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Financial engineering Jobs in Greensboro, NC

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Financial engineering • greensboro nc

Last updated: 4 hours ago
  • Promoted
Holistic Financial Advisor

Holistic Financial Advisor

Stone Press Financial GroupGreensboro, NC, US
Full-time
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...Show moreLast updated: 30+ days ago
  • Promoted
Associate Director, Financial Wellness

Associate Director, Financial Wellness

Marsh & McLennanGreensboro, NC, US
Permanent
Associate Director, Financial Wellness.Compass Financial Partners, A Marsh & McLennan Agency LLC Company, provides business insurance, employee health & benefits, retirement, and private client ins...Show moreLast updated: 30+ days ago
  • Promoted
Senior Financial Analyst

Senior Financial Analyst

Honda Usa FoundationGreensboro, NC, US
Full-time
This position is responsible for performing a variety of accounting tasks related to the maintenance of general ledger accounts, including the month-end close process, account reconciliations, and ...Show moreLast updated: 30+ days ago
Construction Engineering Inspector

Construction Engineering Inspector

Gannett FlemingGreensboro, NC, United States
Full-time
Construction Engineering Inspector.Our comprehensive suite of construction and program management services reflects our unwavering commitment to excellence, safety, innovation, and sustainability.O...Show moreLast updated: 12 days ago
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Mechanical Engineering Intern

Mechanical Engineering Intern

QorvoGreensboro, NC, United States
Full-time
Qorvo (Nasdaq : QRVO) supplies innovative semiconductor solutions that make a better world possible.We combine product and technology leadership, systems-level expertise and global manufacturing sca...Show moreLast updated: 4 hours ago
Financial Analyst

Financial Analyst

Penske Truck Leasing Co., L.P.Greensboro, NC, US
Full-time
This position is for EPES Transport, LLC.Penske Logistics, based in Greensboro, North Carolina.Provides analysis and metrics for Finance core processes and is responsible for knowledge of all syste...Show moreLast updated: 25 days ago
  • Promoted
Financial Compliance Business Partner

Financial Compliance Business Partner

Syngenta Crop ProtectionGreensboro, NC, US
Full-time
As a world market leader in crop protection, we help farmers to counter these threats and ensure enough safe, nutritious, affordable food for all –while minimizing the use of land and other a...Show moreLast updated: 30+ days ago
Chief Financial Officer

Chief Financial Officer

Advanced Personnel ResourcesGreensboro, NC, United States
Full-time
Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Advanced Personnel Resources, Inc. Our client, a long-established, stable, and growing company in cen...Show moreLast updated: 30+ days ago
FEMA - Engineering Specialist

FEMA - Engineering Specialist

CDM SmithGreensboro, NC, United States
Full-time
BR • • • •Requisition ID : • • 40480BR • •Business Unit : • • FSU • •Job Description : • • The Disaster Engineering Specialist : - Conducts site inspections to validate and record infrastructure damage to ...Show moreLast updated: 30+ days ago
  • Promoted
Entry Level Financial Representative

Entry Level Financial Representative

Northwestern Mutual - GreensboroGreensboro, NC, US
Full-time
At Northwestern Mutual - Greensboro, we have a clear vision for growth and are seeking several talented individuals to help us realize this exciting future. By 2026, we aim to solidify our position ...Show moreLast updated: 30+ days ago
Chief Financial Officer (CFO)

Chief Financial Officer (CFO)

ConfidentialGreensboro, NC, United States
Full-time
Mission-driven hospital providing abstinence-based alcohol & drug addiction treatment.The Chief Financial Officer (CFO) at the company is a pivotal role with a primary focus on the organization's f...Show moreLast updated: 26 days ago
  • Promoted
Financial Consultant

Financial Consultant

EmpowerGreensboro, NC, United States
Full-time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

PenskeGreensboro, NC, US
Full-time
This position is for EPES Transport, LLC.Penske Logistics, based in Greensboro, North Carolina.Provides analysis and metrics for Finance core processes and is responsible for knowledge of all syste...Show moreLast updated: 28 days ago
  • Promoted
Financial ERP Business Lead

Financial ERP Business Lead

TruistGreensboro, NC, US
Full-time +2
SAP S / 4HANA Financials Solutions Leader.Provides oversight and direct leadership of multiple teams responsible for delivering and overseeing the end-to-end delivery of SAP S / 4HANA Financials soluti...Show moreLast updated: 24 days ago
  • Promoted
Financial Analyst

Financial Analyst

Penske Truck LeasingGreensboro, NC, US
Full-time
This position is for EPES Transport, LLC.Penske Logistics, based in Greensboro, North Carolina.Provides analysis and metrics for Finance core processes and is responsible for knowledge of all syste...Show moreLast updated: 25 days ago
Financial Reporting Specialist

Financial Reporting Specialist

Lincoln Financial ServicesGreensboro, NC, United States
Full-time
Financial Reporting Specialist.This position will perform and deliver on routine assignments / projects while simultaneously leveraging and applying knowledge of their assigned areas of Financial Rep...Show moreLast updated: 7 days ago
Financial Analyst

Financial Analyst

VirtualVocationsGreensboro, North Carolina, United States
Full-time
A company is looking for a Financial Analyst.Key Responsibilities Establish and monitor program budgets to ensure financial health and compliance Track and reconcile costs, highlighting issues a...Show moreLast updated: 30+ days ago
  • Promoted
Financial Professional

Financial Professional

New York LifeGreensboro, NC, US
Full-time
At New York Life, you’re in control of your career journey.You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry.New York Li...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

Penske Transportation SolutionsGreensboro, NC, United States
Full-time
Articulate the value proposition to the field and to our customers by identifying the critical metrics that should be measured to determine Penske's performance. Effectively plan and forecast busine...Show moreLast updated: 30+ days ago
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Holistic Financial Advisor

Holistic Financial Advisor

Stone Press Financial GroupGreensboro, NC, US
30+ days ago
Job type
  • Full-time
Job description

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 :

  • Bachelor's degree in business, finance, or related field.
  • 3+ years of sales experience.
  • Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus).
  • Life and health license.
  • Valid drivers license.
  • Knowledge of mutual funds, securities, and insurance industries.
  • Proficient in Word, Excel, Outlook, and PowerPoint.
  • Comfortable using a computer for various tasks.
  • Experience providing quality financial advice.
  • What we offer :

  • Flexible Work Environment
  • Comprehensive Training Provided
  • Mentorship Opportunities from Financial Professionals
  • Performance-Based Incentive Trips
  • Tuition Reimbursement
  • Basic Subsidy Allowance (requires qualification)
  • Advisor Financing Plan (requires qualification)
  • 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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