- Lincoln Financial (Greensboro, NC)
- …Glance** The Role at a Glance: As a Product & Digital Data Specialist , you will perform and deliver on assignments/projects while simultaneously leveraging and ... strong interpersonal skills with a collaborative style. * Demonstrated solid relationship management skills with internal clients (eg management, peers and… more
- City National Bank (Charlotte, NC)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/ Dealer , Investment Banking activities for CNB's Capital Markets, Registered and ... develop effective data analytics that provide the insights. * Relationship Building and Client Experience: Supports the Audit Director...Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or… more
- Atria Wealth Solutions (Raleigh, NC)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment ... products and services available to them. + Cultivating a relationship with SEG's and community associations to enhance our...+ Working with other advisory team members, the Planning Specialist , and the departmental support personnel to meet the… more