Current jobs related to Financial Planning Consultant - Charlotte - The Pelora Group

  • Experienced Financial Consultant

    3 weeks ago

    Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Financial Advisor RoleStone Press Financial Group is seeking a skilled Financial Advisor to provide expert financial guidance to clients. As a key member of our team, you will work closely with clients to understand their financial objectives and risk tolerance, and develop tailored financial strategies to help them achieve their goals.Key...

  • Financial Consultant

    2 weeks ago

    Charlotte, North Carolina, United States Vaco Full time

    Professional Consultant OpportunityVaco is seeking a highly skilled Professional Consultant to join our team of experienced accounting and finance professionals. As a Professional Consultant, you will have the opportunity to work with a diverse range of clients, providing expert financial guidance and support to help them achieve their goals.Key...

  • Financial Management Consultant

    3 weeks ago

    Charlotte, United States Motion Recruitment Full time

    Responsible for Managing global IT financials, budgeting and procurement for an enterprise level IT organization. Support executive management with actionable reporting and analysis, develop and update allocation methodologies of technology costs to business partners. Provide actionable reporting and analyses to executive management. Oversee procurement of...

  • Financial Management Consultant

    3 weeks ago

    Charlotte, United States Motion Recruitment Full time

    Responsible for Managing global IT financials, budgeting and procurement for an enterprise level IT organization. Support executive management with actionable reporting and analysis, develop and update allocation methodologies of technology costs to business partners. Provide actionable reporting and analyses to executive management. Oversee procurement of...

  • Financial Planning and Analysis Manager

    3 days ago

    Charlotte, North Carolina, United States TAT Technologies Ltd Full time

    Job Title: FP&A ManagerTAT Technologies Ltd is a leading provider of aerospace solutions, dedicated to delivering exceptional customer experiences. We are a global company with a rich history, committed to innovation and excellence.We are seeking a highly skilled FP&A Manager to join our team. This role will play a critical part in driving the company's...

  • Financial Services Consultant

    6 days ago

    Charlotte, North Carolina, United States Capco, a Wipro Company Full time

    About the TeamCapco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever-changing industry.Our team is dedicated to delivering innovative solutions that shape market-leading strategies through implementing advanced technology with modern methods. We have a...

  • Senior Financial Analyst II

    2 weeks ago

    Charlotte, North Carolina, United States Truist Financial Corporation Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst II to join our team at Truist Financial Corporation. As a strategic business consultant, you will provide financial analysis and guidance to support key decisions and initiatives across various lines of business.Key ResponsibilitiesDevelop and maintain financial models to support business...

  • Strategic Planning Consultant

    2 weeks ago

    Charlotte, North Carolina, United States ProSidian Consulting, LLC Full time

    Job DescriptionProSidian Consulting, LLC is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices.We help forward-thinking clients solve problems and improve operations by deploying our services across the enterprise, targeting drivers of economic profit...

  • Senior Financial Strategist

    5 days ago

    Charlotte, North Carolina, United States Truist Financial Corporation Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst II to join our team at Truist Financial Corporation. As a strategic business consultant, you will provide financial analysis and guidance to support key decisions and initiatives across various lines of business.Key ResponsibilitiesDevelop and maintain financial models to inform business...

  • Cybersecurity Compliance Lead Consultant

    4 weeks ago

    Charlotte, North Carolina, United States Truist Financial Full time

    Cybersecurity Compliance Lead ConsultantThe Cybersecurity Compliance Lead Consultant will be a key member of the Business Information Security Officer's (BISO) organization, working closely with the Business Information Security Managers (BISM), ISOs, Cyber teams, and other IT teammates to drive awareness and risk reduction across Truist.Key...

  • Senior Underwriting Consultant

    5 days ago

    Charlotte, North Carolina, United States Brighthouse Financial Full time

    About the RoleWe are seeking a highly skilled Senior Underwriting Consultant to join our team at Brighthouse Financial. As a key member of our organization, you will play a critical role in reviewing cases to identify insurable risks and managing internal and external relationships with partners.Key ResponsibilitiesReview cases to identify insurable risks...

