- First Horizon Bank (Wilkesboro, NC)
- …in job posting. **SUMMARY:** The Senior Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... financial goals and align on solutions that meet their...by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management… more
- First Horizon Bank (Gastonia, NC)
- …Friday, 9:00AM- 5:00PM **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... financial goals and align on solutions that meet their...by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. **Compliance and risk management**… more
- Deloitte (Raleigh, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Equitable (Charlotte, NC)
- …toward completion + Experience with investment research/proposal tools and financial planning software (including Morningstar Advisor Workstation, eMoney, ... Investment Consulting Team are to build relationships with the Equitable Advisors financial professionals (FPs) and enable sales and practice growth through driving… more
- First Horizon Bank (Winston Salem, NC)
- …through Friday 8:30AM to 5:15PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... financial goals and align on solutions that meet their...by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management… more
- NASCO (Raleigh, NC)
- …data architecture / technical teams through transformations + 3 years of financial budget management and forecasting **Required Training , Certification and ... direction, outcomes, staffing, and other assignments. The Director is a trusted advisor to technology and product leadership, customers, and teams to align efforts,… more
- Huron Consulting Group (NC)
- …and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is ... industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim Management… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Wells Fargo (Charlotte, NC)
- …at wellsfargojobs.com . **In this role, you will:** + Act as an advisor to leadership to develop or influence applications, network, information security, database, ... managers across the enterprise and serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of...one or a combination of the following: work experience, training , military experience, education + 7+ years of Java… more
- Wells Fargo (Charlotte, NC)
- …bank's transition to Zero Trust. The role will: + Act as an advisor to leadership to develop or influence applications, network, information security, database, ... managers across the enterprise and serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of...one or a combination of the following: work experience, training , military experience, education + 7+ years of network… more