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
- ...contribute to acquiring and serving clients. You will work with bankers, investment specialists, and trust experts to deliver tailored wealth solutions and advance toward an Associate role... ...and estate planning while offering growth opportunities and competitive compensation...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
- ...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
- ...support senior bankers, interact with current and prospective clients, and prepare pitches and client materials. The role emphasizes... ...Series 79/63 readiness are required. Position located near North Carolina with long hours and growth potential. #J-18808-Ljbffr JobtailorSuggested
- Bank of America seeks a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7 and 66 licenses, then build strong client relationships and advise on financial solutions... ...center delivering core banking, investment solutions and client care, with a path...Suggested
- A prominent financial services firm in Raleigh is seeking a Program Banker Analyst to devise customized financial strategies for clients, prepare presentations, and collaborate with a talented team. Candidates should hold a Bachelor's degree with a GPA of at least 3.2 and...
- ...Analyst who will serve as the key contact for participants in JP Morgan Workplace Solutions. This role demands excellent customer service skills, strong communication abilities, and a client-focused approach. The chosen candidate will handle inquiries, resolve issues,...
$65k - $85k
...portfolio has been built by listening to our clients, and with expert teams of pharmacists, clinicians, data specialists and market researchers who provide foresight,... ...forces with other market‑leading pharmaceutical‑solutions providers - Evaluate, Citeline, Panalgo and The...Temporary workWork at officeLocal areaImmediate startFlexible hours- 慨正橡扯 is seeking a Financial Advisor Services Analyst in North Carolina. The role involves generating revenue growth, managing client relationships, and assisting Financial Advisors with inquiries on JPMorgan Funds. Candidates should possess a BA/BS degree and a minimum...
- BCG Attorney Search is looking for a mid-level M&A associate to join their Transactions Practice Group in Raleigh, NC. This position requires 4-8 years of experience in complex corporate mergers and acquisitions, including private equity-driven transactions. The ideal candidate...
- ...Overview The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients. The Investment Specialist develops an understanding of... ...recommend the appropriate investment solution with the client’s best interest in...
- First Citizens Wealth in Raleigh is hiring a Wealth Client Specialist. The role involves uncovering sales opportunities, preparing necessary documentation, and sourcing financial data to analyze trends. Candidates should have a Bachelor's Degree or equivalent experience...
- ...is seeking a regular employee in Raleigh, North Carolina, to manage client transactions and deliver exceptional service. Responsibilities include engaging clients, educating them on banking solutions, and supporting sales efforts. The successful candidate will have a high...
- ...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...
$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- ...Chase & Co. in Raleigh, North Carolina is seeking a Private Client Advisor to provide comprehensive financial planning and advice... ...building client relationships and delivering personalized investment solutions while demonstrating integrity and a deep understanding of financial...
- ...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 job
$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- ...a team on financial strategies. The Analyst Program offers a robust experience across various business areas, including credit, investments, and wealth advisory. Ideal candidates will have a Bachelor's degree with a GPA of at least 3.2 and less than two years of experience...
- ...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...
- ...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 workNight shiftDay shift
$94.59k - $218.48k
...toughest challenges, delivering advanced solutions to our customers’ most critical... ...Noblis is seeking highly skilled Investment Planning and Analysis Specialists to support the Federal Aviation... ...your contributions, provide you with growth opportunities, and support your...Permanent employmentFull timeContract workPart timeFor contractorsWork experience placementWork at officeLocal areaRemote work- JPMorgan Chase in Raleigh, North Carolina, seeks candidates for a role focusing on financial strategy for clients. Responsibilities include devising tailored financial strategies, preparing meeting materials, and collaborating on client analysis. The right candidate will...
- ...problems. Based in Raleigh, NC, and investing primarily in the Southeast U.... ..., and other mission‑critical solutions. We actively partner with... ..., and portfolio value growth. To date, we’ve raised two committed... ...at a bulge‑bracket bank or specialist boutique (e.g., advanced...Rotational program
- ...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
- ...accounting. The ideal candidate will have strong leadership abilities, advanced skills in Microsoft Excel, and excellent communication skills. Competitive benefits are offered from the first day of employment, along with opportunities for growth and training. #J-18808-Ljbffr...
- ...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
- ...unmatched private jet charter, clients who fly with us receive a... ...you will find that here.Such growth in a logistically complex, capital... ...work with durable automated solutions.What “AI-first” means in this... ...Planning & Analysis (FP&A), investment banking, consulting, or...Work experience placementWork at officeImmediate startMonday to Friday
- ...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
- ...Raleigh, NC, is looking for an energetic team member to engage clients in the lobby, educate them on self-service options like mobile/... ...relationships to meet financial needs and connect clients to appropriate solutions to reach their goals. The role requires confidence in...Weekend work
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