- Wells Fargo (Charlotte, NC)
- …compliance regulations and policies within the Alternative Investments product area + Lead and partner on projects teams + Ensure adherence to compliance regulations ... including Series 63 (or FINRA recognized equivalents) + Certified Financial Planner (CFP) or Chartered Alternative Investment Analyst (CAIA) + Microsoft Office… more
- Deloitte (Charlotte, NC)
- …private or public corporations + Demonstrated abilities to problem solve and lead + Strong presentation and communication skills + Excellent research and writing ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more
- Deloitte (Charlotte, NC)
- …new and experienced Tax Consultants and Tax Seniors + Taking on lead client-contact roles + Billing and profitability analysis on engagements + Involvement ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big 4 experience or large CPA firm… more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner (CFP(R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to ... a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop… more
- IBM (Research Triangle Park, NC)
- …* X% organic engagement * x% conversion rate from completion to qualified lead * Sales workload from web conversion/eCommerce orders/New Client Acquisition (NCA) You ... Adobe suite * Develop robust stakeholder management skills * Team focused, organized project planner * Critical to any role at IBM are 3 core behaviors that drive… more
- Truist (Charlotte, NC)
- …skills. + Excellent verbal and written communication skills. + Ability to effectively lead meetings with various key partners and collaborate with individuals at any ... as FINRA licensing (Series 7, 63, 65, 24, etc.), Certified Financial Planner , Certified Public Accountant, and Certified Trust and Financial Advisor. **General… more
- WATTS (St. Pauls, NC)
- …safe work environment, staff management, and training practices. You will lead daily operations, supervising teams following Watts' policies and procedures, managing ... enhancements, and cost reduction initiatives. + Coordinate with the production planner to optimize changeover sequencing, minimizing labor and material costs. +… more
- NASCO (Raleigh, NC)
- …scalable, secure, and compliant data architecture and patterns. This role will also lead the effort to establish and maintain a strategic data and AI roadmap, ... + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term Disability Insurance… more
- Under Armour, Inc. (Raleigh, NC)
- …unrivaled service experience for our customers. Using industry leading tools, you will lead initiatives that strive to make every customer touch point a rewarding ... of knowledge/expertise with Microsoft Office software (Word, Excel, Outlook, PowerPoint, Planner ) * Intermediate level knowledge in Salesforce, Five9 (or similar… more
- Bank of America (Wilmington, NC)
- …or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client ... + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess… more