Post job

Finance advisor jobs in Fayetteville, NC - 45 jobs

All
Finance Advisor
Finance Professional
Finance Analyst
Financial Analyst Internship
Investment Advisor
Finance Internship
Investment Banking Internship
Cost Analyst
  • Financial Advisor

    First Command Financial Services 4.7company rating

    Finance advisor job in Fayetteville, NC

    Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 9 out of 10 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: Military experience or affiliation Bachelor's degree Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
    $73k-122k yearly est. 11d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Experienced Financial Advisors, Agents, and Financial Professionals - New York Life Insurance - Rale

    New York Life 4.5company rating

    Finance advisor job in Fayetteville, NC

    Job DescriptionAre you an experienced financial professional who wants to take your practice to the next level? You owe it to yourself to check out New York Life. Is your practice growing? Want to be part of a stable, dependable company? Looking for new opportunities to expand your market? Interested in offering new products or services? It's all built on a strong foundation. Whether you specialize in fee-based financial planning,¹ business succession, or protecting growing families, our record of financial strength and integrity is built to support you. We're one of only two life insurers currently awarded the highest ratings for financial strength from all four major credit ratings agencies.² We're committed to our field force. That means you'll have the guidance, support, and resources you need to do what you do best-serve your clients. Our managers are here to support your success, not compete with you for sales. Our agents are leaders in the industry. As of 2023, New York Life has led the Million Dollar Round Table (MDRT) in membership for 69 consecutive years. For over 20 years, we have also led in MDRT's top-tier categories, Court of the Table, and Top of the Table.³ You'll be able to network productively among your peers and learn firsthand from agents at the top of the industry. Build the financial practice you envision. We believe in investing in our agents, helping them achieve their goals, and positioning them to positively impact the individuals, families, and businesses they serve. We're here to support you with your current markets and help you break into new areas of interest and opportunity. New York Life has a number of dedicated teams that focus solely on helping our agents and their clients. New York Life and our subsidiaries offer a full selection of whole life, term life, universal life, variable universal life,⁴ and survivorship products, along with variable⁴ and fixed annuities, and long term care and individual disability insurance. In addition, our agents have the opportunity to expand their practices through New York Life's subsidiaries and organizations. NYLIFE Securities LLC NYLIFE Securities LLC, member of FINRA and SIPC, a licensed insurance agency, is a wholly owned subsidiary of New York Life Insurance Company that provides competitive offers investment products and services to meet clients' varied and changing needs. Properly licensed registered representatives of NYLIFE Securities LLC have access to variable life and annuity products, mutual funds, and brokerage account services. Eagle Strategies LLC Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, is a registered investment adviser dedicated to providing clients with comprehensive financial planning and other investment advisory services. Eagle Strategies LLC offers its properly licensed Financial Advisors with the opportunity to build the financial advisory practice they envision, and deliver the financial advice and services that are best suited to meet their clients' needs. The Nautilus Group The Nautilus Group is an exclusive membership based resource accessible to an elite group of approximately 200 experienced New York Life agents who are insurance and financial industry leaders and are firmly committed to a team planning concept. Nautilus Members work with affluent, high net worth and business owner clients, professional athletes, professional entertainers, farmers and ranchers, physicians, corporate executives and retired executives. Nautilus provides a range of consultative services and technical case design to support its Members in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: family protection, estate and legacy planning, business succession and exit planning,executive benefits and philanthropy. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' sophisticated financial objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual. The Nautilus team is dedicated to smart thinking, sound analysis and experienced financial insight. Note: Nautilus Members must qualify and pay a fee for this service. The Nautilus Group is a service of New York Life Insurance Company. New York Life Insurance Company and its affiliates and agents and employees thereof do not provide tax, legal or accounting advice. Individuals should consult with their own tax, legal or accounting professionals before implementing any strategies. Advanced Planning Group A team of over 30 professionals with credentials in law, accounting, insurance, and financial services. We help agents identify, and develop large life cases in the advanced markets. Available across the country for in-person or virtual meetings to analyze and support a variety of wealth strategies and planning objectives in these key areas: Business protection and succession Nonqualified executive benefit strategies Tax diversification and reduction strategies Wealth transfer and distribution strategies Transnational planning (non-U.S. citizen) Estate tax mitigation Asset protection Charitable giving strategies The Advanced Planning Group does not provide tax, legal, or accounting advice, and clients are advised to consult with their own advisors for tax, legal, and accounting advice Underwriting New York Life's underwriting team is constantly developing innovative underwriting solutions to help make the purchasing experience smoother for our financial professionals and their clients. Our experienced team of underwriters and medical directors is easily accessible and will help you make good business decisions. Cultural and Target Markets The world is a dynamic and diverse place, and our team is ready to help financial professionals service the needs of all their clients. This team of professionals provides support for agents working in the African American, Chinese American, Korean American, Latino, LGBT Q+, South Asian American, Vietnamese American, Women's, and Young Professionals Markets. This team offers select in-language materials and culturally relevant marketing and prospecting tools. New York Life Insurance Company University (NYLIC U) Our training program is among the best in the industry and provides opportunities for career-long learning. You can sharpen your skills, stay on top of industry issues, and grow and maintain your business. Learning options include distance e-learning, online courses, virtual classrooms, and traditional classrooms. Through New York Life's exclusive Practice Model learning paths, you can specialize in Financial Guidance, Retirement Planning, Wealth Advisory, and Estate Planning while pursuing industry designations such as Financial Services Certified Professional (FSCP ), Chartered Financial Consultant (ChFC ), Retirement Income Certified Professional (RICP ), or even Wealth Management Certified Professional (WMCP ). We cover the tuition cost of these designations for qualifying, participating agents.⁵ Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917.⁶ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁷ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.² A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of the training we offer.⁸ Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity Latino Leaders 2022 Best Companies for Latinos to Work For We're proud of the help we've provided and continue to provide our clients.⁹ 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.¹⁰ Offered by financial advisors for Eagle Strategies LLC. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. MDRT data as of July 2023. Offered by properly licensed registered representatives through NYLIFE Securities LLC, member of FINRA and SIPC, a Licensed Insurance Agency and a New York Life Company. Tuition reimbursement is only available for American College courses. The Company reimburses eligible, participating agents with 100% of the cost of the following courses: FSCP , ChFC , RICP , and WMCP . The Company's tuition reimbursement policy is subject to change. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. A full list of our awards is available here: *************************************************************** All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1_AR10511_042023 SMRU 5021157.4 (Exp. 04.30.2024)
    $115.9k yearly 10d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance advisor job in Fayetteville, NC

