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Financial Advisor Jobs in Concord

Here is a selection of Financial Advisor jobs in/near Concord, North Carolina

50 of 50 jobsSearch Financial Advisor jobs in Concord

Senior Accountant-ACCOUNTING & COMPLIANCE/US FIRMS CONTROLLER

Charlotte, NC

Position Summary The Senior Accountant will bring an agile, innovative, and entrepreneurial mindset that enables them to collaborate with a team of finance professionals focused on delivering day-to-day accounting and controllership activities for...

3 hours ago

Financial Advisor

Concord, NC

Description About Us Our Client is a reputable financial services firm dedicated to helping clients achieve their financial goals. We are currently seeking a motivated and ambitious Entry-Level Financial Advisor to join our team on a contract-to-hire...

11 hours ago

Annuities/Life Insurance Supervision Principal-IV

Charlotte, NC

Job Description Annuities/Life Insurance Supervision Principal IV Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions,...

18 hours ago

Engagement Financial Advisor, Consultant

Charlotte, NC

Engagement Financial Advisors Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs provide high-quality...

20 hours ago

Tax - Senior - Business Tax Services - Tax-Exempt

Charlotte, NC

Does working with tax-exempt organizations peak your interest? Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you enjoy providing federal tax compliance and consulting services to dynamic...

18 hours ago

Tax Manager-Investment Management - Private Equity (East Region City Locations)

Charlotte, NC

Position Summary Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, leading and mentoring teams, and advising on important tax and business issues? If you're a...

19 hours ago

Tax Senior - Financial Services-Insurance Tax (East Region City Locations)

Charlotte, NC

Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and "tax controversy" peak your interest? If you answered "Yes" to any of these...

18 hours ago

Tax Senior - Real Estate Tax (East Region Office Locations)

Charlotte, NC

Position Summary Partnerships. Subchapter K. REITS. Consulting for major players. Are you looking for an opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax...

18 hours ago

Tax Manager - Business Tax Services - Fed/Corporate Tax (East Region Office Locations)

Charlotte, NC

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax...

18 hours ago

Tax Manager - Real Estate Tax (East Region City Locations)

Charlotte, NC

Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K,...

19 hours ago

Financial Advisor - Estate

Charlotte, NC

Your role Are you a great communicator? Do you know how to take care of people? Are you organized and great at resolving complex service requests? We're looking for someone like you that can provide advice and counsel to our UBS Wealth Advice Center...

17 hours ago

Client Advisory Center (CAC) Financial Advisor - locations- Orlando, FL; Atlanta, GA; Charlotte, NC

Charlotte, NC

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your...

17 hours ago

Tax Senior Manager-Financial Svcs-Hedge Fund - (East Region City Locations)

Charlotte, NC

Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate...

17 hours ago

Tax Manager-Investment Mgmt-Private Wealth (East Region City Locations)

Charlotte, NC

Position Summary Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...

19 hours ago

Virtual Premier Banker - Truist Footprint

Charlotte, NC

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your...

21 hours ago

Virtual Premier Banker - Myrtle Beach, SC, Charleston, WV, Charlotte, NC or Charleston, SC

Charlotte, NC

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your...

18 hours ago

Financial Advisor, Truist Investment Services (Charlotte, NC)

Charlotte, NC

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your...

18 hours ago

Tax Senior Manager - Private Equity (East Region City Locations)

Charlotte, NC

Position Summary Partnership agreements. Aggregate allocations. Deferral techniques. Consulting for major players. Does this describe your background? If you're a senior leader who wants to play in the big pond and have a solid understanding of...

17 hours ago

Tax Senior-Financial Svcs-Global Infor Reporting (East Region Locations)

Charlotte, NC

Are you a strategic and creative tax professional who would like to work on international tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset...

3 hours ago

Tax Senior Manager - Banking and Capital Markets (East Region City Locations)

Charlotte, NC

Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy"...

19 hours ago

Financial Advisor - United Federal Credit Union

Statesville, NC
$60,000 - $125,000

Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at United Federal Credit Union in...

17 hours ago

AVP, FP&A (Finance Manager)

Fort Mill, SC
$93,920 -$140,880/year

LPL FINANCIAL OVERVIEW LPL Financial (Nasdaq: LPLA) is one of the fastest-growing Fortune 500 financial services firms, and the industry-leader in the markets we serve. Since 2018, LPL Financial has more than doubled Assets Under Management to over...

18 hours ago

Financial Advisor, Truist Investment Services, Triad NC (Greensboro, Winston-Salem, High Point)

High Point, NC

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your...

19 hours ago

Tax Manager - Financial Services Tax Transformation

Charlotte, NC

Position Summary Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing portfolio of enterprise-class, proprietary applications to advise leading...

2 days ago

Tax Senior Manager-Financial Svcs-Mutual Fund (East Region City Locations)

Charlotte, NC

Position Summary Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? If this is music to your ears, and you love a...

