Wealth & Investment Advisor I
Bank of America Corporation
Bank of America is hiring a Financial Advisor in Durham, NC to help clients achieve financial goals through tailored banking and investment solutions. You will review goals with clients, reference brokerage products, and collaborate with partners to implement plans. The role requires Series 7 and 66 (or 63/65) licenses, with sales experience and strong relationship-building skills. Expect a structured environment with regulatory due diligence and ongoing training. #J-18808-Ljbffr Bank of America Corporation
- ...Company Description Ashlar Capital is a healthcare-focused private investment firm focused on the lower-middle market. We partner with leading businesses across all sectors of healthcare, providing financial capital, human capital and industry expertise to drive transformational...SuggestedFull timeWork experience placement
- At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly...SuggestedFull timeTraineeshipLocal areaMonday to Friday
- At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife’sexpenses.In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly...SuggestedFull timeTraineeshipLocal areaMonday to Friday
- ...reconcile ACV metrics to recognized revenue. Deliver margin analysis by product, customer, and service line to inform pricing, investment, and resource allocation decisions. Business Partnering Serve as the finance business partner to Sales, Customer Success,...SuggestedTemporary workCasual workImmediate start
- ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients, an established wealth management... ...Benchmarking and creating performance reports Creating investment proposals Ensuring all information is up to date in CRMS...SuggestedFull time
$118.69k - $189.91k
...environments. What You'll Get The opportunity to work at the cutting edge of health care delivery with a team that's deeply invested in the community. Work-life balance, flexibility, and the autonomy to do great work. Medical, dental, and vision coverage...Work at officeLocal areaRemote workFlexible hours2 days per week$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and...Full timeInternshipLocal areaFlexible hours- Aspida is seeking an Associate Financial Analyst to support FP&A with expense governance, budgeting, and reporting. This role is onsite at our Durham, NC headquarters, collaborating with finance and department leaders to ensure spending aligns with budgets and policies....
- ...reporting and analyses Work closely with operations partners to help understand, predict & contain costs to help make the right investments; also, work with operational partners to understand & predict GAAP revenue recognition Provide Balance Sheet reporting as...Rotational programFull timeWork experience placementWork at office
- Job Description Job Description As a Security Analyst on our team, you'll use your experience to work with Veterans Affairs (VA) Information System Owners (ISO), Information System Security Officers (ISSO), site managers, and other system stakeholders to coordinate...
- Join Our TeamPosition Title: Relationship BankerBusiness Unit: RetailReports to: Varies Based on AssignmentPosition Overview:This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible...Work at officeNight shift
- A leading IT services firm is seeking a Sr. Security Analyst for a contract opportunity in Durham, NC. Responsibilities include maintaining user access for secure systems, providing recommendations for process improvements, and educating resource owners on security controls...Contract work
- ...deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach: Conduct regular calls to clients and prospects to offer...Temporary workWork at office
- Procom is a leading provider of professional IT services and staffing to businesses and governments in Canada. With revenues over $500 million, the Branham Group has recognized Procom as the 3rd largest professional services firm in Canada and is now the largest “Canadian...Permanent employmentContract workFor contractorsImmediate start
- Portfolio Manager, Real Estate The Portfolio Manager, Real Estate will report to the Director of Real Estate and will partner with internal / external stakeholders to manage, negotiate, and coordinate complex global commercial real Pharmacyclics, an AbbVie Company
$141.5k - $268.5k
Portfolio Manager, Real Estate AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several...Temporary workWork at officeImmediate startRemote workMonday to Friday- ...an opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in North Carolina... ...participate in STEM OPT for this position.Job DescriptionConsults on investment and insurance strategies, as well as the development of...Full timeTemporary workPart timeWork experience placementWork at office
$77.2k - $96.5k
Qualifications: ~ Bachelor’s degree in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~...Full timeShift work- Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...Full timePart timeWork at officeNight shiftWeekend work
- Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...Temporary workWork at officeNight shiftWeekend work
- Senior Relationship Banker This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible for the execution of branch leads according to consumer bank standards, successful execution...Work at officeShift workNight shift
- Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Immediate startAfternoon shift
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...Protection Education Funding Investment & Advisory Services Trust Services... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment...Full timeContract workFor contractorsWork at office- ...affords you the opportunity to have a large-scale impact & help guide others to find their personal success. Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative...Temporary workLocal areaRemote work
- ...Overview At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential... ...offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to...Start working todayRemote work
- ...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities...Work at officeFlexible hoursShift workWeekend workDay shift
- ...relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning... ...services relationship management, retail banking, private banking, or wealth management OR High School Diploma or GED and 6 years of...Work at officeImmediate start
- First Horizon Bank is seeking a customer-focused Universal Banker in Durham, NC. You will engage clients in consultative conversations to understand financial priorities and offer deposit, loan products, and referrals across bank lines. You will support teller functions...
- Truist Financial Corporation in Durham, NC is seeking a customer-focused Teller to deliver industry leading client service while expanding relationships. You will handle routine transactions, advise on basic products, and support local sales goals. You will be cross trained...Local area
- First National Bank in Durham, NC seeks a Senior Relationship Banker to execute consumer banking asks, manage branch leads, and convert transactions into qualified sales or referrals. You will work within Retail, adhere to policies, and may operate at various market locations...
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