C-Suite Strategy & Financial Planning Advisor
Burlington Industries
Burlington Industries in Charlotte, North Carolina is seeking a strategic professional to support the CEO and CFO. This vital role focuses on driving strategy execution across departments and optimizing business performance. The ideal candidate has over 5 years of experience in investment banking or management consulting, focused on financial analysis and project management. Responsibilities include advising leadership, managing strategic projects, and preparing key materials for board meetings. #J-18808-Ljbffr Burlington Industries
- A leading consulting firm is seeking a Technology Strategy Senior Associate in Charlotte, North Carolina. The role involves providing strategic advisory services to clients and developing recommendations that meet their needs. Candidates should have a Bachelor's degree...Suggested3 days per week
- Bank of America is seeking a financial advisor in Charlotte, NC to provide advice and tailored solutions for clients to help achieve their financial goals. Responsibilities include triaging client leads, reviewing financial goals, and managing client relationships effectively...Suggested
$106.9k - $176.5k
...Senior Consultant – Financial Services - Data & Analytics – Data Management and Strategy Location: Charlotte, Dallas, New York At EY, we’re all in to shape your future... ...medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join...SuggestedWork experience placementSummer holidayFlexible hours- ...serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high-... ..., estate/wealth transfer, and financial planning needs. Key... ...information, and developing planning strategies while focusing on the bank's ability...SuggestedWork experience placementLocal areaShift workDay shift
$91.1k - $179.5k
...Finance Strategy Consultant Join Deloitte's Finance Transformation team and help clients... ..., including enterprise resource planning (ERP), enterprise performance management... ...strategy, or cost optimization Experience in financial modeling or business case development Experience...SuggestedLocal area- Ebro Electronic GmbH in Charlotte, NC is seeking a Sr. Financial Analyst to lead financial strategy and oversight. This hybrid role involves conducting... ...and collaborating with management to align financial plans with business objectives. Candidates should have a bachelor...
$55k - $75k
Overview To provide basic financial consulting services to assist... ...registered representative/advisor/agent of Navy Federal Financial... ...of life insurance and full suite of investment products... ...performance of individual sales plans and assigned strategies for leadership Participate...Local areaMonday to Friday- ...value without being alone? As a Financial Advisor supported by The Pelora Group,... ...matter experts across investments, planning, operations, technology, compliance, tax strategy, and practice management to... ...Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209; Phone...Contract workFor contractorsWork at office
- ExecuSource is seeking a Senior Financial Analyst in Charlotte, NC, with a hybrid work model. The role involves building financial models... ...PE-backed service firm. This position offers exposure to C-suite leadership and a competitive salary of $120K+ with a 10% bonus...
$63.5k
...Finance & Strategy Healthcare Consulting Team Member The Finance & Strategy Healthcare Consulting team empowers healthcare leaders... ...expertise across the care continuum to guide strategic and financial planning. Their practical, data-driven approach helps organizations...Hourly payFlexible hoursShift work- A leading financial advisory firm in Matthews, NC, seeks a Financial Professional to handle plan sponsor relationships and provide retirement strategies. Key responsibilities include client enrollment,... ...financial services industry. #J-18808-Ljbffr Voya Financial Advisors
$96.3k - $176.5k
Financial Services - Capital Markets - Digital Assets... ...their digital client strategy, enhancing their client... ...experience working as an advisor to a financial... ...with clients up to the C-suite level · An understanding... ...coverage, pension and 401(k) plans, and a wide range of...Summer holidayFlexible hours$74.3k - $90k
TIAA is seeking a Financial Planner to support the Central Advice Group. The role involves preparing high-quality financial plans and assisting wealth management teams in addressing client needs through direct support via email and phone. The ideal candidate will have a...$87.36k - $155k
...Orlando, FL Industry: Financial Services / Commercial... ...credit resolution strategies. Professional... ...legal counsel, financial advisors, and investment bankers... ...point of contact for C-suite executives of publicly... ...Financial Security: 401(k) plan with matching and...$150k - $180k
...ll Do: The Advanced Planning Team is a centralized group of financial planners. As a Senior... ...services and advice to advisors & clients, helping them... ...estate, and estate planning strategies. This is a full... ...Backed by a comprehensive suite of investment solutions...Full timeWork at officeFlexible hours- ...the largest and oldest financial institutions in... ...for a Private Wealth Advisor (PWA). This is an exclusive... ...on wealth and estate planning, investments, banking,... ...customized wealth management strategies, including investment... ...and guidance to suit client needs, provide...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...to-face and virtual sourcing strategies (e.g., residential, business,... ...and adjust the branch business plan to increase branch...Work at officeWork from homeHome officeFlexible hours- Entry Level - Financial Advisor - NC, Charlotte Primary Location UNITED STATES-NC-Charlotte Organization... ...and progress tracking Financial Strategy Development : Understand clients'... ...vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and...Work experience placementWork at officeLocal areaFlexible hours
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...achieve their goals through financial planning. On your path to becoming a financial... ...education, skill‑building, and development strategies you need to be successful in building...Full timeContract workFor contractorsWork at office$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker... ...detailing solutions best suited to the retirement planning needs of Empower customers. The Consultant... ...conversations, savings, and contributions strategies, and more. Manages inbound...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- Overview At CG Financial Services, we help successful individuals and... ...and personalized planning. With established offices in... ...growth-minded Private Wealth Advisor for our Charlotte office. This... ...comprehensive wealth management strategies (investments, estate, tax, risk...Work at office
$65k - $80.2k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...Summary The position is the investment planning and investment & insurance products lead... ...for facilitating the delivery of strategies and capabilities including portfolio management...Temporary workWork experience placement- Senior Financial Advisor - Experienced Professionals Join the mission. Coach those who serve. At... ..., track progress, and adjust plans based on life events, economic shifts,... ...management, retirement income planning, tax strategies, insurance solutions, day‑to‑day finances...For contractorsLocal areaFlexible hoursShift work
- Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner... .... Partner with investors to help them plan their financial goals. Provide... ...disciplined investing approaches, tax management strategies, and additional financial planning...Work at officeRemote workRelocationMonday to Friday
- ...in Charlotte, NC, is looking for College Financial Representatives for their internship... ...provides guidance in building a financial planning practice complemented by training and support... ...client prospecting, developing business strategies, and engaging in training sessions. The...Full timeInternshipFlexible hours
- A prominent financial institution in Charlotte, NC, seeks a Financial Advisor responsible for providing tailored advice to clients. Candidates must... ...include developing financial plans, recommending investment strategies, and triaging client needs. A high school...Full time
- ...buying a home, building a family, or planning for retirement. As part of our... ...looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long... ...presentations with confidence, and recommend strategies to help clients achieve their...Shift workDay shift
- Continue a career with purpose. Financial Representatives at Northwestern Mutual help their... ...our personalized approach to financial planning. As a business owner, they spend their days... ..., skill-building, and development strategies you need to be successful and confident...Work experience placement
- ...guided by a common purpose to help make financial lives better through the power of every... ...Responsibilities Works with clients to plan their short and long‑term financial goals... ...solutions. Recommends banking and investment strategies that align with client financial goals...Temporary workWork at officeMonday to FridayShift workDay shift
- ...greater retirement readiness, Voya Financial is committed to delivering on... ...available. Voya Financial Advisors®, Inc., a leading independent... ...Charlottearea to work plan sponsor relationships, in tax... ...enrollment, retirement and investment strategies, and participant education...Local area
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