- 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
- Edward Jones (Hendersonville, NC)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones… more
- Edward Jones (Raleigh, NC)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve… 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 (Winston, 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
- Bank of America (Wilmington, NC)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...have at least 5+ years of experience as a Financial Advisor with a transportable practice, a… more
- Atria Wealth Solutions (Greensboro, NC)
- …with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in ... determined by your manager. Purpose of the Job The Financial Advisor II serves the financial...and TFA. + Cultivates strong working relationships and builds trust among Credit Union staff and members along with… more
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: ... you believe that strong, personal relationships are critical to financial success? Do you want to work for an...Manager. + Develop and maintain long-term relationships based on trust and respect with clients, employees, and members. +… more
- Atria Wealth Solutions (Raleigh, NC)
- … Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... in the Raleigh, NC area. As Coastal's Financial Advisor , you'll have the opportunity to...employee/agent of CUSO Brokerage Services, Inc. (CFS) and/or Members Trust Company (MTC). Securities industry licenses are held by… more
- Equitable (Raleigh, NC)
- Entry Level - Financial Advisor - NC, Raleigh (3747) ( PIN\_45161 ) **Primary Location** : UNITED STATES-NC-Raleigh **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 (Cary, NC)
- **524598BR** **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
- Lumen (Raleigh, NC)
- …a culture and company from the people up - committed to teamwork, trust and transparency. People power progress. Lumen's commitment to workplace inclusion and ... the future. **The Role** As a Lead Labor Relations Advisor , you will be a key contributor on our...other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions… more
- BJs Wholesale Club (NC)
- …**medical plans vary by location We are seeking an experienced Talent Advisor to support Field Leadership teams across multiple geographic regions. The individual ... collaborate across many teams, levels, and situations. The Talent Advisor will partner with leaders in the Field and...support organizational change. + Workforce Analytics - Understand the financial metrics of the clubs and regions you support… 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