  • Financial Crimes Senior Consultant

    5 days ago

    Charlotte, North Carolina, United States NTT DATA, Inc. Full time

    Financial Crimes Senior ConsultantNTT DATA Services is seeking a seasoned Financial Crimes Senior Consultant to join our team in Charlotte, North Carolina. As a key member of our Financial Services Consulting team, you will play a critical role in advancing our firm's mission to deliver exceptional financial crimes remediation services, uphold regulatory...

  • Financial Planning Specialist

    2 days ago

    Charlotte, North Carolina, United States Novant Health Full time

    At Novant Health, we are seeking a highly skilled Financial Analyst to join our team. The successful candidate will be responsible for providing financial analysis and reporting to support business decisions. Key responsibilities include internal financial reporting, accounting and transactional research and analysis, accounts receivable reserve analysis and...

  • Risk Management Consultant

    4 weeks ago

    Charlotte, North Carolina, United States Truist Financial Full time

    Job SummaryWe are seeking a highly skilled Risk Management Consultant to join our team at Truist Financial. As a key member of our risk management team, you will be responsible for providing first-line defense risk leadership, oversight, and support for all business unit segments assigned in the execution of enterprise risk and operational risk programs.Key...

  • Senior Underwriting Consultant

    2 hours ago

    Charlotte, North Carolina, United States Brighthouse Financial Full time

    Job Summary:As a Senior Underwriting Consultant at Brighthouse Financial, you will play a critical role in reviewing cases to identify insurable risks and managing internal and external relationships with partners. You will work within a complex electronic environment, collaborating with other leaders to help the company successfully grow market share and...

  • Financial Planning Manager

    2 weeks ago

    Charlotte, North Carolina, United States Flow Control Group Company Full time

    Job Title: Finance ManagerFlow Control Group is seeking a highly skilled Finance Manager to join our team. As a key member of our finance department, you will play a critical role in driving strategic planning, financial forecasting, and budgeting for our Industrial Flow Operating Group.Key Responsibilities:Develop and implement financial planning and...

  • Financial Consultant

    18 hours ago

    Charlotte, North Carolina, United States Equitable Advisors Full time

    Empowering Women in FinanceAt Equitable Advisors, we believe in the power of women in finance. As a Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of individuals and families, helping them achieve their financial goals and secure their financial well-being.Flexibility and ControlCreate your own schedule and balance...

  • Financial Services Lending Consulting Director

    2 days ago

    Charlotte, North Carolina, United States NTT DATA Full time

    About the RoleWe are seeking a Financial Services Lending Consulting Manager to join our team in the United States (US).This role is pivotal in driving innovation, enhancing customer experiences, supporting business growth, and navigating complexities within the lending industry landscape.As a Financial Services Lending Consulting Manager, you will be...

  • Financial Planning and Analysis Specialist

    1 month ago

    Charlotte, North Carolina, United States Omada Search Full time

    Job OverviewOmada Search is seeking a highly motivated and experienced Financial Planning and Analysis (FP&A) professional to join our team. As a key member of our growing finance team, you will play a critical role in customizing and enhancing our financial reporting package, developing forecasting capabilities, and supporting financial planning and...

  • Financial Planning and Analysis Specialist

    1 month ago

    Charlotte, North Carolina, United States Omada Search Full time

    Job OverviewOmada Search is seeking a highly motivated and experienced Financial Planning and Analysis (FP&A) professional to join our team. As a key member of our growing finance team, you will play a critical role in customizing and enhancing our financial reporting package, developing forecasting capabilities, and supporting financial planning and...

Financial Planning Consultant

2 months ago

Charlotte, United States The Pelora Group Full time
Description

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now

Responsibilities

•Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
•Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
•Customize financial plans for each client based on potential life changes and changing financial needs
•Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

Qualifications

•A true desire to learn more about the impact you can make as a Financial Services Professional with The Pelora Group.
•Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
•Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
•A Bachelor's degree in business administration, finance, or a related field is required
•Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
•Knowledge of the financial industry, financial products, best practices, and tax regulations is desired