Strategic Financial Solutions Advisor
Bank of America
Bank of America in Durham, North Carolina, is seeking a candidate who will provide comprehensive financial advice to clients, helping them achieve their financial goals. The role includes triaging client leads and recommending suitable banking and investment strategies. The ideal candidate has required licenses (Series 7 & 66) and at least one year of experience in the financial services industry, with strong skills in advisory and client management. #J-18808-Ljbffr Bank of America
- ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...SuggestedFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- About the Role This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...SuggestedTemporary workImmediate startMonday to FridayShift workDay shift
- Bank of America seeks a client-focused financial advisor to provide comprehensive guidance and tailored solutions, helping clients reach financial goals through brokerage products, banking services, and strategic referrals. The role emphasizes building trusted relationships...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I in Durham, North Carolina. This role focuses on acquiring and managing client relationships while providing personalized financial advice. Candidates will receive dedicated training for required industry licenses...Suggested
- Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...SuggestedTemporary workMonday to FridayShift workDay shift
- Job Description As a Financial Solutions Advisor Stage I (FSA I), you will receive dedicated classes for the Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Upon obtaining these licenses, you will learn foundational skills for advisory work—acquiring...Work at officeImmediate startMonday to FridayDay shift
- Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners, review goals with clients, build plans, and recommend brokerage products...Work at office
$100k - $250k
...About Strategic People Advisors Strategic People Advisors is an executive search and talent acquisition... ...practice aligned with OneAmerica Financial®. Our client firm operates under a specialized... ...income, and estate-planning solutions. Foster and expand regional client networks...Work at officeLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern... ...Management Company commissions and fees, Strategic Employee Benefits Services commissions...Full timeContract workFor contractorsWork at office- Bank of America seeks a Financial Solutions Advisor Stage I to begin with licensing exams and foundational client-advisory training. You will help clients with basic banking and investment solutions while developing relationship skills. You will work toward Series licenses...
$81.07k - $129.71k
Job DescriptionCuraCor Solutions is seeking a Strategic Advisor with experience in provider strategy and health data analytics to join our growing Care... ...positioning.Apply advanced data analytics across financial, operational, payor, and market datasets to generate insights...Full timeWork at officeLocal areaRemote workFlexible hours2 days per week$130.56k - $208.9k
Job DescriptionCuraCor Solutions is seeking a Principal Strategic Advisor with deep expertise in provider-side strategy and care delivery transformation to... ...across the care journey, and support the long-term financial sustainability of the Enterprise. As a Principal Strategic...Full timeWork at officeLocal areaRemote workFlexible hours2 days per week$89.17k - $142.68k
...DescriptionActs as a senior member of the strategic function by contributing to the... ....Support strategic planning, structured financial and qualitative analysis, business case... ...reimbursement methodologies, and affordability solutions.Identify, analyze, and monitor industry,...Full timeLocal areaRemote workFlexible hours- ...Opportunity Edward Jones is seeking dedicated financial advisors to build and grow independent client practices. You will deliver personalized financial solutions while supported by a branch team, regional network, and extensive training. Key Responsibilities Build relationships...Flexible hours
- Financial Advisor - Durham, NC page is loaded## Financial Advisor - Durham, NClocations: NC - Durhamtime type: Full timeposted on: Posted... ...Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the...Local area
$89.17k - $142.68k
Job DescriptionActs as a senior member of the strategic function by contributing to the achievement of innovation-based goals through... ...execute critical activities including strategic planning, complex financial and qualitative analysis, and thought leadership at...Full timeLocal areaRemote workFlexible hours$80.4k - $223.9k
Job OverviewDirects financial planning and accounting practices including: budgeting, costing... ...for daily operational and long-term strategic planning purposes.Support, and lead as appropriate... .... Offer commercial recommendations and solutions to senior management.Partner externally...Full timePart timeLocal areaImmediate startWorldwide- ...provides full-service payment processing solutions to its clients and serves the Community... ...partnering with organizations that promote financial literacy, job training, small business... ...projects simultaneously. Creative and strategic thinker capable of analyzing information...Work at officeLocal areaImmediate startFlexible hours
- ...Associate Financial AdvisorThis job posting is anticipated to remain open for 30 days, from... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...solver, and sound judgement to provide solutions to personalized investment issues, involving...Temporary workWork at officeLocal areaFlexible hours
- Fidelity Investments is seeking a Director, Strategic Contracts to lead complex supplier negotiations and contract administration. You will partner with Legal, Risk, Compliance, and Procurement to minimize risk and maximize value for Fidelity. You will advise senior leaders...Contract work
- ...security needs, and driving sales execution through effective solution-selling techniques. You'll work autonomously within a vibrant... ...team, collaborating with business development and marketing to strategize outreach. With a focus on customer management and participation...
- ...BioSciences, Inc. is seeking a Chief of Staff and Investor Relations Lead to work closely with the CEO, CFO, and senior leadership to drive strategic priorities and external communications. This highly strategic role will support Board materials, investor relations, and corporate...
$92.5k - $150k
...Salary Range:$92,500.00 To $150,000.00 Annually JOB TITLE: Financial Advisor EMPLOYER: Signature Estate & Investment Advisors... ...Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason...- Thrivent in Durham, NC is seeking a Financial Advisor to help clients achieve financial clarity and well-being. This role involves building long-lasting relationships and providing tailored financial advice while working in a supportive culture. You will have unlimited...
- Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
- Appian Customer Success is seeking a Technical Consultant to engage post-sales with clients, defining and delivering software and AI solutions on the Appian platform. You will work across the full project life-cycle in an agile environment to design, develop and implement...
- ...contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be... ..., as well as the development of financial plans for clients. Grows and retains an... ...information in creating customized customer solutions.Managing Risk - Assessing and...Full timeTemporary workPart timeWork experience placementWork at office
$115.92k
...Job Description Are you an experienced financial professional who wants to take your practice... ...offers its properly licensed Financial Advisors with the opportunity to build the... ...constantly developing innovative underwriting solutions to help make the purchasing experience...Contract workFixed term contract$115.92k
...consider becoming a professional wealth advisor to drive positive impact in the lives of... ...Fortune 100 company that is a leader in the financial services industry, New York Life will... ..., and email content. Products and solutions Together with its subsidiaries, New York...Contract work- ...Fidelity Investments is seeking a financial advisor in Durham, North Carolina, to develop customized financial plans for clients. In this... ...Fidelity's planning tools to provide personalized investment solutions. The ideal candidate is FINRA Series 7 & 66 licensed, with strong...
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