Current jobs related to Accounting Professional – Financial Advisor - Charlotte, North Carolina - Vaco
-
Senior Financial Advisor
5 days ago
Charlotte, North Carolina, United States Edelman Financial Engines Full timeAbout the RoleAs a Senior Financial Advisor at Edelman Financial Engines, you will provide objective, fee-based advice and asset management to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or...
-
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 Advisor
2 weeks ago
Charlotte, North Carolina, United States Northwestern Mutual Full timeCareer Opportunity: Financial Advisor **About the Role** As a Financial Advisor with Northwestern Mutual, you will work with individuals, families, and small businesses to help them achieve their financial goals. You will provide personalized coaching and market development resources, as well as financial support for professional designations and...
-
Financial Services Professional
4 weeks 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 Advisor
2 weeks ago
Charlotte, North Carolina, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping individuals, families, and small businesses achieve financial stability and peace of mind. As a Financial Advisor, you'll play a vital role in shaping the financial futures of our clients.Key Responsibilities:Develop and maintain long-term client relationships,...
-
Accounting Professional
5 days ago
Charlotte, North Carolina, United States Spectrum Community Management Accounting Services Full timeJob DescriptionSpectrum Community Management Accounting Services is seeking a skilled Accounting Professional to join our team. As a key member of our accounting department, you will be responsible for producing financial reports for a portfolio of associations.Key Responsibilities:Perform daily bank reconciliations and create journal entries in accordance...
-
Financial Advisor
1 month ago
Charlotte, North Carolina, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping individuals, families, and small businesses achieve financial stability and peace of mind. As a Financial Advisor, you'll play a vital role in shaping the financial futures of our clients.Key Responsibilities:Develop and implement personalized financial plans to...
-
Financial Advisor
4 weeks ago
Charlotte, North Carolina, United States Thrivent Full timeAbout the RoleAs a Thrivent Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial advice. You will work with clients to help them achieve their financial goals, while also enjoying the satisfaction of making a difference in their lives.Key ResponsibilitiesBuild a...
-
Financial Professional
2 weeks ago
Charlotte, North Carolina, United States Equitable Advisors LLC Full timeEmpowering Women in Financial LeadershipAt Equitable Advisors LLC, we are committed to fostering a culture of inclusivity and opportunity for women in financial leadership. As a Financial Professional, you will play a vital role in helping individuals and families achieve their financial goals and secure their financial well-being.Key Responsibilities:Build...
-
Financial Professional
2 weeks ago
Charlotte, North Carolina, United States Equitable Advisors Full timeUnlock Your Potential as a Financial AdvisorAt Equitable Advisors, we're committed to helping individuals and families achieve their financial goals. As a Financial Advisor, you'll have the opportunity to build meaningful relationships with clients, provide personalized guidance, and help them secure their financial well-being.Flexibility and ControlCreate a...
-
Financial Services Advisor
3 weeks ago
Charlotte, North Carolina, United States The Pelora Group Full timeUnlock Your Potential as a Financial ProfessionalAre you ready to make a meaningful impact in your community, build a lasting legacy for yourself and your clients, and enjoy the freedom and flexibility you deserve without feeling isolated?As a Financial Professional supported by The Pelora Group, you'll be part of a dynamic community of professionals who...
-
Senior Accounting Professional
4 days ago
Charlotte, North Carolina, United States Staff Financial Group Full timeJob DescriptionStaff Financial Group is seeking a highly skilled Senior Accounting Professional to join their team.The ideal candidate will be responsible for daily, weekly, and monthly accounting processes to ensure accurate and timely financial reports are delivered to clients.Key ResponsibilitiesPerform cash reconciliations, check deposits, collections,...
-
Financial Advisor
1 month ago
Charlotte, North Carolina, United States Northwestern Mutual Full timeJoin a Team of Financial AdvisorsAt Northwestern Mutual, we believe that everyone deserves to spend their lives living. A strong financial plan is the cornerstone for ensuring that reality. Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals.What We OfferPersonalized coaching...
