NewService Advisor Hendrick Automotive Group CorporateService AdvisorConcord, North CarolinaFull timeWork includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians. Frequently interacts with customers, service manager and service technicians, and employees from various departments in the dealerships.
Client Advisor Hendrick Automotive Group CorporateClient AdvisorCharlotte, North CarolinaFull timeHendrick BMW CPO Facility Location: 9029 South Blvd, Charlotte, North Carolina 28273. Work includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments.
NewToyota Service Advisor Hendrick Automotive Group CorporateToyota Service AdvisorConcord, North CarolinaFull timeWork includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians. Frequently interacts with customers, service manager and service technicians, and employees from various departments in the dealerships.
NewSenior Risk Advisor JobotSenior Risk AdvisorCharlotte, NC$70–$90 / hourWorking knowledge of security, privacy, and risk frameworks such as NIST Cybersecurity Framework, NIST 800-53, PCI DSS, HIPAA, or SOC 2. Familiarity with GRC and vendor risk platforms such as TruOps, Prevalent, OneTrust, ProcessUnity, or ServiceNow. The position will also play an important role in advancing the organization’s third-party risk management program, supporting vendor risk assessments, escalations, remediation efforts, and ongoing program maturity throughout the vendor lifecycle.
Risk Advisor, Business Assurance & Controls Vanguard GroupRisk Advisor, Business Assurance & ControlsCharlotte, NCThis role works directly with business leaders to identify risks across client interactions, advisory products, and brokerage operations, and translate them into actionable solutions that protect clients and the firm. The Risk Advisor within the Personal Wealth Division is a business-embedded partner supporting advisory and wealth management activities through practical, forward-looking risk management.
Outside Sales Consultant / Business Performance Advisor Insperity IncOutside Sales Consultant / Business Performance AdvisorCharlotte, NC$91,250–$106,250 / yearCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
Business Analyst Advisor Level Enterprise Cloud Transformation Jack Henry & Associates IncBusiness Analyst Advisor Level Enterprise Cloud TransformationCharlotte, NCRemote$90,000–$150,000 / yearWe are seeking an experienced business analyst to work across teams to assist with a massive multiyear modernization of our enterprise infrastructure, including significant cloud migrations. This is a remote position, but candidates must live within approximately a 70-mile radius of our office locations in: Allen, TX; Birmingham, AL; Cedar Falls, IA; Charlotte, NC; Lenexa, KS; Louisville, KY; and Springfield/Monett, MO.
Outside Sales Consultant / Business Performance Advisor InsperityOutside Sales Consultant / Business Performance AdvisorCharlotte, North CarolinaCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you’ll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You’ll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy – even after the sale is complete.
Outside Sales Consultant / Business Performance Advisor Insperity (internal)Outside Sales Consultant / Business Performance AdvisorCharlotte, NC$91,250–$106,250 / yearCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
Risk Advisor - Select Business Unit Towne BankRisk Advisor - Select Business UnitCharlotte, NCOur member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals. What we offer: We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including: Excellent growth and advancement opportunities.
HCM, Sales Consultant / Business Solutions Advisor Insperity IncHCM, Sales Consultant / Business Solutions AdvisorCharlotte, NCAbility to work within a multi-disciplinary team of sales, technology, professional services, legal, and finance to close a sale that meets both the financial needs of the customer and the company. Works closely with assigned BPA office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives.
Hcm, Sales Consultant / Business Solutions Advisor Insperity (internal)Hcm, Sales Consultant / Business Solutions AdvisorCharlotte, NCAbility to work within a multi-disciplinary team of sales, technology, professional services, legal, and finance to close a sale that meets both the financial needs of the customer and the company. Works closely with assigned BPA office(s) to build and maintain a pipeline that will meet or exceed monthly, quarterly, and yearly sales goals and objectives.
