- 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
- Bank of America (Charlotte, NC)
- Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Charlotte, North Carolina **To proceed with your application, you must be at least 18 ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Consumer-Investments Investment -Specialist-Trainee--Obtain-SIE-Series-7-66-\_25020523) **Job Description:** At Bank of America, we are… 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 ... analytics solutions at-scale for firm-wide use, in collaboration with Corporate and Investment Banking, Home Lending and Finance. Learn more about the career areas… more
- Patterson Companies, Inc. (Raleigh, NC)
- …a stronger and successful organization. **Job Summary** As a Territory Sales Representative , you are responsible for driving profitable sales growth by developing, ... defined territory. **Who are we looking for as a Territory Sales Representative ?** Patterson Dental is looking for business-minded professionals who strive for… 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 team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting our "crew"...call in to Vanguard. As a Client Service Excellence Representative , you will: + Respond to a wide range… more
- Paychex (Charlotte, NC)
- …and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users. + Prospects ... sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative . + May be required to travel outside of geographical territory for… more
- Navy Federal Credit Union (Matthews, NC)
- …and services to achieve the financial client's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- Truist (Charlotte, NC)
- …(United States of America) **Please review the following job description:** Provides investment advice in a virtual environment with an assigned book of business. ... 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
- Manulife (Charlotte, NC)
- This role develops and delivers timber investment models to support asset management decisions made by clients, portfolio managers, and property management teams. ... long term plans (LTP)** : Responsible for updating asset-level timber investment models annually including land transactions, operating costs, price forecasts, and… more
- Truist (Charlotte, NC)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients *… more