-
Financial Solutions Advisor
2 weeks ago
Charlotte, North Carolina, United States Bank of America Full timeJob Title: Financial Solutions AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.We are seeking a Financial Solutions Advisor to join our...
-
Wealth Management Advisor
6 days ago
Charlotte, North Carolina, United States Truist Financial Full timeJob DescriptionThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications.If you already have a profile with us, you can log in to check...
-
Financial Professional
5 days ago
Charlotte, North Carolina, United States Equitable Advisors Full timeEmpowering Women in Financial LeadershipAt Equitable Advisors, we believe in the power of women in financial leadership. As a Financial Professional, you will have the opportunity to help individuals and families make informed financial decisions and achieve their goals.Key Responsibilities:Build and maintain strong relationships with clientsDevelop and...
-
Financial Advisor: Partner Path
2 weeks ago
Charlotte, North Carolina, United States New York Life Charlotte Full timeUnlock Your Potential as a Financial Services PartnerNew York Life and NYLIFE Securities are seeking experienced leaders to join our Partner Path program. As a Partner, you'll have the opportunity to become a licensed financial advisor and potentially become a Partner in our Charlotte General Office.Key Responsibilities:Develop and execute a personalized...
-
Senior Accounting Professional
2 weeks ago
Charlotte, North Carolina, United States Staff Financial Group Full timeStaff Financial Group is seeking a highly skilled Full Charge Bookkeeper to support our clients with their financial needs.Key Responsibilities:Manage daily, weekly, and monthly accounting processes to ensure accurate and timely financial reports are delivered to clients.Perform client work, including cash reconciliations, check deposits, collections,...
-
Experienced Financial Professional
2 weeks ago
Charlotte, North Carolina, United States New York Life Full timeAbout the RoleWe are seeking an experienced financial professional to join our team in Charlotte, NC. As a financial advisor, you will work closely with clients to create customized financial plans tailored to their specific needs and goals.ResponsibilitiesDevelop and implement comprehensive financial plans for clients in the Charlotte area.Evaluate and...
-
Financial Services Professional
2 weeks ago
Charlotte, North Carolina, United States Pinnacle Bank Full timeJob SummaryPinnacle Bank is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for managing a portfolio of existing clients and developing new business through aggressive solicitation of qualified prospects.Key ResponsibilitiesProvide distinctive service to clients and prospects, in person and over...
Accounting Professional – Financial Advisor
2 months ago
We are seeking a highly skilled Financial Expert to join our team at Vaco. As a Staff Accountant, you will play a critical role in providing financial expertise to our clients and contributing to the growth and success of our organization.
Key Responsibilities- Financial Analysis: Conduct thorough financial analysis to identify trends, estimates, and significant changes in financial statements.
- Accounting and Financial Reporting: Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, to ensure accuracy and compliance with US GAAP.
- Financial Planning and Budgeting: Assist in developing and implementing financial plans and budgets to ensure alignment with business objectives.
- Internal Controls and Compliance: Oversee the implementation and maintenance of internal controls to ensure compliance with SOX and other regulatory requirements.
- Special Projects: Participate in special projects, such as system implementation, process improvements, and mergers and acquisitions, to drive business growth and efficiency.
- Education: Bachelor's degree in Accounting, Finance, or related field.
- Experience: 2-5 years of progressive accounting experience, with a combination of corporate accounting and consulting experience.
- Certifications: CPA certification highly preferred.
- Skills: Strong understanding of US GAAP, financial close processes, internal control, and SOX compliance. Excellent communication and interpersonal skills, with a desire to take on new projects and drive process improvement.
- Performance-based pay and quarterly bonus opportunities
- Access to medical, dental, and vision benefits, 401K employer match
- Technology, including a new computer and an initial technical equipment setup allowance on start date and monthly cell phone allowance
- Annual $500 budget for professional development of your choice
- Reimbursement for professional licenses, certifications, and associations
- Career progression opportunities