Average salary: $91,546 /yearly
More stats ...Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Licensed Investment and Banking Advisor to join their team in the Charlotte area.
ABOUT ALLEGACY: Do you get a thrill out of helping people realize their...
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...agents, our Acquisition Agents are independent contractors working on 100% commission.
Who We Are
New Western makes real estate investing more accessible for more people. Operating in most major cities, our marketplace connects more than 150,000 local investors...
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...strategic initiatives around growth and new profit opportunities are identified and managed across the enterprise. The Strategic Investments Risk Manager is responsible for developing formal oversight of capital expenditure, merger and acquisition, and strategic investment...
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...to join an organization that will help unlock your potential?
The key objectives of the Investment Product Sales Specialist are to build relationships with the Equitable Advisors field force and enable sales growth through driving investment-related revenue generating...
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...collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client... ..., sales, and due diligence reviews.
Create a market for investment opportunities leveraging the Greysteel Engine and our...
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...Job Description
POSITION: Jefferies seeks an Associate, Investment Banking, M&A in Charlotte, NC to provide technical and industry advice for domestic and international companies for A&D on their strategic alternatives.
PRIMARY RESPONSIBILITIES:
•Perform analysis...
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...JELD-WEN is currently seeking a Employee Relations Advisor to join our growing team.
The Opportunity:
The Employee Relations (ER... ...one of America's Most Trustworthy Companies.
What We Offer
Investing in People is one of our Core Values, we strive to attract &...
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At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to...
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...We are seeking a highly organized and detail-oriented Investment Operations Specialist to join our dynamic team at Horizon Investments. In this crucial role, you will support our investment management operations by handling account openings, managing trading operations...
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Great Opportunity for someone who is looking to help others while also helping themselves grow!
Responsibilities:
Explain insurance policies to new and existing clients via zoom
Develop and calculate suitable plans based on clients' needs
Have knowledge of mortgage...
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Join Legacy Service Partner's flagship brand, HL Bowman , as we embark on an exciting journey of growth and expansion. Over the past year, HL Bowman has demonstrated exceptional success, achieving a remarkable 100% growth in topline revenue from $20M to $40M. With the...
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...clients and employees.
At Private Wealth Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a...
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Job Description
Community Association Management provides services to Homeowners' Associations (HOA's) throughout the Carolinas. Our Customer Service Representatives (CSRs) play a key role in serving our customers.
As a CSR , you would be responsible to:
Answer...
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**Lead Retail Investment Research Analyst -Global Manager Research**
Location: Charlotte, North Carolina, St Louis, Missouri **Job ID** R-122006 At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking...
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...organize efforts of client services team members to effectively address the needs of advisors.
To be successful, the Regional Director must have a solid foundational knowledge of investments, capital markets and asset allocation theory. The ability to discuss the...
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...Job Description
Job Description We are seeking an Investment Sales Supervisor to join our Investments team. Candidates may be located in any state where we employ staff, although the greater Columbus, Ohio, or Jacksonville, Florida, area is preferred. This position...
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...New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an...
Are you ready to join an exceptional company that offers comprehensive training, benefits, and flexible working hours all while working remotely from your home?
Our ideal candidate embodies qualities such as adaptability, trainability, and a strong desire for a long-...
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...build loyal client relationships.
THE OPPORTUNITY
Aritzia is growing, and our Retail Sales team is growing with it. As a Style Advisor, you will be responsible for the flawless delivery of Right Selling and Right Servicing to every client. And, with the skills you...
**Institutional Investment Operations Specialist - Broker Dealer Cash Management**
Location: Charlotte, North Carolina **Job ID** R-105860 **About this role:**
Team members support our focus on building strong customer relationships balanced with a strong risk mitigating...
...at a dynamic, independent, privately-owned company? A4 Wealth Advisors, LLC., a financial services firm in Huntersville, NC, has an opening... ...· Support the team as a subject matter expert in the areas of investments, tax planning, pension planning, estate planning, insurance,...
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...relationships in their assigned territory. As a member of Horizon's Advisor-facing sales team, the Advisory Specialist is partnered with a... ...Advisory Specialist must have a strong knowledge of Horizon's investment solutions and global market trends in order to identify and...
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...Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive,... ...ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther's advisor...
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...least 7+ Years working experience in the U.S. Financial Industry as a business or data analyst
Strong knowledge of Banking and Investment products
Strong communication skills: Both written and oral with technical and non-technical staff
Familiarity with...
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...Job Description
Job Description Our Alarm Monitoring Advisors also known as our Central Station Operators are an integral part of... .... This includes a Central Station Monitoring Certification. WE INVEST IN YOU!
~ Engaging and fun company culture that's made up of...
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...Job Description
Job Description Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term...
...next level? Apply today!
Company Description We're not just any real estate company. We’re on a mission to redefine real estate investing, making it more accessible for everyone. With a presence in many major cities, we connect over 200,000 investors with sellers,...
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Eagle Investment Business Analyst needs 7+ Years of progressive work experience in the investment management space focusing data integration across front, middle and back-office solution
Eagle Investment Business Analyst requires:
-7+ Years of progressive work experience...
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...Title: Investment Banking Analyst
Company Summary: We are currently partnered with a Middle Market Investment Bank looking to add an Investment Banking Analyst to their M&A coverage team in both Charlotte, NC and Dallas, TX. The firm is looking to continually grow...
Permanent employment
...to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well...
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