- Fifth Third Bank, NA (Charlotte, NC)
- …Experience in sales and/or marketing. + Resourcefulness in finding creative solutions. Sr. Wealth Strategist LOCATION -- Cincinnati, Ohio 45202 Fifth Third Bank, ... retirement). + Reviews all client deliverables for which the Strategist is the lead. + Delivers the wealth plan to clients and their advisors in a clear… more
- Bank of America (Charlotte, NC)
- Wealth Strategist Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... net worth clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization needs. Key responsibilities include building relationships… more
- PNC (Charlotte, NC)
- …The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist , and Relationship Strategist **Institutional Asset ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. The… more
- Cherry Bekaert (Charlotte, NC)
- …risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. ... They utilize exceptional writing, project management and communication skills to develop and ensure on-time delivery of compelling, compliant proposals in response to formal Requests for Proposals (RFPs), Requests for Quotes (RFQs), Requests for Information… more