Job(s) 1 to 15 of 119
8/25/2016
Mount Pleasant, SC
Not Provided
Recently Posted
Federal Contractor
Branch Intern ESSENTIAL FUNCTIONS Listen to and shadow brokers in the office to see how they conduct business with clients. (10%) Act as a representative of Scottrade to clients that come directly to the branch for assistance. (10%) Become familiar with different departments and their functions. (10 ...
Federal Contractor
The main purpose of this position is to work towards a promotion to Investment Consultant. The Trainee operates as a team member to support clients and the branch team. All duties and responsibilities are performed while providing excellent customer service to prospects and customers on the phone an ...
8/25/2016
West Columbia, SC
Not Provided
Recently Posted
Federal Contractor
Provide investment services to BB&T's extensive banking network of clients and prospects. Establish and maintain a strong partnership with relevant internal partners (e.g. BB&T Community Bank, BB&T Wealth), and centers of influence within assigned territory. Shift 1st shift Regular/Temporary Regul ...
8/1/2016
Charlotte, NC
Not Provided
Federal Contractor
The main purpose of this position is to provide exceptional client experiences that focus on meeting stated needs as well as uncovering unstated needs and providing appropriate solutions. This is accomplished through needs based conversations that position Scottrade as a total solutions provider whi ...
Federal Contractor
The main purpose of this position is to provide exceptional client experiences that focus on meeting stated needs as well as uncovering unstated needs and providing appropriate solutions. This is accomplished through needs based conversations that position Scottrade as a total solutions provider whi ...
Recently Posted
Federal Contractor
Actively support or engage in the prospecting, selling, production, and delivery of fee based financial planning services to new and existing affluent and high net worth clients for Wealth Division clients (e.g. business owners, corporate executives, other professionals). Shift 1st shift Regular/T ...
8/25/2016
New Bern, NC
Not Provided
Recently Posted
Federal Contractor
Responsible for identifying, soliciting, servicing, delivering or coordinating the delivery of a broad range of financial products and services for clients in BB&T's Private Financial Services segment; delivering retail financial plans; proactively developing new client relationships; and delivering ...
8/25/2016
Asheville, NC
Not Provided
Recently Posted
Federal Contractor
Develops and maintains client relationships to meet branch and individual sales and asset goals. This is achieved by assessing client needs, identifying the products available that meet the clients' needs, and convincing the client to obtain the identified products through the assistance of the Fina ...
8/25/2016
Winston Salem, NC; Winston-Salem, NC
Not Provided
Recently Posted
Federal Contractor
Assist the Financial Planning Manager in administering the annual profit planning and monthly forecasting processes. Support the month end process by providing thorough analysis, research, and insight. Assist in managing interactions with a multitude of business units through training, change reques ...
Recently Posted
Federal Contractor
Assist Financial Advisors in productively assisting clients with investment products, estate planning, estate distribution and similar activities. Responsible for management of Financial Advisors' schedules, contact management and order flow. Contribute to the overall firm profitability while meetin ...
8/25/2016
Asheville, NC
Not Provided
Recently Posted
Federal Contractor
Develops and maintains client relationships to meet branch and individual sales and asset goals. This is achieved by assessing client needs, identifying the products available that meet the clients' needs, and convincing the client to obtain the identified products through the assistance of the Fina ...
8/24/2016
Greenwood, SC
Not Provided
Recently Posted
Federal Contractor
Job Description Works with the Financial Advisor in providing clients with financial advice consistent with clients goals and risk tolerance. Meets with clients to collect financial information, assess investment profile and evaluate client s financial needs. Determines which financial products best ...
8/23/2016
Lincolnton, NC
Not Provided
Recently Posted
Federal Contractor
Job Description Sr. Financial Planning & Analyst SpecialistBased in Lincolnton, NC UTC Climate, Controls & Security is a leading provider of heating, ventilating, air conditioning and refrigeration systems, building controls and automation, and fire and security systems leading to safer, smarter, su ...
8/20/2016
Mooresville, NC
Not Provided
Recently Posted
The principle purpose of the Lead Analyst is to partner with the Store Operations and Real Estate teams to work in support of core company focus areas. This is accomplished by collaborating with functional partners and business units to convert complex business plans into functional forecasts, devel ...
8/19/2016
Charlotte, NC; Chicago, IL
Not Provided
Implement Commercial Card products for Treasury Clients. Provide technical setup support and training for card products and online tools. Determine/setup/test client file requirements, file delivery protocols and payment process. Ensure scope of project delivery stays on track. Ensure deliverables a ...