Business Strategy Senior Advisor Jack Henry & Associates IncBusiness Strategy Senior AdvisorCharlotte, NCRemoteDesigns and implements transformational programs including technology, organization, communications, business process management approaches and strategic programs to support revenue growth, improve customer experience or reduce expenses. Conducts objective research on behalf of the client on current market, technology trends, client competitors, product demands and capability, best practices and other related topics to support critical analysis.
Associate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsAssociate, Global Client Group (Independent Advisor Group)Charlotte, NCDimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.
Private Wealth Advisor Professions IncPrivate Wealth AdvisorCharlotte, NCAs a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorCharlotte, NCThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Senior Advisor for Digital Manufacturing FTE Factory AdvisorsSenior Advisor for Digital ManufacturingCharlotte, NCOur work spans operational excellence, lean manufacturing, manufacturing systems, data-driven decision making, AI-enabled operations, and digital manufacturing technologies, helping clients improve productivity, quality, throughput, and business performance. Our Global Advisory Network brings together independent industry experts with deep experience in manufacturing, operational excellence, digital manufacturing, industrial automation, smart factory technologies, supply chain, quality, and business systems.
Financial Planning Advisor-Lexington, KY Teachers Insurance and Annuity Association of America (TIAA)Financial Planning Advisor-Lexington, KYCharlotte, NC$84,400–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Sales Enablement Lead - Advisor Recruiting & Integration Wells Fargo & CoSales Enablement Lead - Advisor Recruiting & IntegrationCharlotte, NC$185,000–$300,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Wells Fargo is seeking a Sales Enablement Lead - Advisor Recruiting & Integration to play a pivotal role in advancing advisor recruiting and onboarding integration by delivering tools, insights, reporting, and content that improve execution across the full recruiting lifecycle.
NewSenior Advisor, Resource Integration, Registration & Certification SERC Reliability CorporationSenior Advisor, Resource Integration, Registration & CertificationCharlotte, NCFull timeThe Advisor maintains accurate registry information, supports certification reviews, analyzes registration changes, documents determinations, and collaborates with internal and external stakeholders to promote reliable and consistent registration practices. This would include effective written and verbal communication to ensure ideas and messages are clearly and concisely conveyed, being responsive to all stakeholders, understanding goals and objectives while exceeding key metrics and targets.
Associate Advisor Compensation Solution Professional LPL FinancialAssociate Advisor Compensation Solution ProfessionalCharlotte, North CarolinaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewAnalyst, Advisor M&A LPL FinancialAnalyst, Advisor M&ACharlotte, North CarolinaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Senior Advisor Communications & OBA Principal LPL Financial Holdings IncSenior Advisor Communications & OBA PrincipalCharlotte, NC$74,057–$123,497 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
VP, Institutional Leader (Wealth Advisors Group) LPL Financial Holdings IncVP, Institutional Leader (Wealth Advisors Group)Fort Mill, SC$136,990–$228,248 / yearA typical day for this leader includes coaching and developing CIS sales managers and relationship managers, engaging Institutional Program Managers and their staff, partnering with sales and acquisition teams on growth strategy, analyzing AUM, revenue, pipeline and retention trends, supporting program launches and pull-through, collaborating with cross-functional partners, and performing the compliance and administrative responsibilities inherent in our industry. Job Overview: The VP, Institutional Leader (Wealth Advisors Group) will lead the Institutional segment / Centralized Investor Services (CIS), with responsibility for strengthening institutional partnerships, driving business growth, retaining assets, and ensuring the successful delivery of new programs across the segment.
National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required) Bank of America CorpNational Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required)Charlotte, NCThrough a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
Financial Solutions Advisor Registration Candidate - West Charlotte Market (Bi-lingual Spanish Required) Bank of AmericaFinancial Solutions Advisor Registration Candidate - West Charlotte Market (Bi-lingual Spanish Required)Charlotte, North CarolinaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Director of Advisor Recruiting, Truist Investment Services, New York, Atlanta, Charlotte Truist BankDirector of Advisor Recruiting, Truist Investment Services, New York, Atlanta, CharlotteCharlotte, North CarolinaThe Director partners closely with senior wealth leadership, market leaders, recruiting teams, and business partners to strengthen recruiting effectiveness, improve pipeline quality, accelerate advisor productivity, and support early retention outcomes. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
NewFinancial Advisor Northwestern MutualFinancial AdvisorCharlotte, North Carolina$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Internal Advisor Consultant TIAAInternal Advisor ConsultantCharlotte, North CarolinaIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management.