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 25d ago
  • Financial Advisor - Raleigh, NC

    Thrivent Financial for Lutherans 4.4company rating

    Finance advisor job in Apex, NC

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. * Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. * Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. * Have the flexibility to control your schedule, allowing for work-life balance. * Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. * Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed. * Motivated by helping others and seeing them achieve their goals. * A natural coach or guide with strong interpersonal skills. * Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. * Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: * Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and accidental death and dismemberment insurance. * Pension, 401(k) and retiree medical plans. * Ongoing support, training and opportunity for professional growth as you build your business. * Well-being programs to help you manage your physical, emotional and financial health. * Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. * Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $52k-103k yearly est. Auto-Apply 60d+ ago
  • Financial Solutions Advisor II - Raleigh/Durham Market

    Bank of America Corporation 4.7company rating

    Finance advisor job in Holly Springs, NC

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: * Monday - Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $57k-95k yearly est. 27d ago
  • Criminal Justice Specialist/Invest II

    State of North Carolina 4.4company rating

    Finance advisor job in Pittsboro, NC

    Agency State Bureau of Investigation Division SBI Office of the Director Job Classification Title Criminal Justice Specialist/Invest II (NS) Number 65036025 Grade NC12 About Us The State Bureau of Investigation's mission is to serve Sheriffs, Police Chiefs, and District Attorneys as well as State and Federal partners, by investigating crimes and providing technical assistance in order to increase public safety for the citizens of the state of North Carolina. The SBI does so by conducting criminal investigations of allegations in areas of jurisdiction including narcotics, arson, election laws, misuse of state property, environmental crimes, human trafficking, child sexual abuse in day care centers, and threats made against public officials. The SBI provides support to local agencies related to computer crime investigations, use of force investigations, deaths in custody, crime scenes, financial crimes, missing and endangered persons, public corruption, cold cases, K9, special response team, bomb squad, and air wing. The SBI serves as North Carolina's repository of information on criminal history records, fingerprint identification, expungements, sex offender registry, and concealed handgun permits. The SBI manages the North Carolina Information Sharing and Analysis Center (ISAAC), which is the fusion center for the state of North Carolina, as well as the Behavioral Threat Assessment Unit, which assesses and manages threats of mass violence. Description of Work The Regional School Safety Specialist is a non-sworn administrative position with the Center for Safer Schools (CFSS). The Center serves as a central resource for information and technical assistance on school safety, supporting faculty and staff, law enforcement, youth-serving community agencies, juvenile justice officials, policymakers, parents/guardians and students. CFSS Regional School Safety Specialists are subject matter experts dedicated to providing resources, technical assistance and training to public school units and their designated safety directors. They play a crucial role in supporting schools by ensuring compliance with North Carolina's legislative mandates on school safety, including the development of School Risk Management Plans, tabletop exercises, safety protocols and more. To better serve schools across the state, specialists are strategically assigned to the eight designated regions of North Carolina, offering localized support and guidance tailored to each region's unique needs. Job responsibilities include the following: * Provide public school units in their regions with technical assistance, training and resources needed in relations to school safety. * Assist public school units in identifying and implementing evidence-based programs in school safety. * Develop and maintain relationships that result in collaborative efforts and information sharing to promote the CFSS. Knowledge Skills and Abilities/Management Preferences Salary Range: $45,926 - $61,500 This position is assigned to the Northeast region which includes Northampton, Gates, Currituck, Camden, Elizabeth City/Pasquotank, Perquimans, Edenton-Chowan, Hertford, Halifax, Bertie, Martin, Washington, Tyrrell, Dare, Beaufort, Hyde, Pitt counties. This position requires extensive regional travel up to 75% of time, with some overnights. The chosen candidate must live within 65 miles of Northeast region boundaries. IMPORTANT NOTE: This posting closes at 11:59:59 PM the night BEFORE the End Date listed. The Minimum Education and Experience (E&E) is REQUIRED to qualify for this position. All work history and education (including accurate dates of employment/attendance) must be documented on the application. Transcripts may be attached to supplement education and work experience may include internships, volunteerism, and full and part-time work. Supplemental Questions are also a required part of the application: answers must reference education or work experience listed on the application. A complete, all-inclusive application maximizes an applicant's potential to qualify for the position, as well as receive the highest possible salary if selected for the position. Salary will be based on relevant qualifications, internal equity, and budgetary considerations for the advertised position. [Resumes may be attached as a supplement to the application but are not a substitution for a complete application.] Management Preferences: * Documented experience working in school safety within a school environment. * Documented experience working in criminal justice and/or with law enforcement procedure, terminology, and policies and practices. * Documented experience interpreting and/or applying, and/or communicating, statutory regulations. * Documented experience conducting trainings. Selected candidates will undergo and must successfully complete a comprehensive background investigation which includes: credit and arrest checks; interviews with associates, personal and business references; verification interviews of employers; verification of education achievement; urinalysis drug screening; and submission of fingerprints. This is a full-time position (40 hours per week) with Benefits. The North Carolina State Bureau of Investigation (SBI) selects applicants for employment based on required education and experience and job-related knowledge, skills, and abilities without regard to race, religion, color, national origin, sex, pregnancy, gender identity or expression, sexual orientation, age (40 or older), disability, National Guard or veteran status, genetic information, political affiliation, or political influence. We are an Employment First state, ensuring that people with disabilities have equal opportunities to succeed in the state government workplace. SBI supports pay equity for women, establish paid parental leave for birth, adoption, and foster care, and implement fair chance policies. Join a team that welcomes, values, respects and supports all members of our work community. Application Process Please visit How Do I Get the Job for tips and guidelines on applying for State jobs. Be sure to complete the application in full. In order to receive qualifying credit for all your work history and credentials, applicants must complete their entire work history and education on the application. Workday allows you to populate your profile and applications with information automatically pulled from your resume or LinkedIn profile, but you must upload this information and ensure its accuracy. Resumes are not accepted in lieu of the application, and "See Resume" is not acceptable in application fields. Any information omitted from the actual application will not be considered for qualifying credit. It is OK to attach a resume, but make sure all pertinent information is listed on the application form. All applications must be submitted by 11:59 PM on the closing date. Due to the volume of applications received, we are unable to provide information regarding the status of your application over the phone. To check the status of your application, please log in to your account. Upon the closing date, applications will be screened by Human Resources for the qualified applicants. The hiring process may take several weeks. Degree/College Credit Verification Degrees must be received from appropriately accredited institutions. Transcripts and degree evaluations may be uploaded with your application. If applicants earned college credit hours but did not complete a degree program, they must attach an unofficial transcript to each application to receive credit for this education. If you have student loans, becoming a state employee includes eligibility for the Public Service Loan Forgiveness Program. Visit ****************** to learn more. Certified Positions Applicants applying for positions certified through the North Carolina Department of Justice - Criminal Justice Education and Training Standards Division can find specific certification requirements here. Per North Carolina General Statute 143B-1209.54, applicants hired into a position certified as a criminal justice officer or justice officer are required to electronically submit fingerprints to the NC State Bureau of Investigation for a state and national criminal history record check and enrollment in the Federal Bureau of Investigation's Next Generation Identification (NGI) System and Criminal Justice Record of Arrest and Prosecution Background (Rap Back) Service. This is in addition to submitting fingerprints during the application process. Veteran's and National Guard Preference Applicants seeking Veteran's Preference must attach a DD Form 214, Certificate of Release or Discharge from Active Duty, along with the state application. Applicants seeking National Guard Preference must attach an NGB 23A (RPAS), along with the state application if they are a current member of the NC National Guard in good standing. Applicants who are former member of either the NC Army National Guard or the NC Air National Guard, with honorable discharge and six years of creditable service must attach a copy of the DD 256 or NGB 22, along with the state application. ADA Accommodations Consistent with the Americans with Disabilities Act (ADA) and the Pregnant Workers Fairness Act (PWFA), SBI is committed to the full inclusion of all qualified individuals. As part of this commitment, SBI will ensure that persons with disabilities, or known limitations covered by the PWFA, are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, please contact the person indicated below. Employment Eligibility It is the policy of the State of North Carolina and NC SBI that all employees provide proof of employment eligibility (immigration and naturalization) on the first day of employment. We participate in E-Verify (Employment Eligibility Verification System). CONTACT INFORMATION: N.C. State Bureau of Investigation Human Resources 3320 Garner Road Raleigh, NC 27610 *************** Minimum Education and Experience Some state job postings say you can qualify by an "equivalent combination of education and experience." If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See the Education and Experience Equivalency Guide for details. Bachelor's degree from an appropriately accredited institution and two years of administrative and/or technical experience in criminal justice or law enforcement as it relates to the area of assignment, or an equivalent combination of education and experience. EEO Statement The State of North Carolina is an Equal Employment Opportunity Employer and dedicated to providing employees with a work environment free from all forms of unlawful employment discrimination, harassment, or retaliation. The state provides reasonable accommodation to employees and applicants with disabilities; known limitations related to pregnancy, childbirth, or related medical conditions; and for religious beliefs, observances, and practices. Recruiter: Sharon Sasser Recruiter Email: ***************
    $45.9k-61.5k yearly 5d ago
  • Criminal Justice Specialist/Invest II

