Client Advisor Hendrick Automotive Group CorporateClient AdvisorCharlotte, North CarolinaFull timeWork includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments. Completes paperwork accompanying vehicle sales, including but not limited to, preparing sales slip or sales contract.
Service Advisor Hendrick Automotive Group CorporateService AdvisorMonroe, 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.
Senior Strategic Business Advisor Q2 Software, Inc.Senior Strategic Business AdvisorCharlotte, NCAs the Senior Strategic Business Advisor this individual will focus on contributing to the key objectives of the advisory group including: • Delivering innovative platform solutions to our customers using your analytical skills, financial expertise, knowledge of our platforms and functionality, and understanding of commercial banking products. Health & Wellness: Hybrid Work Opportunities Flexible Time Off Career Development & Mentoring Programs Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents Community Volunteering & Company Philanthropy Programs Employee Peer Recognition Programs - "You Earned it".
Business Advisor Lead USAABusiness Advisor LeadCharlotte, NC$114,080–$218,030 / yearWhat you'll do: Advises stakeholders by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or, product competitiveness and profitable growth. Leverages best practices gained from expert industry knowledge to identify opportunities for business efficiencies and provide expert guidance strategy, planning, and problem-solving to help the business succeed in the marketplace.
Business Unit Risk Advisor II - Wholesale Credit Delivery/Wholesale Business Enablement Truist Financial CorpBusiness Unit Risk Advisor II - Wholesale Credit Delivery/Wholesale Business EnablementCharlotte, NCExecute, facilitate and monitor risk governance mechanisms, including but not limited to, Compliance Risk and Control Self-Assessment (C-RCSA), Risk and Control Self-Assessment (RCSA), key risk indicators, policies, risk committees and other elements of the Enterprise Risk Framework. 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.
Business Analysis Advisor - Business Intelligence The PNC Financial Services Group IncBusiness Analysis Advisor - Business IntelligenceCharlotte, NC$60,000–$150,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Business Analysis Advisor - C&IB Business Technology Servicing The PNC Financial Services Group IncBusiness Analysis Advisor - C&IB Business Technology ServicingNC$75,000–$137,500 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Lead HR Talent & Business Advisor - Technology, Data & Operations Truist Financial CorpLead HR Talent & Business Advisor - Technology, Data & OperationsCharlotte, NCp>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. Advises on human resources policies, facilitates adoption of HR initiatives and programs, manages complex projects and processes, and implements HR strategies set by Executives and Senior Management.
NewLead HR Talent & Business Advisor - Technology, Data & Operations SunTrust Investment ServicesLead HR Talent & Business Advisor - Technology, Data & OperationsCharlotte, NCAdvises on human resources policies, facilitates adoption of HR initiatives and programs, manages complex projects and processes, and implements HR strategies set by Executives and Senior Management. Strong experience supporting highly technical workforce with recent HR transformation experience to drive connection between HR and TD&O for the benefit of the enterprise.
NewLead HR Talent & Business Advisor - Technology, Data & Operations truistLead HR Talent & Business Advisor - Technology, Data & OperationsCharlotte, NCGeneral 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. Advises on human resources policies, facilitates adoption of HR initiatives and programs, manages complex projects and processes, and implements HR strategies set by Executives and Senior Management.
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.
NewOutside 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.
NewOutside 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.
Risk Advisor - Select Business Unit TowneBankRisk 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. 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.
Business Strategy Advisor | Flexible & Remote (Charlotte, NC Area) LiveHappy InitiativeBusiness Strategy Advisor | Flexible & Remote (Charlotte, NC Area)Matthews, NCRemoteAt LiveHappy Initiative, we offer access to world-class leadership and personal development programs, structured systems for long-term professional achievement, and the support of a global organization operating in more than 120 countries. As a Business Strategy Advisor, you'll leverage digital marketing tools, follow a structured process, and connect with professionals who are exploring new possibilities for their careers and lifestyles.
