Current jobs related to Financial Services Associate - Wilmington, North Carolina - Truist Financial Corporation


  • Wilmington, North Carolina, United States Atria Wealth Solutions Full time

    Job OpportunityCUSO Financial Services, LP is seeking a skilled Financial Advisor to provide investment services for members of Northern Credit Union in the North Country NY area.As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on market conditions and...


  • Wilmington, North Carolina, United States Magellan Health Full time

    Job SummaryMagellan Health is seeking a highly skilled Personal Financial Counselor to join our team in Wilmington, NC. As a key member of our team, you will provide personal financial services to military service members and their families at assigned military installations.Key ResponsibilitiesProvide personal financial counseling and management services...


  • Wilmington, North Carolina, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing personalized financial solutions and exceptional customer...


  • Wilmington, North Carolina, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeJob Summary: We are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will be responsible for meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...


  • Wilmington, North Carolina, United States Bankers Life Full time

    At Bankers Life, we're seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider this opportunity. Our award-winning training equips you with the...


  • Wilmington, North Carolina, United States New York Life Full time

    About New York LifeNew York Life is a leading mutual life insurance company with a rich history of serving generations of Americans. As a mutual company, we are accountable only to our policyholders, which means we are fully aligned with their interests. Our focus is on delivering value to our clients, and we have been in business for over 175 years....


  • Wilmington, North Carolina, United States PNC Financial Services Group Full time

    Job DescriptionPosition OverviewPNC Financial Services Group is seeking a highly skilled and motivated individual to join our Business Banking team as a Relationship Manager I. As a key member of our team, you will be responsible for building and maintaining strong relationships with our business clients, providing them with tailored financial solutions to...


  • Wilmington, North Carolina, United States University of North Carolina Wilmington Full time

    Job SummaryThe University of North Carolina Wilmington is seeking a highly skilled and experienced Financial Aid Director to join our team. As a key member of our Financial Aid Office, you will be responsible for administering all financial aid programs, ensuring compliance with federal, state, and institutional rules, and advising, counseling, and educating...


  • Wilmington, North Carolina, United States Sarstedt Full time

    Job SummaryThe Director of Finance position at Sarstedt oversees all financial aspects of the business, driving the company's financial strategy and planning. This role requires strategic thinking, with the ability to make profitable decisions based on a broad knowledge of accounting, financial, and business principles.Key ResponsibilitiesAssess the...


  • Wilmington, North Carolina, United States Hampton Inn Wilmington Full time

    Job SummaryWe are seeking a highly skilled Nighttime Accounting Specialist to join our team at Hampton Inn Wilmington.Key ResponsibilitiesOversee the auditing, posting, and balancing of daily financial transactions.Provide innovative solutions to improve our financial processes and align with our mission to be the best, most respected hotel company in...

  • Financial Counselor

    1 month ago


    Wilmington, North Carolina, United States Magellan Health Full time

    Job SummaryMagellan Health is seeking a highly skilled Personal Financial Counselor to join our team in Wilmington, NC. As a key member of our team, you will provide expert financial guidance and support to military service members and their families at assigned installations.Key ResponsibilitiesDeliver comprehensive personal financial counseling services,...

  • Financial Advisor

    4 weeks ago


    Wilmington, North Carolina, United States Citizens Full time

    About the RoleCitizens is seeking a skilled Financial Advisor to join our team. As a key member of our branch, you will be responsible for building strong relationships with customers and providing expert advice on financial solutions.Key ResponsibilitiesDevelop and maintain relationships with customers to understand their financial goals and needs.Provide...

  • Financial Counselor

    4 weeks ago


    Wilmington, North Carolina, United States Magellan Health Full time

    Job SummaryMagellan Health is seeking a highly skilled Personal Financial Counselor to join our team in Wilmington, NC. As a key member of our team, you will provide expert financial guidance and support to military service members and their families at assigned installations.Key ResponsibilitiesProvide comprehensive personal financial counseling services,...


  • Wilmington, North Carolina, United States Walmart Full time

    Job OverviewAs a Front End Service Team Associate at Walmart, you will be focused on compliance and customer service. Your key responsibilities will include smiling, greeting, and thanking customers, processing returns and refunds, and carrying out financial transactions. You will be ready to help with customer questions and needs, and this role may require...


  • Wilmington, North Carolina, United States Knitwell Group Full time

    About UsAt Knitwell Group, we're committed to empowering women to lead the lives they love. Our effortlessly polished styles are thoughtfully designed to go anywhere, from the office to special occasions. We're dedicated to providing a culture centered on empowering employees, with access to industry leaders and tools to expand your skills and stretch your...


  • Wilmington, North Carolina, United States PR Financial Full time

    We are seeking a driven Sales Executive to join our team at PR Financial. As an industry leader in life insurance and health insurance, we offer a unique opportunity for career growth and advancement.The Sales Executive position will be expected to sell at a high level before transitioning over to a team lead and manager. You will be vested day one, starting...

  • Financial Consultant

    4 weeks ago


    Wilmington, North Carolina, United States Charles Schwab Full time

    {"h2": "Empower Your Career at Charles Schwab", "p": "At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. As a Financial Consultant, you will be...

  • Financial Aid Officer

    4 weeks ago


    Wilmington, North Carolina, United States InsideHigherEd Full time

    Job Title: Financial Aid OfficerWe are seeking a highly skilled and experienced Financial Aid Officer to join our team at Dartmouth College. As a key member of our financial aid office, you will play a critical role in providing exceptional customer service, educational financing information, and counseling to students, applicants, and families.Key...

  • Financial Consultant

    4 weeks ago


    Wilmington, North Carolina, United States Charles Schwab Full time

    Your OpportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career and the finance industry. Our innovative approach combines creative problem-solving with a passion for helping clients achieve their financial goals.As a Financial Consultant, you'll be responsible for providing expert financial guidance to existing Schwab...


  • Wilmington, North Carolina, United States Fifth Third Full time

    Transforming Banking ExperienceFifth Third Bank is committed to delivering exceptional customer service and financial solutions. As a Retail Personal Banker Associate I, you will play a vital role in achieving this goal.Key Responsibilities: Utilize the consultative sales process to identify customer needs and provide tailored financial solutions. Develop a...

Financial Services Associate

2 months ago


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

Financial Services Job Description

**Job Summary:**

We are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Truist Financial Corporation. As a key member of our Financial Services team, you will be responsible for providing exceptional support to our Financial Advisors, ensuring seamless day-to-day operations and driving business growth.

**Key Responsibilities:**

* Provide administrative and operational support to Financial Advisors, ensuring timely and accurate completion of tasks and projects
* Assist with business development initiatives, including client outreach and relationship-building
* Collaborate with cross-functional teams to drive business growth and improve operational efficiency
* Maintain accurate records and reports, ensuring compliance with regulatory requirements

**Requirements:**

* 2+ years of experience in a related field, preferably in financial services
* Strong communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
* Proficiency in Microsoft Office and other relevant software applications
* Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines

**What We Offer:**

* Competitive salary and benefits package
* Opportunities for professional growth and development
* Collaborative and dynamic work environment

**If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.