Search Results: 4,328 vacancies

 ...(CFS) Allegacy Federal Credit Union is seeking a Licensed Investment and Banking Advisor to join their team in the Charlotte area. ABOUT ALLEGACY...  ...future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there.... 
Senior

Atria Wealth Solutions

Charlotte, NC
2 days ago
 ...Job Description Job Description Description: The Senior Civic Advisor will play a crucial role in providing superior member experience with enhanced awareness and continued education of existing products and services. This is accomplished by offering digital options... 
Senior

Local Government Federal Credit Union

Charlotte, NC
10 days ago
 ...Job Description Job Description Salary: Reporting to the Vice President Investments and Strategy, the  Investment Senior Analyst / Associate  will contribute to all parts of Ubiquity’s investment process while supporting general portfolio company strategy and oversight... 
Senior
Local area

Ubiquity Management Group

Charlotte, NC
10 days ago
 ...are looking to leverage your knowledge of investment management in a new and innovative way,...  ...officesMentor and develop consultants, senior consultants, and interns—providing leadership...  ...Professional (PMP)Chartered Financial Advisor (CFA)PreferredFamiliarity with tax... 
Senior

Deloitte

Charlotte, NC
2 days ago
 ...The team produces high-quality, thought-leadership research on investments and financial markets that is of interest to clients. The team...  ...'s portfolios. The Portfolio Analytics team seeks a Senior Associate capable of supporting key initiatives underpinning our... 
Senior
Remote job
Monday to Friday

Dimensional Fund Advisors, L.P.

Charlotte, NC
4 days ago
 ...rapidly growing RIA that combines expert advisors with cutting-edge technology -...  ...management with you. Job Description As a Senior Financial Advisor, you are an entrepreneur...  ...and differentiates you from every other investment advisor out there. As a pioneering... 
Senior
Remote job

Farther

Charlotte, NC
a month ago
 ...future of wealth management. We hire top advisors with existing books of business and...  ...delivering a superior client experience. As a Senior Wealth Advisor, you'll play a critical...  ...Provide comprehensive financial planning and investment management advice to clients... 
Senior

Savvy Wealth

Charlotte, NC
5 days ago
 ...About this role: Corporate & Investment Banking ("CIB") delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and... 
Suggested
Full time
Part time
Work experience placement

Wells Fargo

Charlotte, NC
2 days ago
Embedded within the Sustainable Investment Data Operations team and reporting into the Senior Manager, this role will support strategic projects focusing on the provision, analysis, and quality of sustainability and ESG data in accordance with methodology and compliance... 
Senior
Flexible hours

London Stock Exchange

Fort Mill, York County, SC
1 day ago
 ...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... 
Senior
Work experience placement

Greysteel Company Llc

Charlotte, NC
6 days ago
 ...Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your...  ...investment solutions and growing relationships with a dedicated local advisor. The Expertise We re Looking For Effectively utilizing... 
Suggested
Local area
Work from home
Flexible hours

Fidelity TalentSource LLC

Charlotte, NC
5 days ago
 ...Title : Investment Banking Senior Analyst Company Summary : We are currently partnered with a Boutique Middle Market Investment Bank that provides financial strategy, consulting, and M&A services to mid-market private shareholders. They are looking to add a Senior... 
Senior
Permanent employment

Selby Jennings

Charlotte, NC
more than 2 months ago
Embedded within the SI (Sustainable Investments) Data Operations team and reporting into the Senior Manager, the Sustainable Investment Data Scientist will coordinate the research, design, and implementation of programmatic solutions. Reduction of risk is a requirement;... 
Senior

London Stock Exchange

Fort Mill, York County, SC
4 days ago
 ...Job Description Job Description 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... 
Suggested

Horizon Investments

Charlotte, NC
13 days ago
 ...thriving, global financial services firm? If so, consider the Global Investment Banking Marketing Specialist position at one of Fortune®...  ...implementing the marketing and communications programs to support senior investment bankers and banking teams across a range of... 
Senior
Bank staff
Remote job
Work from home
Flexible hours

Baird

Charlotte, NC
1 day ago
 ...Description Summary Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge...  ...banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re... 
Senior
Work experience placement
Local area
Immediate start
Relocation
Felony friendly

JPMorgan Chase & Co.

Charlotte, NC
14 days ago
 ...become a leading commercial construction firm and is listed as an ENR Top 400 U.S. General Contractor.  We are looking for a Senior Contracts Advisor to join our team in Charlotte, NC.   Essential Duties & Responsibilities ~Assume control and organization of our... 
Senior
Holiday work
Contract work
Temporary work
For contractors
For subcontractor

Edifice Inc

Charlotte, NC
more than 2 months ago
About this role:Wells Fargo is seeking a Senior Lead Product Manager within Global...  ...delivery team companywideServe as an adept advisor to leadershipRequired Qualifications:7+...  ...Qualifications:Experience in managing a deposit and investments product portfolio in the United States... 
Senior
Full time
Part time
Work experience placement

Wells Fargo

Charlotte, NC
2 days ago
 ...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... 
Remote job
Temporary work
Local area

Equitable

Charlotte, NC
1 day ago
Position: Investment Compliance & Operations Analyst Our Client: Join a prestigious asset manager based in Charlotte, NC, with billions under management. Our client boasts over 40 years of success, serving sophisticated institutional investors with stable, diversified... 
Permanent employment
Local area
Remote job
Flexible hours

TalentBridge

Charlotte, NC
7 days ago