Transactional Advisor - Charlotte, NC

Listings Transaction Coordinator · About the Role · Better Homes and Gardens Real Estate | Paracle is seeking a highly organized and detail-oriented Listings Transaction Coordinator to support our Listing Leads Team of Advisors and manage transactions from signed listing agreemen ...

Graystone Group is partnered with a specialized advisory firm focused on mergers & acquisitions in the dental and healthcare services sector. This firm advises dental practice owners, DSOs, and healthcare investors on strategic transactions, practice valuations, and growth initia ...

This is an opportunity to join a growing advisory platform with meaningful client exposure and leadership responsibility. · ...

One Alliance Companies · One Platform. Unlimited Potential. · One Alliance Companies is intentionally expanding throughout the Southeast and beyond. We are not simply increasing headcount — we strategically partner with commercial real estate professionals who are driven to build ...

We are seeking a Director with a strong transaction advisory background to oversee complex engagements, · aide clients on transaction risks, · and help scale our platform. · Oversee complex buyside and sellside financial due diligence · Serve as a senior advisor to private equity ...

Company Description · First Choice Business Brokers, founded in 1994, is a prominent leader in the U.S. business brokerage industry, facilitating over $12 billion in transactions. Our West Charlotte office specializes in providing expert advice and personalized support to busines ...

We're a small team of professionals who take pride in being trusted advisors to business owners. Our work centers on delivering sophisticated M&A and capital-raising expertise on transactions that truly matter to our clients. · ...

About the Role · We are seeking a Client Service Representative to join a fast-paced, client-focused financial services team in Charlotte, NC. In this role, you will serve as the first point of contact for clients, advisors, and business partners, providing high-quality service a ...

+Job summary · Envoy Capital Advisors seeks a Senior Associate to play a leadership role in M&A transactions. · +Conceptualize and develop presentations for prospective clientsLead and support the creation of financial models, forecasts,Assist in day-to-day transaction executionT ...

The firm is seeking a mid-level Attorney with a strong foundation in M&A and business transactions. · ...

The Compliance Specialist will assist in the supervision of transactions and other compliance functions to ensure adherence to applicable regulations and internal policies. · Act as an Office of Supervisory Jurisdiction (OSJ) Delegate with review of transactions for suitability a ...

· Head of Accounting Policy · Senior accounting policy leader for a complex life & reinsurance platform.This role owns accounting policy decisions across large transactions, investments, and insurance liabilities. · Own accounting policy across US GAAP, US STAT, and EBS · Lead p ...

Job Description: · AssetMark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of ...

++Join a highly respected boutique Transaction Advisory firm as a Director for their Transaction Advisory Services practice. · ++Bachelor's degree in Accounting or Finance; CPA required, 10+ years of transaction advisory / financial due diligence experience, Demonstrated ability ...

This is an in-office position located at · 4777 Sharon Road, Charlotte, NC. The role involves servicing and supporting financial advisors with administrative tasks, · operational support and client servicing when the advisor is unavailable.Assist Financial Advisors in servicing ...

Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. · ...

Job Description: · Founded in 1996, AssetMark has over 1,100 employees and serves more than 10,700 financial advisors and 335,000 investor households. As of December 31, 2025, the firm had over $166 billion in platform assets. AssetMark is a registered investment adviser with the ...

This position works closely with advisors, · internal colleagues and custodial partners to deliver accurate, · t timely and compliant operational support across account lifecycle management, · data integrity and process improvement.The ideal candidate is detail-oriented, · proact ...

Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. · Closely works with assigned advisor(s) to meet the needs and objectives of the client and will serve as the primary point of intake for a majority of reque ...

Help individuals and families achieve all their homeownership dreams by optimizing buying, selling, and home financing needs in one place. · ...