    State Bureau of Investigation

    Finance advisor job in Pittsboro, NC

    Agency State Bureau of Investigation Division SBI Office of the Director Job Classification Title Criminal Justice Specialist/Invest II (NS) Number 65036025 Grade NC12 About Us The State Bureau of Investigation's mission is to serve Sheriffs, Police Chiefs, and District Attorneys as well as State and Federal partners, by investigating crimes and providing technical assistance in order to increase public safety for the citizens of the state of North Carolina. The SBI does so by conducting criminal investigations of allegations in areas of jurisdiction including narcotics, arson, election laws, misuse of state property, environmental crimes, human trafficking, child sexual abuse in day care centers, and threats made against public officials. The SBI provides support to local agencies related to computer crime investigations, use of force investigations, deaths in custody, crime scenes, financial crimes, missing and endangered persons, public corruption, cold cases, K9, special response team, bomb squad, and air wing. The SBI serves as North Carolina's repository of information on criminal history records, fingerprint identification, expungements, sex offender registry, and concealed handgun permits. The SBI manages the North Carolina Information Sharing and Analysis Center (ISAAC), which is the fusion center for the state of North Carolina, as well as the Behavioral Threat Assessment Unit, which assesses and manages threats of mass violence. Description of Work The Regional School Safety Specialist is a non-sworn administrative position with the Center for Safer Schools (CFSS). The Center serves as a central resource for information and technical assistance on school safety, supporting faculty and staff, law enforcement, youth-serving community agencies, juvenile justice officials, policymakers, parents/guardians and students. CFSS Regional School Safety Specialists are subject matter experts dedicated to providing resources, technical assistance and training to public school units and their designated safety directors. They play a crucial role in supporting schools by ensuring compliance with North Carolina's legislative mandates on school safety, including the development of School Risk Management Plans, tabletop exercises, safety protocols and more. To better serve schools across the state, specialists are strategically assigned to the eight designated regions of North Carolina, offering localized support and guidance tailored to each region's unique needs. Job responsibilities include the following: *Provide public school units in their regions with technical assistance, training and resources needed in relations to school safety. *Assist public school units in identifying and implementing evidence-based programs in school safety. *Develop and maintain relationships that result in collaborative efforts and information sharing to promote the CFSS. Knowledge Skills and Abilities/Management Preferences Salary Range: $45,926 - $61,500 This position is assigned to the Northeast region which includes Northampton, Gates, Currituck, Camden, Elizabeth City/Pasquotank, Perquimans, Edenton-Chowan, Hertford, Halifax, Bertie, Martin, Washington, Tyrrell, Dare, Beaufort, Hyde, Pitt counties. This position requires extensive regional travel up to 75% of time, with some overnights. The chosen candidate must live within 65 miles of Northeast region boundaries. IMPORTANT NOTE: This posting closes at 11:59:59 PM the night BEFORE the End Date listed. The Minimum Education and Experience (E&E) is REQUIRED to qualify for this position. All work history and education (including accurate dates of employment/attendance) must be documented on the application. Transcripts may be attached to supplement education and work experience may include internships, volunteerism, and full and part-time work. Supplemental Questions are also a required part of the application: answers must reference education or work experience listed on the application. A complete, all-inclusive application maximizes an applicant's potential to qualify for the position, as well as receive the highest possible salary if selected for the position. Salary will be based on relevant qualifications, internal equity, and budgetary considerations for the advertised position. [Resumes may be attached as a supplement to the application but are not a substitution for a complete application.] Management Preferences: Documented experience working in school safety within a school environment. Documented experience working in criminal justice and/or with law enforcement procedure, terminology, and policies and practices. Documented experience interpreting and/or applying, and/or communicating, statutory regulations. Documented experience conducting trainings. Selected candidates will undergo and must successfully complete a comprehensive background investigation which includes: credit and arrest checks; interviews with associates, personal and business references; verification interviews of employers; verification of education achievement; urinalysis drug screening; and submission of fingerprints. This is a full-time position (40 hours per week) with Benefits. The North Carolina State Bureau of Investigation (SBI) selects applicants for employment based on required education and experience and job-related knowledge, skills, and abilities without regard to race, religion, color, national origin, sex, pregnancy, gender identity or expression, sexual orientation, age (40 or older), disability, National Guard or veteran status, genetic information, political affiliation, or political influence. We are an Employment First state, ensuring that people with disabilities have equal opportunities to succeed in the state government workplace. SBI supports pay equity for women, establish paid parental leave for birth, adoption, and foster care, and implement fair chance policies. Join a team that welcomes, values, respects and supports all members of our work community. Application Process Please visit How Do I Get the Job for tips and guidelines on applying for State jobs. Be sure to complete the application in full. In order to receive qualifying credit for all your work history and credentials, applicants must complete their entire work history and education on the application. Workday allows you to populate your profile and applications with information automatically pulled from your resume or LinkedIn profile, but you must upload this information and ensure its accuracy. Resumes are not accepted in lieu of the application, and “See Resume” is not acceptable in application fields. Any information omitted from the actual application will not be considered for qualifying credit. It is OK to attach a resume, but make sure all pertinent information is listed on the application form. All applications must be submitted by 11:59 PM on the closing date. Due to the volume of applications received, we are unable to provide information regarding the status of your application over the phone. To check the status of your application, please log in to your account. Upon the closing date, applications will be screened by Human Resources for the qualified applicants. The hiring process may take several weeks. Degree/College Credit Verification Degrees must be received from appropriately accredited institutions. Transcripts and degree evaluations may be uploaded with your application. If applicants earned college credit hours but did not complete a degree program, they must attach an unofficial transcript to each application to receive credit for this education. If you have student loans, becoming a state employee includes eligibility for the Public Service Loan Forgiveness Program. Visit ****************** to learn more. Certified Positions Applicants applying for positions certified through the North Carolina Department of Justice - Criminal Justice Education and Training Standards Division can find specific certification requirements here. Per North Carolina General Statute 143B-1209.54, applicants