Financial Relationship Advisor Wells Fargo & CoFinancial Relationship AdvisorCHARLOTTE, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Support clients and provide financial advice and counsel consistent with client goals, risk tolerance, and investment needs, with a focus on prospective and existing Wells Fargo clients in a digital, corporate-office environment.
Associate Financial Relationship Advisor Wells Fargo & CoAssociate Financial Relationship AdvisorCHARLOTTE, NCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Virtual Financial Advisor - Charlotte Thrivent Financial for LutheransVirtual Financial Advisor - CharlotteCharlotte, NCRemote$21.64–$24.04 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Product Support Advisor-Grocery Sysco CorpProduct Support Advisor-GroceryConcord, NCResponsible for managing and supporting the implementation of corporate category strategies and initiatives within operation company (OpCo) Supports operation company (OpCo) sales staff with product assortment updates, informational inquiries and delivery of product cutting and training sessions Drive operation company (OpCo) required category initiatives and assortment in harmony with corporate requirements Executes recommended assortment changes and support positive local supplier relationships. JOB SUMMARY: Support department to achieve company goals and company goals which includes but is not limited to: a high-end customer order fulfillment, managing inventory to the lowest possible DSO.
Financial Advisor The Pelora GroupFinancial AdvisorCharlotte, NCDesire access to a deep bench of subject matter experts across investments, planning, operations, technology, compliance, tax strategy, and practice management to address complex client needs and unforeseen challenges. As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute your vision, and build your business.
Treasury Management Advisor III- International Huntington Bancshares IncTreasury Management Advisor III- InternationalCharlotte, NC$93,000–$189,000 / year8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment. Basic Qualifications: 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.
Operations Advisor- Charlotte,NC Yum! Brands, Inc.Operations Advisor- Charlotte,NCCharlotte, NCDemonstrated experience operating restaurants and leading restaurant teams across multiple roles and levels (e.g., General Manager, Area Coach, Multi-Unit Leader, Director, or equivalent). Develop clear, actionable improvement plans in partnership with franchisees and restaurant leaders, and collaborate with the Franchise Operations Partner (FOP) to ensure follow-up and sustained execution.
Treasury Management Advisor Iii- International Huntington Bancshares IncTreasury Management Advisor Iii- InternationalCharlotte, NC$93,000–$189,000 / year8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment. Basic Qualifications: 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.
Senior Advisor For Digital Manufacturing FTE Factory AdvisorsSenior Advisor For Digital ManufacturingCharlotte, NCOur work spans operational excellence, lean manufacturing, manufacturing systems, data-driven decision making, AI-enabled operations, and digital manufacturing technologies, helping clients improve productivity, quality, throughput, and business performance. Our Global Advisory Network brings together independent industry experts with deep experience in manufacturing, operational excellence, digital manufacturing, industrial automation, smart factory technologies, supply chain, quality, and business systems.
Senior Compliance Advisor - Technology, Cybersecurity, Information Security, and AI ("TCIA") Vanguard GroupSenior Compliance Advisor - Technology, Cybersecurity, Information Security, and AI ("TCIA")Charlotte, NCThe role requires the ability to translate evolving AI regulatory expectations into actionable guidance, assess compliance risks across the AI system lifecycle, and support responsible innovation through effective governance, controls, monitoring, training, and reporting. Strong understanding of compliance program elements, including regulatory change management, obligation mapping, risk assessments, controls, monitoring, testing, issue management, governance, and reporting.
