Investment Specialist: Client Solutions & Growth
First Citizens
A financial services provider in Raleigh is looking for an Investment Specialist to work closely with Premier Bankers and branch partners. This role focuses on fulfilling the investment needs of clients through sales outreach and consultations while ensuring compliance with regulations. Candidates should have a Bachelor's Degree with relevant experience or a High School Diploma with significant experience in the field, alongside necessary securities licenses. Attractive benefits are also provided. #J-18808-Ljbffr First Citizens
- ...institution is seeking a Financial Solutions Advisor in Raleigh, NC. This... ...and customized solutions to clients, helping them achieve their... ...leads and recommending investment products. The ideal candidate... ...opportunities for professional growth in a supportive environment....Suggested
- Bank of America in Raleigh, NC seeks a Financial Solutions Advisor Stage I to begin with licensing... ...skills. You’ll learn to acquire, build, and manage client relationships while delivering core banking and investment solutions. The role emphasizes a pathway from Stage...Suggested
- ...preparing technical sections of financial deliverables. The FA coordinates Stop Loss RFPs with the marketing team and creates professional client-ready spreadsheets for fees, premiums, and claims experience. The role supports the client team in meetings and financial strategy...Suggested
- ...seeking a Senior Financial Consultant to provide investment solutions for individuals and businesses, while building and maintaining client relationships. You will partner with AUFC... ...full-time, hybrid position with a focus on growth and client service. #J-18808-Ljbffr...SuggestedFull time
- ...a team dedicated to helping clients build stronger financial futures... ...From banking and lending to investments, insurance, and wealth... ...Wealthteam provides comprehensive solutions backed by trustedexpertise.... ...we serve. The Investment Specialist works with our Premier...Suggested
- ...Associate Strategic Client Executive, Rx Solutions Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver...Permanent employmentLocal areaNight shift
$50k - $60k
...opportunity to conduct legal research, draft documents, and maintain client files while learning from experienced associates. Ideal... ...eager to practice law in a supportive environment with room for growth. A competitive salary of $50,000 - $60,000 plus bonuses is offered...Full time- ...different and how you can make your mark as an Associate Strategic Client Executive at MMA. Marsh McLennan Agency (MMA) provides... ...employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless...Permanent employmentLocal areaNight shift
- ...ongoing management to meet financial and client objectives. The team works closely multiple... ...for working collaboratively to develop solutions for deposit or debit products that increase... ...trends across sales production, balance growth, client acquisition, client retention,...Full timePart timeWork experience placementWork at officeShift workDay shift
- ...seeking a Tax Associate or Tax Senior for a remote position located near Raleigh, NC. This role emphasizes client interactions, tax return preparation, and offering solutions for tax issues. Candidates should have a Bachelor's in Accounting and 3 to 5 years of public...Remote work
$77k - $202k
...Description & SummaryThe OpportunityAs a Zuora Solution Architect - Senior Associate, you will play a pivotal role in helping clients optimize operational efficiency through the... ...opportunities for personal and professional growth- Supporting the development of subscription...Full timeH1b- ...focused position. The role involves building relationships with clients, preparing tax returns, and performing tax planning, among... ...become one. This position offers excellent work/life balance and growth opportunities within the firm. #J-18808-Ljbffr Res Consultant Group...
$30 per hour
...development and professional growth of our veterans and military... ...recognizes new problems and develops solutions within appropriate time... ...S. based or U.S. customer or client-facing roles may be required... ...benefits #401(k) Savings and Investment Plan with company match #...Hourly payTemporary workWork experience placementInternshipWorldwideFlexible hours- ...seeking a Senior Associate in Raleigh to lead client engagement teams on strategy and technology projects that drive revenue growth. You will refine Net Revenue Management... ...through strategic consulting and data-driven solutions. The role emphasizes strong analytical...
