- Edward Jones (Lexington, NC)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… 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 (Cary, 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 (NC)
- District 2 - Driver License Examiner I Print (https://www.governmentjobs.com/careers/northcarolina/jobs/newprint/5028031) Apply District 2 - Driver License ... Sampson, and Scotland. We are currently looking for Driver License Examiners to serve the citizens of North Carolina....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
- Lincoln Financial (Greensboro, NC)
- …to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based ... for** _Must-haves:_ + Exceptional communication and relationship management skills + FINRA SIE License - must obtain within 120 Days + FINRA Series 6 License… more