- Truist (Charlotte, NC)
- …certification (eg JD, MBA, CFP, CPA, or CTFA). 3. Experience working with Trust Financial Software **General Description of Available Benefits for Eligible ... fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment...time to time. 1. Understands and is conversant with financial and estate planning strategies and is able to… more
- Thrivent Financial (Charlotte, NC)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...+ Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients… more
- Edward Jones (Concord, NC)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Vanguard (Charlotte, NC)
- …on a mission, and we want you to be a part of it! As a Financial Advisor within Vanguard's Advice & Wealth Management sub-division, you will develop tailored ... strategies that will help our clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients… more
- Equitable (Charlotte, NC)
- Entry Level - Financial Advisor - NC, Charlotte (3488) ( PIN\_36674 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable Advisors ... deliver amazing customer experience while building long-term relationships that emphasize trust , guidance, and technology to deliver customized financial … 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. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Truist (Charlotte, NC)
- …in the Medical Specialty Group. Develops and deepens relationships through proactive financial consulting for all clients. Typically manages a portfolio of Medical ... less than 50% in Deposits. The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing… more
- Vanguard (Charlotte, NC)
- …and we want you to be a part of it! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that ... our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio...strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an… more
- Bank of America (Charlotte, NC)
- …and philanthropic planning. + Stays up to date with major developments in trust , estate/wealth transfer and financial planning, while following current and ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston,...years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working… more
- PNC (Charlotte, NC)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The ... senior management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments of… more
- First Horizon Bank (Charlotte, NC)
- …**Location** : Onsite listed in the job posting. **Summary** The Operational Risk Advisor will report to the head of ERM/ORM. The role is responsible for ... and managing enterprise and operational risk programs at a large financial institution. + Experience interacting with federal banking regulators including preparing… more
- Sedgwick (Charlotte, NC)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your ... to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer IT Development Software Advisor **PRIMARY PURPOSE** : To develop, maintain, test and debug software… more
- Comerica (Charlotte, NC)
- Trust Advisor Manager This role is responsible for managing a team of 8-12, including Trust Advisors, Trust Administrators and Trust Client ... * Coordinate the implementation and review of investment programs, working with the Advisor Solutions Investment Unit and Trust Partners. * Collaborate with the… more
- Truist (Charlotte, NC)
- … Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter ... and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Comerica (Charlotte, NC)
- …ensuring client satisfaction. Operational / Risk Responsibilities * Work closely with trust advisor management team to ensure seamless support and coordination ... Management * Manage transactional activity for a moderate number of personal trust accounts, ensuring high-quality service and attention to detail. * Coordinate the… more
- Comerica (Charlotte, NC)
- Trust Advisor III (Estate Settlement Officer) Comerica's estate settlement unit is team of knowledgeable and experienced professionals, whose goal is to make the ... as seamless as possible for all concerned. As a Trust Advisor III in Estate Settlement, you...excellent client service: * Communicate directly with our clients, Financial Advisor partners, and other internal business… more
- Truist (Charlotte, NC)
- …mindset, a flexibility to re-focus based on evolving priorities, and a level of trust to serve as a valuable resource to leaders within the Enterprise Technology, ... action plans and work with business partners and GCO advisor team to successfully implement and document remediation. 7....experience. 2. Ten years of risk management experience in financial services or related field. 3. Seven years of… more
- Equitable (Charlotte, NC)
- …CX, Product and IT partners to implement digital solutions to help enhance advisor and client experiences to drive business outcomes. This position will work ... Acting as the voice of the customer (eg, partner, advisor ), creating a culture of customer obsession and encouraging...in a non-hierarchical culture of collaboration, transparency, safety, and trust + Readiness to "roll up the sleeves" and… more
- Truist (Charlotte, NC)
- …tax, legacy and estate planning matters including summarizing and evaluating complex financial documents, trust documents, wills, retirement accounts and other ... Creation of complex personal balance sheets, budgeting and other advanced customized financial statements; Capital sufficiency and other complex custom financial … more
- Black & Veatch (Charlotte, NC)
- …matters of the existing and proposed EPA regulations and will serve as a technical advisor to internal and external clients on all subjects related to LCRR. The LCRR ... proposals, new contracts, and amendments Project Execution: + Serve as a technical advisor with a deep understanding of LCRR / LCRI, SL inventory development,… more