hired into a position certified as a criminal justice officer or justice officer are required to electronically submit fingerprints to the NC State Bureau of Investigation for a state and national criminal history record check and enrollment in the Federal Bureau of Investigation's Next Generation Identification (NGI) System and Criminal Justice Record of Arrest and Prosecution Background (Rap Back) Service. This is in addition to submitting fingerprints during the application process. Veteran's and National Guard Preference Applicants seeking Veteran's Preference must attach a DD Form 214, Certificate of Release or Discharge from Active Duty, along with the state application. Applicants seeking National Guard Preference must attach an NGB 23A (RPAS), along with the state application if they are a current member of the NC National Guard in good standing. Applicants who are former member of either the NC Army National Guard or the NC Air National Guard, with honorable discharge and six years of creditable service must attach a copy of the DD 256 or NGB 22, along with the state application. ADA Accommodations Consistent with the Americans with Disabilities Act (ADA) and the Pregnant Workers Fairness Act (PWFA), SBI is committed to the full inclusion of all qualified individuals. As part of this commitment, SBI will ensure that persons with disabilities, or known limitations covered by the PWFA, are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, please contact the person indicated below. Employment Eligibility It is the policy of the State of North Carolina and NC SBI that all employees provide proof of employment eligibility (immigration and naturalization) on the first day of employment. We participate in E-Verify (Employment Eligibility Verification System). CONTACT INFORMATION: N.C. State Bureau of Investigation Human Resources 3320 Garner Road Raleigh, NC 27610 *************** Minimum Education and Experience Some state job postings say you can qualify by an “equivalent combination of education and experience.” If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See the Education and Experience Equivalency Guide for details. Bachelor's degree from an appropriately accredited institution and two years of administrative and/or technical experience in criminal justice or law enforcement as it relates to the area of assignment, or an equivalent combination of education and experience. EEO Statement The State of North Carolina is an Equal Employment Opportunity Employer and dedicated to providing employees with a work environment free from all forms of unlawful employment discrimination, harassment, or retaliation. The state provides reasonable accommodation to employees and applicants with disabilities; known limitations related to pregnancy, childbirth, or related medical conditions; and for religious beliefs, observances, and practices. Recruiter: Sharon Sasser Recruiter Email: ***************
    $45.9k-61.5k yearly Auto-Apply 3d ago
  • Intern, Finance

    Fujifilm Diosynth Biotechnologies 4.0company rating

    Finance advisor job in Holly Springs, NC

    As a Finance Intern, you will benefit from a hands-on experience that will provide you an opportunity to gain in-depth knowledge of our organization and culture. You will gain exposure to different areas of financial applications and processes. As a valuable team member, you will be given the opportunity to apply your exceptional analytical and problem-solving skills to a wide variety of finance and accounting activities. You will manage a project from start to finish, and culminate your summer experience by presenting your results to leadership. Start Date: This internship is set to begin on May 26th 2026 for an 11-week duration ending on August 7th 2026. Relocation: Please note this Internship Opportunity is designed to be 100% Onsite, 40 hours/week and a relocation/housing stipend is not provided. Company Overview FUJIFILM Biotechnologies is building the future of bioproduction in Holly Springs, North Carolina. By end of 2025, we'll open North America's largest end-to-end CDMO biopharmaceutical manufacturing facility, offering drug substance production, fill-finish, and packaging under one roof. We're looking for passionate, mission-driven people to help us realize this exciting vision and deliver the next vaccine, cure, or therapy. We offer a dynamic work environment and we're proud to cultivate a culture that will fuel your purpose, energy, and drive-what we call Genki. Ready to shape the future of medicine? Let's transform healthcare together! Holly Springs, North Carolina, combines small-town warmth with proximity to Raleigh's thriving tech scene, making it the perfect blend of community and opportunity. Fujifilm is globally headquartered in Tokyo with over 70,000 employees across four key business segments of healthcare, electronics, business innovation, and imaging. We are guided and united by our Group Purpose of "giving our world more smiles." Visit: *************************************************** Job Description What You'll Do Under the direct supervision, support and guidance of the manager: * Work closely to support the department in development and implementation of processes * Conduct research, ask questions, gather, and analyze data * Prepare and/or review documents, reports and/or presentations * Work closely with supervisor to determine internship project and achieve project goals * Final presentation of assigned project at the conclusion of the internship * Search for opportunities for continuous improvement * Interact with department, cross-functional groups, and senior leadership * Attend social and professional networking events * Analyze budgets against actuals and forecast * Assist in process optimization efforts to achieve more effective and efficient processes * Engage with a variety of stakeholders across the organization for improving financial processes * Establish internal controls for mitigation of risk * Participates in risk review and analysis processes, including assistance with reporting * Ad hoc management reporting requests * Prepare and analyze various financial data sets Basic Requirements * Currently enrolled in an Associate's Degree program with a Business Focus OR• Currently enrolled in a Business Focused Undergraduate or Master's degree Program• Proficient in Microsoft Word, Excel, and PowerPoint Preferred Requirements * Prior experience in Pharma/Biotech/Chemical Industry• Prior hands-on technical experience (in a laboratory or manufacturing environment) WORKING CONDITIONS & PHYSICAL REQUIREMENTS * Ability to discern audible cues * Ability to ascend or descend ladders, scaffolding, ramps, etc * Ability to stand for prolonged periods of time - up to 60 minutes * Ability to sit for prolonged periods of time - up to 240 minutes * Ability to conduct activities using repetitive motions that include writs, hands and/or fingers * Ability to conduct work that includes moving objects up to 10 pounds To all agencies: Please, no phone calls or emails to any employee of FUJIFILM about this requisition. All resumes submitted by search firms/employment agencies to any employee at FUJIFILM via-email, the internet or in any form and/or method will be deemed the sole property of FUJIFILM, unless such search firms/employment agencies were engaged by FUJIFILM for this requisition and a valid agreement with FUJIFILM is in place. In the event a candidate who was submitted outside of the FUJIFILM agency engagement process is hired, no fee or payment of any kind will be paid. EEO Information Fujifilm is committed to providing equal opportunities in hiring, promotion and advancement, compensation, benefits, and training regardless of nationality, age, gender, sexual orientation or gender identity, race, ethnicity, religion, political creed, ideology, national, or social origin, disability, veteran status, etc. ADA Information If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to our HR Department (FDBN_****************).
    $51k-65k yearly est. Auto-Apply 4d ago
  • Intern, Finance

