28 financial advisor jobs found in Charlotte

Description The Senior Liquidity Specialist is a subject matter expert responsible for executing the Commercial Liquidity Strategy while driving revenue growth, portfolio expansion, and deep client engagement. The role partners closely with Relationship Managers (RMs), Treasury Management Sales Advisors (TMAs), and internal product teams to deliver consultative liquidity solutions for the firm’s largest and most complex commercial clients. As a product‑agnostic advisor on the Commercial Liquidity team, the Senior Liquidity Specialist independently manages a client portfolio, leads liquidity reviews, and contributes to strategic client planning while adhering to all applicable policies, procedures, and risk standards. Duties & Responsibilities: Serve as a client-facing Liquidity subject matter expert for the firm’s largest and most complex commercial clients (e.g., Corporate and Specialty Banking,...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Why Choose a Career with the AAA The Auto Club Group (ACG) / AAA Car Care:   At AAA Car Care, we are your preferred automotive experts, providing customers with friendly, knowledgeable advice and technical expertise. With 47 stores and counting, we are one of the largest chains of AAA club-owned repair facilities in the USA. In our clean and conveniently located facilities, we offer a full range of automotive repair and maintenance services to AAA members and non-members.  Every AAA Car Care facility is staffed with ASE-certified technicians who ensure that every car is treated with the utmost care. With the majority of our shops being air conditioned, it sets us apart from our competitors.  Now you know about us, but who are you? You are likely someone who...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Financial Regulatory Reporting Senior , you will serve as a key contributor in the preparation, review, and analysis of reports compiled for regulatory agencies to include the FR Y-9C, FR Y-9LP, FR Y-11, FR 2314, and FFIEC 009/009a. You will be responsible for preparing highly technical components of the...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Compensation Consultant is an advanced individual contributor responsible for designing, managing, and administering competitive, cost effective compensation programs that support organizational strategy and business objectives. This role plays a hands on role in compensation strategy, design, implementation, and analysis across broad based, sales, and/or executive compensation programs and serves...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   The Car Care Leadership Development program is designed to provide future   leaders with   the foundation and guidance to   operate , lead ,   and maximize a Car Care   C enter. Team Members will train with influential leaders in various Car Care locations to ensure all Car Care processes and functions are learned and   comprehended .     Learn to lead and manage the following areas to ensure   optimal   success as a Facility Manager, Assistant Facility Manager ,   or Service Advisor:   Lead and   assist   in the customer service and sales process ,   including but not limited   to:   customer service, sales, writing and updating repair orders,   and   digital vehicle inspections   Overall operational,...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   The Car Care Leadership Development program is designed to provide future   leaders with   the foundation and guidance to   operate , lead ,   and maximize a Car Care   C enter. Team Members will train with influential leaders in various Car Care locations to ensure all Car Care processes and functions are learned and   comprehended .     Learn to lead and manage the following areas to ensure   optimal   success as a Facility Manager, Assistant Facility Manager ,   or Service Advisor:   Lead and   assist   in the customer service and sales process ,   including but not limited   to:   customer service, sales, writing and updating repair orders,   and   digital vehicle inspections   Overall operational,...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Compliance Sr. Manager serves as a trusted compliance partner to CRC Group business units, helping design, implement, and sustain effective compliance programs, processes, and controls that support adherence to applicable laws, regulations, and internal policies. This role is ideal for an experienced lead professional who brings strong compliance expertise, sound judgment, and the ability to guide...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   AAA Car Care is   seeking   a motivated and customer-oriented Automotive Service Advisor to join our dynamic team. As a Service Advisor, you will play a key role in delivering outstanding customer service and ensuring smooth communication between customers and our service technicians. You will   be responsible for   guiding customers through the repair and maintenance process while also driving sales for our auto services.   Key Responsibilities:   Customer Interaction:   Greet customers in a professional and friendly manner as they arrive for service appointments.   Listen to customers’ vehicle concerns and accurately document their needs.   Advise customers on available services, repairs, and maintenance...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is   seeking  a Chief Data Officer   to join our growing team! This role offers a hybrid work arrangement and can be based out of our offices in Plano, Charlotte, Maryland, Washington, DC, or Virginia. The Chief Data Officer (CDO) is a senior executive responsible for defining, building, and scaling the enterprise‑wide data strategy. Reporting directly to the Chief Information Technology Officer (CITO), this leader will develop the vision, strategy, and execution plan for a modern data platform, establish the analytics workbench, and ensure the organization’s data foundation is robust, trusted, and ready to support AI‑enabled capabilities. The CDO must bring a strong AI‑first mentality, anticipating how data will fuel emerging AI use cases and ensuring the enterprise is prepared for rapid...

