Financial Advisor Jobs in Durham, NC

Champion financial strategies by developing and implementing complex tax and estate plans. Collaborate across teams to build client relationships, drive growth, and enhance asset management within a s...

Grow strategic relationships and manage a diverse commercial loan portfolio, ensuring compliance and high-quality credit management while driving new business within the Sponsor industry for revenue g...

Champion a client-focused role by ensuring timely payroll processing and comprehensive benefits administration while delivering exceptional service and support to clients in a collaborative, fast-pace...

Shape the future of a global finance platform by driving innovative solutions for improved data reporting and analytics. Collaborate across teams to maximize system effectiveness and ensure the delive...

Transform investor experiences by leading a dynamic team to ensure accuracy and timeliness in processing transactions, while enhancing compliance and improving service delivery across a diverse client...

Champion growth in the US insurance sector by driving sales of innovative technology and accounting solutions, managing prospects, and focusing on client relationships to achieve high close rates and...

Contribute to institutional transformation by connecting education goals with innovative solutions. Collaborate across teams to deliver strategic outcomes while engaging with leadership to quantify an...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

Analyze investment opportunities and manage financial risks in retail real estate through detailed due diligence, underwriting, and team leadership; ensuring informed decision-making and project succe...

Lead financial planning and analysis efforts to optimize costing and enhance financial reporting. Collaborate across functions to ensure accurate, timely submissions while supporting a significant SAP...

Engage strategic Financial Services accounts as a trusted advisor. Drive growth through proactive sales, expert relationship management, and innovative solutions tailored to complex enterprise challen...

Champion innovative credit solutions by managing complex portfolios independently, demonstrating expertise in underwriting and relationship management while mentoring junior team members to enhance th...

Unlock potential by driving financial analysis to support strategic decisions. Collaborate with teams, develop financial models, and enhance operational efficiency. Contribute to business performance...

Lead the charge in managing U.S. and Puerto Rico benefit operations by enhancing vendor relationships, ensuring program delivery, and driving improvements to achieve exceptional service levels for emp...

Lead the delivery of ERISA compliance services for retirement plans, advising clients on regulatory matters, plan design, and fiduciary responsibilities while managing a dynamic Legal Team and support...

Lead our sales efforts by leveraging your expertise to drive business growth for our innovative bank technology solutions. Manage the full sales cycle while building relationships with clients in your...

Unlock strategic insights as a key partner in financial analysis and planning. Collaborate across teams to enhance decision-making, manage budgets, and drive data-driven recommendations in a fast-pace...

Join a team that's committed to transforming financial insights into strategic actions that drive growth. Collaborate across departments to optimize resource allocation and ensure effective financial...

Join a team that's dedicated to driving sales success through data analysis and insights. You will manage reporting, pricing strategies, and collaborate with cross-functional teams to enhance decision...

Drive business growth by cultivating key banking relationships and managing loan portfolios. Leverage networking and community involvement to achieve sales goals while ensuring compliance with banking...

Lead the charge in driving financial due diligence for M&A engagements, managing buy-side and sell-side advisory processes, while mentoring staff and ensuring exceptional client service and timely del...

Transform the future of equity administration sales by leading growth strategies for mid-market public companies across the Western US, collaborating with cross-functional teams to enhance client expe...

Drive the marketing strategy for an ETF asset management firm, overseeing comprehensive campaigns to enhance brand visibility, investor engagement, and asset growth while collaborating closely across...

Support legal and capital markets teams with complex financing transactions, ensuring compliance and execution of asset-backed securitizations and warehouse financings while fostering collaboration ac...

Join us to lead strategic retirement solutions for large enterprise clients, leveraging your extensive relationship management expertise. You'll influence C-suite decisions and guide a high-performing...