- Fifth Third Bank, NA (Charlotte, NC)
- …and prospects in onboarding into Life360 and developing analyses. Should the prospect or client Wealth Strategy conclude that Fifth Third will play a material ... at Fifth Third Bank. GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists, WMAs and...Lead. ESSENTIAL DUTIES AND RESPONSIBILITIES: Support the Prospect and Client Experience : + Work closely with prospects,… more
- Fifth Third Bank, NA (Charlotte, NC)
- …Wealth Strategy and assists the Private Bank team in coordinating the client experience . Provides professional consulting / advisory services to clients ... in collaboration with the full Private Bank team, a Wealth Strategy for each client and prospect....of alternatives to consider, decide and act upon (a Wealth Plan), responsible for leading the planning experience… more
- Huntington National Bank (Charlotte, NC)
- …as assigned. Basic Qualifications: + Bachelors Degree + 5 or more years of Investments/ Analyst experience Exempt Status: (Yes = not eligible for overtime pay) ... Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages… more
- Zions Bancorporation (Charlotte, NC)
- …With a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development ... Markets. Zions Capital Markets Zions Capital Markets provides targeted, client -driven financing and advisory solutions to help companies across...Capital Markets is hiring a Senior Middle Office Business Analyst V. You will play a key role in… more
- Truist (Charlotte, NC)
- …(including extended business leadership training, Banking School Graduate) and related experience . 2. Technical certifications (eg Chartered Financial Analyst ... closely with leaders, as well as aligned partners Strategy, Business Enablement, Client Profitability, and Finance. This role will advise executive leadership on… more
- Comerica (Charlotte, NC)
- Wealth Management/Trust Analyst Internship We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so ... explore related business areas outside of Trust for a well-rounded, client -focused experience . Equal Opportunity Employer Minorities/Women/Protected… more
- Truist (Charlotte, NC)
- … working with clients dealing with banking, investments, and/or retail lending. ( experience may include Retail, Wealth , Advisory, and/or Retail Lending ... experience ) or one years' experience in a financial client relationship manager...in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified… more
- KPMG (Charlotte, NC)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- Truist (Charlotte, NC)
- …Accounting or related field or equivalent combination of education and relevant work experience . 2. Five years of analyst or supervisory/manager experience . ... Portfolios supported are ASG, ABL, CIB, CCB, Dealer Finance, CRE, and Wealth products. Under general direction, identify, assess, research, and resolve complex… more