Financial Consultant Jobs in North Carolina

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20 North Carolina Financial Consultant jobs found on Monster.

Jobs 1 to 20 of 20
Job Title: Financial Consultant 4 Job ID Number: 5035958 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: CPA/MBA Product knowledge of fixed income debt securities as well as sound GAAP knowledge Equity Derivative Experience Proficiency in MS Excel, MS Access and essbase BS/BA Accounting or Finance degree and 3+ years experience or equivalent combination...
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...
Charles Schwab Corporation Greensboro, NC, 27395
Job ID: 0710-18487 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...
Job Title: Financial Consultant 3 Job ID Number: 5029213 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: Product knowledge of commercial banking business lines as well as a familiarity with Deposit strategies. Proficiency in MS Excel, Access, Word, Powerpoint and Essbase. BS/BA Accounting or Finance degree and 3+ years experience or equivalent combination o...
Job Title: Financial Consultant 6 Job ID Number: 5037376 Schedule Type: Reg-Time Work Hours: 40 Location: Charlotte,NC Qualifications: Bachelor’s or Master’s degree in quantitative field (Finance, Accounting, etc.) Financial markets experience, with expertise in derivatives and related collateral, contracts and processes Proven ability to drive multiple tasks/projects to completion Four...
Detailed Description COMPANY OVERVIEW E*TRADE Financial Corporation, the online investing & trading pioneer, with 4.7 million total accounts and over $265 billion in customer assets, is continuing to reinvent the online trading industry. Our unique culture of innovation creates an environment where you will be continually learning and challenged to develop your career. SUMMARY Financial Consulta...
Job Location Charlotte, NC Job Description Overview of Position: Position is responsible for the Retail segment financial statements for lower tier subsidiaries handing both GAAP and STATreporting. Principal Accountabilities of Position: Responsible for quarterly statutory financial reporting, including the preparation of product-level and legal entity income statements and balance sheets. P...
Join a Winning Team at Pentagon Federal Credit Union! Pentagon Federal Credit Union serves over 1.4 million members in the Air Force, Army, Coast Guard, Department of Homeland Security, Department of Defense, defense-related companies, and the Veterans of Foreign Wars. They were federally chartered in 1935 and serve their members worldwide. Pentagon Federal Credit Union is one of the strongest an...
CUSO Financial Services, L.P. Fayetteville, NC, 28301
Division CUSO Financial Services, L.P. Position Licensed Financial Advisor - Pentagon Federal Credit Union - Washington, DC Location Pentagon Federal Credit Union - Fayetteville, NC Full-Time/Part-Time Full-Time Description Join a Winning Team at Pentagon Federal Credit Union! Pentagon Federal Credit Union serves over 1.2 million members in the Air Force, Army, Coast Guard, Department of...
TIAA-CREF Chapel Hill, NC
Job Description POSITION The Associate Advisor will be partnered with a Senior Advisor or multiple WM Advisors and their books of business. The individual in this role will oversee select client relationships that are less complex and relationship activities for the entire practice while developing Wealth Management product knowledge and learning fundamental practice management techniques. RESP...
Company: Serco Inc. (Serco) is the Americas division of Serco Group, plc, one of the world's leading and most admired service companies. Serco serves Federal, state and local governments, along with the Canadian government and commercial customers. We help our customers deliver vital services more efficiently, while increasing the satisfaction of their end customers. Headquartered in Reston, VA, ...
Axa Equitable Life Insurance Raleigh, NC, 27611
Company Description AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-bas...
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 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 deve...
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...
Axa Equitable Life Insurance Charlotte, NC, 28201
Company Description AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-bas...
POSITION The Associate Advisor will be partnered with a Senior Advisor or multiple WM Advisors and their books of business. The individual in this role will oversee select client relationships that are less complex and relationship activities for the entire practice while developing Wealth Management product knowledge and learning fundamental practice management techniques. RESPONSIBILITIES Ser...
TIAA-CREF Charlotte, NC
Job Description The Associate Advisor will be partnered with a Senior Advisor or multiple WM Advisors and their books of business. The individual in this role will oversee select client relationships that are less complex and relationship activities for the entire practice while developing Wealth Management product knowledge and learning fundamental practice management techniques. RESPONSIBILITI...

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Finance Career Tools

Financial Consultant

Salaries

$33,280.00 - $142,500.00
Typical Salary for Financial Consultant in North Carolina
(156 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
63.7%
Master's
15.3%
Some College Coursework Completed
10.5%
Associates
4%
Professional
2.4%
(124 Respondents)
Source: Monster.com Careerbenchmarking Tool

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