Independent Senior Financial Advisor High-Touch Wealth
First Command Financial Services
First Command Financial Services is seeking a Senior Financial Advisor in Charlotte, North Carolina. This role is ideal for experienced professionals who can guide military families towards financial security through personalized advice and strategies. You will build and deepen client relationships, focusing on trust and high-touch service. The successful candidate should have over 5 years of experience in financial services and a proven record in engaging the military community. This independent contractor position offers flexible hours and unlimited income potential based on your performance. #J-18808-Ljbffr
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...serving the global financial services... ...Capital Markets, Wealth and Asset Management... ...relationship matters to senior management and subject... ...projects and work independently, with guidance in... ...as a trusted advisor to maintain and further... ...EY focuses on high-ethical standards...Summer holidayWork at officeLocal areaFlexible hours$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...Management - Renewable Energy Tax Senior Manager, you will play a... ...structuring tax strategies for our Financial Services clients. Your... ...sound judgment, and developing high-performing, diverse, and inclusive...SeniorFull timeH1bLocal area- ...and Annuity Association of America in Charlotte, North Carolina, seeks a Wealth Planning Strategies professional to partner with high-net worth clients. This role involves understanding financial objectives, developing tailored strategies, and delivering exceptional financial...Senior
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...our passion for helping investors build wealth through real estate with cutting edge technology... ...apply their expertise to influence all high‑value operating decisions with the goal... ..., and ad hoc analysis Produce financial reports and maintain models for lender tape...SeniorLocal areaRemote workHome officeVisa sponsorship$135k - $170k
...strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs... ..., complete, and timely preparation of high net worth clients' individual, estate,... ...accounting firms and business advisors. This affiliation gives us access to the...SeniorLocal areaWorldwide- ...seeking a seasoned and strategic senior leader to serve in an... ...Enablement organization of Personal Wealth. The individual in this role... ...proactive risk management. This is a high‑impact opportunity for a risk... ...audit, ideally in a regulated financial services environment. Strong...SeniorWork experience placement
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...Industry/Sector: Asset and Wealth Management Time... ...review and analyse financial data, prepare and file... ...code of conduct, and independence requirements. The Opportunity... ...tax solutions. As a Senior Associate you will... ...technical business advisor Demonstrating familiarity...SeniorFull timeH1b$50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. Enjoy the... ...to work with us as an independent contractor. We're currently... ...help shape how AI understands financial principles and decision-making... ...Banking, Corporate Development, Wealth Management, and Insurance...SeniorHourly payContract workFor contractorsWork experience placementRemote work- ...nation's premier financial services companies... ...management teams in high-growth western... ...Market, Liquidity, Wealth Risk & Compliance... ...expert and trusted advisor to front?line business... ...stakeholders, and senior management on... ...the ability to work independently or with team members...Work experience placementLocal areaFlexible hours
$76k - $125.3k
...Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management... ...responsibilities A senior analyst in FSO EDGE... ...degree of independent judgment to identify... ...simultaneously Demonstrate a high level of... ...status as a trusted advisor to maintain and further...SeniorSummer holidayWork at officeLocal areaFlexible hours$90k - $150k
...Annuity Association of America seeks an Investment Product Wholesaler in Charlotte, NC. This role involves educating advisors on comprehensive financial solutions, promoting an integrated approach, and building relationships with key partners. Candidates must have at least...Senior$76k - $125.3k
...serving the global financial services... ...Capital Markets, Wealth and Asset Management... ...responsibilities A senior analyst in FSO EDGE... ...significant degree of independent judgment to... ...Demonstrate a high level of professional... ...status as a trusted advisor to maintain and further...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...candidate has 5+ years of experience, strong leadership skills, and a background in homebuilding. Familiarity with local building codes and construction scheduling software is preferred. Join us to ensure high-quality builds within budget and timelines. #J-18808-Ljbffr...SeniorLocal area
$99k - $266k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...You will review and analyse financial data, prepare and file tax returns... ...Firm's code of conduct, and independence requirements. The... ...Success as tax technical business advisor Familiarity with CRM systems...Full timeH1b$98k - $162.5k
...purpose to help make financial lives better through the... ...include independently managing transactions... ...portfolios of moderate to high complexity, completing... ...requirements. The Global Wealth Investment Management-... ...with the Private Client Advisor (PCA) in their goal of...SeniorBank staffWork at officeShift workDay shift- ...purpose to help make financial lives better... ...responsibilities include independently managing low-... ...Underwriter II (CUII) / Senior Credit Underwriter... ...with the Credit Advisor (CA) to develop... ...relationships with strategic wealth clients. This role... ...for ultra-high net worth...SeniorWork at officeShift workDay shift
$75k
...can succeed as a Divisional Wealth Management Consultant at Capital... ..., training, and motivating financial advisors from all channels, with an... ...and work skillfully with Senior Sales Force members to identify... .... In addition to a highly competitive base salary, per...Full timeTemporary workLocal areaFlexible hours
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