• Mass Affluent Advisor

    Vanguard (Charlotte, NC)
    …HR policies and procedures. 2. Identifies, recruits, and hires external and internal advisor talent to build long-term advisor pipeline for PAS. Partners with ... key HR stakeholders to manage posting process for external advisor talent and specialty program advisor candidates....for external advisor talent and specialty program advisor candidates. Ability to assess talent quickly and effectively.… more
    Vanguard (01/16/25)
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  • Virtual Premier Banker - KY, WV or

    Truist (Charlotte, NC)
    …to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range ... for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Utilize objective and… more
    Truist (01/06/25)
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