Financial Advisor
3 weeks ago
Financial Representative
Hybrid - up to 3 days per week in the office
- Answers customer or vendor inquiries and accesses information from multiple sources using numerous computer programs.
- Fields and receives customer inquiries for basic to complex administrative issues and questions.
- Provides a high level of quality and comprehensive customer care services by collecting information from the customer or vendor, performing moderately complex transactions, retrieving answers in a knowledge base, websites, or financial systems, documenting/tracking service in a case management system, writing notes and emails to complete service, and filing documents electronically.
- Works as a team member performing various tasks across Accounts Payable, Travel and Expense and IT. Creates cases for handling and escalates cases to other provider groups, as needed.
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charlotte, United States First Financial Group Full timeWe 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,...
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Financial Advisor
4 weeks ago
Charlotte, United States Vanguard Full timeJob DescriptionResponsibilities: Vanguard Personal Advisor Select® advisors are responsible for establishing, growing, and maintaining trusting, long-term advised relationships. They partner with investors who need help planning their financial goals and are seeking disciplined investing approaches, tax management strategies,...
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Senior Financial Advisor
4 weeks ago
Charlotte, United States Vanguard Full timeJob DescriptionAbout this job: Vanguard’s mission is “to take a stand for all investors, to treat them fairly, and to give them the best change for investment success.” By joining the Vanguard Personal Advisor Select® team, advisors drive our mission forward every day by providing personalized investment strategies and financial planning expertise...
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Financial Advisor
6 months ago
Charlotte, United States Northwestern Mutual Full timeGET MORE OUT OF YOUR CAREERChoose a career where changing and impacting someone else’s life for the better is also life-changing for you – personally, professionally, and financially.FINANCIAL PLANNING WITH NORTHWESTERN MUTUALAre you looking for more fulfillment from your career? Are you experiencing some career frustrations or simply hit a ceiling?...
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Financial Advisor
4 weeks ago
Charlotte, United States Pinnacle Bank Full timeAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning,...
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Associate Financial Advisor
4 weeks ago
charlotte, United States Hobart Wealth Full timePosition Title: Associate Financial Advisor / Paraplanner Location: 7733 Ballantyne Commons Parkway, Charlotte, NC Reports To: Senior Wealth Manager Firm: Hobart Wealth ManagementPosition Overview Hobart Wealth, in independent private wealth firm, is seeking an Associate Financial Advisor to join our dedicated and exceptional team, working closely with a...
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Associate Financial Advisor
4 weeks ago
Charlotte, United States Hobart Wealth Full timePosition Title: Associate Financial Advisor / Paraplanner Location: 7733 Ballantyne Commons Parkway, Charlotte, NC Reports To: Senior Wealth Manager Firm: Hobart Wealth ManagementPosition Overview Hobart Wealth, in independent private wealth firm, is seeking an Associate Financial Advisor to join our dedicated and exceptional team, working closely with a...
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Associate Financial Advisor
4 weeks ago
Charlotte, United States Hobart Wealth Full timePosition Title: Associate Financial Advisor / Paraplanner Location: 7733 Ballantyne Commons Parkway, Charlotte, NC Reports To: Senior Wealth Manager Firm: Hobart Wealth ManagementPosition Overview Hobart Wealth, in independent private wealth firm, is seeking an Associate Financial Advisor to join our dedicated and exceptional team, working closely with a...
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Financial Advisor
4 weeks ago
Charlotte, United States Northwestern Mutual Full time*CURRENTLY HIRING FOR OUR BALLANTYNE LOCATION WITH OUR TRAINING CLASS STARTING IN FEBRUARY*Entrepreneurship while making an impact.This is a career shift that could change everything.If you’ve considered starting a business, this may be what you’re looking for.As a Financial Advisor, you will work with individuals, families, and small businesses to help...
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Financial Advisor
3 months ago
Charlotte, United States Northwestern Mutual Full time*CURRENTLY HIRING FOR OUR BALLANTYNE LOCATION WITH OUR TRAINING CLASS STARTING IN DECEMBER*Entrepreneurship while making an impact.This is a career shift that could change everything.If you’ve considered starting a business, this may be what you’re looking for.As a Financial Advisor, you will work with individuals, families, and small businesses to help...
