Top 42 Financial professional Jobs in Charlotte Nc

Charter School Financial Professional
PRESTIGE SCHOOL SOLUTIONS LLC —Charlotte, NC
- $50,000 - $80,000 a year
- Remote
- CPA
- Data analysis skills
- Mid-level
- 401(k)
Quick Apply
CNO Financial Advisor - Hybrid Remote (NC)
CNO Financial Group, Inc. —Charlotte, NC
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Financial Advisor
Northwestern Mutual —Huntersville, NC
- $61,000 - $119,000 a year
- Full-time
- Background check
- 3 years
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
Registered Financial Services Representative - Charlotte, NC
Pacific Life Insurance Company —Charlotte, NC
- $30 - $35 an hour
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
Financial Advisor - Matthews, NC
Navy Federal Credit Union —Matthews, NC
- $55,000 - $75,000 a year
- Online Application
- Word processing
- Office
- Finance
- Referral program
Financial Representative
LPL Financial —Fort Mill, SC
- $67,500 - $112,500 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Financial Services Representative - East Morehead (Part-Time)
Carter Bank —Charlotte, NC
- $14.10 - $22.06 an hour
- Part-time
- Office
- Microsoft Office
- High school diploma or GED
- Paid holidays
- Disability insurance
10d
Financial Advisor - Charlotte, NC
TowneBank —Charlotte, NC
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Financial Services Representative
Professional Financial Services —Charlotte, NC
- Full-time
- Driver's License
- Financial services
- Communication skills
- Profit sharing
- Paid holidays
Quick Apply
Entry Level Financial Professional
New York Life —Charlotte, NC
- Full-time
- Bachelor's degree
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Charlotte, NC
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Representative
Western & Southern Life —Charlotte, NC
- $50,000 - $70,000 a year
- Full-time
- In-person
- Entry level
- Disability insurance
- Health insurance
Quick Apply
8d
Senior Financial Representative
LPL Employee Services —Fort Mill, SC
- $90,000 - $150,000 a year
- Full-time
- Writing skills
- Data analysis skills
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
11d
Entry Level – Financial Advisor
Equitable Advisors —Charlotte, NC
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Associate Financial Professional
Stone Press Financial Group —Charlotte, NC
- $80,000 a year
- Hybrid work
- CPA
- Microsoft Office
- Finance
- Life insurance
Quick Apply
Financial Professional
Equitable Advisors —Charlotte, NC
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
SQL Technical Support Representative: Financial Crimes Solutions
Jack Henry —Charlotte, NC
- Full-time
- Remote
- Research
- SQL
- Bachelor's degree
14d
Voya Financial Advisors Charlotte
Voya Financial Advisors —Matthews, NC
- Full-time
- Mid-level
- 403(b)
Financial Professional - Retirement Benefits Group - Charlotte, NC
Equitable Advisors —Charlotte, NC
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Advisor Development Program - Charlotte & Associates Financial Solutions Advisor Trainee: Financial Center - Charlotte, NC (Bilingual Spanish Speaking Required)
Bank of America —Charlotte, NC
- Full-time
- Background check
- Spanish
- Office
4d

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Charter School Financial Professional

PRESTIGE SCHOOL SOLUTIONS LLC
Charlotte, NC

Quick Apply

Job Details

$50,000 - $80,000 a year

Benefits

401(k)

Qualifications

Customer communication
In-person customer service
Accounting and finance experience

Full Job Description

CHARTER SCHOOL FINANCIAL PROFESSIONAL CAREER DESCRIPTION AND EXPECTATIONS

Prestige School Solutions, LLC

Location

**This is a remote position. Travel is periodic. Occasional overnights

About Us

Prestige School Solutions is the premier back-office accounting firm in the southeast. We are seeking candidates that want to win at work and succeed in life. If you are the type of person that reaches for what is next and gives it your all when you are on the clock, we'd like to see if you have what it takes to succeed on our team. Send us your resume if you want to take the first step towards joining a rapidly growing company where the best teammates participate in the success of the organization.

