UNKNOWN

FEED

Prepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures. Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation.

FNB Corp

Wealth Advisor

SKILLS FOR SUCCESS: Qualified candidates will possess a high degree of proficiency (typically from 10+ years of work or practical experience), across a suite of skills including, but not limited to: Leadership Without Authority: Demonstrated ability to influence, guide, and elevate others without formal management responsibility. REQUIRED SKILLS: Qualified candidates will possess an advanced degree of proficiency (typically from 10+ years of work or practical experience), in: Advanced Wealth Planning Expertise: Deep technical knowledge across estate, tax, investment, retirement, and insurance planning.

Fifth Third Bancorp

Senior Wealth Strategist - Franklin Street Partners

Des Moines, IA: $89,300 - $120,650 / year Charlotte, NC: $94,000 - $127,000 / year Chicago, IL/Denver, CO: $103,400 - $139,700 / year New York/Seattle: $112,800 - $152,400 / 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. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.

YEAR

Principal Financial Group Inc

Senior Associate, RFP

As work is performed at the point of deployment, these roles have the potential to report out of any WSP USA office including Tallahassee, FL; Miami, FL; Tampa, FL; Orlando, FL; Jacksonville, FL; Birmingham, AL; New Orleans, LA; Raleigh, NC; Columbia, SC; Dallas, TX; Houston, TX; Los Angeles, CA; or Sacramento, CA. Lead and oversee disaster recovery operations for assigned clients, directing teams of specialists through all phases of recovery, including funding, documentation, and rebuilding processes.

HOUR

WSP Global Inc

On Call Emergency Managers, Recovery

The individual will work as a Custom Assembly Group Technician assembling, converting, and repairing mechanical and fluid power components to customer requirements and engineering drawings. The technician must be versatile to work with various shop tools, machinery, and warehouse software while collaborating with engineering and shop teams.

Cross Co

Assembly Technician

Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Loan Officer Requirements: · An active NMLS/MLO license (required).·

Caliver Beach Mortgage

Loan Officer

ea_via_bold

Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. How to Apply: Interested candidates should submit their resume detailing their qualifications and relevant experience to davidc@caliverbeach.com.

Wilmington Regional Loan Officer

Charlotte Regional Loan Officer

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. 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.

LPL Financial Holdings Inc

VP, Product Management

Columbia Forest Products is seeking a highly organized and detail-oriented Marketing Coordinator to support the Customer Rewards Program administration and facilitate marketing communications and day-to-day campaign coordination. Assist field sales representatives in uploading PFP reimbursement requests to the shared site and manage approvals based on the reward program guidelines.

Columbia Forest Products

Marketing Coordinator

This role offers an opportunity to work closely with leadership, gain meaningful industry experience, and accelerate your path toward becoming a CFP®, CFA®, Wealth Advisor, Operations Leader, CIO, COO, or other executive-level professional. You'll become a trusted resource for clients, advisors, and colleagues while gaining firsthand exposure to wealth management, financial planning, operations, and business leadership.

Ivy Way Placements

Client Service Associate

421092'',''true'',''421092'',''false'',''Submission for the position: Mutual Funds Internal Wholesaler (HYBRID) - (Job Number: 260000GM)'',''false'',''421092'',''false'',''true'',''Mutual Funds Internal Wholesaler (HYBRID)'',''260000GM'',''UNITED STATES-NC-Charlotte'',''UNITED STATES-NC-Charlotte'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! This role is dedicated to the distribution of Equitable Investment Management Model Portfolios and the 1290 Funds family of retail mutual funds issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners, and Equitable Advisors, the company''s retail distribution organization.

Equitable Financial Life Insurance Company

Mutual Funds Internal Wholesaler (HYBRID)

Proactive and continuous outreach to prospective clients through cold calling utilizing focused lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, marketing campaign leads, etc.) while maintaining a sales pipeline. To do this, you will consult on investment allocation, utilize sales software to illustrate product performance, provide point-of-sale consultation on products and proposals, manage and fulfill sales material requests & provide coverage for team members as needed.

AssetMark, Inc.

Sales Consultant

PART_TIME

Position Summary: The Outside Sales Loan Officer is responsible for building a highly visible reputation as the mortgage loan expert in assigned areas resulting in the generation of quality mortgage loans that meet the criteria of Primis Mortgage products. The Outside Sales Loan Officer is also responsible for discussing client needs, recommending the best loan products, helping customers put together a complete loan package and collaborating with the underwriting team throughout the loan process.

Primis Mortgage Company

Outside Sales Mortgage Loan Officer

Experience: Minimum 15+ years of overall general construction experience, 10+years in construction management leadership including direct oversight of multiple medium-to-large life science, pharmaceutical manufacturing, cGMP, cleanroom, or complex lab projects ($100M+). Pre-Construction & Project Start-Up: Works with pre-construction teams to align target value design, specialized equipment long-lead procurement, schedules, and baseline budgets, leading smooth turnover meetings between pre-construction and execution teams.

W. G. Yates & Sons Construction Company

Project Executive - Life Sciences

clearcompany

Examples of Related Work Experience: interior designer, cafeteria manager, food service manager, extension specialist, adult education, preschool/day care director, social worker, family counselor, financial planner, community service manager, community health educator, fashion/textile designer, chef, restaurant manager, dietitian, nutritionist, catering manager, hospitality manager, kindergarten teacher, preschool teacher, teaching experience in this area. Provides supervision to students in a variety of school related settings, monitors and evaluates student outcomes, develops, selects or modifies lesson plans to ensure all student needs are met, and maintains appropriate records and follows all policies and procedures of NCDPI and PCS.

North Carolina Department of Public Instruction

CTE - Family Consumer Science Teacher @ Farmville Central HS

Primis Bank

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense. They use a variety of methods including networking, cold calling, and social media to connect with referral partners and clients.

Financial Planner Jobs in North Carolina

Wealth Advisor FNB Corp

Senior Wealth Strategist - Franklin Street Partners Fifth Third Bancorp

Senior Associate, RFP Principal Financial Group Inc

On Call Emergency Managers, Recovery WSP Global Inc

Assembly Technician Cross Co

Loan Officer Caliver Beach Mortgage

Wilmington Regional Loan Officer Caliver Beach Mortgage

Charlotte Regional Loan Officer Caliver Beach Mortgage

VP, Product Management LPL Financial Holdings Inc

Marketing Coordinator Columbia Forest Products

Client Service Associate Ivy Way Placements

Mutual Funds Internal Wholesaler (HYBRID) Equitable Financial Life Insurance Company

Sales Consultant AssetMark, Inc.

Outside Sales Mortgage Loan Officer Primis Mortgage Company

Project Executive - Life Sciences W. G. Yates & Sons Construction Company

CTE - Family Consumer Science Teacher @ Farmville Central HS North Carolina Department of Public Instruction

Outside Sales Mortgage Loan Officer Primis Bank

Business Development Agent Primis Financial

Outside Sales Mortgage Loan Officer Primis Financial

Sales Consultant Asset Mark

Similar Job Searches

Stand out to leading employers.