    Fujifilm 4.5company rating

    Finance advisor job in Holly Springs, NC

    As a Finance Intern, you will benefit from a hands-on experience that will provide you an opportunity to gain in-depth knowledge of our organization and culture. You will gain exposure to different areas of financial applications and processes. As a valuable team member, you will be given the opportunity to apply your exceptional analytical and problem-solving skills to a wide variety of finance and accounting activities. You will manage a project from start to finish, and culminate your summer experience by presenting your results to leadership. **Start Date:** This internship is set to begin on May 26th 2026 for an 11-week duration ending on August 7th 2026. **Relocation:** Please note this Internship Opportunity is designed to be 100% Onsite, 40 hours/week and a relocation/housing stipend is not provided. **Company Overview** FUJIFILM Biotechnologies is building the future of bioproduction in Holly Springs, North Carolina. By end of 2025, we'll open North America's largest end-to-end CDMO biopharmaceutical manufacturing facility, offering drug substance production, fill-finish, and packaging under one roof. We're looking for passionate, mission-driven people to help us realize this exciting vision and deliver the next vaccine, cure, or therapy. We offer a dynamic work environment and we're proud to cultivate a culture that will fuel your purpose, energy, and drive-what we call Genki. Ready to shape the future of medicine? Let's transform healthcare together! Holly Springs, North Carolina, combines small-town warmth with proximity to Raleigh's thriving tech scene, making it the perfect blend of community and opportunity. Fujifilm is globally headquartered in Tokyo with over 70,000 employees across four key business segments of healthcare, electronics, business innovation, and imaging. We are guided and united by our Group Purpose of "giving our world more smiles." Visit: *************************************************** **Job Description** **What You'll Do** Under the direct supervision, support and guidance of the manager: + Work closely to support the department in development and implementation of processes + Conduct research, ask questions, gather, and analyze data + Prepare and/or review documents, reports and/or presentations + Work closely with supervisor to determine internship project and achieve project goals + Final presentation of assigned project at the conclusion of the internship + Search for opportunities for continuous improvement + Interact with department, cross-functional groups, and senior leadership + Attend social and professional networking events + Analyze budgets against actuals and forecast + Assist in process optimization efforts to achieve more effective and efficient processes + Engage with a variety of stakeholders across the organization for improving financial processes + Establish internal controls for mitigation of risk + Participates in risk review and analysis processes, including assistance with reporting + Ad hoc management reporting requests + Prepare and analyze various financial data sets **Basic Requirements** - Currently enrolled in an Associate's Degree program with a Business Focus **OR** - Currently enrolled in a Business Focused Undergraduate or Master's degree Program - Proficient in Microsoft Word, Excel, and PowerPoint **Preferred Requirements** - Prior experience in Pharma/Biotech/Chemical Industry - Prior hands-on technical experience (in a laboratory or manufacturing environment) **WORKING CONDITIONS & PHYSICAL REQUIREMENTS** + Ability to discern audible cues + Ability to ascend or descend ladders, scaffolding, ramps, etc + Ability to stand for prolonged periods of time - up to 60 minutes + Ability to sit for prolonged periods of time - up to 240 minutes + Ability to conduct activities using repetitive motions that include writs, hands and/or fingers + Ability to conduct work that includes moving objects up to 10 pounds _To all agencies: Please, no phone calls or emails to any employee of FUJIFILM about this requisition. All resumes submitted by search firms/employment agencies to any employee at FUJIFILM via-email, the internet or in any form and/or method will be deemed the sole property of FUJIFILM, unless such search firms/employment agencies were engaged by FUJIFILM for this requisition and a valid agreement with FUJIFILM is in place. In the event a candidate who was submitted outside of the FUJIFILM agency engagement process is hired, no fee or payment of any kind will be paid._ **EEO Information** Fujifilm is committed to providing equal opportunities in hiring, promotion and advancement, compensation, benefits, and training regardless of nationality, age, gender, sexual orientation or gender identity, race, ethnicity, religion, political creed, ideology, national, or social origin, disability, veteran status, etc. **ADA Information** If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to our HR Department (FDBN_****************). **Job Locations** _US-NC-Holly Springs_ **Posted Date** _4 days ago_ _(1/6/2026 9:49 AM)_ **_Requisition ID_** _2025-36469_ **_Category_** _Intern_ **_Company (Portal Searching)_** _FUJIFILM Biotechnologies_
    $42k-48k yearly est. 4d ago
  • Financial Analyst

