- Atria Wealth Solutions (King, NC)
- …their financial goals. Offer regularly scheduled reviews to monitor client progress toward goals. Review risk tolerance, asset allocation models and current ... to implement. Handle questions and objections professionally. + Gather confidential client information, construct and analyze appropriate financial plan… more
- Vanguard (Charlotte, NC)
- …and loyalty. + Apply trust and estate planning knowledge to help preserve client 's wealth. + In-depth knowledge of financial planning, investment strategies, and ... Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a...cash award tied to our collective company performance and client outcomes. When we succeed together, we all share… more
- Robert Half Office Team (Charlotte, NC)
- …are accurate and meet company standards. + Maintain and update billing records, ensuring all client and financial data is current and accurate. + Serve as the ... billing discrepancies promptly. + Uphold confidentiality and security standards for client and financial information. Qualifications: + Experience: Previous… more
- Burns & McDonnell (Raleigh, NC)
- …including presentations to senior and executive management as required by each client . + Manage projects for financial adherence maintaining an accurate ... the existing and long-range portfolio of work + Interface with client 's accounting group to establish financial setup for projects + Create analyses & reports to… more
- ARAMARK (Fayetteville, NC)
- …the completion and maintenance of P&L statements. Oversight and responsibility to deliver client and company financial targets. Embrace all Aramark processes and ... facility accounts by ensuring areas of responsibility meet objectives and client expectations. **Job Responsibilities** Model key leadership behaviors and ensure the… more
- Eliassen Group (Raleigh, NC)
- …**Shortcut:** http://careers.eliassen.com/GT1llT + Description + Recommended Jobs **Description:** Our client is a leading financial services institution known ... **Communications Specialist** **Anywhere** **Type:** Contract **Category:** Marketing **Industry:** Financial Services **Workplace Type:** Remote **Reference ID:** JN… more
- Compass Group, North America (Charlotte, NC)
- …department and that all invoices are forwarded on time. + Provide client ad-hoc financial reporting as needed. **Budgeting&Forecasting** + Coordinate, direct, ... on opportunities **Operational Management** + Influence and drive the financial agenda as part of the Business Unit's Leadership...Business Unit's Leadership team. + Be a thought leader, financial advisor, and business partner to the Business Unit… more
- Fiserv (Raleigh, NC)
- …experience in FI Acquiring industry. + 6+ years of experience in managing client relationships in a financial or payment services environment. + Certifications ... in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another...clients in the FI Acquiring vertical. By understanding the client 's business, goals, strategies, and industry trends, you will… more
- TIAA (Charlotte, NC)
- …Level** 7IC Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial ... **Virtual Financial Consultant** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and… more
- Bank of America (Charlotte, NC)
- …activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include ... complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the… more