- 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
- 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
- Truist (Charlotte, NC)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... goals and objectives. Utilize other specialist where appropriate. + Provide financial planning guidance in the areas of estate planning, estate administration,… 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 (Charlotte, 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
- 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
- H&R Block (Charlotte, NC)
- **524599BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- Vanguard (Charlotte, NC)
- …and we want you to be a part of it! As a Senior Wealth Advisor within Vanguard's Personal Investor, Wealth Management, you will develop tailored strategies that will ... 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
- Comerica (Charlotte, NC)
- Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the Wealth & ... market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to...the business development function. * Be viewed as an advisor by serving as a resource speaker for related… 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
- 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
- Microsoft Corporation (Charlotte, NC)
- Join the Financial Services Team as an Strategic Enterprise Account Director, you will have the opportunity to drive Transformation in partnership with our most ... recovery action plan to improve customer's overall experience. Builds trust and loyalty with the customer by providing up-to-date...(KPIs). + Earns and maintains status as a trusted advisor to C-level business decision makers of the assigned… 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
- 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
- USAA (Charlotte, NC)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... on laws, regulations and industry standards and serve as a trusted strategic advisor and thought leader to senior leadership, EC and/or Board members. May… more