Brokerage Jobs in Charlotte, North Carolina

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43 Charlotte, NC Brokerage jobs found on Monster.

Jobs 1 to 20 of 43
THE COMPANY For more information about TIAA-CREF, visit our website . Brokerage Operations Analyst Charlotte, NC TIAA-CREF is seeking a Brokerage Operations Analyst TIAA-CREF is seeking a Brokerage Operations Analyst for its Charlotte, NC office. The right individual will be responsible for a variety of tasks associated with the opening, funding and on-going maintenance of discretionary manag...
Job Description The Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level o...
Seeking 15 + years in commercial property underwriting experience and technical underwriting track record in Wind, Earthquake, Flood and othe property CAT perils including hands-on modeling abilitie to oversee management of agency and broker partners book of Commercial Property business. Shall take charge of excess commercial property lines division and manage pricing objectives, profit improveme...
THE OPPORTUNITY: • Work in branch office to receive long-term training and ability to achieve full underwriting authority. • Work with Underwriters to help develop and execute marketing plan to drive new and renewal business, including in-person visits, telemarketing and distribution of marketing materials for insurance company partners • Be trained to evaluate, classify, and rate each risk to ...
Lat Purser & Associates, Inc. (“LPA”) is seeking a real estate Accounts Receivable & Payables Clerk with skills to perform the following tasks: Cash Receipts - Deposit and post tenant checks/payments; Payables – Process invoices and cut checks; Prepare bank reconciliations and book wires and auto-drafts; Reconcile A/R to the activity rec and cut management feesmonthly; Assemble monthly, quart...
Concision Solutions Group Charlotte, NC
The successful candidate will provide an exceptional level of customer service to prospective and existing brokerage clients in a call center environment. Maintain an empathetic and helpful attitude with clients at all times, especially when handling difficult interactions. Consistently meet or exceed quality, productivity and availability goals. Facilitate the execution of simple and complex orde...
International Market Recruiters Charlotte, NC
Job Description Financial Services Investment Bank has an excellent opportunity for a Trading Client Services Representative based in Charlotte, NC. Also have same roles in St. Louis, MO and Salt Lake City, UT. Series 7 & 63 Licenses are mandated for this role. This is a great opportunity for a professional who is looking to spring board into the Capital Markets (Institutional) side after a year ...
The PNC Financial Services Group Charlotte, NC
Job Description INVESTMENT SERVICES ASSOCIATE PNC’s Investment Center is a specialized platform within PNC Investments that offers our clients alternative ways of conducting investment business and primarily appeals to clients who seek guidance and advice, but are comfortable interacting with an Investment Services Advisor (via phone) or our robust investment services/trading website as their pr...
The PNC Financial Services Group Charlotte, NC
Job Description INVESTMENT SERVICES ADVISOR PNC’s Investment Center is a specialized platform within PNC Investments that offers our clients alternative ways of conducting investment business and primarily appeals to clients who seek guidance and advice, but are comfortable interacting with an Investment Services Advisor (via phone) or our robust investment services/trading website as their p...
The PNC Financial Services Group Charlotte, NC
Job Description INVESTMENT SERVICES ASSOCIATE PNC’s Investment Center is a specialized platform within PNC Investments that offers our clients alternative ways of conducting investment business and primarily appeals to clients who seek guidance and advice, but are comfortable interacting with an Investment Services Advisor (via phone) or our robust investment services/trading website as their pr...
TIAA-CREF Charlotte, NC
Job Description The TIAA-CREF Accelerated Advisory Development Program (AADP) is a 3 year rotational program that that will prepare program participants for a career in financial services as a Wealth Management Advisor (WMA), Associate Wealth Management Advisor (AWMA) or Independent Associate Wealth Management Advisor (IAWMA). AADP offers experiences that drive personal development, ongoing kn...
TIAA-CREF Charlotte, NC
Job Description The TIAA-CREF Accelerated Advisory Development Program (AADP) is a 3 year rotational program that that will prepare program participants for a career in financial services as a Wealth Management Advisor (WMA), Associate Wealth Management Advisor (AWMA) or Independent Associate Wealth Management Advisor (IAWMA). AADP offers experiences that drive personal development, ongoing kn...
TIAA-CREF Charlotte, NC
Job Description The TIAA-CREF Accelerated Advisory Development Program (AADP) is a 3 year rotational program that that will prepare program participants for a career in financial services as a Wealth Management Advisor (WMA), Associate Wealth Management Advisor (AWMA) or Independent Associate Wealth Management Advisor (IAWMA). AADP offers experiences that drive personal development, ongoing kn...
TIAA-CREF Charlotte, NC
Job Description The TIAA-CREF Accelerated Advisory Development Program (AADP) is an approximately 1-1/2 year rotational program that is designed to prepare program participants for a career in financial services as a Wealth Management Advisor (WMA), Associate Wealth Management Advisor (AWMA) or Independent Associate Wealth Management Advisor (IAWMA). AADP offers experiences that drive personal de...
The successful candidate will provide an exceptional level of customer service to prospective and existing brokerage clients in a call center environment. Maintain an empathetic and helpful attitude with clients at all times, especially when handling difficult interactions. Consistently meet or exceed quality, productivity and availability goals. Facilitate the execution of simple and complex orde...
Financial Services Investment Bank has an excellent opportunity for a Trading Client Services Representative based in Charlotte, NC. Also have same roles in St. Louis, MO and Salt Lake City, UT. Series 7 & 63 Licenses are mandated for this role. This is a great opportunity for a professional who is looking to spring board into the Capital Markets (Institutional) side after a year in this role or f...
Job Title: Financial Consultant 3 Job ID Number: 5039866 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: Bachelor degree in Business, Finance or Accounting Previous experience with Essbase reporting tool Financial experience in Wealth, Brokerage and Retirement businesses Highly organized, detail oriented and strong analytical skills Strong background with...
Job Title: Trading/Service Rep 1 Job ID Number: 5038429 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: 6+ months of investment industry experience Undergraduate Degree 6+ months of Call Center experience Series 7 & 63 ARE REQUIRED for this position to be eligible for the role, please ignore the statement where it states "Series 7 and 63 licenses or the ...
Coca-Cola Bottling Co. Consolidated Charlotte, NC, 28201
Overview: The Red Classic Transportation Services AP/AR Specialist will process incoming invoices from external carriers and invoice customers for completed movements. Manage reports to ensure all proof of deliveries and carrier invoices have been received and processed in a timely manner. Provide various reports to the accounting and brokerage departments. Handle all back end administrative func...
Robert W. Baird Charlotte, NC, 28201
Baird Private Wealth Management business includes over 700 highly skilled Financial Advisors and teams who manage or oversee more than $91 million in client assets under management from 75 office locations in 25 states. Baird Financial Advisors have been recognized on Barron’s Top Wealth Managers list every year since 2007. Supporting these Financial Advisors are over 70 in-house experts, many of ...

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Finance Career Tools

Real Estate Agent

Salaries

$24,000.00 - $175,000.00
Typical Salary for Real Estate Agent in Charlotte
(7 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
50%
Certification
25%
Vocational
12.5%
Some College Coursework Completed
12.5%
(8 Respondents)
Source: Monster.com Careerbenchmarking Tool

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