Financial specialist Jobs in Charlotte, NC
Last updated: 1 day ago
We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele.
The ideal candidate must have exceptional analytical skills, strong co...Show moreLast updated: 30+ days ago
Are you a leader who has the following traits?.If the answer is yes, consider becoming an insurance agent to drive a positive impact in the lives of families every day.At New York Life, you’r...Show moreLast updated: 5 days ago
Contract : Charlotte, North Carolina, US.Days Left : 19 days, 2 hours left.Position : Business Execution Consultant 2 / Business Execution Consultant 3 (.
Industry : Banking / Financial Services.Location : ...Show moreLast updated: 12 days ago
Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...Show moreLast updated: 30+ days ago
ABOUT FINANCIAL CRIMES RISK MANAGEMENT AT VARO : .Varo's Financial Crimes Investigations (FCI) program is made up of forward-thinking creative and enthusiastic individuals, who are constantly strivin...Show moreLast updated: 18 days ago
Client Experience Specialist - Charlotte, NC.We are looking for a motivated self starter to strive for excellence in the merchant service industry.
We value team players and client-conscience indivi...Show moreLast updated: 7 days ago
An individual must be able to successfully perform the essential functions of this position with or without a reasonable accommodation.
Proficient with Google Suite applications including Gmail, Doc...Show moreLast updated: 23 days ago
ABOUT FINANCIAL CRIMES RISK MANAGEMENT AT VARO : .Varo's Financial Crimes Investigations (FCI) program is made up of forward-thinking creative and enthusiastic individuals, who are constantly strivin...Show moreLast updated: 3 days ago
Vanguard has an exciting new opportunity for a Financial Planning & Coaching Internal Specialist.This role will sit in Vanguard's Financial Planning & Coaching (FP&C) Team in the Fi...Show moreLast updated: 13 days ago
The Global Financial Crimes (“GFC”) Specialist, under supervision, assists Global Economic Sanctions executives and managers in support of the identification, escalation and timely mitigation of co...Show moreLast updated: 30+ days ago
This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement.
Work can be done remotely across the Ch...Show moreLast updated: 2 days ago
The position will be located in our mid-town Charlotte office.Come play a part in changing the lives of patients every day and work for an organization that has consistently been named one of the a...Show moreLast updated: 1 day ago
Equitable Advisors is currently seeking someone to join our team as a Financial Advisor to fast track their career.As an Equitable Financial Professional, you will : .
Go through our Leadership Develo...Show moreLast updated: 30+ days ago
The Financial Crime Risk Oversight Specialist acts as key business oversight lead and provides expert / specialized business guidance and 2nd line challenge and oversight to portfolios, businesses an...Show moreLast updated: 30+ days ago
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office?.
Our formula for success is to put our customers fir...Show moreLast updated: 3 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
Wells Fargo is seeking a Financial Crimes Specialist in Financial Crimes Risk Management as part of Independent Risk Management.
Learn more about career areas and business divisions at www.Participa...Show moreLast updated: 1 day ago
Our financial representatives are dedicated to helping individuals from all backgrounds achieve their financial goals.They create and execute tailored financial plans that illustrate members' curre...Show moreLast updated: 22 days ago
- Promoted
Financial Advisor
First Financial Groupcharlotte, NC, United StatesFull-time
- Promoted
Financial Professional
NYL - MatthewsCharlotte, NC, US$56,000.00–$121,000.00 yearly
Full-time
- Promoted
Financial Crime Specialist
CollaberaCharlotte, NC, United StatesFull-time
- Promoted
Financial Applications Specialist
Allspring Global InvestmentsCharlotte, NC, United States$125,000.00–$175,000.00 yearly
Exclusive Financial Specialist
Allstate BenefitsStatewide, NC, US 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
Financial Crimes Specialist
VaroCharlotte, North Carolina, United States, 28202$50,000.00–$55,000.00 yearly
- Promoted
CLIENT EXPERIENCE SPECIALIST in Financial Technology
Allegiance Merchant ServicesCharlotte, NC, USFull-time
- Promoted
Financial Account Specialist
Clark Simson Miller IncCharlotte, NC, USFull-time
- Promoted
Financial Crimes Specialist
Varo BankCharlotte, NC, US$50,000.00–$55,000.00 yearly
Full-time
- Promoted
Financial Planning & Coaching Internal Specialist
VanguardCharlotte, NC, USFull-time
Global Financial Crimes Specialist
Bank of AmericaCharlotteFull-time
- Promoted
Financial Advisor
Insight GlobalCharlotte, NC, United States$120,000.00 yearly
Full-time
- Promoted
Financial Counselor
Carolina Neurosurgery and Spine AssociatesCharlotte, NC, United StatesFull-time
- Promoted
Financial Advisor
Equitable Advisorscharlotte, NC, United StatesFull-time
Financial Crime Risk Oversight Specialist
TD Bank, N.A.Charlotte, North CarolinaFull-time
- Promoted
Financial Advisor
Blue FinancialCharlotte, NC, United States$70,000.00–$85,000.00 yearly
Full-time
Financial Specialist, Agent
New York Life - CharlotteCharlotte, North Carolina, United States$65,000.00–$100,000.00 yearly
Full-time
Financial Crimes Specialist
WELLS FARGO BANKCHARLOTTE, North Carolina, United States of America$63,600.00–$124,300.00 yearly
Full-time
- Promoted
Financial Representative
rekrootCharlotte, NC, United StatesFull-time
Financial Advisor
First Financial Groupcharlotte, NC, United States30+ days ago
Job type
- Full-time
Job descriptionBachelor's degree in Finance or related field 5+ years' of industry experience Active Life Insurance license Active FINRA Series 7, and 65 or equivalent registered representative and state licenses. Exceptional client-service skills. Ability to work independently and collaboratively with a team. Competitive compensation package Comprehensive training and development programs Health and life insurance options Retirement savings plans Professional work environment
We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals.
Responsibilities
- Meet with clients to determine their financial objectives, risk tolerance, and resources.
- Develop financial plans and portfolios that meet clients' needs and goals.
- Provide sound investment advice and guide clients in making informed decisions.
- Offer strategies for tax planning, retirement planning, and estate planning.
- Continuously monitor clients' portfolios and make necessary updates.
- Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or investments.
- Build and maintain relationships with clients and ensure they receive top-notch service.
- Develop and implement strategies to increase client base.
Requirements
Benefits
If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!