NewExperienced Automotive Service Advisor Honest1MooresvilleExperienced Automotive Service AdvisorMooresville, North Carolina$65,000–$90,000 / yearHonest-1 Auto Care of Mooresville is looking for an experienced, results-oriented Automotive Service Advisor who can build customer trust, confidently sell needed repairs and help keep a busy shop organized and productive. You should be comfortable discussing your production numbers, presenting Digital Vehicle Inspection findings, asking customers to authorize work and understanding how pricing, discounts and gross margin affect the business.
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorCharlotte, NC$134,280–$164,120 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Financial Advisor - Thrive Financial Partners uFinancial GroupFinancial Advisor - Thrive Financial PartnersHuntersville, NCAt our firm, Thrive Financial Partners, a uFinancial Group firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients.
Advisor: Technology Innovation (Finance) MAYER BROWNAdvisor: Technology Innovation (Finance)Charlotte, NC$171,000–$227,000 / yearThe salary range for this role in New York is between $162,000 and $215,000, Washington, D.C. between $150,000 and $199,000, in Chicago between $146,000 and $193,000, in Charlotte between $135,000 and $178,000, in Houston between $138,000 and $183,000, in Salt Lake City between $122,000 and $161,000, in Los Angeles between $148,000 and $196,000, and in Palo Alto between $171,000 and $227,000, although the actual wage or salary could be lower or higher if the candidate''s education, experience, skills and internal pay alignment are different from those specified. Essential Functions: Understand Needs & Opportunities: Partner with lawyers, clients, and business services to map and evaluate current processes across transactional and finance matters - including deal intake and scoping, due diligence, financing structures, credit agreements, ancillary documentation, signing and closing mechanics, post-closing obligations, and transaction management - with an eye to identifying where process improvement and technology can deliver greater value.
PWM Private Wealth Advisor US BankPWM Private Wealth AdvisorCharlotte, NC$134,280–$164,120 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Standby Letter of Credit Advisor - Operations U.S. BankStandby Letter of Credit Advisor - OperationsCharlotte, North CarolinaAs a Standby Letter of Credit Advisor , you'll serve as a trusted consultant to Relationship Managers, Credit, Legal, and clients, helping structure complex SBLC transactions, navigate legal documentation, and deliver solutions that support business growth while protecting the bank's interests. At U.S. Bank Global Trade & Standby Services (GTSS) , you'll join a highly respected team of trade finance experts supporting sophisticated commercial and corporate clients across the country.
Standby Letter Of Credit Advisor - Operations US BankStandby Letter Of Credit Advisor - OperationsCharlotte, NC$86,360–$101,600 / yearAs a Standby Letter of Credit Advisor, you'll serve as a trusted consultant to Relationship Managers, Credit, Legal, and clients, helping structure complex SBLC transactions, navigate legal documentation, and deliver solutions that support business growth while protecting the bank's interests. At U.S. Bank Global Trade & Standby Services (GTSS), you'll join a highly respected team of trade finance experts supporting sophisticated commercial and corporate clients across the country.
Financial Advisor - Matthews, NC Navy Federal Credit UnionFinancial Advisor - Matthews, NCMatthews, NC$55,000–$75,000 / yearRecommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client''s goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.
Wealth Advisor III Truist BankWealth Advisor IIICharlotte, North CarolinaAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*
NewRemote Insurance Advisor(80k - 300k) - (No Cold Calling, Leadership Track) SIL Advisor LLCRemote Insurance Advisor(80k - 300k) - (No Cold Calling, Leadership Track)Charlotte, NCRemote$5,000–$8,000Whether you're transitioning careers, seeking a better income opportunity, or simply tired of having your earnings capped, this opportunity offers a pathway to build a rewarding business from home. At SIL Advisor, we're partnering with motivated individuals who want flexibility, income potential, personal growth, and the ability to create a business of their own within the insurance industry.
Senior Trust Advisor Fifth Third BancorpSenior Trust AdvisorCharlotte, NCThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. The Senior Trust Advisor partners closely with the Private Bank team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client's financial goals and objectives.