- Huntington National Bank (Charlotte, NC)
- Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: + Builds relationships with...the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets… more
- Bank of America (Charlotte, NC)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Charlotte, NC)
- …to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet ... Private Client Advisor - Executive Coverage Charlotte,...* Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring,… more
- Huntington National Bank (Charlotte, NC)
- Description Summary:The Private Bank Service Specialist III, as part of Huntington Private Bank , is responsible for the day-to-day activities and ... of an officer. + Advises and counsels clients on bank products and services. + Assists the Advisor...Services experience + Notary public + Required when supporting Wealth Advisor Role: FINRA licensing and Microsoft… more
- Fifth Third Bank, NA (Charlotte, NC)
- …other tools as identified. + Memorialize and help to maintain, in collaboration with the Private Bank team, a Wealth Strategy for each client and prospect. ... . GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver Fifth...be able to converse with clients, their advisors, and Private Bank team members convincingly. + Remains… more
- Bank of America (Charlotte, NC)
- …Responsible for evaluating the design and execution of business processes/controls associated with Wealth Management activities (eg Private Bank and Merrill ... Senior Auditor, Wealth Management Charlotte, North Carolina;Stamford, Connecticut; Providence, Rhode...Connecticut; Providence, Rhode Island; Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common… more