    Adecco Us, Inc. 4.3company rating

    Finance advisor job in Parkton, NC

    Adecco is assisting a local client recruiting Financial Analyst opportunities Triangle Park, NC 27709. This is an excellent opportunity to join a winning culture and get your foot in the door with a Company that develops, manufactures, and sells networking hardware, software, and telecommunications equipment. If Financial Analyst sounds like something you would be interested in, and you meet the qualifications listed below, apply now! Responsibilities for Financial Analyst include but are not limited to: Responsibilities for Financial Analyst include but are not limited to: · Support weekly, monthly, and quarterly reporting & forecasting (bookings forecast, QBO, run-the-business reporting) · Deliver data-driven insights to support Global Sales / Sales Finance decision-making · Perform in-depth financial analysis (trends, variances, opportunities) · Drive process improvement, simplification, and automation · Explore and apply AI-driven analytics to enhance reporting and operations · Translate complex financial data into clear, actionable insights for stakeholders · Partner with cross-functional teams to influence business outcomes Candidates for Financial Analyst must meet the following requirements to be considered: · 5+ years of experience in Finance, Sales Finance, or Financial Analysis · Strong analytical and problem-solving skills with high attention to detail · Advanced Excel skills (financial modeling, forecasting, reporting) · Strong business communication & storytelling ability · Proactive mindset with ability to take initiative and promote best practices · Experience working in fast-paced, data-driven environments · Exposure to AI, automation, or advanced analytics in finance/reporting · Ability to work in ambiguous, evolving environments · Project management experience · Curiosity, adaptability, and continuous improvement mindset What's in this Financial Analyst position for you? · Pay: $52/hr. · Shift: 8 AM - 5:00 PM M-F · Weekly paycheck · Dedicated Onboarding Specialist & Recruiter. · Access to Adecco's Aspire Academy with thousands of free upskilling courses This Financial Analyst is being recruited for by one of our Centralized Delivery Team and not your local Branch. For instant consideration for this Financial Analyst position and other opportunities with Adecco, apply today! **Pay Details:** $52.00 per hour Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ********************************************** The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: + The California Fair Chance Act + Los Angeles City Fair Chance Ordinance + Los Angeles County Fair Chance Ordinance for Employers + San Francisco Fair Chance Ordinance **Massachusetts Candidates Only:** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $52 hourly 17d ago
  • Financial Analyst

    Xecutive Recruitment

    Finance advisor job in Pinehurst, NC

    , permanent Financial Analyst Xecutive Recruitment Inc is a leading recruitment agency based in Pinehurst, NC. We specialize in providing top-notch talent to various industries, including finance, accounting, and business operations. Our team is dedicated to helping our clients achieve their business goals by finding the best candidates for their specific needs. Job Overview: We are seeking a highly skilled and motivated Financial Analyst to join our team. The ideal candidate will have a strong background in finance and accounting, with a keen eye for detail and strong analytical skills. In this role, you will be responsible for conducting financial analysis, forecasting, and budgeting to support decision-making processes for our clients. Key Responsibilities: - Conduct financial analysis and reporting for our clients, including financial statements, budgeting, and forecasting. - Analyze financial data to identify trends, variances, and opportunities for improvement. - Develop financial models and projections to support business decisions. - Collaborate with various departments to gather and analyze financial data. - Prepare and present financial reports to senior management and clients. - Monitor and track financial performance against budget and forecast. - Identify and recommend cost-saving opportunities to improve financial performance. - Stay up-to-date with industry trends and regulations to ensure compliance. - Assist in the development and implementation of financial policies and procedures. - Participate in special projects and ad-hoc analysis as needed. Qualifications: - Bachelor's degree in Finance, Accounting, or related field. - Minimum of 3-5 years of experience in financial analysis or related field. - Strong understanding of financial statements and financial analysis techniques. - Proficient in financial modeling and forecasting. - Advanced Excel skills and experience with financial software. - Excellent analytical and problem-solving skills. - Strong attention to detail and accuracy. - Excellent communication and presentation skills. - Ability to work independently and in a team environment. - CPA or CFA certification is a plus. We Offer: - Competitive salary and benefits package. - Opportunity for growth and advancement within the company. - A dynamic and collaborative work environment. - Training and development opportunities. - Work-life balance and flexible work arrangements. If you are a highly motivated and analytical individual with a passion for finance, we would love to hear from you. Join our team at Xecutive Recruitment Inc and take your career to the next level. Apply now!
    $50k-75k yearly est. 60d+ ago
  • Cost Analyst

    Roljobs Technology Services

    Finance advisor job in Biscoe, NC

    We are looking for a dynamic Cost Accountant to join our client's team at Biscoe, NC. Our client is a full-service supplier of innovative metal components to the transportation and industrial markets. Job Description Let' talk if: You have 3 to 5 years of professional experience. You have Accounting or related degree. You have Foundry experience or manufacturing environment experience. The Compensation: Salary: $70,000 Relocation Assistance: Yes As a Cost Accountant/Cost Analyst you will be responsible for: Planning, Studying, and collecting data to determine costs of business activity. Analyzing data collected and recording results Analyzing changes in product design, raw materials, manufacturing methods or services provided, to determine effects on cost. Recording cost information for use in controlling expenditures Analyzing audits of costs and preparing reports Additional Information All your information will be kept confidential according to EEO guidelines. Ping me at ester [at] roljobs .com to know more.
    $70k yearly 14h ago
  • Financial Analyst

