- IMA Financial Group (Charlotte, NC)
- The Client Advisor is responsible for delivering the best possible service experience to both current and prospective business risk clients. Client Advisors promote, ... Risk Practice Leader Minimum requirements Hold and maintain a NC Insurance Agent license . Prior experience as a Client Associate or similar position. Minimum high… more
- Comerica (Raleigh, NC)
- Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, ... Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to… more
- Vanguard (Charlotte, NC)
- …impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored ... serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and...job requires a Series 7, 63 or 66 regulatory license and/or registration (eg FINRA, state, SFC) as well… more
- Grant Thornton (Charlotte, NC)
- …Bachelor's degree in Accounting + Minimum six years of progressive tax compliance and/or tax consulting + Active CPA license , JD with active law license ... As the Income/Franchise Tax Manager, you'll deliver a full range of...business and process improvement and serve as a business advisor to client + Other duties as assigned You… more
- Hendrick Automotive Company (Durham, NC)
- …for customer to purchase. + Computes and quotes sales price, including tax , trade-in allowance, and discount. + Completes paperwork accompanying vehicle sales, ... customer service experience desired. Certificates and Licenses: √ Valid Driver's License o Automobile Salesperson License Computer Skills: Intermediate knowledge… more
- NC Department of Transportation (Chowan County, NC)
- Driver License Examiner I Print (https://www.governmentjobs.com/careers/northcarolina/jobs/newprint/5010886) Apply Driver License Examiner I Salary $37,782.00 ... applications for position 6003021 1located in the Edenton Driver License Office. We are currently looking for Driver ...types of weather. You will serve as a public advisor to identify any possible health concerns with drivers,… more
- Truist (Charlotte, NC)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general...dates and settlement. 3. Process corporate actions where a license is warranted, such as tender offers, optional dividends… more
- Actalent (Charlotte, NC)
- … & Roth options)Bonus eligibilityCell phone stipendFinancial webinars and advisor consultationsPre- tax commuter benefits 4. Career DevelopmentTuition ... degree in Civil Engineering + 5+ years of related experience + PE license preferred Work Environment Enjoy a fun, inclusive work environment. The office is… more
- Cherry Bekaert (Raleigh, NC)
- …serve as a technical consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities for expanded services + ... Must be CPA certified and have an active CPA license . **What you can expect from us:** + Shared...Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the US, serves clients… more
- Eliassen Group (Raleigh, NC)
- …lead level position that is responsible for managing simple to complex software license compliance data and reporting to maximize resources in various departments or ... members on software licensing effectiveness. + Become a trusted software licensing advisor through the creation of business partnership. + Provide software licensing… more
