- Magellan Health Services (Havelock, NC)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... members and their families at military installations. Services include education and counseling addressing financial services that... Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver… more
- Truist (Charlotte, NC)
- …strategic business consultant to specified lines of business (LOBs), providing financial analysis and guidance to support key decisions and initiatives that may ... and long-term financial forecasts and the annual financial plan. Serve as a strategic business consultant...+ Bachelor's degree in Accounting or Finance, or equivalent education and related training. + Eight years of relevant… more
- Equitable (Charlotte, NC)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - Retirement Benefits Group - Charlotte,...retirement needs of professionals in key sectors such as education , healthcare, and government ensuring these individuals have the… more
- Highmark Health (Raleigh, NC)
- **Company :** Highmark Inc. **Job Description :** **JOB SUMMARY** This job performs financial and business related research and analysis such as the preparation of ... forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is… more
- USAA (Charlotte, NC)
- …subledger to GL reconciliations. + Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Certified Management Account (CMA) or Chartered ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- Atria Wealth Solutions (Raleigh, NC)
- …is excited to meet new people, develop genuine relationships, and act as their personal consultant to assist them with their financial needs and goals. + An ... Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit...experience in the securities brokerage, advisory, or insurance fields Education : + Four-year degree in Business, Finance, or Insurance… more
- Truist (Charlotte, NC)
- …review the following job description:** Serve as a strategic business consultant to specified lines of business (LOBs), providing centralized guidance, oversight, ... and coordination between the LOBs and Financial Management over daily accounting, month-end close, monthly forecasting,...1. Bachelor's degree in Accounting or Finance, or equivalent education and related training. 2. Ten years of relevant… more
- Equitable (Charlotte, NC)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Entry Level - Financial Advisor - NC, Charlotte (3488) ( PIN\_36674...productivity and personal time **Qualifications** **Skills & Experience** + ** Education ** : Bachelor's degree or equivalent skills and work… more
- Truist (Charlotte, NC)
- …following job description:** Provide senior-level leadership and coordination of financial analysis and performance reporting necessary to accomplish strategic ... execution of Truist Financial Corporation's (and subsidiaries') profit planning or forecasting process...process and related year-round activities. Serve as a business consultant , providing centralized guidance and collaboration between the LOB… more
- TD Bank (Charlotte, NC)
- …**Line of Business:** Human Resources **Job Description:** **Department Overview:** The Financial Crime Risk Management Training Specialist leads, and/or consults on ... evaluation, maintenance, train-the-trainer, facilitation and program support recommendations. The Financial Crime Risk Management Training Specialist works collaboratively with… more