Business Risk and Controls Advisor (Intermediate) - Bank USAABusiness Risk and Controls Advisor (Intermediate) - BankCharlotte, NC$63,590–$121,530 / yearWhat you'll do: Manage routine deliverables in support of risk and/or regulatory compliance related initiatives: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, CoSA Third Party Governance, or quality governance. Minimum 2 years' experience supporting risk-related, compliance-related or business control design activities; OR 2 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline.
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.
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.
NewPrivate 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.
Financial Solutions Advisor - East Charlotte Bank of America CorpFinancial Solutions Advisor - East CharlotteCharlotte, NCKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Charlotte, NC Bank of America CorpFinancial Solutions Advisor - Charlotte, NCCharlotte, NCKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate- West Charlotte Market, (Bi-lingual Spanish Required) Bank of America CorpFinancial Solutions Advisor Registration Candidate- West Charlotte Market, (Bi-lingual Spanish Required)Charlotte, NCp>Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Financial Solutions Advisor- West Charlotte Market Bank of America CorpFinancial Solutions Advisor- West Charlotte MarketCharlotte, NCOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
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.
Advisor IT Application Services Enbridge IncAdvisor IT Application ServicesGastonia, NC$85,000–$120,000 / yearPhysical Requirements include but are not limited to: Grasping, kneeling, light - moderate lifting (objects up to 20 pounds), reaching above shoulder, repetitive motion, typing, sitting, standing, visual requirement (able to see screens, detect color coding, read fine print), hearing requirement and the ability to sit at a computer for long periods of time. Enbridge's FlexWork (hybrid work model) offers eligible employees (Manager and below) the option to work from home on Wednesdays and Fridays, opt for a compressed work week schedule, or have flexible start and end times.
Wealth Strategies Advisor Bank of AmericaWealth Strategies AdvisorCharlotte, North CarolinaKey responsibilities include building relationships with Advisor teams, clients, prospects, and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while focusing on the bank's ability to implement those strategies with clients' Advisors where appropriate. Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning.
Financial 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.
VP, Advisor AI Workspace LPL Financial Holdings IncVP, Advisor AI WorkspaceFort Mill, SC$135,960–$226,600 / 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.
Senior Advisor Communications & OBA Principal LPL FinancialSenior Advisor Communications & OBA PrincipalCharlotte, 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.
Advisor Learning and Development Consultant-2 LPL Financial Holdings IncAdvisor Learning and Development Consultant-2Fort Mill, SC$71,070–$118,450 / 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, Annuity & Insurance Growth - Advisor Engagement LPL FinancialVP, Annuity & Insurance Growth - Advisor EngagementCharlotte, North CarolinaAs 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. The 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.
Sr. Analyst, Annuity & Insurance Growth - Advisor Engagement LPL FinancialSr. Analyst, Annuity & Insurance Growth - Advisor EngagementCharlotte, North CarolinaAs 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. The 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.
VP - Advisor Marketing Financial Independence Group, LLCVP - Advisor MarketingCornelius, NCThe construction, leadership, development, and performance management of the FIG Advisor Marketing Team which includes marketing strategy, content marketing, program management, digital marketing, data & analytics, internal team member performance and external client satisfaction. This is a supervisory position (direct management of 3-5 senior leaders with span of total control for 15-20 team members plus a network of third-party partners) therefore all Human Resource and Performance Management related responsibilities are assigned to the VP of Advisor Marketing.
Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Financial Advisor - Experienced ProfessionalsCharlotte, NCDeliver Advanced Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program the U.S. government the U.S. Armed Forces or any other third-party mentioned on this site.
Academic Advisor University of North Carolina at CharlotteAcademic AdvisorCharlotte, NCAcademic Advisors help students develop the knowledge, skills, and personal accountability needed to explore their academic and co-curricular options, evaluate and track their own progress toward upper-level admission and graduation, access support and enrichment services, and understand and follow university policies and timelines. College of Health & Human Services (2 positions available) (CHHS) provides the highest quality educational experiences, engages in relevant research from bench to bedside, and acts as a primary partner in addressing community health and human services needs.
