- US Bank (Charlotte, NC)
- …Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility- for -employment) . The salary range reflects ... you excel at-all from Day One. **Job Description** Responsible for retention and growth of medium to large size...decisions independently - Professional designation such as CFA or CFP is preferred **Location:** The role offers a hybrid/flexible… more
- US Bank (Charlotte, NC)
- …Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility- for -employment) . The salary range reflects ... as generalist relationship manager and primary point of contact for a group of moderately to highly complex client...with ultra high net worth clients + MBA, JD, CFP , CFA, or CPA **Preferred Skills/Experience** + Well-developed leadership… more
- TD Bank (Charlotte, NC)
- …physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (eg, eligibility for cash and/or ... been designed to allow colleagues to progress through the salary range over time as they progress in their...your recruiter who can provide you more specific details for this role. **Line of Business:** Business Management, Strategy… more
- Navy Federal Credit Union (Matthews, NC)
- …goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) ... NFIS Financial Advisors when needed. This position is eligible for the TalentQuest employee referral program. If an employee...Qualifications + Desired : In pursuit of designations eg, CFP , ChFC, CLU + Desired : Advanced knowledge of… more
- USAA (Charlotte, NC)
- …that may be performed in the job. **What we offer:** **Compensation Range:** The salary range for this position is: $195,230 - $351,410. **Compensation:** USAA ... trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a...and casualty, life insurance or financial services industry + CFP certification The above description reflects the details considered… more
- Huntington National Bank (Raleigh, NC)
- …relationships with internal and external sources to identify potential customers for insurance products and services. + Develop marketing plans within the ... and monitored by Huntington Insurance. + Build relationships with bank partners for cross sell opportunities. + Promote all Huntington Insurance and Banking product… more
- Edward Jones (Greensboro, NC)
- …on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your ... enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible … more
- JPMorgan Chase (Charlotte, NC)
- We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within ... to constantly challenge yourself, JP Morgan is the place for you. You will be working alongside a team...Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical… more
- JPMorgan Chase (Charlotte, NC)
- We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within ... to constantly challenge yourself, JP Morgan is the place for you. You will be working alongside a team...Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical… more
- JPMorgan Chase (Waxhaw, NC)
- At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer ... points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better… more