    Pinehurst Medical 4.3company rating

    Finance advisor job in Pinehurst, NC

    Pinehurst Medical Clinic (PMC) PMC is a recognized healthcare provider in the communities of Moore County, Lee County, Cumberland County, Chatham County, and the surrounding six counties. Locally owned and managed, PMC offers a broad range of primary and specialty care services to the communities we serve. The physicians and healthcare team of professionals at PMC share a commitment to patient-centered care that is physician-led and utilizes the latest advances in medical technology. This combination of leading-edge medicine and deep compassion for the people we serve has been a hallmark of PMC since 1952. PMC consists of over 130 providers, approximately 750 employees, and 16 locations. Benefits to support you and your family: PMC is proud to support the total health and well-being of our team members so they can thrive personally and professionally. That's why, as part of the PMC team, you'll have a package of benefits that covers your health, well-being, family, and future. For more information regarding our benefits, click here to view our benefits overview guide. What will you do as a PMC Financial Analyst The Financial Analyst supports the financial information needs for Pinehurst Medical Clinic. These needs include, but are not limited to the following: review of department responsibility reports, review of productivity reports, review of statistical reports, and special financial analysis as needed. A day in the life of a PMC Financial Analyst may include: Responsible for the preparation of departmental and provider productivity reports and related analysis of variances to actual results. Provides analytical and consultative support to departmental and service line management and key stakeholders through the evaluation and understanding of how departmental financial & productivity information is integrated into the day-to-day operations of the organization and its service lines. Assist with training various team members on the reports produced. Involved with the numerous ongoing projects relating to the identification of cost saving opportunities, physician resource utilization analysis, quality/cost analysis. Creation and maintenance of various financial and performance dashboards. Engage in the various benchmarking activities and other projects as needed. Other duties as assigned. Required Qualifications Education (Including Licenses and Certifications): Bachelor's degree in Business, Accounting, Finance, Analytics or a related field required or equivalent combination of education and experience. Experience: 1-2 year's experience as a financial analyst or similar role preferably in Health Care. Proficient with Microsoft Office applications including Microsoft Excel & Microsoft SQL server. Skills and Abilities: Understanding of healthcare operations, including clinical workflows, revenue cycle management, and healthcare regulations (e.g., HIPAA). Proficient in software tools such as Microsoft Excel, Microsoft SQL and MicroStrategy or similar. Solid understanding of statistical analysis and data mining techniques. Experience with healthcare data sources, such as EHR systems, claims data, and financial systems. Excellent communication and presentation skills, with the ability to convey complex analytics concepts to non-technical stakeholders. Shift: Day Shift (Monday through Friday) no weekends or holidays Pay Type: Hourly (Non-Exempt) The Pinehurst Medical Clinic is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations and provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.
    $53k-68k yearly est. Auto-Apply 37d ago
  • MarCom Banking Intern

    Southstate Bank

    Finance advisor job in Vass, NC

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! Our Marketing Communications Banking Internship Program offers a dynamic 10-week experience designed to provide undergraduate students with a comprehensive introduction to marketing and communications within banking operations. Interns will collaborate with team members across our MarCom team. You'll develop a deep understanding of our brand voice and digital culture while engaging in professional development, analytical training, and networking. Key program components include: Onboarding Week: Kick off your internship with an orientation, featuring training sessions, networking with peers and SouthState leaders, and an introduction to our marketing and communications business. Hands-On Experience: Work alongside high-performing teams, participating in daily activities to build analytical and creative skills, and gain insight into critical marketing and communications processes. Mentorship & Support: Partner with experienced team members who provide guidance, answer questions, and offer feedback to help you navigate challenges and grow professionally. Speaker Series: Hear from senior leaders about industry trends in banking marketing and communications, and how to maximize your internship experience. Networking Opportunities: Engage in organized events to connect with peers, employees, and leaders across the organization while contributing to community initiatives. In This Role, You Will: Participate in internship program activities, including workshops, training sessions, and special projects. Prioritize tasks, maintain attention to detail, meet deadlines, and thrive in a fast-paced, dynamic environment. Populate and Organize the Digital Asset Manager (DAM) - main project. Move assets from our PhotoShelter system to the DAM within Optimizely. Training will be provided. Add meta data and tags in Optimizely to help with the development of the new website (to be launched in November 2025). Training will be provided. For this project, the intern will work with the project leader for this effort. (This individual does not exist today - we'll be hiring in first quarter.) Content Development Develop content that would be applied to various marketing channels (social media, website article, email, etc.) Special Event / Photography Shoot / Etc. As scheduled, intern would travel to location of event / shoot for onsite experience and support. In-person MarCom Team meeting (July) To attend all team, in person meeting. Weekly Schedule (We'll have a weekly schedule so they know where they will be going / traveling.) A session in Jacksonville with our Communications Team. A session in Columbia with our Social Media / Content Team. Qualifications and Education Requirements: Education: 3.4 GPA preferred. Current undergraduate student pursuing a Bachelor's degree in Marketing, Communications, Business Management, Information Systems, or a related field; Rising Senior graduating in 2027. Skills: Proficient in Microsoft Excel, PowerPoint, and Word; strong analytical and creative mindset, and eagerness to learn. Attributes: Detail-oriented, proactive, and able to work effectively under pressure. Training Requirements: Complete mandatory new hire compliance training and New Employee Orientation. Physical Demands: Ability to effectively access and interpret information on computer screens, documents, and reports. The role requires extended time using a computer, which can be accommodated by sitting or standing at an appropriate desk. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Must be willing and flexible to travel. This internship provides a unique opportunity to immerse yourself in Marketing and Communications within Banking, build a professional network, and develop skills for your future career. Join us to make a meaningful impact while gaining invaluable experience! WORK ENVIRONMENT This position is a hybrid work environment 5 days a week: 40 hours a week In accordance with Colorado law: Colorado pay for this position is anticipated to be between $31,943.00 - $47,915.00 , actual offers to be determined based on applicant's skills, experience and education.While the anticipated deadline for the job posting is 02-06-2026, we encourage you to submit your application as we may still consider qualified candidates beyond this date. Benefits | SouthState Careers Equal Opportunity Employer, including disabled/veterans.
    $31.9k-47.9k yearly Auto-Apply 3d ago
  • Financial Analyst Internship

    Cascades Inc.

    Finance advisor job in Wagram, NC

    Welcome to Cascades! At Cascades, sustainable development means respecting the true nature of our 10,000 talents. We put you first: * Progressive remuneration between $45k and $50k, according to your academic background * Weekly Pay * PPE allowance * Bonus if you come back to work with us the next semester * Reimbursement of your tuition fees if you stay with us in permanent employment * Paid exam and professional membership fees * Many opportunities for advancement at Cascades Additional job details: * Address: 19320 Airbase Rd, Wagram, NC 28396, United States * Schedule: This role is 100% on-site, but flexible accommodations will be made for student schedules * Strong potential to convert to a permanent full time role Develop your talents with us Being an intern or student at Cascades is a unique opportunity to define your interests and discover your passion as our new Financial Analyst Internship: * Learn and develop a strong understanding of SAP and financial reporting systems * Support month-end closing activities: journal entries, account reviews, and error resolution * Assist with the Procure-to-Pay (P2P) process and help resolve accounts payable issues * Participate in physical inventory counts and reconciliations * Contribute to monthly variance analysis, financial modeling, and projections * Gain exposure to manufacturing operations and financial performance drivers There's nobody quite like you! You too, put your strengths forward: * Bachelor's Degree in Accounting or Finance (students must be in their final semester) * Coursework: minimum of 6 hours in general accounting, 3 hours in cost/management accounting, and 3 hours in finance * Strong organizational skills and attention to detail * Analytical mindset and problem-solving ability * Initiative and independence in managing tasks and meeting deadlines * Ability to navigate ambiguity and propose solutions * Proficiency in English and Microsoft Office Suite (Excel, Word, PowerPoint) * A strong sense of responsibility and ownership We look forward to meeting you! About Cascades Cascades believes in the success of an inclusive organization that values diversity within its team. All qualified candidates will be considered for this position in a fair manner. To be part of Cascades is to reveal the full potential of materials, people and ideas. We are a source of possibilities since 1964. Cascades have been providing sustainable, innovative and value-creating solutions in packaging, hygiene and recovery. Join 10,000 talents working in a network in almost 70 operating units located in North America.
    $45k-50k yearly 48d ago
  • Financial Advisor

