Current jobs related to Financial Services Professional - Charlotte, North Carolina - Nexagy
-
Financial Services Professional
1 month ago
Charlotte, North Carolina, United States Stone Press Financial Group Full timeUnlock Your Potential as a Financial AdvisorAt Stone Press Financial Group, we're seeking ambitious individuals who share our passion for helping clients achieve their long-term financial goals. As a financial advisor, you'll have the opportunity to work in a dynamic environment where you can drive your career and make a meaningful impact.Key...
-
Financial Services Representative
1 month ago
Charlotte, North Carolina, United States Apollo Professional Solutions Full timeJob Title: Financial Services RepresentativeWe are seeking a highly skilled Financial Services Representative to join our team at Apollo Professional Solutions, Inc. As a key member of our Finance Shared Services department, you will be responsible for providing exceptional customer support to internal and external stakeholders.Job Summary:The Financial...
-
Financial Services Professional
3 weeks ago
Charlotte, North Carolina, United States The Pelora Group Full timeAbout The Pelora GroupWe are a community of professionals dedicated to helping individuals and families achieve their financial goals. Our team is passionate about building lifelong relationships and providing exceptional customer service.Job SummaryWe are seeking a Financial Professional to join our team. As a Financial Professional, you will work closely...
-
Financial Services Professional
3 weeks ago
Charlotte, North Carolina, United States Northwestern Mutual Full timeUnlock Your Potential in Financial ServicesAre you looking for a career that offers personal and professional growth, as well as the opportunity to make a meaningful impact on people's lives? Look no further than Northwestern Mutual, where our financial professionals help clients achieve their financial goals and live a more secure and fulfilling life.As a...
-
Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States New York Life-Charlotte Full timeUnlock Your Potential as a Financial Services ProfessionalNew York Life-Charlotte is seeking a motivated and ambitious Financial Services Professional to join our team. As a trusted advisor, you will help clients achieve their financial goals and secure their financial future.Key Responsibilities:Develop and implement customized financial plans tailored to...
-
Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States New York Life-Charlotte Full timeUnlock Your Potential as a Financial Services ProfessionalAt New York Life, we're committed to helping individuals and families achieve their financial goals. As a Financial Services Professional, you'll play a vital role in providing expert guidance and support to our clients, helping them navigate the complexities of insurance, investments, and retirement...
-
Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States New York Life-Charlotte Full timeUnlock Your Potential as a Financial Services ProfessionalNew York Life-Charlotte is seeking a motivated and results-driven Financial Services Professional to join our team. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.Key Responsibilities:Develop...
-
Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States New York Life-Charlotte Full timeUnlock Your Potential as a Financial Services ProfessionalAt New York Life, we're dedicated to providing financial security and peace of mind to our policy owners. As a Financial Services Professional, you'll play a vital role in helping individuals and families achieve their long-term financial goals.Key Responsibilities:Conduct research and provide...
-
Financial Services Professional
1 week ago
Charlotte, North Carolina, United States New York Life-Charlotte Full timeFinancial Services ProfessionalNew York Life-Charlotte is dedicated to ensuring financial stability and peace of mind for our clients through our range of insurance, annuity, and investment solutions. Our approach is rooted in integrity, humanity, confidence, and humility, as we strive to be responsible stewards for the long term. We are committed to making...
-
Financial Services Professional
1 month ago
Charlotte, North Carolina, United States New York Life-Charlotte Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life-Charlotte. As a key member of our team, you will be responsible for providing financial security and peace of mind to our clients through our insurance, annuity, and investment solutions.Our ideal candidate is a self-starter...
-
Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States New York Life-Charlotte Full timeFinancial Advisor OpportunityWe are seeking a motivated and experienced financial services professional to join our team at New York Life-Charlotte. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.Key Responsibilities:Provide personalized financial advice and...
-
Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States HomeTrust Bank Full timeJob SummaryThe Financial Advisor role at HomeTrust Bank involves providing personalized investment and insurance solutions to clients, while maintaining a strong focus on customer relationships and service.Key Responsibilities:Consult with clients to understand their financial goals and objectivesDevelop and implement tailored investment and insurance...
