- Navy Federal Credit Union (Matthews, NC)
- …NFIS products and services . Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a ... Overview To provide financial consulting services to assist members...needs and complexity + Provide investment industry expertise to client investment consultations and servicing of life insurance and… more
- ManpowerGroup (Charlotte, NC)
- Our client , a leading financial services organization, is seeking a Business Analyst / Financial Practitioner to join their team. As a Business Analyst / ... Financial Practitioner, you will be part of the finance...successfully in the organization. **Job Title:** Business Analyst / Financial Practitioner **Location:** Charlotte, NC - Local Candidates Only… more
- Bank of America (Wilson, NC)
- …(63 & 65 in lieu of 66) licenses** Two years' experience working in the financial service industry and/or a sales environment where goals were met or ... technology to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- PNC (Wilmington, NC)
- …'s organization and provide employees of commercial clients with advice and services including financial education, banking benefits and health-based accounts ... debt solutions, earned wage access (EWA), and retirement plan services . You will employ a consultative **Job Description** +...ideas and insights based on an understanding of the client 's needs and their financial well-being. Focuses… more
- Truist (Greensboro, NC)
- … that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and ... but is not limited to, the delivery of excellent client service behaviors, support of the Truist...a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2.… more
- PNC (Charlotte, NC)
- …Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. ... Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …obtained through experience, specialized training or certification to provide all levels of financial services in a team environment to associates or clients of ... the company by combining the traditional roles of the Financial Advisor, Service Associate and Branch Manager....minimum of four (4) years of experience in the financial services industry. * OR ~ *… more
- First Horizon Bank (Charlotte, NC)
- …and growth. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and ... Corporate Treasury team is looking to add an experienced financial analyst/ client specialist to help build new...retail brokerage, capital markets, fixed income, and mortgage banking services . First Horizon has been recognized as one of… more
- Truist (Raleigh, NC)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more
- Truist (Charlotte, NC)
- …+ 7 or more years of lending or relationship management experience in the financial services industry + FINRA: Maintains proper licenses including Series 7, ... activities may change from time to time. Develops overall client strategy to introduce all appropriate financial ...overall client strategy to introduce all appropriate financial solutions and Truist specialists to the client… more