- Navy Federal Credit Union (Matthews, NC)
- … to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... Overview To provide financial consulting services to assist members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- Truist (Charlotte, NC)
- …knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques. ... uncover needs and provide opportunities to add value through holistic financial management. + Demonstrates how particular investment solutions match client's… more
- Truist (Mooresville, NC)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of five… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth… more
- Truist (Charlotte, NC)
- …or external events. The ideal candidate brings a strong background in financial services , data management, and technology, with a comprehensive understanding ... of America) **Please review the following job description:** The Business Unit Risk Advisor II serves as a trusted, first line of defense partner to Enterprise… more
- Truist (Charlotte, NC)
- …assigned technology functions. The ideal candidate has foundational knowledge of financial services and technology operations, with a growing understanding ... States of America) **Please review the following job description:** The Business Unit Risk Advisor 1 serves as a first line of defense partner to Enterprise Data… 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, ... in the Medical Specialty Group. Develops and deepens relationships through proactive financial consulting for all clients. Typically manages a portfolio of Medical… more
- BOOZ, ALLEN & HAMILTON, INC. (NC)
- SIGINT Operations Advisor The Opportunity: As a Signals Intelligence ( SIGINT ) Operations Advisor , you ask questions others don't. You understand the nuances of ... and readiness reporting. You will be at rus ted advisor to our government partner, who will look to...operations, systems, policies , and processes. Leveraging your prior service to our country, either as a government or… more
- Truist (Raleigh, NC)
- …needed. **Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable ... education and related training. + 8+ years of experience in a financial institution with emphasis on risk management, audit, operations, process engineering or… more
- Truist (Charlotte, NC)
- …activities may change from time to time. 1. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal ... new business identification and onboarding. 3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with… more