-
Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States New York Life-Charlotte Full timeJob DescriptionAt New York Life, we're dedicated to providing financial security and peace of mind to our policy owners. As a Financial Service Professional, you'll play a crucial role in helping individuals and families achieve their long-term financial goals.Our comprehensive three-year training program will equip you with the skills and knowledge needed...
-
Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States New York Life-Charlotte Full timeJob OverviewWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life-Charlotte. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.Key ResponsibilitiesDevelop and implement customized financial...
-
Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States Western & Southern Life Full timeJob SummaryThe Financial Representative role at Western & Southern Life is designed to meet the needs of middle-income clients for risk protection, financial security, and wealth creation. As a Financial Representative, you will educate clients, analyze their needs, and recommend solutions in an ethical and client-focused manner.Key ResponsibilitiesIdentify...
-
Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States First Citizens Bank Full timeUnlock Your Potential as a Financial ConsultantAt First Citizens Bank, we're committed to helping our clients achieve their financial goals. As a Financial Consultant, you'll play a vital role in advising and selling investment opportunities to our mass affluent clients and prospects.Key Responsibilities:Sales and Client Service: Utilize a personalized...
-
Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States HomeTrust Bank Full timeJob SummaryThe Financial Advisor plays a critical role in offering tailored investment solutions to existing and prospective clients, providing ongoing service to all existing clients. They are responsible for identifying and understanding client needs and objectives, and for making appropriate investment/insurance recommendations consistent with compliance...
-
Senior Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States The Bank of America Corporation Full timeAbout UsThe Bank of America Corporation is a leader in financial services, dedicated to helping individuals and businesses achieve their financial goals.Job SummaryWe are seeking a highly skilled Senior Financial Services Professional to join our team. As a key member of our organization, you will be responsible for delivering exceptional financial services...
-
Financial Services Professional
4 weeks ago
Charlotte, North Carolina, United States HomeTrust Bank Full timeJob SummaryThe Financial Advisor plays a critical role in providing tailored investment solutions to existing and prospective clients, while delivering exceptional service to all existing clients.They are responsible for identifying and understanding client needs and objectives, and for making informed investment/insurance recommendations that align with...
-
Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States HomeTrust Bank Full timeJob SummaryThe Financial Advisor plays a critical role in providing personalized financial solutions to clients, offering a range of investment products and services to meet their unique needs and goals.As a key member of our team, you will be responsible for identifying and understanding client objectives, and for making informed investment recommendations...
Financial Services Professional
2 months ago
Job Summary:
Nexagy, a leading provider of fractional CFO, controller, and bookkeeping services, is seeking a skilled and detail-oriented Bookkeeper/Controller to join our remote team.
About Nexagy:
Nexagy offers high-level financial management and strategic insights to businesses, providing expert guidance on financial planning, budgeting, and forecasting.
Key Responsibilities:
- Manage Financial Records: Oversee bookkeeping and accounting tasks using QuickBooks, Google Workspace, and Microsoft Office Suite.
- Financial Analysis: Prepare and maintain accurate financial records and reports, including general ledger accounts and bank statements.
- Reconciliation and Compliance: Reconcile accounts and ensure compliance with financial regulations and internal controls.
- Financial Planning: Assist with budgeting, cash flow analysis, and financial forecasting to support business growth.
Requirements:
- Financial Expertise: Proficiency with QuickBooks, Excel, Word, and Dropbox.
- Attention to Detail: Strong attention to detail and accuracy in financial record-keeping.
- Integrity and Confidentiality: High level of integrity and ability to maintain confidentiality (NDA required).
- Communication Skills: Excellent communication skills and ability to work independently.
- Experience: Minimum of 5 years of experience in bookkeeping and accounting.
- Education: Associate or bachelor's degree in accounting or equivalent experience preferred.
- Availability: Must be available to work weekdays between 9 AM and 4 PM Eastern Time.
- Location: Must be based in the Charlotte, NC area to accommodate in-person meetings and local business needs, despite the position being remote.
Compensation and Benefits:
- Competitive Compensation: Competitive compensation based on experience with potential for increases based on experience and performance.
- Flexible Hours: Flexible hours within the required time window (9 AM - 4 PM ET, weekdays).
How to Apply:
Send your resume and a brief cover letter outlining your relevant experience to Nexagy. We look forward to hearing from you.