Top Tech Jobs & Startup Jobs in Charlotte, NC

The Wealth Advisor works with clients to create tailored financial plans, manage investment strategies, and grow business through referrals while meeting sales targets.

The Senior Investment Accountant manages investment accounting for financial transactions, preparing reports, monitoring budgets, and calculating performance returns under minimal supervision.

The Director of Life Taxation leads tax strategy, compliance, and reporting, manages tax staff, and ensures regulatory adherence. Responsibilities include overseeing tax returns, liaising with stakeholders, and mentoring junior employees.

The Individual Financial Consultant provides retirement education and product advice to clients, ensuring a positive client experience. Responsibilities include client consultations, opportunity management, and achieving asset growth goals.

The Individual Financial Consultant provides retirement education, advice on investment needs, and manages client interactions to ensure a good experience and meet sales goals.