- 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...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST,… 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...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST,… more
- Truist (Charlotte, NC)
- …services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments 4. Knowledge of Operational Procedures and systems 5. Knowledge ... such as FINRA Licensing (7, 63, 65, 24, etc.), Certified Financial Planner , Certified Public Accountant, and Certified Trust and Financial Advisor. **General… more
- Equitable (Charlotte, NC)
- Wealth Management Associate - Retirement Benefits Group - Charlotte, NC (5087) ( 2400000M ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... for hire + Ability to specialize in numerous areas from being a Certified Financial Planner , to a junior or senior partner in a firm model, to employee and executive… more
- Bank of America (Charlotte, NC)
- …to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next ... role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a… more
- Wells Fargo (Charlotte, NC)
- …Advisor Recruiting Specialist to join our Advisor Recruiting team within Wealth and Investment Management. The Advisor Recruiting department is charged with ... NAPs, etc.), gather requested deal documents, enter information into the Business Planner , introduce Pre-hire activities, etc.) + Partner with the MRMs to engage… more
- Truist (Charlotte, NC)
- …with banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years' experience in ... level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist… more
- Equitable (Charlotte, NC)
- …**Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. ... We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In… more