Top Tech Jobs & Startup Jobs in Charlotte, NC

The Individual Financial Consultant provides retirement education and advice, assists clients with investment needs, and aims to meet sales goals related to asset growth and client retention.

The Wealth Management Advisor works with affluent clients to assess their financial goals, create customized solutions, and build long-lasting relationships in wealth management.

The International Tax Manager provides international tax expertise, monitors tax regulations, supports compliance, and aids in tax planning and corporate transactions.

The Financial Planner prepares accurate financial plans, assists wealth management teams, responds to inquiries, and reviews plans to ensure quality standards are met.

The Financial Planner prepares and reviews financial plans for wealth management clients, supports advisory teams, and addresses client concerns with planning expertise.

Provide virtual financial counseling on TIAA products, educate clients on investment options, and maintain relationships with plan sponsors.

Assist in federal, state/local, and international tax compliance, providing oversight to junior team members in tax reporting and consulting.

The Wealth Client Relationship Manager supports advisors and high-net worth clients, managing relationships and coordinating financial planning and asset consolidation.

The Internal Advisor Consultant builds partnerships with financial advisors to drive sales, manage pipelines, and educate clients about products, while achieving outbound call goals.

The Actuary performs advanced actuarial analyses related to financial strength, valuation, product development, and compliance while managing ALM projects and developing pricing strategies for annuity and life insurance products.