2 days ago

Tax Senior Manager - Federal Tax Services - DART (Depreciation Analysis and Reporting Tool)

Charlotte, NC

Position Summary Do you have excellent tax compliance skills and a strong desire to join a cutting-edge team? Do you like working to help companies achieve their tax objectives and their individual risk profiles? Do you have a passion for a unique...

2 days ago

Tax Manager, National Federal Tax Services - Strategic Tax Review (STR)

Charlotte, NC

Position Summary Do you have excellent tax compliance skills and a strong desire to join a cutting-edge team? Do you like working to help companies achieve their tax objectives and their individual risk profiles? Do you have a passion for a unique...

2 days ago

AVP, Associate Counsel, Institutional Services

Charlotte, NC

Are you a team player? Are you curious to learn? Do you want to provide dynamic, risk-based legal advice in a successful and growing company? If so, LPL Financial is the place for you! Excited to learn more? If so, then this could be the role for...

2 days ago

Tax Senior Manager - Invest Management - Private Wealth (East Region City Locations)

Charlotte, NC

Position Summary Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...

2 days ago

VP, Corporate FP&a

Fort Mill, SC

Are you a team player? Are you curious to learn? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!LPL Financial (Nasdaq: LPLA) was founded on the principle...

2 days ago

VP Chief of Staff

Fort Mill, SC

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things...

2 days ago

AVP Compliance - Technology Governance

Fort Mill, SC

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of an innovative team that builds products which are...

3 days ago

Asset Management - Tech Consulting - Senior Consultant - Financial Services - Location Open

Charlotte, NC

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture...

11 hours ago

US Experienced Financial Advisor

Charlotte, NC

We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office...

11 hours ago

Tax Senior Manager - Real Estate Tax - (East Region City Locations)

Charlotte, NC

Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K,...

18 hours ago

Associate Financial Representative

Fort Mill, SC

LPL Financial is looking to grow our Fort Mill, South Carolina corporate office and is looking to bring on Financial Advisors to join our Investor Solutions Team. Do you thrive in a competitive, team oriented, and client centric environment? Are you...

20 hours ago

Engagement Financial Advisor, Consultant

Charlotte, NC

Position Summary Engagement Financial Advisors Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs provide...

20 hours ago

Tax Senior - Financial Services-Insurance Tax (East Region City Locations)

Charlotte, NC

Position Summary Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and "tax controversy" peak your interest? If you answered "Yes" to any...

18 hours ago

Virtual Premier Banker - Truist Footprint

Charlotte, NC

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your...

16 hours ago

Client Advisory Center (CAC) Financial Advisor - locations- Orlando, FL; Atlanta, GA; Charlotte, NC

Charlotte, NC

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your...

18 hours ago

Tax Senior Manager-Financial Svcs-Hedge Fund - (East Region City Locations)

Charlotte, NC

Position Summary Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules,...

18 hours ago

Annuities/Life Insurance Supervision Principal-IV

Charlotte, NC

Annuities/Life Insurance Supervision Principal-IV Charlotte, North Carolina;Dallas, Texas; Pennington, New Jersey; Jacksonville, Florida Job Description: Annuities/Life Insurance Supervision Principal IV Job Description Merrill Wealth Management is a...

19 hours ago

Tax - Senior - Business Tax Services - Tax-Exempt

Charlotte, NC

Position Summary Does working with tax-exempt organizations peak your interest? Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you enjoy providing federal tax compliance and consulting...

17 hours ago

Virtual Premier Banker - Myrtle Beach, SC, Charleston, WV, Charlotte, NC or Charleston, SC

Charlotte, NC

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your...

18 hours ago

Financial Advisor

Monroe, NC

The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're...

17 hours ago

Tax Senior Manager-Financial Svcs-Hedge Fund - (East Region City Locations)

Charlotte, NC

Position Summary Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules,...

2 days ago

Tax Senior Manager - Banking and Capital Markets (East Region City Locations)

Charlotte, NC

Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like accounting for income taxes, tax advisory, and tax controversy pique...

2 days ago

Tax Senior Manager - Private Equity (East Region City Locations)

Charlotte, NC

Position Summary Partnership agreements. Aggregate allocations. Deferral techniques. Consulting for major players. Does this describe your background? If you're a senior leader who wants to play in the big pond and have a solid understanding of...

2 days ago

AVP, Associate Counsel, Institutional Services

Fort Mill, SC

Are you a team player? Are you curious to learn? Do you want to provide dynamic, risk-based legal advice in a successful and growing company? If so, LPL Financial is the place for you! Excited to learn more? If so, then this could be the role for...

2 days ago

Tax Senior Manager - Real Estate Tax - (East Region City Locations)

Charlotte, NC

Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K,...

2 days ago

View all Financial Advisor jobs in Concord