Main Office Location

230 Spindale St., Spindale, NC 28139

Description of Position

The Charter School Financial Professional (Consultant) is a career-oriented position created to enhance the quality of the services provided to clients of Prestige School Solutions. The Consultant is accountable to and receives direction from the company's Leadership Team. The Consultant works collaboratively with the firm's partners and with fellow consultants and data entry personnel.

The position will require a focus on the quality of the output produced by Prestige School Solutions and includes:

Â· Knowledge and experience in governmental and/or non-profit accounting

Â· Overseeing the proper coding of all payroll, accounts payable, cash receipts, cash disbursements and other accounting transactions related to assigned charter school clients

Â· Communicating with assigned charter school clients and their agents, vendors and employees

Â· Overseeing the timely and proper processing of all assigned client payroll (and related taxes and insurance transactions) as well as scheduling payment of accounts receivable

Â· Monitoring client budgets

Â· Preparing monthly financial reports for client board members and school managers

Â· Maintaining real-time financial dashboards of client schools

Â· Attending client board meetings (virtually) to deliver budget reports and respond to questions from board members.

Â· Creating, reviewing and analyzing client operating budgets on a monthly basis

Â· For those clients that are facing budget shortfalls, the Consultant will develop strategies to remedy shortfalls and provide competent advice and counsel to the client regarding the implementation of said strategies

Â· Other duties as assigned by the Leadership Team.

Expectations

The following are established expectations for the Consultant:

1. Be honest at all times;

2. Develop and nurture an ongoing understanding of the nature of a professional position with Prestige School Solutions through observation and inquiry of colleagues, participating in continuing education and reading relevant books and periodicals;

3. Investing the time and effort necessary to master the systems used by Prestige School Solutions to serve its clients;

4. Share knowledge, discoveries and expertise with co-workers and supervisors in an effort to build the skill-set of all team members;

5. Work collaboratively and cooperatively with colleagues and extend deference to more experienced colleagues from whom valuable leadership traits can be gleaned;

6. Earn the respect of the Senior Partners, the Leadership Team, fellow consultants and non-management personnel by demonstrating the qualities of a servant leader and leading by example;

7. Fully commit to the growth, prosperity and success of Prestige School Solutions;

8. Preserve the key assets of Prestige School Solutions including clients and their contracts;

9. Earn the respect of clients through a mastery of budgeting, fiscal management and analysis. Promote and foster long-term relationships with clients of Prestige School Solutions by making Prestige School Solutions and the services that the company provides indispensable to the client;

10. Provide constructive input to the Senior Partners.

11. Provide productive feedback and guidance to colleagues;

12. Facilitate the audit process for each assigned school by maintaining accurate and reliable financial records for assigned client schools;

13. Always speak positively of others with whom the Consultant works including co-workers and clients, even in the face of more challenging personalities;

14. Contribute to a culture of positive reinforcement, encouragement and respect.

These expectations are broadly offered and broadly defined and will serve as the basis of evaluation of the Consultant's job performance.

Accountability

The Consultant will be ultimately accountable to the Supervising Consultant of Prestige School Solutions and will be evaluated by the same.

Compensation

Base salary range from $50,000- $80,000 depending upon experience. In addition to your base salary, benefits include participation in company-sponsored benefit programs, bonus and incentive opportunities, flexible paid sick and personal leave time, participation in company-sponsored 401k, being part of an amazing company culture, the ability to work remotely and considerable autonomy.

Education/Experience Requirements

The successful candidate will have at least 3-10 years of experience in an accounting, bookkeeping, finance or banking field and an advanced degree in any of the applied business sciences fields (accounting, banking, information technology, management, etc.). Preferred candidates will have a CPA license.

Candidates must be eligible for fidelity bonding (as determined by a satisfactory consumer-credit rating), possess superior customer service and communication skills and have exceptional attention to detail.

Quick Apply

Refine Your Search

financial professional jobs in charlotte nc

Charter School Financial Professional

CNO Financial Advisor - Hybrid Remote (NC)

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Voya Financial Advisors Charlotte

Financial Professional - Retirement Benefits Group - Charlotte, NC

Advisor Development Program - Charlotte & Associates Financial Solutions Advisor Trainee: Financial Center - Charlotte, NC (Bilingual Spanish Speaking Required)

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