- Wells Fargo (Burlington, NC)
- …+ State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus with experience handling complex ... role you will:** + Employees who are not fully licensed at the time of hire will participate in...Advise customers on various aspects of recommended and available financial options and services + Maintain deep knowledge and… more
- Wells Fargo (Charlotte, NC)
- …looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering ... in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top...role you will:** + Employees who are not fully licensed at the time of hire will participate in… more
- Huntington National Bank (Charlotte, NC)
- …registered representatives, a FINRA Registered Sales Support Manager who manages licensed sales support associates. + Coordinates sales efforts with ... HFA clients to include their planning, advisory, brokerage and insurance solutions. Duties and Responsibilities: + Develops sales... strategies, directs, trains, and motivates staff. + Ensures sales staff is current regarding new financial … more
- TD Bank (Charlotte, NC)
- … Regulators regarding Registered Representatives, FINRA Registered Branches, Licensed Bankers, Non-Registered-Fingerprinted Individuals, FINRA Offices of Supervisory ... FINRA required FINOP responsibilities, Marketing Principal duties, Strategy, middle-office Sales /Service Support, and Data & Analytics responsibilities. This role… more
- Deloitte (Raleigh, NC)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state… more
- Grant Thornton (Charlotte, NC)
- …mentoring assigned engagement teams, as well as participating in related marketing and sales aspects of the engagements to ensure all client projects are conducted ... professional development and training sessions on a regular basis + Participate in sales presentations for both existing and prospective clients + Other duties as… more
- Grant Thornton (Charlotte, NC)
- …management + Use network of business relationships to generate new sales opportunities + Think strategically about practice enhancements, and actively contribute ... members, fostering professional growth and developing high performers + Meet or exceed sales and growth targets + Meet or exceed targeted billing hours (utilization)… more
- Grant Thornton (Charlotte, NC)
- …Grant Thornton's capabilities within the Alliance ecosystems, and supporting the Alliance Sales team. This position works closely with the Alliance Leadership and ... Sales teams, Advisory Services Marketing, Industry Marketing and others...the go-to-market (GTM) approach, top priorities, our capabilities, and financial goals for the alliance. + Manage the individual… more
- Grant Thornton (Charlotte, NC)
- …teams, whitepapers, conferences, and/or other thought leadership material + Meet or exceed sales targets for new and follow-on work + Maintain a good working ... Analysis & Reconciliation + Working knowledge of Close-the-books, Chart-of-Accounts, Treasury, Financial Planning and Analysis & Financial Benchmarking + Strong… more
- US Bank (Charlotte, NC)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Grade Underwriting, Leverage Finance, Structured Credit, Derivatives, Foreign Exchange, Bond Sales & Trading, and Funding/Repo business lines. The products offered… more