- Bank of America (Kernersville, NC)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Holly Springs, NC)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Asheville, NC)
- …strategies **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Learns and adapts to ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Burns & McDonnell (Charlotte, NC)
- …staffing plan development, project oversight and execution, quality management, and financial performance responsibilities. The project manager will support and ... on the big picture to effectively and efficiently provide services that meet client needs, while also...critical to project outcomes + Willingness to learn new service offerings as client needs and the… more
- Bank of America (Charlotte, NC)
- …Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification ... relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with … more
- Cushman & Wakefield (Wendell, NC)
- …a portfolio of client facilities and has at least one Facilities Manager and/or Assistant Facilities Manager reporting into it. **Job Description** The ... client and leads staff in the coordination of services and activities, financials, vendors and manpower required for...needs of the building and operations. The Senior Facilities Manager also has responsibility for the overall financial… more
- Wells Fargo (Davidson, NC)
- …and by coaching to a process for Advisors and their teams to provide outstanding client service and care. The leader will focus on inorganic growth by building, ... growth by coaching and providing programs for our existing Financial Advisors focused on new client acquisition;...maintaining, and hiring a robust cross channel pipeline of Financial Advisors. The Branch Complex Senior Manager … more
- Deloitte (Charlotte, NC)
- …are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation. ... platforms. Our delivery models are tailored to meet each client 's unique requirements. The Team Our AI & Data...operating advanced Data and AI platforms, products, insights, and services . We help clients innovate, enhance, and manage their… more
- Atria Wealth Solutions (King, NC)
- Through its relationship with CUSO Financial Services , LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King ... Investment Group and Allegacy Wealth Management. + External relationships include Cuso Financial Services , LP, investment and insurance product vendors and other… more
- Bank of America (Charlotte, NC)
- …experience in leading teams and people management + Two or more years of financial services experience + Excellent verbal and written communications skills + ... (AML) Refresh - Operations Professional Markets Subject Matter Expert Manager Charlotte, North Carolina **To proceed with your application,...are guided by a common purpose to help make financial lives better through the power of every connection.… more