- Sutherland Global Services (Raleigh, NC)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Truist (Charlotte, NC)
- …primary relationship advisor for high net worth and ultra- high net worth wealth clients. Responsible for developing and deepening client ... delivery of a broad range of wealth products and services to high net worth individuals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of… more
- Huntington National Bank (Charlotte, NC)
- …in the Huntington Private Bank responsible for developing, delivering, and managing a high - net - worth client's Wealth Plan. Duties and Responsibilities: ... Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship...insurance products and services for high or ultra- high net worth clients. +… more
- Truist (Charlotte, NC)
- … High Net Worth or Ultra High Net Worth clients within the Truist Wealth Advisory segment (average client relationship in excess of $25MM AUM) ... and most complex wholesale loan requests and borrower relationships within the wealth portfolio. Credit requests have a variety of business structures and deal… more
- Guardian Life (Raleigh, NC)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue ... be responsible for growing sales of Park Avenue Securities High Net Worth solutions by...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the… more
- Bank of America (Charlotte, NC)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are interested in ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New...on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement… more
- Huntington National Bank (Charlotte, NC)
- … High net worth and ultra- high net worth strategy and integration with the entire wealth continuum including Consumer and Mass Affluent ... Description Summary: The Director of Huntington Family Wealth is a member of the Wealth...Over 10 years of experience working with clients whose net worth exceeds $10 million - individuals,… more
- Truist (Charlotte, NC)
- …with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra- high net worth ... and credit advisory solutions while ensuring a seamless end-end experience for wealth clients and prospects. Lending Advisors are responsible for achieving credit… more
- Grant Thornton (Charlotte, NC)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... As the Private Wealth Services Tax Manager, you'll conduct primary and...+ Provide tax planning and consulting to our firm's high net worth clients for… more
- Vanguard (Charlotte, NC)
- … Wealth Management, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You will ... investable assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and… more
- Huntington National Bank (Charlotte, NC)
- … Planner is responsible for overseeing Huntington Private Bank's financial planning experience to high - net - worth clients within the $1m to $10m segment. This ... clients' priorities and concerns, goals, planning issues, external advisors, net worth and how we can help....help. + Assist in building of and presentation of Wealth Insights. + Assist the Wealth Strategists,… more
- Truist (Charlotte, NC)
- …and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the needs ... director. 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain...various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate… more
- TD Bank (Charlotte, NC)
- …in Wealth , depth of risks, control or audit experience with broker/dealers, high net - worth investing, mutual funds, investment trusts and/or banking ... services. + Strong knowledge of the US Wealth Management regulatory environment as it relates to FINRA, OCC and other applicable regulations. + CFP, CPA, FINRA SIE,… more
- Bank OZK (Charlotte, NC)
- …administrato r, or other relevant experience, required. Preferred Qualifications: + Experience with high net worth planning and administration, preferred. + ... Active State Bar license, preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties,… more
- Truist (Charlotte, NC)
- …advanced planning advice to current and prospective clients with a primary focus on Ultra- High Net Worth (UHNW) clients and prospects. Engages in activities ... and improving service, processes, and systems. Will assist the wealth team members on the most complex financial, tax,...and other planning information for High and Ultra- High Net Worth clients and… more
- Bank of America (Hendersonville, NC)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (Huntersville, NC)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill....across the business to increase opportunities for affluent and high net worth client acquisition… more
- US Tech Solutions (Charlotte, NC)
- … Wealth Management partners on client income tax planning strategies directed to high - net worth individuals. + Communicate with senior leadership team to ... partners to deliver sophisticated income tax planning advisory services for Client's highest net worth and most influential clients. + Serves as an expert… more
- Truist (Greensboro, NC)
- …job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the ... broader client facing wealth team to expand existing relationships and capture new...change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to… more
- US Bank (Charlotte, NC)
- …One. **Job Description** _Responsible for developing, managing, and retaining full-service relationships with high income/ high net worth private banking ... is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all… more