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Financial engineering Jobs in Greensboro, NC
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Financial engineering • greensboro nc
- Promoted
Holistic Financial Advisor
Stone Press Financial GroupGreensboro, NC, US- Promoted
Associate Director, Financial Wellness
Marsh & McLennanGreensboro, NC, US- Promoted
Senior Financial Analyst
Honda Usa FoundationGreensboro, NC, USConstruction Engineering Inspector
Gannett FlemingGreensboro, NC, United States- New!
Mechanical Engineering Intern
QorvoGreensboro, NC, United StatesFinancial Analyst
Penske Truck Leasing Co., L.P.Greensboro, NC, US- Promoted
Financial Compliance Business Partner
Syngenta Crop ProtectionGreensboro, NC, USChief Financial Officer
Advanced Personnel ResourcesGreensboro, NC, United StatesFEMA - Engineering Specialist
CDM SmithGreensboro, NC, United States- Promoted
Entry Level Financial Representative
Northwestern Mutual - GreensboroGreensboro, NC, USChief Financial Officer (CFO)
ConfidentialGreensboro, NC, United States- Promoted
Financial Consultant
EmpowerGreensboro, NC, United StatesFinancial Analyst
PenskeGreensboro, NC, US- Promoted
Financial ERP Business Lead
TruistGreensboro, NC, US- Promoted
Financial Analyst
Penske Truck LeasingGreensboro, NC, USFinancial Reporting Specialist
Lincoln Financial ServicesGreensboro, NC, United StatesFinancial Analyst
VirtualVocationsGreensboro, North Carolina, United States- Promoted
Financial Professional
New York LifeGreensboro, NC, USFinancial Analyst
Penske Transportation SolutionsGreensboro, NC, United States- associate dentist (from $ 213,125 to $ 300,000 year)
- general dentist (from $ 25,000 to $ 225,000 year)
- public relations (from $ 68,983 to $ 222,500 year)
- independent contractor (from $ 44,200 to $ 204,210 year)
- clinical psychologist (from $ 104,000 to $ 195,000 year)
- healthcare (from $ 63,625 to $ 193,375 year)
- data scientist (from $ 95,125 to $ 186,886 year)
- tech sales (from $ 40,000 to $ 185,250 year)
- apprentice electrician (from $ 32,297 to $ 179,452 year)
The average salary range is between $ 69,163 and $ 195,823 year , with the average salary hovering around $ 131,300 year .
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Holistic Financial Advisor
Stone Press Financial GroupGreensboro, NC, US- Full-time
Job Description
Job Description
Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.
Responsibilities :
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy.
- Answering client questions about financial strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Resilience and humility.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial strategies or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Requirements :
What we offer :
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA / SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, (704) 554-6404. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)
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