- Vanguard (Charlotte, NC)
- …We're on 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 ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a… more
- Comerica (Charlotte, NC)
- Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success ... of the Wealth & Institutional Management business unit by building and...the business development function. * Be viewed as an advisor by serving as a resource speaker for related… more
- Truist (Charlotte, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Deloitte (Charlotte, NC)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... 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)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... 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
- Wells Fargo (Charlotte, NC)
- …outcomes such as increased client acquisition, share of wallet growth and financial advisor recruiting + Demonstrated ability to influence senior leadership and ... **About this role:** Wealth and Investment Management (WIM) Marketing plays a...the growth of our business. We are seeking a Senior Marketing Manager ( Senior Lead Marketing Consultant)… more
- Wells Fargo (Charlotte, NC)
- **About this role:** The Advisor Platforms Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and ... seeking a ** Senior Lead Business Execution Consultant** to join our ** Advisor ** **Platforms Product** **Team** to define and own detailed business execution and… more
- Bank of America (Charlotte, NC)
- Global Financial Crimes Executive - Global Wealth and Investment Management Front Lines New York, New York;Charlotte, North Carolina; Pennington, New Jersey **Job ... us! The Global Financial Crime ("GFC") Executive - Global Wealth and Investment Management "GWIM" contributes to the direction...guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance and Operational Risk ("C&OR")… more
- Fifth Third Bank, NA (Charlotte, NC)
- …this position is responsible for ensuring policies and procedures for Fifth Third Wealth Advisors, a Registered Investment Advisor are designed specifically to ... and industry trends. + Conduct interviews and discussions with senior level managers to understand the Wealth and Asset Management business. + Work closely with … 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 ... are highly engaged in new business acceptance for Personal Trust, Advisor Solutions, and Estate Administration. Responsibilities: New Business Review: * Review… 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
- Truist (Charlotte, NC)
- …(United States of America) **Please review the following job description:** Supports Wealth relationship team in creating and delivering advanced planning advice to ... and improving service, processes, and systems. Will assist the wealth team members on the most complex financial, tax,...may change from time to time. 1. Impact: The Senior Advice and Planning Analyst's primary purpose is providing… more
- Deloitte (Charlotte, NC)
- Senior Consultant, Operations & Technology Transformation, Healthcare - Revenue Cycle What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources . Our OTT team… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate, Consumer Compliance **Requisition Number:** 118208 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** ... 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
- Deloitte (Charlotte, NC)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Senior within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… more
- First Horizon Bank (Charlotte, NC)
- …process. o Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter o Builds / maintains a portfolio mix ... of targeted high value and high potential clients. o Acts as a trusted advisor by educating the customer about current market and industry trends as well as tax and… more
- Cherry Bekaert (Charlotte, NC)
- …optimized for minimizing tax liabilities. You will serve as a strategic advisor , utilizing your extensive expertise in tax laws, regulations, and financial analysis ... + Develop and present analytical reports and strategic tax insights to senior management. + Familiarity with partnership M&A activity. **Strategic Leadership and… more
- Equitable (Charlotte, NC)
- …join an organization that will help unlock your potential? Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a ... of multiple, smaller projects + Develop formal recommendations and presentations for senior management + Motivate staff and ensure that proper management practices… more