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
- Description & Requirements The Strategy & Finance Healthcare... ...performance assessments, including financial, operational, and clinical benchmarking... ..., including project planning, stakeholder communication, data... ...in Microsoft Office Suite (Intermediate to Advanced) Preferred...SuggestedWork at office
- Provides wealth planning consultations and support to Vanguard's clients and financial advisors. As a Wealth Planning Consultant, Specialist with Vanguard, you’ll be part... ...-high-net-worth clients with planning and strategy in the areas of income tax, advanced estate planning...SuggestedRemote jobWork experience placementWork at officeRelocation package
- ...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...SuggestedContract workFor contractorsWork at office
- ...Responsibilities To provide basic financial consulting services to... ...representative/advisor/agent of Navy Federal... ...insurance and full suite of investment products... ...skills Effective planning, organizational, time... ...development to include market strategy, product demonstration...SuggestedLocal area
$80.6k - $98.9k
...digital. Today our strategy and management... ...digital strategy. Financial Institutions have... ...provides a comprehensive suite of core... ...act as a strategic advisor, AI operator , and... ...optimization, integration planning, UAT, validation,... ..., Washington D.C. Work Authorization...SuggestedWork experience placementInternshipWork at officeImmediate startWorldwide3 days per week- ...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...Work experience placementLocal areaShift workDay shift
$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- ...Mazars, LLP is seeking a Senior Consultant for their Finance & Strategy Healthcare Consulting team in Charlotte, NC. This role... ...years in consulting, and skills in clinical transformation and financial performance improvement. Join our team and help healthcare leaders...
- Forvis Mazars US is seeking a Consultant for their Finance & Strategy Healthcare Consulting team. In this role, you will guide healthcare organizations to enhance profitability and navigate payment models. You should have a bachelor's degree in business or healthcare and...
$119.1k - $198.5k
Forvis Mazars, LLP is seeking a professional for the Strategy & Finance Healthcare Consulting team to guide strategic initiatives for healthcare leaders. The role involves leading high-impact projects that enhance profitability and operational efficiency, supervising performance...- 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...
- ...healthcare leaders to enhance quality care while addressing workforce challenges. The candidate will bridge clinical operations and strategy, helping organizations achieve better outcomes under alternative payment models. Candidates must possess a Bachelor’s degree in...Flexible hours
$55k - $75k
To provide basic financial consulting services to assist members... ...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$63.5k
Overview The Strategy & Finance Healthcare Consulting team empowers healthcare leaders to deliver quality care, invest in growth,... ...expertise across the care continuum to guide strategic and financial planning. Their data-driven approach helps organizations navigate regulatory...Hourly payWork at officeFlexible hoursShift work$78.5k
Description & Requirements The Finance & Strategy Healthcare Consulting team empowers healthcare leaders to deliver quality care,... ...expertise across the care continuum to guide strategic and financial planning. Their practical, data‑driven approach helps organizations navigate...Hourly payFlexible hoursShift work$76.7k
Overview The Finance & Strategy Healthcare Consulting team empowers healthcare leaders to deliver quality care, invest in growth,... ...expertise across the care continuum to guide strategic and financial planning. Their practical, data-driven approach helps organizations navigate...Hourly payFlexible hoursShift work$28k - $125k
...provided by Equitable Advisors. Your actual pay will... ...President | Leading a team of Financial Advisors | Helping... ...and access to a full suite of remote-work... ...specialized Holistic Life Planning platform. We also have... ...Program (“TRIP”). Our strategy begins with the needs,...Full timeTemporary workLocal areaRemote 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
- Provides wealth planning consultations and support to Vanguard's largest and most complex clients and financial advisors. As a Wealth Planning Consultant, Senior Specialist with Vanguard... ...-net-worth clients with planning and strategy in the areas of income tax, advanced...Work experience placementWork at officeRemote work
- Vanguard is seeking a Wealth Planning Consultant, Senior Specialist, to join their Advice and Wealth Management division in... ...worth clients on income tax, advanced estate planning, and financial planning strategies. The ideal candidate will possess a strong background in...Remote job
$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...$70.35k - $196k
...0 industries, we offer Strategy and Consulting, Interactive... ..., controllership, planning, and reporting landscape... ...functional knowledge of Financial General Ledger and Sub-... ...a market competitive suite of benefits including medical... ...by the employer, or (c) consistent with the...Work experience placementLive inWork at officeLocal area- ...role. Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified... ...~ 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
$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...$96.8k - $159.6k
...world. EY-Parthenon – Deals – Financial Diligence – Financial... ...combination of transformative strategy, transactions and corporate finance... ...Expertise in the Microsoft Office Suite, specifically in using Excel... ...coverage, pension and 401(k) plans, and a wide range of paid...Work experience placementSummer holidayWork 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- ...Responsibilities Consults on investment and insurance strategies, as well as the development of financial plans for clients Grows and retains an investment and insurance book of business Owns the client experience, efficiently handling sales and service Identifying sales...
$75k
...and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal... ...monetary goals. Successful financial planning is rooted in excellent communication, superb... ..., financial planning software, Google Suite, and other tools strongly preferred A...Work at office$75k
...and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal... ...monetary goals. Successful financial planning is rooted in excellent communication, superb... ..., financial planning software, Google Suite, and other tools strongly preferred • A...Work at office- ...Responsibilities : Participate in SAP projects involving strategy, implementation support, and Enterprise Resource Planning (ERP) optimization related to Information... ...and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your...H1bLocal area
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