- Vanguard (Charlotte, NC)
- …a mission, 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 ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors...of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book of… more
- 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 are ... Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop… more
- Truist (Charlotte, NC)
- …of up to $10MM. Borrower credit needs can be in excess of $100MM. The Lending Advisor 3 consults with Wealth Advisors on credit solutions and strategies for HNW ... of America) **Please review the following job description:** The Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly… more
- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Truist (Charlotte, NC)
- …to the client to deepen client relationships. Partners with other Truist Wealth product specialists, including investments, trust, mortgage, insurance, etc., using a ... relationships with clients, referral sources, Centers of Influence and Wealth Strategists. Adheres to Truist Wealth client...facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals… more
- Truist (Charlotte, NC)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...policies and procedures related to Truist Bank and Truist Wealth , as determined from time to time by our… more
- Morgan Stanley (Charlotte, NC)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a ... committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate **Location:** *North… more
- Vanguard (Charlotte, NC)
- …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 ... assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Our Financial Advisors onboard clients and manage… more
- Wells Fargo (Charlotte, NC)
- …all begins with you. **About this role:** Wells Fargo is seeking a Lead Wealth Underwriter Working at Wells Fargo | Jobs and Careers at Wells Fargo ... Fargo Home Lending (WFHL) to provide Residential Mortgage Products for our Wealth Clients. The Residential Real Estate Alliance provides full-service, consistent and… more
- Deloitte (Charlotte, NC)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Deloitte (Charlotte, NC)
- …to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- TD Bank (Charlotte, NC)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... develop annual strategic audit plan **Preferred Job Requirements:** + Wealth Management + More specifically in Wealth ,...+ Wealth Management + More specifically in Wealth , depth of risks, control or audit experience with… more
- Truist (Charlotte, NC)
- …exposure for the most complex and largest credit relationships for Truist Wealth . Oversees sound portfolio management activities on assigned loan portfolio and ... for the most complex deals and largest credit relationships for Truist Wealth clients, in partnership with cross-functional partners such as internal legal and/or… more
- TIAA (Charlotte, NC)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their ... Degree + 5+ years of experience in financial services + Prior advisor /consultant experience + Knowledge of institutional retirement plans + MoneyGuidePro, and or… more
- Bank of America (Charlotte, NC)
- Merrill Financial Solutions Advisor - Charlotte & Associates Market Charlotte, North Carolina;Huntersville, North Carolina **Job Description:** **Job Description** ... a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill....this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the… more
- Truist (Charlotte, NC)
- …and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, ... 3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers,… more
- Comerica (Charlotte, NC)
- Senior Trust Advocacy Advisor The Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new business and ensuring ... are highly engaged in new business acceptance for Personal Trust, Advisor Solutions, and Estate Administration. Responsibilities: New Business Review: * Review… more
- Truist (Charlotte, NC)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 8. Establish strong partnerships with… more
- HUB International (Charlotte, NC)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 500+ ... HUB Gives **SUMMARY:** As a HUB Employee Benefits Sales Advisor , you will have the opportunity to sell employee...ongoing education for industry knowledge **REQUIREMENTS:** In the Sales Advisor role, you must be an independent self-starter who… more