    First Command Financial Services, Inc. 4.7company rating

    Finance advisor job in Fayetteville, NC

    Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation
    $73k-122k yearly est. 11d ago
  • Entry Level Financial Advisor

    New York Life 4.5company rating

    Finance advisor job in Fayetteville, NC

    Job DescriptionNew York Life Raleigh is currently seeking Driving Financial Professionals to become part of our team. We are in interviewing leadership-oriented individuals who may be selected to become Financial Advisors in our General Office. A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy) Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% of the Corporations in America still offer a Pension Plan, New York Life is one of them) Significant income potential plus Training allowance We have a brand new contract that will include a base salary plus commissions The opportunity to work for a Fortune 100 company Building long-lasting relationships both inside and outside the company About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades. . . We're proud of our financial strength. • A++ Superior (A. M. Best)• AAA Exceptionally Strong (Fitch)• Aaa Exceptional (Moody's)• AA+ Very Strong (Standard & Poor's)
    $70k-114k yearly est. 25d ago
  • Financial Solutions Advisor II - Raleigh/Durham Market

    Bank of America 4.7company rating

    Finance advisor job in Holly Springs, NC

    Raleigh, North Carolina;Chapel Hill, North Carolina; Raleigh, North Carolina; Holly Springs, North Carolina; Raleigh, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination. Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: - Monday - Fridays and rotating Saturdays Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $57k-95k yearly est. 60d+ ago
  • Financial Analyst Internship

    Cascades Inc.

    Finance advisor job in Wagram, NC

    WELCOME HOME! - Financial Analyst Internship At Cascades, Sustainable Development means Respecting the True Nature of our 10,000 talents. We put you first: * Group insurance & 401(k)/Retirement Plan with Company Contributions * Accessible gym space &/or Paid Sports Activities * Employee Assistance Program * Base Salary Range for Senior Financial Analyst is $45,000-$50,000 (non-exempt salaried) Responsibilities * Willing to develop good understanding of SAP, financial reporting system. * Month end closing activities such as preparing journal entries, reviewing balance sheet and income statement accounts for potential posting errors. * Willing to learn basic P2P process, assist in researching & resolving accounts payable issues. * Participating in various physical inventory counts, reconciliations, and ensuring continuous compliance with company policies and procedures. * Assist in providing monthly variance analysis, financial models and projections in support of business decisions * Willing to develop an understanding of the manufacturing environment and all key drivers of the financial results. Bring out the best in yourself. Commit. Evolve. Persevere. Every day, our colleagues choose to respect their true nature by contributing with passion to our mission. RELEVANT EXPERIENCE & STRENGTHS * Excellent organizational skills and attention to detail * Strong analytical and problem solving skills * Prioritization of time and work * Use of self-initiative and independence to complete tasks with urgency and meet deadlines. * Unparalleled rigor to produce required deliverables * Ability to address issues and problems by proposing solutions * Ability to overcome ambiguities and complex situations * Ability to support and advise business partners in analyzing their needs and finding solutions * Ability to act and react quickly while taking the lead on a number of different files * Strong sense of responsibility * Proficiency in English * Proficiency in Office Suite (Excel, Word, PowerPoint) REQUIREMENTS * Bachelor's Degree in Accounting or Finance from an accredited institution. (Students must be in final semester of school) * Course requirements - a minimum of 6 hours of general accounting, 3 hours of cost accounting or management accounting, 3 hours of finance. * Though this position is 100% on-site, there will be accommodations made for student applicants. About Cascades Cascades believes in the success of an inclusive organization that values diversity within its team. All qualified candidates will be considered for this position in a fair manner. To be part of Cascades is to reveal the full potential of materials, people and ideas. We are a source of possibilities since 1964. Cascades have been providing sustainable, innovative and value-creating solutions in packaging, hygiene and recovery. Join 10,000 talents working in a network in almost 70 operating units located in North America.
    $45k-50k yearly 60d+ ago
  • Financial Advisor/ Insurance Professional (Experienced)

    New York Life 4.5company rating

    Finance advisor job in Fayetteville, NC

    Job DescriptionWe're looking for experienced financial professionals to join our team dependable team. Whether you're looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there's no better place to work than New York Life Insurance Company. So if you're interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help. We are dedicated to prudent financial management and impeccable service. New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. When you join our team, we help you build your practice and assist those in your community plan for their financial futures. We're looking for people who possess the following characteristics: Highly self-motivated and self-disciplined with the ability to work effectively and independently. Outgoing personality with the ability to develop relationships (i. e. , “People Person") and a sincere desire to help others. Fearless, positive attitude and willingness to be accountable for results. Organized, detail-oriented, and excellent time-management skills. Desire for continuous learning. Good communicator-you have excellent listening skills and the ability to explain complex information in a simple and concise manner. Why New York Life? From quality training programs to a competitive compensation package, we offer tremendous support to our financial professionals. Our dedicated teams at the General Office and the Corporate Office help our agents make a real impact for their customers and communities. Our extensive, agent-focused resources include: Our NYLIC University training program, designed to provide career-long support and growth for those interested in the management career path. The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales. Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents, are three highly-skilled teams providing advanced markets support. Dedicated underwriters who work diligently on cases. Committed managers who are dedicated to helping you succeed. A team of highly-trained and experienced product consultants to support your client acquisition needs. Significant income potential. Competitive benefits. We are among the strongest and most respected financial companies in America today, ranking #71 on the 2013 Fortune 100 list. We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor's (AA+); A. M. Best (A++); Moody's (Aaa); and Fitch (AAA). For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity SMRU 1827569 (Exp. 7/1/20) IND123
    $70k-114k yearly est. 26d ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Fayetteville, NC?

The average finance advisor in Fayetteville, NC earns between $43,000 and $156,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Fayetteville, NC

$82,000

What are the biggest employers of Finance Advisors in Fayetteville, NC?

The biggest employers of Finance Advisors in Fayetteville, NC are:
  1. New York Life Insurance
  2. First Command Financial Services
  3. Edward Jones
Job type you want
Full Time
Part Time
Internship
Temporary