Senior Investment Analyst: Client-Focused Investment Advisor
NFP, an Aon company
NFP, an Aon company, is seeking a Senior Investment Analyst to join its investment team. This salaried role focuses on investment analysis and communicating recommendations to clients, with an annual performance bonus based on regional revenue and retention goals. We expect at least 5 years’ experience in the retirement plan industry, strong asset allocation and risk analysis skills, and experience evaluating fund managers. #J-18808-Ljbffr NFP, an Aon company
$126k - $180k
NFP, an Aon company, seeks a Senior Investment Analyst in Charlotte, NC. This salaried role is a key member of the investment team, focused on investment analysis and presenting recommendations to clients. The base salary range is $126,000-$180,000, with an annual performance...Senior- NFP, an Aon company, in Charlotte, NC, is seeking a Senior Investment Analyst to serve as a subject matter expert on investment analysis and to communicate recommendations to clients and committees. This salaried role includes an annual performance bonus and opportunities...Senior
- Mercer is seeking a Senior Health Actuary to join our Actuarial and Financial Group (AFG)... ...Mercer’s Health practice. The role leads client engagements, reviews reports, and presents... ...flexible onsite/remote options and a focus on data-driven insights. #J-18808-Ljbffr...SeniorRemote workFlexible hours
- 49 Financial is seeking motivated college graduates to join as Financial Advisors focused on client acquisition and long-term service. You will grow your book through networking, referrals, and relationship building, becoming the face of the firm and delivering practical...Suggested
- ...Charlotte, NC, is seeking a candidate to provide client coverage banking services to corporate... ...treasury and payment solutions, with a focus on mid to large cap private and public... ...Responsibilities include collaboration with senior CIB professionals, due diligence,...Senior
- At Barings, we are as invested in our associates as we are in our clients. We recognize those who work... ...opportunities. Title: Senior Associate, Client Portfolio... ...subject matter experts, focusing on business development,... ...we can be a strategic advisor and long-term partner in...SeniorTemporary workWork experience placementFlexible hours
- Bank of America in the United States seeks a senior client manager to lead a targeted corporate banking portfolio. You will originate, manage... ...objectives. The role requires 10+ years in corporate or investment banking, MBA or equivalent, strong analytical skills, and the...Senior
- ...in Charlotte, NC, seeks a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory. You will work as... ...delivering personalized advice and planning for clients with complex portfolios, leveraging a broad range of investment solutions. The role emphasizes client relationships...Senior
$138k - $223k
...Allocation, the Director, Sr. Investment Research Analyst, is a key leadership role... ...to have an immediate focus on supporting the investment... ...written content to support advisors and portfolio managers, as... ...advisors, portfolio managers, and clients. Responsible for...SeniorWork experience placementWork at officeImmediate startFlexible hours- PNC Wealth Management seeks a Wealth Advisor based in North Carolina to build and manage client relationships, develop investment and insurance strategies, and deliver comprehensive financial planning. You will collaborate with internal partners to expand the book of business...Work at office
- ...law firm in Charlotte, NC is seeking an Experienced Estate Planning and Estate Administration Paralegal. The role involves fielding client calls, drafting estate planning documents, and managing probate files. Candidates must have at least one year of experience in...SeniorRemote work
$125k - $175k
...innovative, outcome-oriented investment strategies and... ...exclusively with financial advisors on the AssetMark... ...better outcomes for their clients.We are expanding our... ...and ETF solutions. As Senior Investment Consultant... ...bringing a relentless focus on what matters to clients...SeniorFull timeWork at officeRemote workFlexible hours- U.S. Bank in Charlotte, NC is seeking a Client Relationship Consultant to connect with customers across in-person, by appointment, and virtual channels, offering trusted guidance and a digital-first banking approach. You will assess financial needs, educate clients on...Senior
$140k - $155k
...from the ground up. As a Client Portfolio Manager, you'... ...with high-net-worth advisors and clients while partnering... ...closely with the Chief Investment Officer, Portfolio... ...clients, advisors, and senior leadershipStrong analytical... ...bringing a relentless focus on what matters to...Full timeWork at officeFlexible hours$126k - $180k
