2 retirement consultant jobs found in Charlotte

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  We are excited to introduce a new Senior Talent Acquisition Partner opportunity on our People Experience, Talent Acquisition team based in our Charlotte, NC office. This onsite role offers the opportunity to partner closely with business leaders while enjoying the benefits of a collaborative, in-person work environment. Team members work onsite four days per...

Description Summary: The Managing Director -Aerospace and Defense is responsible for building and servicing a sound and profitable portfolio of commercial business relationships and loans, and satisfying and exceeding customer needs and expectations, as well as credit and regulatory requirements, for originating and structuring Commercial loans. Originate, monitor and renew loan relationships consistent with the bank’s policies and procedures. Serves as the point person in determining the customer's needs and meeting them through the seamless delivery of the bank's products, services and associated resources.  Will be assigned a minimum sales goal of $60MM and a minimum portfolio of $40MM in commitments.  Will work on moderately complex deals structures. Duties & Responsibilities: Originate, analyze, structure and close profitable loan transactions. Participate with more senior Relationship Managers on...