• Medical Wealth Advisor

    Truist (Charlotte, NC)
    …following job description:** Manage a portfolio of physicians in the Medical Specialty Group. Develops and deepens relationships through proactive financial ... consulting for all clients. Typically manages a portfolio of Medical physicans with total loans and deposits of more than $45MM. Produces ≥$3MM in revenue and more… more
    Truist (10/09/24)
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  • Tax Accountant II - Executive Advisory…

    Bank of America (Charlotte, NC)
    Tax Accountant II - Executive Advisory Services Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Overview:** Executive Advisory Services (EAS) is a team of advisors providing customized wealth planning and tax return preparation services to the senior leaders at… more
    Bank of America (11/09/24)
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