heart Association (Raleigh, NC)
    …accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You ... Ability to travel approximately 60 - 75% of the time , working to develop programs in major metropolitan areas...Advanced degree (master's or higher) or aligned certification, JD, CFP , CAP, CFA, highly preferred. + Ten (10) years… more
    American Heart Association (12/04/25)
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  • Retirement Client Advisor

    UMB Bank (Raleigh, NC)
    …to externa clients andid internal associates + CFA, CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - $235,810.00 _The posted compensation range ... and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay;...and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means… more
    UMB Bank (11/21/25)
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  • Dining Services - Manager in Training

    Healthcare Services Group, Inc. (Shelby, NC)
    …quality control and in-servicing staff to meet HCSG standards is an essential part of the Manager's responsibility and includes touring the kitchen several times per ... or successfully complete an approved Conference of Food Protection ( CFP ) Food Protection Manager (FPM) course within the first...able to be at work as scheduled and on time . + Compliance with COVID-19 Vaccination Policies, as required… more
    Healthcare Services Group, Inc. (12/15/25)
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  • Relationship Manager, Advisory and Investment…

    Equitable (Charlotte, NC)
    …**Other Locations** : UNITED STATES-Remote **Organization** : Equitable **Schedule** : Full- time **Description** At Equitable, our power is in our people. We're ... of fee-based financial planning engagements The Relationship Manager is an influential part of the growth of Advisory and Investment Solutions, responsible for… more
    Equitable (12/05/25)
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  • Wealth Ops Group Manager - Performance Reporting

    Citizens (NC)
    …+ Master's degree in Business Administration or related field. + CFA and/or CFP + Familiarity with workflow automation tools, data analytics platforms, and CRM ... education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or...local communities. When you join our team, you are part of a supportive and collaborative workforce, with access… more
    Citizens (11/20/25)
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  • Regional Vice President (Southeast)

    Manulife (NC)
    …7 and state life and health licenses required. + CLU, ChFC, and/or CFP designations highly desired. + Extensive understanding and knowledge of the insurance industry ... and inclusion are more than just words. + As part of our global team, we'll support you in...and financial education and counseling resources. Our generous paid time off program in the US includes up to… more
    Manulife (11/19/25)
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  • US Experienced Financial Advisor

    Edward Jones (Winston Salem, NC)
    …other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique ... law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses;...licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
    Edward Jones (10/19/25)
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  • Business Resource Center, Advanced Planning…

    Guardian Life (Raleigh, NC)
    …have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, exit planning, business succession, ... career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being - we are committed… more
    Guardian Life (10/08/25)
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