Voya Financial Advisors Charlotte
Voya Financial Advisors
As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time. As a Voya Financial employee, you'll enjoy: A wide variety of career fields Professional development to help advance your career through continuous learning resources such as the U.S. Learning Center and Career Development Resources Competitive salaries and superior benefits including a Work-Life Balance Program Association with an organization that has a reputation as a dedicated corporate citizen with a demonstrated commitment to the local community The opportunity to work with some of the most talented people in your field, in an informal environment. Working in an organization with a track record of financial strength, continued growth, and unlimited future potential! Current job opportunities are posted here as they become available. Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Charlottearea to work plan sponsor relationships, in tax exempt markets and retail. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars. To be eligible for the Financial Professional role, candidates must possess the following qualifications: Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred Securities registrations – Series 7, 65 & 66 preferred Life & Health Insurance Licenses Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified candidates are expected to have the following skills: Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)) Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents Territory management and business development Relationship building Fund knowledge and product/pricing knowledge At Voya Financial Advisors® , we provide the tools and resources necessary that will help set you up for success – including: Full access to the Voya brand Access to existing client base Wide array of financial products Technology and systems to enable you to efficiently manage your clients’ financial information and plans Turnkey marketing services Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). #J-18808-Ljbffr Voya Financial Advisors
- ...National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required) Charlotte, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...SuggestedWork at officeShift workDay shift
- ...Entry Level – Financial Advisor - NC, Charlotte (3623) ( PIN_42276 ) Primary Location : UNITED STATES-NC-Charlotte Organization : Equitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- ...Relationship Banker – Charlotte South Market Wesley Chapel, North Carolina; Charlotte, North Carolina; Matthews, North Carolina You must... ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$180k - $200k
...Job Description Job Description Finance, Bankruptcy & Restructuring Associate – Financial Services Location: Charlotte or Raleigh, NC Direct Counsel is representing an Am Law 100 firm. An Am Law 100 firm is seeking a mid-level Associate to join its Finance...Suggested- ...Relationship Banker - Charlotte South Rock Hill market, Charlotte, NC Area Charlotte, North Carolina;Rock Hill, South Carolina; Charlotte... ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...Float Personal Banker 1 - Central Charlotte Area Make banking a Fifth Third better We connect great people to great opportunities.... ...conversations. This role will be expected to travel to various Financial Centers within the market. Responsible and accountable for...Work at office
- ...Financial Advisor Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will build and maintain strong relationships with our clients, asking thoughtful...
- ...Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC. With...Work at officeRemote workRelocationMonday to Friday
- ...independence and flexibility you value without being alone? As a Financial Advisor supported by The Pelora Group, you'll be part of a community... ...SIPC. Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209; Phone: (***) ***-****. Financial Services...Contract workFor contractorsWork at office
- ...Development Director ► Recruiting Top Talent in Financial Services to Serve with Excellence... ...a full-time remote role for a Financial Advisor at 1847Financial. The Financial Advisor... ...Financial Focus & Flexible Business Model Charlotte, NC $15,000.00-$80,000.00 1 month ago...Full timeRemote workWork from homeFlexible hours
- ...more technology-based tools and a team of advisors that simply cares more than anyone else.... ....Our Newest Opportunity: Summary:The Financial Benefits Analyst supports all aspects of... ...in joining the OneDigital team!SummaryLocation: Knoxville, TN; Charlotte, NCType: Full timeFull timeTemporary workWork at officeLocal area
- ...we strive to redefine the advice industry. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next... ...enrich the employee experience.SummaryLocation: Malvern, PA; Charlotte, NC; Dallas/Ft. Worth, TX; Scottsdale, AZType: Full timeFull timeApprenticeshipInternshipWorldwide
- ...provider network. As a Provider Contracting Advisor, you’ll report to the AVP, Provider... ...management. This is a hybrid role based in Charlotte, NC.Responsibilities Manage complex fee-... .... Prepare, review, and project the financial impact of large or complex provider contracts...Full timeContract workWork at officeLocal areaWork from home
- ...feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Ballantyne, Charlotte, NC. Financial Advisors are based within a bank branch and work within a highly...Full timeTemporary workPart timeWork experience placementWork at office
$100k
...firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world.The selected colleague...Full timeWork at officeLocal areaRemote work- ...Job Description Job Description Description: At CG Financial Services, we help successful individuals and families build... ...We’re seeking a dynamic and growth-minded Private Wealth Advisor for our Charlotte office. This advisor will manage and deepen relationships...Work at office
- ...Job Description Grow with us! We are a Fortune 100 Company looking to grow our team of Financial Professionals in the Charlotte area. Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with...Permanent employment
- ...current state, and define future state solutions. Lead client workshops to educate stakeholders and guide them through Workday Financials functionalities. Conduct working sessions with clients to gather, analyze, and document business requirements. Serve as the primary...Contract work
- ...Bank Of America Job OpportunityAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Work at officeFlexible hoursWeekend workDay shift
- ...for a potential offer for direct employment (post-graduation) into the Asset-Backed Finance team in either Stamford, CT (ABS) or Charlotte, NC (CCS). Job Responsibilities Support all aspects of CCS and/or ABS lending transaction origination, execution, and ongoing maintenance...Work experience placementSummer workInternship
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$225k - $330k
...Finance Associate Direct Counsel represents a prestigious AmLaw firm seeking a mid-level Corporate Finance Associate to join its Charlotte or Pittsburgh office. Locations: Charlotte, NC | Pittsburgh, PA Experience: 3–5 Years Compensation: $225,000–$330,000...Work at office- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...impact. Join us! Job Description : As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship...Full timePart time
- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-... ...Visa sponsorship Posting Locations: ~5648 Central Ave Charlotte, N.C. 28212 ~1401 Matthews Mint Hill Rd Matthews, N.C. 28105...Work experience placementFlexible hours
$23.75 - $29.03 per hour
...Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging...Temporary work- ...insurance services. Ensures regular client communication to optimize relationship opportunities. Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval...Work at office
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