Senior Investment Analyst: Retirement Plans & Client Advisory
Aon
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 to pursue new business opportunities with appropriate licenses. Base salary range and incentives reflect regional goals and market norms. #J-18808-Ljbffr Aon
- NFP, an Aon company, is seeking a Senior Investment Analyst to join the investment team and act as... ...analysis and delivering recommendations to clients, with an annual performance bonus... ...requires extensive experience in retirement plan investment analysis, strong...SeniorRetirement
$65k - $90k
Mutual of America is seeking a Client Relationship Manager based in Charlotte, NC. In this hybrid role, you will focus on engaging... ...across the region. Responsibilities include managing group retirement plan operations and conducting client meetings. Required qualifications...SeniorRetirement- ...Charlotte, NC is seeking an Experienced Estate Planning and Estate Administration Paralegal. The role involves fielding client calls, drafting estate planning documents,... ...and benefits including health insurance and retirement plans, while remote work is available on...SeniorRetirementRemote work
$138k - $223k
..., the Director, Sr. Investment Research Analyst, is a key leadership... ...investing for the firm’s advisory programs, with... ...portfolio managers, and clients. Responsible for... ...annual sales incentive plans, or other non-annual... ...deserves a secure retirement. For more than 100...SeniorRetirementWork experience placementWork at officeImmediate startFlexible hours$90k - $150k
Premier, Inc seeks a Senior Consultant for Advisory Services to enhance performance in healthcare systems. The role involves managing client interactions, data analysis, and presenting actionable... ...include health insurance, retirement plans, paid time off, and professional...SeniorRetirementRemote job$115k - $120k
Description Citizens M&A Advisory is looking for a qualified Investment Banking Analyst to join our Consumer &... ...exposure to senior bankers and are involved... ...part of delivery to our clients and prospects. Qualifications... ...and vision coverage, retirement benefits, maternity/...RetirementWork experience placementLocal areaMonday to FridayFlexible hours- ...seeks a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory. You will work as a fiduciary delivering personalized advice and planning for clients with complex portfolios, leveraging a broad range of investment solutions. The role emphasizes client relationships,...Senior
$83.7k - $135.4k
...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a... ...Advisory team is looking for an R&D Senior Associate with a background in R... ...insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other...SeniorRetirementFull timeWork experience placementWork at officeLocal areaRemote work- ...licensed CPA firm.The TSO Associate/Senior Associate will be a key member... ...calculations, transaction step plans, and other tax modeling exercises tailored to meet client needs.Responsibilities Assist... ...at public accounting, Big 4, advisory firm, or comparable environmentStrong...SeniorFull timeContract workWork at officeRemote workFlexible hours
$132.8k - $212.4k
As a CFO Advisory Senior Manager, you will:Support the performance of engagements... ...of deliverables and a great client experience, you will assist... ...will include:Planning, managing, and performing a... ...insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and...SeniorRetirementFull timeWork experience placementWork at officeLocal areaRemote work- ...experienced tax professional responsible for managing tax compliance and advisory services. The role includes mentoring tax professionals and ensuring high-quality client service through strategic planning. The ideal candidate has a Bachelor's degree in Accounting, over 7...SeniorFlexible hours
$100k
...contributions to client engagements and take... ...is a specialty investment bank and provides... ...and strategic advisory services to entrepreneurs... ...2027 full-time Analyst class in the... ...acquirer listsAssisting senior bankers in firm... ...benefits, retirement plans, educational assistance...RetirementFull timeWork at officeLocal areaRemote work$105.56k - $247.9k
...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create... ...opportunity has been created for a Senior Manager to join our high... ...insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs...SeniorRetirementWork experience placementLocal areaRemote work$74.55k - $147k
