Charlotte, North Carolina, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Causation Analysis, Financial Management, Investment Management, Trading Strategy, Trading and Investment Analysis
Charlotte, North Carolina, United States · Hybrid
About this role: Wells Fargo is seeking a Payments Senior Lead Technology Release Delivery Consultant to join the Global Payments & Liquidity Treasury Technology organization. In this role, you will play a key part in dr…
Skills: Technology Program Management, Agile Delivery, SAFe, Payments Technology, Financial Services
Charlotte, North Carolina, United States · On-site
Job DetailsJob Location: The Francis - Charlotte, NC 28202-3602Position Type: Full TimeRevised: 3.2026 Summary: The Property Manager oversees daily operations of Arqline’s property asset, driving occupancy, residen…
Skills: Property Management, Revenue Management, Leasing, Budgeting, Team Leadership
Wake Forest, North Carolina, United States · On-site
Job DetailsJob Location: Crossroads Nissan of Wake Forest - Wake Forest, NC 27587Position Type: Full TimeClose Strong. Drive Profitability. The Automotive Finance Manager (F&I Manager) is a key player in delivering a sea…
Skills: Financing, Aftermarket products, Service agreements, Lease deals, Lender approvals
Wake Forest, North Carolina, United States · On-site
Job DetailsJob Location: Crossroads Nissan of Wake Forest - Wake Forest, NC 27587Position Type: Full TimeClose Strong. Drive Profitability. The Automotive Finance Manager (F&I Manager) is a key player in delivering a sea…
Skills: Financing Options, Aftermarket Products, Lender Approvals, Regulatory Compliance, Contract Management
Charlotte, North Carolina, United States · On-site
Why Join Us Be part of an organization that’s driving change and consistently recognized as a top employer. At Deluxe, we know that great people build great companies—and we invest in you accordingly. We’re proud to be r…
Skills: Work Distribution, Resource Alignment, Deadline Management, Employee Supervision, Customer Transmission Files
North Carolina, United States · Remote OK
$21/hr–$25/hr
About the Team/Role Client Services Analyst (CSA) works daily analyzing electronic client files to maintain the accuracy of all enrollments, terminations and system data. How you’ll make an impact • Analyze electronic fi…
Skills: Data Analysis, Microsoft Excel, Benefit Administration, Premium Reconciliation, Client Relationship Management
Charlotte, North Carolina, United States · Hybrid
$130k–$140k/yr
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally …
Skills: Fund Accounting, Private Equity, Waterfall Calculations, IRR Calculation, US GAAP
Charlotte, North Carolina, United States · Hybrid
Inside the Role We are seeking a strategic and execution-focused leader to lead the Project Management Office (PMO) and Continuous Improvement (CI) function for DTFS North America. This role operates at the intersection …
Skills: Project Management Office (PMO), Continuous Improvement, Lean, Six Sigma, Kaizen
Greenville, North Carolina, United States · On-site
At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people …
Skills: Consumer Finance, Loan Decisioning, Collections, Business Development, Staff Management
Carrboro, North Carolina, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Coaching, Customer Service Management, Customer and Client Focus, Performance Management, Talent Development
Southern Pines, North Carolina, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Active Listening, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving
Lake Mary, Florida, United States · Hybrid
$108k–$161k/yr
Anticipated End Date: 2026-08-04 Position Title: Analytic Metrics Executive Advisor Job Description: Analytic Metrics Executive Advisor Locations: This role requires associates to be in-office 1-2 days per week, fosterin…
Skills: SQL, Tableau, Data Visualization, Deep Dive Analytics, Cost Of Care Analysis
Lake Mary, Florida, United States · Remote OK
$103k–$170k/yr
Anticipated End Date: 2026-07-31 Position Title: Provider Reimbursement & Prepay Editing Director Job Description: Provider Reimbursement & Prepay Editing Director Virtual: This role enables associates to work virtually …
Skills: Provider Reimbursement, Prepay Editing, Claims Editing Governance, Payment Integrity, Reimbursement Policy Implementation
Charlotte, North Carolina, United States · Hybrid
$97k–$156k/yr
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and cons…
Skills: Advanced Sql, Databricks, Python, PySpark, Pandas
Greenville, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Mortgage Marketing, Residential Lending, Negotiation, Interpersonal Communication, Client Relationship Management
Halifax County, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Mortgage Marketing, Residential Lending, Negotiation, Interpersonal Skills, Written Communication
Edenton, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Mortgage Marketing, Residential Lending, Negotiation, Interpersonal Communication, Financial Sales
Charlotte, North Carolina, United States · On-site
We are seeking a dynamic and experienced General Contractor Project Manager to join our team and play a crucial role in ensuring the successful execution of ground up financial and healthcare construction projects from i…
Skills: Project Management, Budget Management, Contract Writing, Subcontractor Coordination, Blueprint Reading
Shelby, North Carolina, United States · On-site
Position 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 …
Skills: Accountability, Banking, Client Loyalty, Customer Experience, Customer Service
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The role is responsible for defining and executing an investment management philosophy through portfolio analysis and business development activities. Key duties include managing client portfolios to align with risk profiles and goals while providing operational support and holistic investment solutions.
Candidates must possess Series 7 and 66 (or 7, 63, and 65) licenses and maintain SAFE Act registration. A high school diploma is the minimum education requirement, along with at least one firm-approved professional designation.
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Investment Management Specialists are responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. They ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. They deliver a full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate. They partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies. They assist in the preparation of client performance review reports to measure progress to goals.
Role Responsibilities:
Analyze and understand Merrill and third party research
Monitor and respond to market and non-financial current events
Effectively navigate proprietary planning and investment management tools
Deliver investment management tools, including but not limited to investment proposal, CRC, etc.
Monitor and analyze book pricing internally for FA team
Convey pricing to ensure client's understanding of the value of advice and accompanying solutions
Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment
Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons
Research portfolio recommendations for Investment Committee review
Prepare materials and coordinate weekly Investment Committee meetings
Proactively review and manage team proprietary models to align with the Investment Committee decisions
Manage ML One variances/enrollments/updates/withdrawals/terminations
Serve as Primary/Lead Team Member for processing PIA trades in Portfolio
Processing of all trades (discretionary or non-discretionary)
Create analytical reports for FAs to review client investment portfolio performances against market returns
Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives
Role Requirements:
Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration
Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
Obtain and/or maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Thorough knowledge and understanding of the suite of Wealth Management products and services
Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way
Causation Analysis
Financial Management
Investment Management
Trading Strategy
Trading and Investment Analysis
Portfolio Analysis
Portfolio Management
Price Verification and Valuation
Trade Monitoring
Trading
Client Investments Management
Client Solutions Advisory
Financial Analysis
Financial Forecasting and Modeling
Wealth Planning
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
*Internal employees who are currently working from home are still eligible to
apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Building connections and turning possibilities into achievements. What would you like the power to do?®
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
Based on 1001 listings with disclosed salaries, most finance & accounting jobs in North Carolina pay between $65k–$176k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 4,353 open finance & accounting positions in North Carolina listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Truist, Bank of America, First Citizens Bank, Wells Fargo, North Carolina State Employees Credit Union, among others. Browse the listings above to see every active employer.
Yes — 1611 of the 4353 open finance & accounting positions offer remote or hybrid work (498 remote, 1113 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
