Senior Investment Advisor

Job DescriptionJob DescriptionSalary: Reporting to the Vice President Investments and Strategy, the Investment Senior Analyst / Associate will contribute to all parts of Ubiquity’s investment process while supporting general portfolio company strategy and oversight. The position is to be located in either Charlotte, North Carolina or Kansas City, Kansas....

Property & Casualty Senior Client Advisor Atlanta, Georgia & Charlotte, North Carolina Palmer & Cay is a privately held specialty insurance and employee benefits firm with highly experienced and motivated professionals who are united in their commitment to providing exceptional client consulting services. The Senior Client Advisor at Palmer & Cay is central...

Job Overview: Oliver James is seeking a highly motivated and detail-oriented Investment Accountant to join the finance team at a leading financial services company. The ideal candidate will have a strong background in investment accounting, with a focus on insurance assets and liabilities. This role requires expertise in statutory and GAAP accounting...

Job Description: The Job/What You'll Do: Adhesion is looking for an entrepreneurial, self-starting and motivated individual to develop new client relationships for Adhesion in the independent Registered Investment Advisory (RIA) and Broker-Dealer (IBD) markets, using a consultative selling process. Responsibilities: Professionally represent the full...

Charlotte , NC 28281 Job Description Tax Senior Manager - Tax Director (Alternative Investments) Candidates should have a deep understanding of the following: Filing requirements related to alternative investment and/or registered investment companies (RIC's) Partnership taxation to ensure completeness and accuracy of tax compliance and reporting Knowledge...

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

Description: The Senior Civic Advisor will play a crucial role in providing superior member experience with enhanced awareness and continued education of existing products and services. This is accomplished by offering digital options, processing accurate and professional member transactions and discovering member centric account solutions. This individual...

ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.1. Provide service support via phone to self-directed brokerage clients as well as Financial Advisor assigned account...

Title:Investment Banking Associate Company Summary: We are currently partnered with a Middle Market Investment Bank that is looking to add an Investment Banking Associate to their Industrials team. This Investment Banking Associate will have the opportunity to join a very active team and gain extensive M&A experience. This position will sit in Charlotte,...

Title: Investment Banking AssociateCompany Summary: We are currently partnered with a Middle Market Investment Bank that is looking to add an Investment Banking Associate to their Industrials team. This Investment Banking Associate will have the opportunity to join a very active team and gain extensive M&A experience. This position will sit in Charlotte,...

INTERNATIONAL:HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management pro Commercial, Advisor, Insurance, Business Services, Business

Senior Associate - InfrastructureCharlotte, NC (On-Site)Our client has an opening for an Associate or Senior Associate within the Infrastructure group. You will serve in the company’s Infrastructure team and be involved in all aspects of the investment process for the power generation assets in the infrastructure investment funds managed by the...

Senior Associate - InfrastructureCharlotte, NC (On-Site)Our client has an opening for an Associate or Senior Associate within the Infrastructure group. You will serve in the company’s Infrastructure team and be involved in all aspects of the investment process for the power generation assets in the infrastructure investment funds managed by the...

**499017BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like...

We are currently recruiting for a Senior Administrative Coordinator to support a growing investment banking firm in the Uptown Charlotte area. This role plays a vital part in the success of the organization and provides administrative support to the office and Senior partners when needed.This position requires extensive coordination, communication and...

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

: The Senior Civic Advisor will play a crucial role in providing superior member experience with enhanced awareness and continued education of existing products and services. This is accomplished by offering digital options, processing accurate and professional member transactions and discovering member centric account solutions. This individual will support...

At Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve...

We are currently recruiting for a Senior Administrative Coordinator to support a growing investment banking firm in the Uptown Charlotte area. This role plays a vital part in the success of the organization and provides administrative support to the office and Senior partners when needed.This position requires extensive coordination, communication and...