- Lowe's (Mooresville, NC)
- …- we invest in you so you can find your inspiration. **Your Impact** The Assortment Planner role serves as the category analyst for line review and run the ... Under the leadership of the Assortment Planning Manager, the Merchandise Assortment Planner provides analytical insights to the assortment decisions made by the… more
- Truist (Greensboro, NC)
- …level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset ... market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- BOOZ, ALLEN & HAMILTON, INC. (NC)
- …military organizations make faster and smarter decisions based on data. As an exercise planner and Systems Analyst on our team, you'll develop, implement, and ... System Analyst , Mid The Opportunity: Do you want to...your total well-being. Our offerings include health, life, disability, financial , and retirement benefits, as well as paid leave,… more
- Truist (Charlotte, NC)
- …credentials such as FINRA licensing (Series 7, 63, 65, 24, etc.), Certified Financial Planner , Certified Public Accountant, and Certified Trust and Financial ... training. 2. Six or more years of experience in analytical role within financial services industry or other related. business, and/or have participated in an… more
- Fifth Third Bank, NA (Charlotte, NC)
- …for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held ... (estate, tax, insurance, option, investment, retirement). + Reviews all client deliverables for which planner is the lead. + Plays a major role in the sales process… more