Financial specialist Jobs in Charlotte, NC
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Financial specialist • charlotte nc
Last updated: 5 hours ago
We are looking for a self-motivated financial professional that is passionate about connecting with clients, collaborating with others and achieving their personal and professional goals.Apply fast...Show moreLast updated: 9 days ago
Genesis10 is currently seeking a Financial Crimes Specialist with our client in the financial Industry located in Charlotte, NC.
This is a 6+ month contract position.Conduct reviews of Trade Finance...Show moreLast updated: 20 days ago
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy ow...Show moreLast updated: 30+ days ago
Would you like to own a meaningful financial services practice under the Allstate brand?.Scale your existing practice with proven support, flexibility and access to new customers.We’re looking for ...Show moreLast updated: 30+ days ago
Location : On site in Memphis, TN or Charlotte, NC.Summary : We are seeking a motivated and detailed-oriented Financial Consultant to join our Wholesale Finance Team.
In this role, you will be respons...Show moreLast updated: 4 days ago
Assists with the coordination, preparation, validation, and review of the SEC financial data filings to ensure they are filed timely and accurately.
Assures fund administration compliance with the I...Show moreLast updated: 30+ days ago
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 30+ days ago
About UsAt Selective, we don't just insure uniquely, we employ uniqueness.Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of ...Show moreLast updated: 30+ days ago
On site in Memphis, TN or Charlotte, NC.We are seeking a motivated and detailed-oriented Financial Consultant to join our Wholesale Finance Team.
In this role, you will be responsible for forecastin...Show moreLast updated: 14 days ago
Job Title : Financial Analyst - U.Location : Charlotte, NC (Hybrid, 3 Days onsite).Treasury transactions through the Federal Reserve Bank.
This role will work within the domestic settlements team, ass...Show moreLast updated: 15 days ago
Position would require the candidate to be a W2 employee of Donatech.The Financial Representative reports to the Finance Travel and Expense Manager.
The Financial Travel and Expense Representative i...Show moreLast updated: 14 days ago
We are seeking a skilled and motivated professional to connect with clients, collaborate with colleagues, and drive personal and professional growth.
The successful candidate will research and resol...Show moreLast updated: 5 hours ago
PLEASE NOTE : This role requires the candidate to be in or near Charlotte, NC.In-office presence is required three days a week.
Additionally, this position does not offer visa sponsorship.The Financi...Show moreLast updated: 30+ days ago
Do you have a passion for customer service and a background in financial services or brokerage operations? We’re looking for a sharp, detail-oriented professional to join our.Enterprise Complaints ...Show moreLast updated: 15 days ago
Support reporting and analysis of restructuring programs including coordination with Business Units and the Controller's organization.
Support the monthly Financial Assessment process various analyt...Show moreLast updated: 7 days ago
Bachelor's (Preferred, not required).Sales experience preferred – entrepreneurial mindset.Perseverance in the face of a challenge.
Ability to engage your community and leverage personal networks / con...Show moreLast updated: 30+ days ago
The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...Show moreLast updated: 9 days ago
- Promoted
Licensed Financial Services Specialist
Associate StaffingCharlotte, North Carolina, USFull-time +1
VMO-Financial Crimes Specialist
Genesis10CHARLOTTE, NCTemporary
- Promoted
Financial Advisor
NYL - CharlotteCharlotte, NC, USFull-time
Exclusive Financial Specialist
Allstate BenefitsStatewide, NC, USFull-time
Financial Consultant
First Horizon BankCharlotte, North Carolina, USFull-time
Specialist - Mutual Fund Administration Financial Reporting
Lincoln Financial GroupCharlotte, NC (North Carolina)Full-time
Financial Advisor
Northwestern MutualCharlotte, NC, USFull-time
IT FP&A Sr. Financial Specialist (Hybrid)
Selective Insurance Company of AmericaCharlotte, NC, United StatesFull-time
Financial Consultant
First HorizonCharlotte, NC, USFull-time
Financial Analyst
Strategic Staffing SolutionsCharlotte, NC, USTemporary
Financial Representative
DonatechCharlotte, NC, USFull-time
- New!
Lead Client Financial Specialist
beBeeServiceCharlotte, USFull-time
Financial Analyst
LendingTreeCharlotte, NC, USFull-time
Escalations Intake Specialist – Financial Services
TalentBridgeCHARLOTTE, North Carolina, USFull-time
Quick Apply
Financial Analyst
Butler Aerospace and DefenseCharlotte, NC, USFull-time
Financial Specialist, Agent
New York Life - CharlotteCharlotte, North Carolina, United StatesFull-time
Financial Crimes Risk Specialist III
TruistCharlotte, NC, United StatesFull-time +2
Licensed Financial Services Specialist
Associate StaffingCharlotte, North Carolina, US9 days ago
Job type
- Full-time
- Permanent
Job descriptionActive SIE, Series 7, Series 63 Required Brokerage operations experience Customer service experience Strong written communication skills Hybrid schedule after training 401(k) Dental insurance Flexible schedule Health insurance Paid time off Vision insurance
We are looking for a self-motivated financial professional that is passionate about connecting with clients, collaborating with others and achieving their personal and professional goals.
Apply fast, check the full description by scrolling below to find out the full requirements for this role.
Responsibilities :
- Research and resolve escalated inquiries
- Conducting investigative steps to identify the issues, research product information, and process complex or corrective transactions online
- Provide information to the management committee members, agencies, or business leaders related to the escalated inquiries and complaints
- Assist clients by facilitating trades, servicing accounts, providing transactional and navigational support, and educating clients when needed.
- Responsible for supporting internal and external customers by providing moderately complex support services in account management, operations, documentation, funding, customer service and technical support.
Required Qualifications :
Additional Information :
IND1
Job Types : Full-time, Permanent
Pay : Up to $62,000.00 per year
Benefits :Work Location : Hybrid remote in Charlotte, NC 28213