- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** The Sports & Entertainment Group (SEG) Wealth Advisor Associate is responsible for partnering with ... to time. Reporting to the Managing Director of SEG Sales or SEG Sr. Wealth Advisor to...credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention… more
- The Hartford (Charlotte, NC)
- …and Life Group Benefit experience is preferred. + Strong knowledge of Group Insurance terms, provisions and administration is preferred. + As a condition ... Client Advisor Priority Business - SA08DE We're determined to...make a difference and are proud to be an insurance company that goes well beyond coverages and policies.… more
- PNC (Charlotte, NC)
- …As a Product Advisor within PNC's Treasury Management - Treasury Solutions Group , you will be based in Pittsburgh, PA, or Charlotte, NC or Cincinnati, OH ... remotely, at manager's discretion. Functioning at the intersection of technical sales and product management, the ability to lead engagements, understand client… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Truist (Charlotte, NC)
- …at the direction of BURM Leadership. + Serve as Principal reviewer of Advisor created marketing material and retail communications for use with the public and ... compliant and in line with regulatory standards. + Principal Review of Advisor Bio pages, electronic client correspondence, retail communications and seminars to… more
- The Cigna Group (Charlotte, NC)
- …the adoption of clinical solutions to clients through consultative sales methods (eg client P&T presentations, quarterly/annual business reviews, presentation ... meetings. Responsible for retention, client loyalty and maximizing solution sales opportunities within assigned portfolio. Maintains strong client relationships with… more
- Truist (Charlotte, NC)
- …Street, Charlotte, NC 2. 201 Alhambra Circle, Coral Gables, FL Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group ... advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the client, and will serve as… more
- Truist (Charlotte, NC)
- …servicing and support of the Financial Advisors within our Centralized Group . This includes administrative and operational support, business development assistance, ... a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of… more
- Truist (Charlotte, NC)
- …managers, deepen our client relationships and better position Truist as a trusted advisor . Lead deal teams and support CCB bankers in collaborative deal team ... meaningful new business revenue and assist in the cultivation of cross sales opportunities Work closely with teammates in Sponsor Coverage, Syndicated & Leveraged… more
- Synchrony (Charlotte, NC)
- …products and channels across CareCredit and installment, by partnering closely with Sales , Strategy, IT, Finance and Credit. + Design and implement new metrics, ... to ensure business profitability + Act as a trusted advisor to solve complex business problems and provide actionable...the requirements of Section 19 of the Federal Deposit Insurance Act. + New hires (Level 4-7) must have… more
- Deloitte (Charlotte, NC)
- …begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one ... and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing… more