Investment Advisor Jobs in Durham, NC

GSK - Durham, NC

and maintains financial record systems and fulfills external financial and internal control auditing requirements and financial statements working with investment, audit and tax advisors, the Foundation

from: Pharmadiversityjobboard.com - 21 days ago

Savvy Wealth - Durham, NC, United States

experience and platform UI/UX Who You Are 10+ years of experience as a financial advisor Manage a portable book of business with $15M+ in AUM Certified Investment Adviser Representative (Series 65 or 66

from: manatal.com - More than 30 days ago

Savvy Wealth - Durham, NC, United States

experience and platform UI/UX Who You Are 10+ years of experience as a financial advisor Manage a portable book of business with $15M+ in AUM Certified Investment Adviser Representative (Series 65 or 66

from: manatal.com - More than 30 days ago

Claire Myers Consulting - Raleigh, NC, United States

meaningful adventures. The firm provides comprehensive financial planning, investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management

from: linkedin.com - Yesterday

Magellan Financial & Insurance Services, Inc. - Raleigh, NC, United States

financial advisors in developing and implementing financial plans for clients Conduct research and analysis on investment options, asset allocation strategies, and portfolio management Prepare client reports

from: linkedin.com - 6 days ago

Fidelity TalentSource LLC - Durham, NC

benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless

from: careerbuilder.com - 4 days ago

Fidelity TalentSource LLC - Durham, NC

institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit . Fidelity Investments and Fidelity

from: careerbuilder.com - 12 days ago

Bankers Life - Cary, NC, United States

with our three career tracks: Financial Professional, Sales Leadership and Investment Advisor Earn highly competitive commission structure, passive income opportunities and bonus programs, retirement savings

from: linkedin.com - 29 days ago

JPMorgan Chase Bank, N.A. - Raleigh, NC

and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning

from: JPMorgan Chase Bank, N.A. - 12 days ago

CAPTRUST - Raleigh, North Carolina

advisor on the planning results/output Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic

from: resume-library.com - 14 days ago