- Edward Jones (Greensboro, NC)
- …strategies (eg, residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective ... Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account . Financial advisors enjoy flexibility in… more
- Deloitte (Charlotte, NC)
- …practice include private equity, real estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently ... Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's...experience The wage range for this role takes into account the wide range of factors that are considered… more
- Wells Fargo (Charlotte, NC)
- …Ability to overcome sales obstacles + Knowledge and understanding of social media : LinkedIn + Knowledge and understanding of Salesforce or contact management system ... NAPs, etc.), gather requested deal documents, enter information into the Business Planner , introduce Pre-hire activities, etc.) + Partner with the MRMs to engage… more