- Vanguard (Charlotte, NC)
- …career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- Huntington National Bank (Charlotte, NC)
- …business segment that aligns with business priorities. + Serve as a trusted communications advisor for senior Wealth Management leadership . + Lead the ... Business Segment Communications, Associate Director will support Huntington's growing Wealth Management business , leading communications strategy and execution that… more
- Truist (Charlotte, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Vanguard (Charlotte, NC)
- …and Governance department as a highly skilled and motivated senior controls advisor within the Advice and Wealth Management (AWM) Division. You will play ... Training and Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy… more
- Wells Fargo (Charlotte, NC)
- **2026 Wealth & Investment Management (WIM) Analyst Program - Early Careers** **About this role:** Wells Fargo is seeking talented individuals to join the 2026 ... Wealth & Investment Management (WIM) Analyst Program. Learn more...strategic projects, mentorship, and coaching while gaining exposure to senior leaders. Analyst responsibilities may include investment management, financial… more
- American Heart Association (Charlotte, NC)
- …involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, both ... -level fundraising position engages with professional estate planning and wealth advisors, as well as current and potential individual...giving to the American Heart Association. In addition, the Senior Advisor serves as a subject matter… more
- Truist (Charlotte, NC)
- …one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth , etc.). The LOB Strategic Execution and Business Management Lead will support ... to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to… more
- Vanguard (Charlotte, NC)
- …By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity. As a Vanguard ... Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- Wells Fargo (Charlotte, NC)
- …services industry. Proven ability to communicate and interface effectively with senior leaders/principals/FAs. Demonstrated ability to work as part of a team. ... knowledge of BETA and Smart Station/workflow. + Understanding of the independent advisor business. **Job Expectations:** + This position offers a hybrid work… more
- First Horizon Bank (Charlotte, NC)
- …TX, Atlanta, GA, or Miami, FL** **Job Summary:** The Business Risk and Controls Advisor sits in the first line of defense and is responsible for executing risk ... of materials, assessment and remediation of findings, and provide updates to senior management. + Build strong relationships with business unit teammates, second… more
- First Horizon Bank (Tega Cay, SC)
- …Friday 9:00AM to 5:00PM **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... make referrals to bank partners, including but not limited to mortgage, wealth , private client, and business banking. * Proactive Client Outreach: Conduct regular… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... join an organization that will help unlock your potential? Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a… more
- TD Bank (Charlotte, NC)
- …colleagues dedicated to setting new industry standards. **Department Overview:** **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct ... and/or controls via action plans or projects Supports the Wealth Compliance team and the US Wealth ...Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller… more
- Truist (Charlotte, NC)
- …platforms, and content to drive origination activities and maximize banker/ advisor productivity. May own/manage tools/platforms directly and/or in partnership with ... approach to early talent recruitment and training across Wholesale and Wealth . * Developing, guiding, and mentoring less-tenured teammates; ensuring each LOB… more
- Stanley Black and Decker (Charlotte, NC)
- …board meetings, investor calls, and other high-profile events. + Act as a trusted advisor to senior leaders and executive assistants, helping them maximize the ... single point of accountability for the technology experience of senior leaders and executives globally. + Bridges the gap...multiple career paths. + _Learn:_ Have access to a wealth of learning resources, including our digital learning portal.… more
- Bank of America (Charlotte, NC)
- …(BISO) organization and work closely with the Consumer, Small Business and Wealth Technology (CBWT) Chief Information Officers (CIOs)/Technology teams to develop a ... and controls; Ultimately, the Business Information Security Officer will become a trusted advisor to our stakeholders. Serves as a subject matter expert on the… more
- Anywhere Real Estate (Charlotte, NC)
- We are seeking a highly skilled Senior Title Examiner with 5+ years of title examination experience with Residential Lot/Block properties. The ideal candidate will ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Anywhere Real Estate (Charlotte, NC)
- …+ Strong communication skills (written and verbal) with the ability to engage senior stakeholders confidently + Highly organized with strong attention to detail and ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Equitable (Charlotte, NC)
- …of the firm's growth strategy. Equitable Advisors is a broker/dealer and registered investment advisor that serves as the main retail wealth management arm of ... adapt its approach accordingly. As one of the lead contacts for Equitable Advisors' senior management on all compliance matters, the DCCO must have the ability to… more