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Financial Consultant
6 days ago
Fidelity TalentSource LLC Charlotte, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business ...
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Financial Consultant
1 week ago
Fidelity Investments Charlotte, NC, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
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Financial Consultant
2 weeks ago
Fidelity Investments Charlotte, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business m ...
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Financial Consultant
5 days ago
CFA Institute Charlotte, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mode ...
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Financial Consultant II
6 days ago
First Citizens Bank Charlotte, United StatesOverview: · Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. · Our Financial Consultants serve as the subject matter experts in advising and ...
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Financial Services Consultant
6 days ago
Calculated Hire Charlotte, United StatesFinancial Services Consultant · Hybrid – Charlotte, NC · 9-month Contract (W2), Weekly Pay (40 hours/week) · Desired Start Date: 5/10/2024 · Calculated Hire is in search of a Financial Services Consultant for our Fortune 100 Financial Services company. This team is responsible fo ...
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Financial Sales Consultant
3 days ago
PNC Financial Services Group Charlotte, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
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Financial Crimes Consultant
1 week ago
Motion Recruitment Charlotte, United States CONTRACTOutstanding long-term contract opportunity A well-known Financial Services Company is looking for a Business Execution Consultant in Charlotte, NC (Hybrid). · Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract oppor ...
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Financial Analyst/Management Consultant
4 hours ago
ARCADIS Charlotte, United StatesArcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. · We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life. Everyone has an important role to play. With ...
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Oracle Fusion Financials Consultant
1 week ago
ICONMA Charlotte, United States: This consulting position will be responsible to configure Oracle Expense module (Oracle Fusion Financials on Cloud) End to End based on the Business Requirements. · This position will collaborate with various Business, Technical and Operations partners to implement Enterprise ...
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Corporate Security General Associate Manager
1 week ago
Wells Fargo Charlotte, United States**About this role**: · Wells Fargo is seeking a Corporate Security General Associate Manager... · **In this role, you will**: · - Supervise varying levels of professionals in consulting and risk based security products and services based on defined protocols, tasks and processes ...
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P&C Member Deepening, Marketing Director
3 hours ago
USAA Charlotte, United States Full timeWhy USAA? · Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to g ...
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Director, Internal Audit
1 week ago
Hayward Industries Charlotte, United StatesOverview: · Hayward Holdings Inc. (NYSE "HAYW") is the largest manufacturer of residential swimming pool equipment in the world, with a significant presence in the commercial pool market that is continuously growing. Hayward designs, manufactures, and markets a full line of resid ...
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Compliance Learning Partner
1 day ago
U.S. Bank National Association Charlotte, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
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Senior Business Advisor
3 hours ago
USAA Charlotte, United States Full timeWhy USAA? · Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to g ...
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Economic Services Caseworker I/ii
3 days ago
Gaston County Government Gastonia, United StatesThe duties listed below are not all of the duties that may be assigned but are those that are considered as essential for an employee to perform. · - Interviews applicants or recipients for social service assistance, records information on required forms; makes computations to de ...
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Financial Advisor Business Consultant
1 week ago
FIG Talent Solutions Cornelius, United StatesFinancial Advisor Business Consultant · Job Description · Required Qualifications: · Practice Management & Business Development experience in the financial services industry · Sales background (client facing) · Operations background · Strong listening and consulting skills ...
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Diverse Lynx Matthews, United StatesRole: Oracle Cloud Financials Functional Consultant · Location: Warren, NJ (Onsite) · Contract · JD:- · As a Financial/FAH Functional Consultant, you will be responsible for supporting the Fusion cloud ERP system, teams and processes. · Primary Responsibilities and Accountabi ...
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Sfa (W/m/d) - Bookkeeping, Financial Statements
2 weeks ago
Oceanic Ventures Pineville, NC, United States Freelance**Job Description: Tax Advisor in Pineville, NC** · **Your workplace is located in an exceptionally attractive tax advisor center. You have access to state-of-the-art technical equipment and work with a very interesting client base. You can also use an electric vehicle. Are you i ...
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Merchant for Insurance and Finance as
2 weeks ago
Horizon Group Mint Hill, NC, United States FreelanceAPC Consult connects people with companies. We offer personnel consulting for positions in the financial services sector. As headhunters for professionals throughout Germany, we successfully act as a link between our clients and our candidates. · We are currently seeking a full-t ...
Licensed Financial Consultant - Charlotte, United States - Equitable Advisors
Description
Equitable Advisors
With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, and commitments to our clients. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional
In that role, you will:· Analyze financial information obtained from clients to determine strategies, financial products, and services to help clients meet their financial objectives· Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis· Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform)
What it takes to be an Equitable Advisors' Financial Professional:With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities, and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. · A four-year college degree is preferred but not required· You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) · Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures· Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence· Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Note -- applicants must be authorized to work in the United States.
Benefits of working with us:· Compensation you control and a complete benefits package· Personalized and comprehensive training and support in all areas important to building your business · Sponsorship as well as coaching to obtain the licensing required for hire · Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus · Ability to work jointly with senior joint-work partners and to be coached by top performers · Advancement and management opportunities· A work-life balance and access to a full suite of remote-work technology solutions
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to provide the skills and tools you need for the opportunity to succeed. Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems.
Securities offered through Equitable Advisors, LLC (NY, NY , member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE /21)(Exp.8/23)