- Bank of America (Charlotte, NC)
- Investment Consultant II - Merrill Premium Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial… more
- City National Bank (Charlotte, NC)
- * INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys ... investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Wells Fargo (Charlotte, NC)
- … Solutions Center of Excellence (IS COE) is looking for a Senior Investment Portfolio Control Consultant in the FA Directed Portfolio Analysis (FADPA) ... team. The FADPA team is responsible for monitoring of investment risk for advisors that have both discretion and...to identify, assess, manage and mitigate current and emerging investment risk. The team member will work directly with… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Lead Incentive Compensation Design Consultant . The Human Resources Incentive Compensation Center is responsible for the design ... design and delivery of the Financial Advisor incentive plans across Wealth and Investment Management (WIM). In this role, the coordination of data for analysis is… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Associate Brokerage Support Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Support staff in transactional tasks and processes to ensure timely completion, quality, and compliance… more
- CBRE (Charlotte, NC)
- Change Management Sr Consultant Job ID 238887 Posted 19-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Property Management Location(s) ... States of America **About The Role:** As a CBRE Change Management Sr. Consultant , you will develop complex continuous improvement strategies, implement a strategy to… more
- TIAA (Charlotte, NC)
- **Individual Financial Consultant Multi-lingual** The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's ... provides advice related to qualified and non-qualified product and investment needs. Working under general supervision, this job is...internal partners and clients to help identify product and investment needs. + Determines where client has a need… more
- Deloitte (Charlotte, NC)
- Sales Performance Management Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative ... May 31, 2026. Work you'll do As a Senior Consultant , you will work within an engagement team to...for their digital sales enablement and sales operations infrastructure investment + Working with Sales and Operations leaders to… more
- TIAA (Charlotte, NC)
- **Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and ... their pension plans, tax deferred annuities and other available investment options in order to help clients retain and...and service requests. + Utilizes knowledge of tax and investment strategies to inform financial advice based on clients'… more
- Deloitte (Charlotte, NC)
- Enterprise Operations & Risk - Private Credit Consultant Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an ... for this role ends on 12/31/2025. Work you'll do As a Deloitte Consultant specializing in Private Credit Operations, you'll leverage your deep expertise in … more