$85k - $145k
Mercer Advisors is hiring a Wealth Path Wealth Advisor to manage a book of 150-250 clients, focusing on client retention and asset growth. Candidates should hold a Bachelor's degree and a Certified Financial Planner designation, with considerable experience in wealth management...Monday to Friday- ...developing and expanding treasury management business. This position involves forming new client relationships and maintaining existing ones by providing excellent service and innovative solutions. Qualified candidates should have at least a Bachelor’s degree and ten years of...
$128k - $252.5k
...a significant impact on our clients' success. You’ll work alongside... ...digital ventures, and fuel growth through innovation. AI & Engineering... .../verticalized sector solutions in software, data, AI, network... ...banking, insurance, securities, investment management, and real estate...$80.6k - $117.33k
...specialize in leveraging advanced technologies such as AI, cloud, and data-led innovation to help our clients accelerate growth and unlock business value. Our AI-driven solutions empower financial institutions to make smarter decisions, enhance customer experiences, and...Full timeTemporary workRelocation$70k - $200k
Join Canvas Homes: Investment Real Estate Sales Agent Are you ready to take your real estate... ...—no lone wolves here! Unlimited Growth Potential: Whether you aim to lead your... ...with our exclusive property listings. Client Engagement: Maintain regular communication...Full timeLocal area$77k - $214k
...life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service... ...- Leading the way as tax advisors with innovative solutions- Utilizing advanced skills and technology to solve...Full timeH1b- ...and be an integral part of the growth of HHAD’s affordable housing... ...to senior leadership, Investment Committee, external development... ...analysts, appraisers, auditors, clients, and other external deal participants... ...with a team to provide solutions where needed* Ability to...Work at officeLocal areaFlexible hours
- ...specialize in leveraging advanced technologies such as AI, cloud, and data-led innovation to help our clients accelerate growth and unlock business value. Our AI-driven solutions empower financial institutions to make smarter decisions, enhance customer experiences, and...Full timeTemporary workRelocation
- ...than a century, we have been delivering solutions for some of the largest, most complex infrastructure... ...across the country. With our historic growth, it is an exciting time to join our team... ...assigned. This position will serve the client in Western North Carolina. What You’ll Do...Full timePart time
- ...around the world who work with clients to optimize their business,... ...team of quantitative analytics specialists. We bring sophisticated... ...offers excellent career and growth opportunities for highly motivated... ...and features of the developed solutions in client-ready formats...Permanent employmentSummer workInternshipWork at officeFlexible hours
$100k - $150k
...experiences come together to create new solutions We understand that embracing our differences... ...a growing environment, while providing clients with exceptional services. This... ...with opportunities for advancement and growth. Work you'll be responsible for: Responsible...Work at officeLocal area- ...unmatched private jet charter, clients who fly with us receive a... ...find that here. Such growth in a logistically complex, capital... ...work with durable automated solutions. What "AI-first" means in... ...Planning & Analysis (FP&A), investment banking, consulting, or...Work experience placementWork at officeImmediate startMonday to Friday
- ...Litigation Attorney / Attorney-Salesperson to handle professional license defense and administrative law cases. Your focus will be client acquisition and retention, as well as case preparation for non-litigation processes. Some experience is a plus, but passion and drive...
$128k - $252.5k
...advising life insurance and annuity clients on actuarial modernization,... ...client needs and inform solution designRedesign and modernize... ..., as well as through our own investments, commitments, and actions across... ...Job ID 355449 Strategy, Growth, and Transformation |...Local areaVisa sponsorship$148.2k - $292.3k
...analytical experience to help clients evaluate business issues,... ...including analysis of return on investment for medical management initiatives... ...creative, industry-specific solutions that streamline operations... ...Job ID 361258 Strategy, Growth, and Transformation | Actuarial...Local areaVisa sponsorship$116.2k - $229.1k
...• Collaborating with actuarial, investments, underwriting, claims, and other client stakeholders to assess current-state... ...and design scalable future-state solutions • Supporting the implementation... ...0 Job ID 361360 Strategy, Growth, and Transformation | Functional...Local areaVisa sponsorship
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