Investment Advisor
First Citizens
First Citizens Bank is seeking a client-facing investment professional to drive relationship development and sales with mass affluent clients. You will conduct outbound calls, assess financial needs, and tailor investment solutions, partnering with internal partners to grow business. Hybrid work arrangement with a focus on compliant, high-quality service and ongoing client reviews to support long-term financial goals. #J-18808-Ljbffr
Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Investment Advisor in Raleigh, NC vacancy
- Location: On site in location Raleigh, NC Summary The Portfolio Manager assists in the assessment of risk and management of the Bank’s loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance...SuggestedFull timeWork experience placement
First Horizon Bank
Raleigh, NC8 days ago - Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank's legal lending limit. Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management...SuggestedTemporary workWork experience placement
Atlantic Union Bank
Raleigh, NC17 hours ago - Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202.Join our team. Make a difference - for us and for your future.Position Title: Commercial Credit Underwriting Portfolio Manager Team LeaderBusiness Unit: CreditReports to: Manager of Commercial Credit...SuggestedFull timeWork at office
- Portfolio Manager The Portfolio Manager plays a vital role in managing and overseeing a portfolio of commercial loans. This position is responsible for maintaining the quality and profitability of the loan portfolio, assessing risk, and ensuring compliance with regulatory...Suggested
The Fidelity Bank
Raleigh, NC1 day ago - ...actionable insights and deliverables for account teams and client stakeholders. You'll partner closely with Account Management, Benefit Advisors, and clinical specialists to develop strategic approaches that align with client objectives. That includes advising on...SuggestedPermanent employmentWork at officeLocal areaFlexible hoursNight shift
Marsh & McLennan
Raleigh, NC3 days ago - ...to a variety of stakeholders, both internally and externally with our clients. You will work with a team of clinical and benefit advisors to develop strategic approaches for our clients based on clinical and actuarial data. This position will be integral in all aspects...Permanent employmentWork at officeLocal areaFlexible hoursNight shift
Marsh McLennan
Raleigh, NC2 days ago - If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Management Raleigh, NC, US SUMMARY: The position of Portfolio Manager III is responsible for ensuring ...Full timeWork experience placementInterim roleWork at office
First Bank SBA
Raleigh, NC4 days ago $105.4k - $207.8k
...The Team Our Finance Transformation team serves as a trusted advisor and thought partner to CFOs, finance leaders, and executive clients... ..., accrual mechanics, and period-end close support in an investment funds environment.Experience supporting board/advisory reporting...Local areaNight shift- ...business expertise and exceptional support; act as a strategic advisor. Meet continuing education standards required for the job function... ...edge of health‑care delivery with a team that is deeply invested in the community. Work‑life balance, flexibility, and the autonomy...
Blue Cross and Blue Shield of North Carolina
Raleigh, NC4 days ago $102.7k - $164.6k
## ActuaryApplylocations: Remote: PA, Working at Home - Pennsylvania: MD, Working at Home - Maryland: WA, Working at Home - Washington: NC, Working at Home - N Carolinatime type: Full timeposted on: Posted Yesterdayjob requisition id: J273728## **Company :**Highmark Inc...Work at officeRemote workWork from homeShift workHighmark Health
Raleigh, NC1 day ago$100.4k - $197.9k
...purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development...Local areaVisa sponsorship$180.2k - $355.1k
...Advise clients on alternative plan designs, reimbursement models, and value-based care strategies, including analysis of return on investment for medical management initiatives Lead actuarial modeling and analysis to assess the impact of trend changes in the health care...Local areaVisa sponsorship- What We'll Bring to the Table: Friendly, dynamic work environment – Includes certification as a Great Place to Work ® (six years in a row!) along with Climate Neutral Status Competitive salary including merit-based bonus plan Flexible Work Program Clear opportunities for...Work at officeFlexible hours
Perrknight
Raleigh, NC2 days ago $70.35k - $205.8k
...Becoming tech savvy, well-rounded, and market-relevant leaders with an ownership and founder mindset doesn't happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you....Work experience placementLive inWork at officeLocal areaAccenture
Raleigh, NC4 days ago$99k - $124k
...controls. Develop business cases to assess opportunity, determine target metrics, and provide data driven insights to support investment decisions (i.e. staffing, tech, etc.). Prepare and deliver clear and concise reports, presentations, and recommendations to...Work at officeRemote workWork from homeFlexible hoursStrive Health
Raleigh, NC4 days ago- The Fidelity Bank seeks a Portfolio Manager to oversee a commercial loan portfolio, ensuring quality and profitability while assessing risk and regulatory compliance. You will maintain client relationships, support underwriting, and monitor loan performance across the ...
