- Vanguard (Charlotte, NC)
- …make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to join our teams in North Carolina,...using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors… more
- US Bank (Charlotte, NC)
- …specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and ... at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their...A passion for problem-solving and acting as a strategic advisor - Ability to make critical decisions independently and… more
- JPMorgan Chase (Charlotte, NC)
- …to provide you with the opportunity to take your career to the next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients' ... identified and met through a comprehensive understanding of their wealth and objectives. **Job Responsibilities** + Serve as an... and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- Charles Schwab (Charlotte, NC)
- …for this role to work on site in the specified locations.** As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, ... clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience....a firm that will challenge you to deepen your wealth management expertise, within a role that allows you… 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
- PNC (Charlotte, NC)
- …feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management, you will be based in ... Dallas, TX. PNC Wealth Advisors deliver tailored advice and strategic planning designed...retirement goals. As part of your support team, our Wealth Strategists collaborate with you to develop customized financial… more
- Vanguard (Charlotte, NC)
- …new Controls and Governance department as a highly skilled and motivated senior controls advisor within the Advice and Wealth Management (AWM) Division. You will ... Training and Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy… more
- Truist (Charlotte, NC)
- …with complex relationships including but not limited to depository/treasury, lending and wealth solutions. Business Connect Advisor IIs will leverage their ... method of contact, expertise, and servicing. The Business Connect Advisor II works in a team environment to advise...prospects and ensure service levels are exemplary. Business Connect Advisor IIs are responsible for exhibiting key behaviors that… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. ... Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Support clients and provide financial advice and counsel consistent with client goals and risk… more
- Huntington National Bank (Charlotte, NC)
- …business segment that aligns with business priorities. + Serve as a trusted communications advisor for senior Wealth Management leadership . + Lead the creation ... Business Segment Communications, Associate Director will support Huntington's growing Wealth Management business , leading communications strategy and execution that… more
- Wells Fargo (Charlotte, NC)
- …Fargo. This role will be supporting the design and delivery of the Financial Advisor incentive plans across Wealth and Investment Management (WIM). In this role, ... plans. + Familiarity with financial services industry; experience in Financial Advisor Compensation a plus. + Knowledge and understanding of regulatory compliance… more
- American Heart Association (Charlotte, NC)
- …has an excellent opportunity for a **Senior Charitable Estate Planning** ** Advisor ** in our Mission Advancement department! **This individual can be home-based ... This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current and potential individual donors, to… more
- Wells Fargo (Charlotte, NC)
- **2026 Wealth & Investment Management (WIM) Analyst Program - Early Careers** **About this role:** Wells Fargo is seeking talented individuals to join the 2026 ... Wealth & Investment Management (WIM) Analyst Program. Learn more...clients. + **Client Relationship Group:** Oversees initiatives supporting financial advisor and client coverage teams, including Wells Fargo Advisors,… 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
- Vanguard (Charlotte, NC)
- Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a leading ... By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity. As a Vanguard Advisor… more
- Truist (Charlotte, NC)
- …while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities. ... services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments. 4. Knowledge of Operational Procedures and systems. 5. Knowledge… more
- Equitable (Charlotte, NC)
- Entry Level - Financial Advisor - NC, Charlotte (3623) ( PIN\_42276 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable Advisors ... goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client Engagement**… more
- Citizens (Charlotte, NC)
- …role in delivering exceptional service and operational excellence within our growing Wealth Management team. This is an operations-focused role that supports inbound ... inquiries and trade requests from end clients and financial advisor lines. This position is essential to maintaining client experience service levels and ensuring… more