...organization of consultative advisors and problem solvers. We... ...professional for the position of Senior Investment Analyst. This role acts as a key... ...matter expert, primarily focused on investment analysis and... ...investment recommendations to clients. This salaried position...SeniorWork at office$82k - $123k
Our Client is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $640B of total capital allocations, including $143 billion in AUM, we are highly diversified...SeniorWork at officeImmediate startFlexible hoursShift work$125k
...transaction execution and the delivery of investment banking products and services to clients and prospects. Perform research... ...interns and less experienced Analysts. Responsibilities Include But... ...industries or sectors, as identified by senior bankers, to target certain...SeniorTemporary workSummer internship- ...in Charlotte, NC, seeks a professional to drive new revenue for Wealth Management. In this role, you will promote investment services and work with clients to deliver tailored solutions. The ideal candidate will have at least 5 years of experience in financial services,...Senior
$82k - $133.5k
...for fast-growing industries, Aprio ensures clients are prepared for wherever life or... ...progressive, fast-growing firm looking for a Senior Tax Associate to join their dynamic team.... ...offers an opportunity to grow with a future-focused, innovative firm.Perks/Benefits we offer...SeniorFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours- Bank of America is seeking a results-driven Financial Advisor to help clients achieve their financial goals through comprehensive planning, brokerage products, and tailored banking solutions. You will triage leads, refer to partners, and meet with clients to review goals...Work at officeMonday to Friday
- ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered,... ...; think of Gallagher. How you'll make an impact Primary focus of role to provide guidance and assistance to Account teams and...SeniorWork at officeLocal area
$180.2k - $355.1k
...practice is adding an Actuarial Senior Manager to our Insights,... ...analytical experience to help clients evaluate business issues, improve... ...from current models to ones focused on outcomes for patients and... ...analysis of return on investment for medical management initiatives...SeniorLocal areaVisa sponsorship- ...driven by delivering real results for our clients. It's also enabled by our culture, which... ...KPMG is currently seeking an Actuarial Life Senior Associate to join our Audit practice.... ...group for audit and advisory clients with a focus on Life, Annuities, and Long-Duration...SeniorLocal area
$65k - $80k
Current, a rapidly growing accounting platform in Charlotte, is seeking a Staff Accountant II. This role focuses on providing client accounting services, managing financial statements, and collaborating with diverse businesses to enhance their financial reporting. The ideal...- Truist seeks a senior Wholesale Payments Dedicated Specialist to lead high-value client servicing and deliver best-in-class experiences. You will coordinate with internal... ..., and leadership in daily activities, with a focus on client outcomes and revenue realization. #J...Senior
- United States Digital Space LLC seeks a client-focused associate to engage visitors in the lobby, educate them on self-service options, and efficiently process cash transactions. You will build relationships to understand financial goals and connect clients with suitable...Weekend work
- ...), a licensed CPA firm.The TSO Associate/Senior Associate will be a key member of our fast... ...tax modeling exercises tailored to meet client needs.Responsibilities Assist with buy-side... ..., concise and articulate manner.Conduct focused tax research on technical issues and...SeniorFull timeContract workWork at officeRemote workFlexible hours
$77k - $121k
...being. You’ll be rewarded for investing in your community, celebrated... ...Wells Fargo is seeking a Senior CIB Lending Operations Middle... ...with the internal and external clients, and work to identify ways to... ...characteristic. Employees support our focus on building strong customer...SeniorFull timeWork experience placementWork at office$100k - $150k
...do our best work EisnerAmper is seeking a Senior to join our National Tax Office. We are... ...in a growing environment, while providing clients with exceptional services. This individual... ..., employees have the flexibility to focus on the work they want to do and the autonomy...SeniorFull timeWork at officeLocal area$110k - $125k
...Baird Investment Banking Analyst OpportunityHigh-profile deals, major growth, the... ...and mentors, and a culture focused on shared success.We are currently... ..., and preparation for client meetings and pitchesWork... ...-side with both junior and senior investment bankers, gaining...Full timeWork experience placementCurrently hiringWork visaNight shift
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