The Fidelity Bank
Raleigh, NC23 hours ago - Fidelity Bank in Raleigh, NC seeks a Portfolio Manager to oversee a commercial loan portfolio, assess risk, ensure regulatory compliance, and maintain client relationships. This role requires analyzing financials, performing credit reviews, and guiding loan structuring...
Fidelity Bank
Raleigh, NC2 days ago $205k - $340k
Job DescriptionAt K&L Gates, we are looking for smart, imaginative and hard-working people with diverse backgrounds, experiences and ideas to join us. Perhaps our search for talented visionaries and your search for important and impactful work lead to the same place.We...Full timeTemporary workLocal areaRemote work- ...About 10 Federal Storage: 10 Federal Storage is a leading, high-growth US real estate investment and property management company specializing in automated, technology-driven self-storage facilities across North America. By leveraging cutting-edge technology, our company...
10Federal Partners Inc
Raleigh, NC17 hours ago $128k - $252.5k
...bid submissions for accuracy and consistency Model lapse and retention rates and prepare results for client review Build return on investment models for medical management and other health plan initiatives Prepare incurred but not reported (IBNR) modeling spreadsheets...Work at officeLocal areaVisa sponsorship- Relationship Banker I The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies...Night shift
The Fidelity Bank
Raleigh, NC17 hours ago - ...The North Carolina Investment Authority (NCIA) is a new independent state agency, governed by a Board of Directors chaired by the State Treasurer, tasked with investing North Carolina’s $144 billion in pension assets. Real Assets Equity has a target allocation of 18%...Full timeLive inWork at officeRemote workRelocation package1 day per week
Ignites
Raleigh, NC2 days ago - Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and...Remote work
- *This role is not eligible for sponsorship* RESPONSIBILITIES Soundly apply the bank’s credit culture and credit policies; is considered a policy expert Use independent judgment and critical thinking in the compilation of key financial data for the accurate representation...
$91k - $185.9k
...you will be part of the product team managing the delivery of investment advisory and employee education solutions to sponsors of participant... ...benchmarking. Responsibilities include working closely with advisors and employee education consultants on investments, plan design...Full timeTemporary workPart timeWork experience placementWork at officeLocal area- AgencyDept of TransportationDivisionCFO-Financial Management DivisionJob Classification TitleAccounting Manager II (NS)Position Number60015319GradeNC20About UsIt’s the mission of the NC Department of Transportation to connect people, products and places safely and efficiently...Work experience placementWork at officeRemote work
State of North Carolina
Raleigh, NC3 days ago - Qualifications SKILLS/QUALIFICATIONS: Bachelor’s degree in business, finance or related field or equivalent experience required. Minimum of three (3) years of experience working in Financial Services required; Exposure to Commercial Banking highly desired. Prior working...Work experience placementWork at officeLocal area
- Primary Office Location: 1318 North Bridge Street. Elkin, North Carolina. 28621. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position...Work at office
fnbcorp
Raleigh, NC1 day ago - ...Needs Assessment to identify needs and offer appropriate banking solutions. You'll collaborate with Mortgage, Small Business, and Investment partners, aim to exceed customer experience and production goals, and travel for training as needed. A college degree or...
Fifth Third
Raleigh, NC2 days ago - Branch BankerAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our...Full timeTemporary workPart timeWork at officeShift work
PNC
Raleigh, NC4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Advisor. Be the first to apply!
Related searches
- investment Raleigh, NC
- community investment Raleigh, NC
- investment sales Raleigh, NC
- investment intern (private equity) Raleigh, NC
- investment operations Raleigh, NC
- investment part time Raleigh, NC
- investment writer Raleigh, NC
- real estate investment Raleigh, NC
- investment strategist Raleigh, NC
- investment accountant Raleigh, NC