- TIAA (Charlotte, NC)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants ... certification exams if you are not currently licensed or registered . Great Financial Services Consultants...experience is helpful (though again, not required). While the Financial Services Consultant educates and… more
- Robert Half (Charlotte, NC)
- JOB REQUISITION Charlotte Technology Audit Senior Consultant ( Financial Services ) LOCATION CHARLOTTE ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here ... Advisory Senior Consultant to join our growing Financial Services team. Protiviti's Financial ...and client requests and commitments . Protiviti is not registered to hire or employ personnel in the following… more
- PNC (Greensboro, NC)
- …basis. Some responsibilities may be performed remotely, at manager's discretion. As a Financial Wellness Consultant , you will work within the PNC Retail Out ... organization and provide employees of commercial clients with advice and services including financial education, banking benefits and health-based accounts… more
- PNC (NC)
- …PNC's Investment organization, you will be remote within PNC's footprint. The Investment Services Consultant (ISC) role within PNC Investments acts as a ... phone-based sales and service financial advisor within our fast-paced Investment...business partners as appropriate. + Promotes PNC's products and services to existing and prospective clients held either collectively… more
- Bank of America (Charlotte, NC)
- …disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and ... This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that… more
- US Bank (Charlotte, NC)
- …that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred If there's anything we can do to ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...systems - Advanced knowledge of all retail products and services - Proven customer service and interpersonal… more
- Lincoln Financial (Charlotte, NC)
- …**Requisition #:** 74826 **The Role at a Glance** As a Senior Consultant , Fund Admin, Regulatory, you will prepare complex regulatory filings including the ... matters related to mutual fund registration documents and fund financial statements. * Preparing SEC filings of funds and...stakeholders on a broad variety of matters related to SEC- registered investment funds and the Annual Update with the… more
- PNC (Charlotte, NC)
- … Financial Statement Analysis, Negotiating, Problem Solving, Regulatory Environment - Financial Services **Work Experience** Roles at this level typically ... an opportunity to contribute to the company's success. As a Commercial Asset Consultant within PNC's Midland organization, you will be based in [city/state location… more
- PNC (Charlotte, NC)
- …Multiple Priorities, Market Risk, Negotiating, Problem Solving, Regulatory Environment - Financial Services **Work Experience** Roles at this level typically ... contribute to the company's success. As an Asset Manager Consultant - Midland Loan Services within PNC's...updates the team on a regular basis. + Reviews financial statements related to the asset, market and economic… more
- PNC (Charlotte, NC)
- …products (Power Automate, Excel, PowerPoint, etc.) and how they integrate together Financial services /lending background PNC will not provide sponsorship for ... opportunity to contribute to the company's success. As a Business Systems Analyst Consultant within PNC's Midland organization, you will be based within the PNC… more