• Personal Financial Counselor…

    Magellan Health Services (Linden, NC)
    …Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor III , Assignment Ready ... for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their… more
    Magellan Health Services (06/04/25)
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  • Lead IRA Product Manager

    Wells Fargo (Charlotte, NC)
    …Relationship Group (CRG) + Accredited Investment Fiduciary, Certified Retirement Counselor , Certified IRA Services Professional (CISP) certifications or equivalent ... presenting to senior leadership + Strong analytical skills including analysis of financial metrics + Demonstrated ability to analyze large data sets + Intermediate… more
    Wells Fargo (06/10/25)
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