- Bank of America (Charlotte, NC)
- …The role acts as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)...care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals… more
- CBRE (Charlotte, NC)
- Investment Sales Sr. Analyst Job ID 208574 Posted 06-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Investment Banking, ... North Carolina - United States of America **About the Role:** CBRE is seeking an Investment Sales Senior Analyst who will play an integral role in helping with tasks… more
- Wells Fargo (Charlotte, NC)
- **About this role:** The Wells Fargo Investment Portfolio (IP) manages the Company's Available-For-Sale (AFS) and Held-To-Maturity (HTM) securities and certain loan ... transform the current business and technology landscape with new mortgage analytics solutions at-scale for firm-wide use, in collaboration with Corporate and … more
- Vanguard (Charlotte, NC)
- …all investors, to treat them fairly, and to give them the best chance for investment success." In this role, you will connect with clients via inbound phone calls to ... our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting our "crew" personally through all life… more
- Patterson Companies, Inc. (Raleigh, NC)
- …business needs, discussing benefits and features of equipment and technology solutions , coordinating product demonstrations, explaining return on investment and ... a stronger and successful organization. **Job Summary** As a Territory Sales Representative , you are responsible for driving profitable sales growth by developing,… more
- Paychex (Charlotte, NC)
- …appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to ... for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and...self-study modules to become a Senior Retirement Plan Sales Representative . + May be required to travel outside of… more
- Truist (Charlotte, NC)
- …to add value through holistic financial management. + Demonstrates how particular investment solutions match client's individual needs, using a wide range of ... to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of… more
- Truist (Charlotte, NC)
- …as a strategic business consultant to specified lines of business (LOBs), providing financial analysis and guidance to support key decisions and initiatives that may ... pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare… more
- Truist (Charlotte, NC)
- …centralized guidance, oversight, and coordination between the LOBs and Financial Management over daily accounting, month-end close, monthly forecasting, profit ... development, modeling and validation. Coordinate preparation and validation/approval of financial information provided to Internal/External/Regulatory Reporting for use in… more
- Skanska (Durham, NC)
- Skanska is searching for a dynamic ERP Solutions Architect. This is a great opportunity to start a career with a company that builds things that matter and values ... values support and drive our D&I efforts. An ERP Solutions Architect possesses a strong blend of functional and...in Oracle JD Edwards, particularly in the HR, Payroll, Financial , and Job Cost domains. This role is responsible… more