Internal Advisor Consultant Teachers Insurance and Annuity Association of America (TIAA)Internal Advisor ConsultantCharlotte, NC$60,000–$90,000 / yearIn 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.
Customs Regulatory Advisor Siemens Energy AGCustoms Regulatory AdvisorCharlotte, NCYour day may include advising business partners on customs and export control requirements, reviewing transactions and operational processes for compliance risks, coordinating with legal and regulatory agencies, and driving continuous improvement initiatives within trade compliance operations. You will work closely with cross-functional stakeholders including legal, supply chain, logistics, engineering, procurement, and operations to ensure import/export activities are compliant, efficient, and audit-ready.
NewCompliance Advisor Principal Financial Group IncCompliance AdvisorCharlotte, NCRemote$104,400–$150,000 / yearWho You Are 6+ years related experience (mutual fund and/or insurance carrier broker-dealer compliance experience preferred) Bachelor's degree, JD, or MBA considered in lieu of experience Excellent written and oral communication skills Advanced analytical, problem solving, and organizational abilities High level of creativity and resourcefulness Demonstrated application of robust data analysis and reporting capabilities Experience in assessing and implementing process improvements Mentoring and coaching experience Demonstrated application of risk management frameworks and concepts Ability to interact with regulatory bodies Expert knowledge and experience with mutual fund, ETF, private fund, variable insurance and/or group annuity products and services, and the related governing securities laws and regulations. Grand Island, NE: $104,400 - $122,400 / year Des Moines, IA: $110,200 - $129,200 / year Charlotte, NC: $116,000 - $136,000 / year Chicago/Minneapolis: $127,600 - $149,600 / year Los Angeles/New York City: $139,200 - $150,000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
NewFinancial 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.
Sales Enablement Lead - Advisor Recruiting & Integration Wells Fargo & CoSales Enablement Lead - Advisor Recruiting & IntegrationNC$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.
Associate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorCharlotte, North CarolinaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.
Life Services Financial Solutions Advisor (Series 7 required) - Charlotte, NC Bank of America CorpLife Services Financial Solutions Advisor (Series 7 required) - Charlotte, NCCharlotte, NCSkills Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies Procedures and Guidelines Risk Management Written Communications. Key responsibilities include triaging client leads making referrals to business partners based on client needs and asset thresholds meeting with clients to review financial and investment goals building a financial plan and recommending brokerage products.
Senior Wealth Advisor Vanguard GroupSenior Wealth AdvisorCharlotte, NCYou will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of 5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.
Certified Financial Advisor The Vanguard GroupCertified Financial AdvisorCharlotte, North CarolinaVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Financial Advisor in Training - Charlotte Ameriprise Financial IncFinancial Advisor in Training - CharlotteCharlotte, NCOur programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. Prepare for and obtain key financial licenses Engage with clients in meaningful conversations (no licenses required for initial activities) Document interactions in our CRM system Complete ongoing training to master products, tools, and client service.
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.
Marketing Strategist -- Advisor Marketing Financial Independence Group, LLCMarketing Strategist -- Advisor MarketingCornelius, NCThe Marketing Strategist on our FIG All Points Media Advisor Marketing team blends key attributes of our consultative delivery model to ensure successful implementation of platforms, programs, and resources for our affiliated financial professionals. Planning, building, integrating, reporting on, analyzing cutting-edge marketing tactics for independent financial advisory and insurance agency businesses.
Customer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorCharlotte, NCRemote$29.50–$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
Junior Commercial Real Estate Advisor Sands Investment GroupJunior Commercial Real Estate AdvisorCharlotte, North CarolinaThe Junior Advisor role is heavily focused on developing skills in cold calling, marketing, and underwriting in addition to CRM/database maintenance and active participation in team role plays, meetings, and training. As a leader in the industry and the first to offer true sub-product type specialization, the firm’s experience in net lease, retail, office, industrial, multi-tenant, self storage and shopping center transactions is unparalleled.