...The GES Experienced Senior Associate is... ...methods to maximize client benefits, particularly... ...with compensation planning and/or... ...published by investor advisory groups as background... ...meaningful work, leaders invested in your success,... .... As a qualified retirement plan, the ESOP is...SeniorRetirementWork experience placementWork at office- ...role in helping millions of investors achieve their retirement goals. As Senior Counsel, Retirement Plans Legal Support, you will serve as a strategic legal advisor... ...plan administration, product development, client relationships, regulatory requirements, and strategic...SeniorRetirementFull time
$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$126k - $180k
...workforce, wealth management and retirement challenges through custom... ...for the position of Senior Investment Analyst. This role acts as a key member... ...recommendations to clients. This salaried position includes... ...experience in the retirement plan industry, with a specific focus...SeniorRetirementWork at office- Huntington Bank is seeking a Senior Liquidity Specialist in... ...driving revenue growth and client engagement as a subject matter... ...of 5 years of institutional investment experience and must possess... ...including health insurance and retirement plans. #J-18808-Ljbffr Huntington...SeniorRetirementFlexible hours
- Senior Financial Planning Associate A growing, independent wealth management firm is seeking... ...Associate to support high-net-worth client relationships and deliver... ...present comprehensive financial plans (investment, tax, estate, retirement, compensation, insurance)...SeniorRetirement
$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 $64... ...enrolled in our high‑deductible health plan. * 401(k) employer match at 100% of your...SeniorWork at officeImmediate startFlexible hoursShift work- ...This role serves as a senior financial analyst within the Wholesale FP&A and Advisory team. Core responsibilities... ...to performing client level profitability and... ...Evaluate performance against plans and strategic goals.... ...and contribute to investment cases and value creation...SeniorTemporary workWork at officeRemote workShift workDay shift
- ...goals.EisnerAmper is seeking a Senior Consultant - Grants... ...role will focus on supporting clients with monitoring state and federal... ...fastest-growing accounting and advisory firms in the industryYou will... ...entities, municipalities, public retirement systems, school boards and...SeniorRetirementFull timeWork at officeLocal area2 days per week
- Trane Technologies in Charlotte, NC, seeks an Assistant Director, Tax Advisory, to guide tax strategy for M&A, planning, and audits across the company. You will collaborate with Tax and Finance teams on complex tax issues, optimizing compliance and efficiency. Join a world...Senior
- ...a division of MMA Securities LLC. Senior Compliance Client Service Manager Our not-so-secret... ..., employee health & benefits, retirement, and private client insurance solutions... ...supporting both day-to-day and complex plan design and compliance related inquiries...SeniorRetirementLocal areaFlexible hoursNight shift
$65k - $95k
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan... ...of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than...SeniorRetirementSecond jobLocal area$200k - $225k
...Job Description The Senior Client Advocate provides strategic relationship management,... ...advocacy reports, and Engagement 365 service plans. Partner with Broking to leverage... ...Time Off (Washington State only) Retirement Benefits: Contributory Pension Plan and...SeniorRetirementTemporary workLocal areaVisa sponsorshipWork visaFlexible hours- ...Wealth Advisor to drive new revenue and deliver a consultative client experience within FNB Wealth Management. You will collaborate with... .... Responsibilities include promoting the WM model, selling investment services, documenting activities for compliance, and maintaining...SeniorRetirement
- Citizens M&A Advisory, part of Citizens Bank, seeks an Investment Banking Analyst to join our Consumer & Retail/Restaurant team in... ...role supports lower mid-market clients with sell-side and buy-side advisory... .... Analysts are exposed to senior bankers across deal stages, manage...
- 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... ...competitive 401(k) Plan with Company Match Health... ...Health Care & Dependent Care Retirement Health Reimbursement...SeniorRetirementTemporary workWork experience placementFlexible hours
$200k - $250k
...service platform powering savings plans across America, providing... ...in harm to Ascensus or our clients. At Ascensus we are guided by... ...solution As required, partner with senior leaders to execute on the... ...benefits space, including retirement Understanding of 529 and ABLE...SeniorRetirementWork at officeRemote work
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