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’re actively seeking a talented Sr. Cloud Platform Engineer to join our dynamic cloud platform team in Charlotte, North Carolina. As a Sr. Cloud Platform Engineer, you'll move Pacific Life, and your career, forward by serving as a trusted advisor and technical leader, guiding cloud and network teams through the complexities of hybrid and multi-cloud...

Why GM Protection Sales? GM Protection focuses on branded vehicle protection product sales as part of GM Financial, the wholly owned subsidiary and captive finance arm of General Motors.  Our sales team spans the United States working with GM dealers on a variety of initiatives to drive product sales, customer loyalty, and profitability for the dealers and the brand.  As a trusted advisor, you will consult with various roles within GM dealerships and collaborate with internal partners to represent GM Financial and GM Protection. If you are able to build relationships, have a heart and mind for service, communicate effectively, and enjoy a fast-paced variety in a challenging field-based role, this could be the right place for you.      If you would like to be a part of a company with an entrepreneurial spirit, join GM Protection’s sales organization to develop your network and career with a stable, growing, global brand.  Position will remain open until...

Description Senior Associate General Counsel Position Overview Huntington is seeking an experienced Senior Associate General Counsel to lead the legal team supporting its commercial lending businesses. This role will serve as a trusted advisor to business leaders across Syndicated & Leveraged Finance, Sponsor Finance, Corporate & Specialty Banking, and Middle Market Banking. The successful candidate will bring deep transactional expertise, strong people leadership skills, and the ability to provide practical, business-oriented legal advice.  This role will play an important role in enabling the continued growth of the Commercial Bank. Key Responsibilities Lead, manage, and develop a team of attorneys supporting Syndicated & Leveraged Finance, Sponsor Finance, Corporate & Specialty Banking, and Middle Market Banking. Provide strategic legal advice on complex commercial lending transactions,...

Who we are: The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary:   What is   an   Insurance   Advisor ?     Insurance   Advisor is the title we use here in our Charlotte Sales and Technology hub . We are licensed Insurance Agents .   Under close supervision,...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Risk Advisor - Select Business Unit. This is a sales-oriented position that requires strong communication and interpersonal skills, attention to detail, and the ability to gain an understanding of the prospect’s needs. A Select Business Unit Risk Advisor is responsible for assisting clients in identifying their insurance needs, recommending appropriate coverage options, and explaining policy features, benefits, and costs. This commercial insurance sales position requires a strong focus on building relationships and trust with our TowneBank branch affiliates. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our...

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’re actively seeking a talented Sr Solutions Architect I to join our BPM Enablement Platform team in Charlotte, NC. This role is hybrid as we believe in empowering our employees to get work done both in and out of the office. As a Sr Solutions Architect I, you’ll play a key role in Pacific Life’s growth and long-term success by ensuring the design and...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Private Client Risk Advisor to join our Charlotte team. This position requires a sales and relationship-oriented individual with advanced communication skills and knowledge of private client personal products and coverages to work within Towne Insurance Private Client Group, an independent agency. The position is responsible for providing personalized insurance solutions to high net-worth clients, ensuring their unique needs are met with the utmost care and attention. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Brokerage Consultant is responsible for driving sales of life and/or annuity insurance products through wholesale distribution channels, including independent brokers, financial advisors, and agencies. This role combines product expertise, relationship management, and strategic sales initiatives to grow market share, achieve revenue targets, and support the success of wholesale partners. A GLIMPSE INTO YOUR DAY Identifies and cultivates relationships with wholesale...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment...

The position will lead a team of experienced actuaries that will collaborate with the US market team to source, design, price and execute such complex transactions.  The position will have a US market focus while coordinating with SCOR L&H to access and leverage the experience in other jurisdictions globally. This position requires leadership, collaboration, creativity, management experience and structuring skills as well as the development of talent within the team and periodic review, motivation and incentivization of direct reports at the VP, AVP and Associate levels.       Key duties and responsibilities Building and managing a team of highly motivated and talented experts in structuring and executing Financial Solutions transactions. Collaborate with US traditional market team to source, market, design and execute transactions.    Support compliance of transactions with SCOR standards and processes. Design new solutions arising from...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   We are   seeking   a reliable and motivated General Service Technician to join our team. This   entry-to-mid-level   role is critical to   ensure   that our customers receive safe, dependable, and high-quality vehicle service. The ideal candidate will have a strong mechanical aptitude, attention to detail, and a willingness to learn and grow within the automotive industry.   Key Responsibilities:   Perform basic maintenance services, including oil changes, tire rotations, balancing, and flat repairs   Inspect and replace filters, bulbs, belts, and other minor components as needed   Conduct multi-point inspections to   identify   additional   maintenance or repair needs   Assist   with brake,...