- Bank of America (Charlotte, NC)
- Registered Wealth Management Client Associate Charlotte, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of ... is culture driven, resilient, results focused and effective. **Position Overview:** The ** Registered Wealth Management Client Associate** role is a sales… more
- Bank of America (Charlotte, NC)
- Registered Wealth Management Client Associate Charlotte, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Wells Fargo (Charlotte, NC)
- …services. Through WIM's businesses, we deliver a full range of personalized wealth management , investment, planning, and retirement products and services to ... **Wells Fargo Wealth & Investment Management (WIM)** provides...clients have access to Wells Fargo Advisors, referrals from securities- registered bankers in the Consumer Bank and the Wells… more
- City National Bank (Charlotte, NC)
- …such as a broker/dealer and/or registered investment adviser. + For Wealth Management Compliance roles, experience working within a Compliance Investment ... For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). + For Wealth Management Compliance roles, experience with a financial institution… more
- Vanguard (Charlotte, NC)
- …experience is required . + Interest in financial planning, investment advice, and wealth management (preferred, but not required ). + Ability to successfully ... 2024 Job Description : At Vanguard, we have a client -first mentality that we live and breathe every day...written and verbal). + Strong analytical, organizational, and time management skills. + Confidence speaking directly with clients. How… more