Chapel Hill, North Carolina, United States · On-site
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: Business Acumen, Business Development, Oral Communications, Prospecting, Wealth Planning
Raleigh, North Carolina, United States · On-site
Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptio…
Skills: Retail Banking, Business Development, Team Leadership, Customer Service, Staff Management
Raleigh, North Carolina, United States · On-site
Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptio…
Skills: Sales leadership, Coaching, Relationship building, Customer service, Financial needs assessment
Raleigh, North Carolina, United States · On-site
Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptio…
Skills: Customer Service, Relationship Building, Financial Products, Account Management, Communication Skills
Raleigh, North Carolina, United States · Remote Solely
Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, …
Skills: Business Development, Sales, Client Relationship Management, Account Management, Strategic Planning
Raleigh, North Carolina, United States · Hybrid
$60k–$70k/yr
About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clien…
Skills: Client Relationship Management, Financial Planning, Communication Skills, Multi-tasking, Problem Solving
Chapel Hill, North Carolina, United States · On-site
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: Business Acumen, Business Development, Oral Communications, Prospecting, Wealth Planning
Raleigh, North Carolina, United States · On-site
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! PURPOSE: The CLM Analyst will be part of the operation of the Contracts team and will be responsible for assistin…
Skills: Contract Management, Communication, Customer Service, Attention to Detail, Microsoft Office Suite
Raleigh, North Carolina, United States · On-site
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! PURPOSE: The Sr. CLM Analyst will be part of the operation of the Contracts team and will be responsible for assi…
Skills: Contract Management, Data Analysis, User Support, Workflow Optimization, Reporting
Raleigh, North Carolina, United States · Hybrid
At HedgeServ, we’re redefining what’s possible in fund administration. With more than $700 billion in assets under administration, we partner with the world’s most forward-thinking investment managers – across private eq…
Skills: Collateral Management, Margin Calls, Dispute Resolution, Cash Management, Derivatives
Raleigh, North Carolina, United States · Remote OK
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: Outside Sales, Negotiation, Dealer Relationship Management, Product Presentation, Closing
Raleigh, North Carolina, United States · On-site
At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advanc…
Skills: Insurance Verification, Patient Registration, Prior Authorization, Medical Billing, Collections
Charlotte, North Carolina, United States · Hybrid
WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundati…
Skills: Tax Compliance, Technical Review, High Net Worth Tax, Gift Tax, Estate Tax
House Buyers of America, Inc.Raleigh, North Carolina, United States · Hybrid
$140k–$220k/yr
Real Estate Acquisition Consultant The Real Estate Acquisition Consultant is responsible for buying homes for House Buyers of America. This person will follow up on leads, value houses, estimate repairs and close deals i…
Skills: Lead Follow-up, Property Valuation, Real Estate Acquisition, Negotiation, Due Diligence
House Buyers of America, Inc.Raleigh, North Carolina, United States · Remote OK
$140k–$220k/yr
Real Estate Acquisition Consultant The Real Estate Acquisition Consultant is responsible for buying homes for House Buyers of America. This person will follow up on leads, value houses, estimate repairs and close deals i…
Skills: Lead Follow-up, Property Valuation, Real Estate Acquisition, Negotiation, Due Diligence
Raleigh, North Carolina, United States · On-site
Overview The Business Manager for Heart and Vascular Services is responsible for the non-clinical functions of the Heart and Vascular Service Line. Responsible for financial activities, including reporting, budget prepar…
Skills: Financial Reporting, Budget Preparation, Revenue Accounting, Expense Accounting, Inventory Management
Jacksonville, Florida, United States · On-site
About this Opportunity: At Regency Centers, our people are our greatest asset, and we believe that our highly skilled and talented team makes us better. We are seeking a Senior Manager, Investments (Development) to join …
Skills: Deal Sourcing, Underwriting, Zoning And Entitlements, Financial Modeling, Project Management
Raleigh, North Carolina, United States · Hybrid
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Position Overview: The Senior Analyst will act as a liaison to Product Managers, implementing assigned initiative…
Skills: Product Management, Requirements Elicitation, Application Testing, Agile Framework, Scrum
Raleigh, North Carolina, United States · On-site
Job Description The PNC Financial Services Group, Inc. seeks a Quantitative Analytics and Model Development Analyst Senior within PNC’s Anti-Money Laundering Analytics & Modeling team in Raleigh, NC. Specific duties incl…
Skills: Quantitative Analysis, Model Development, Data Mining, Statistical Modeling, Logistic Regression
DraftKings Inc.Raleigh, North Carolina, United States · On-site
At DraftKings, AI is becoming an integral part of both our present and future, powering how work gets done today, guiding smarter decisions, and sparking bold ideas. It’s transforming how we enhance customer experiences,…
Skills: Market Trading, Sports Betting Analysis, Statistical Analysis, Problem Solving, Communication
Chapel Hill, North Carolina, United States • On-site
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The role involves developing a book of business by identifying needs and delivering comprehensive financial recommendations to high-net-worth individuals. You will collaborate with advisory teams to promote portfolio growth and manage client relationships through a consultative approach.
Candidates must hold Series 7 and 66 licenses and have at least one year of experience in financial services or a goal-oriented sales environment. A bachelor's degree and proficiency in Microsoft Office are desired.
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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
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
There are currently 938 open finance & accounting positions in Raleigh, NC listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include First Citizens Bank, North Carolina State Employees Credit Union, Truist, Enact Mortgage Insurance, Symmetry Financial Group, among others. Browse the listings above to see every active employer.
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