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Financial Advisor
2 months ago
Charlotte, United States Northwestern Mutual Full time*CURRENTLY HIRING FOR OUR BALLANTYNE LOCATION WITH OUR TRAINING CLASS STARTING IN DECEMBER*Entrepreneurship while making an impact.This is a career shift that could change everything.If you’ve considered starting a business, this may be what you’re looking for.As a Financial Advisor, you will work with individuals, families, and small businesses to help...
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Financial Advisor
4 weeks ago
Charlotte, United States Northwestern Mutual Full time*CURRENTLY HIRING FOR OUR BALLANTYNE LOCATION WITH OUR TRAINING CLASS STARTING IN FEBRUARY*Entrepreneurship while making an impact.This is a career shift that could change everything.If you’ve considered starting a business, this may be what you’re looking for.As a Financial Advisor, you will work with individuals, families, and small businesses to help...
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Financial Advisor
4 weeks ago
charlotte, United States Northwestern Mutual Full time*CURRENTLY HIRING FOR OUR SOUTHPARK LOCATION WITH OUR TRAINING CLASS STARTING IN DECEMBER*Entrepreneurship while making an impact.This is a career shift that could change everything.If you’ve considered starting a business, this may be what you’re looking for.As a Financial Advisor, you will work with individuals, families, and small businesses to help...
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Financial Advisor
4 weeks ago
charlotte, United States Northwestern Mutual Full time*CURRENTLY HIRING FOR OUR SOUTHPARK LOCATION WITH OUR TRAINING CLASS STARTING IN DECEMBER*Entrepreneurship while making an impact.This is a career shift that could change everything.If you’ve considered starting a business, this may be what you’re looking for.As a Financial Advisor, you will work with individuals, families, and small businesses to help...
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Financial Advisor
2 months ago
Charlotte, United States Northwestern Mutual Full time*CURRENTLY HIRING FOR OUR SOUTHPARK LOCATION WITH OUR TRAINING CLASS STARTING IN DECEMBER*Entrepreneurship while making an impact.This is a career shift that could change everything.If you’ve considered starting a business, this may be what you’re looking for.As a Financial Advisor, you will work with individuals, families, and small businesses to help...
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Financial Advisor
2 months ago
Charlotte, United States Northwestern Mutual Full time*CURRENTLY HIRING FOR OUR SOUTHPARK LOCATION WITH OUR TRAINING CLASS STARTING IN DECEMBER*Entrepreneurship while making an impact.This is a career shift that could change everything.If you’ve considered starting a business, this may be what you’re looking for.As a Financial Advisor, you will work with individuals, families, and small businesses to help...
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Senior Financial Advisor
2 weeks ago
Charlotte, North Carolina, United States The Pelora Group Full timeAbout The Pelora GroupWe are a community of professionals dedicated to helping individuals achieve their financial goals and make a positive impact on their communities.Compensation PackageThe estimated salary for this role is $80,000 - $120,000 per year, depending on experience and qualifications.Job DescriptionWe are seeking a highly motivated and...
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Financial Advisor
2 months ago
Charlotte, United States Northwestern Mutual Full timeGET MORE OUT OF YOUR CAREERChoose a career where changing and impacting someone else’s life for the better is also life-changing for you – personally, professionally, and financially.FINANCIAL PLANNING WITH NORTHWESTERN MUTUALAre you looking for more fulfillment from your career? Are you experiencing some career frustrations or simply hit a ceiling?...
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Associate Financial Aid Advisor
3 weeks ago
Charlotte, United States Strategic Education Inc. Full timeThe Associate Financial Aid Advisor role is responsible for providing best-in-class financing and financial aid support to Capella's learners before, during, and after their program enrollment. This position will provide personalized interactions through different communication channels (phone, email, chat, text), and will coach learners through key...
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Charlotte, North Carolina, United States Northwestern Mutual Full timeMake a Meaningful Difference in People's LivesAs a Financial Advisor with Northwestern Mutual, you will work closely with individuals, families, and small businesses to help them achieve financial stability and peace of mind.You will have the opportunity to provide customized financial strategies and solutions through fact-finding and holistic financial...