- Truist (Charlotte, NC)
- …education and related work experience 2. 2 years of sales support (analyst, specialist ) or servicing of financial or treasury products and/or services ... capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to...year or more of phone based sales experience in financial or treasury products 2. 1 year or more… more
- Zoom (Raleigh, NC)
- …demo and sales guides; learning and training materials + Experience utilizing Customer Relationship Management (CRM) tool + Able to travel as needed Salary Range or ... Remote, or In-Person is indicated in the job description/posting. BenefitsAs part of our award-winning workplace culture and commitment to delivering happiness,… more
- ADP (Charlotte, NC)
- …owners? + Are you ready for your next best career where you can elevate your financial future? + Do you want to join a dynamic, inclusive environment with a culture ... win new business exclusively through our broker channel and client referrals as part of our Human Resources Outsourcing (HRO) business. You will attend our… more
- Bank of America (Huntersville, NC)
- …reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day ... Financial Solutions Advisor I - Charlotte Cornelius, North...we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each… more
- Bank of America (Charlotte, NC)
- …to create a smooth transition and continuation of the Bank of America/Merrill relationship . As a **National Financial Solutions Advisor (NFSA I)** , your ... National Financial Solutions Advisor I (Charlotte, NC) (Series 7...we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each… 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 ... member base in the Raleigh, NC area. As Coastal's Financial Advisor, you'll have the opportunity to use your...products and services available to them. + Cultivating a relationship with SEG's and community associations to enhance our… more
- Truist (Charlotte, NC)
- …need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ... assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a… more
- Truist (Greensboro, NC)
- …Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad ... (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified… more
- Fresenius Medical Center (Lumberton, NC)
- …you will be a valuable member of the interdisciplinary team and a part of a close-knit, collaborative team responsible for delivering unique nutritional care to ... members, delivering relief when natural disasters strike, or providing financial support when personal hardship hits, we take care...looking for, and you want to be a vital part of the future of healthcare, apply today. **PRINCIPAL… more
- Charlotte Tilbury (Durham, NC)
- …reflect the brand values and customer base. Responsible for achieving optimal financial results by maximizing top line sales potential and ensuring superior service ... to our customers. MAIN DUTIES AND RESPONSIBILITIES: + Sales + Drive financial results in store to meet and exceed plan. Including Key Performance Indicators (KPI's)… more