- Optiv (Charlotte, NC)
- The Sr. Client Solutions Advisor (Sr. Portfolio Security Advisor ) (SA) plays a critical role in serving as a trusted partner to Optiv's Fortune 100 clients ... real-world knowledge and can design pragmatic security solutions tailored to each client 's unique environment and provide our clients and sellers with consistent… more
- Hendrick Automotive Company (Charlotte, NC)
- …This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: + Meets dealership sales goals. + Greets customer ... and determines make, type, and quality of vehicle desired. + Explains features and demonstrates operation of vehicle in showroom or on demonstration drive. + Suggests optional equipment for customer to purchase. + Computes and quotes sales price, including… more
- Truist (Charlotte, NC)
- … client segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business ... More than 5 years of credit experience Successful experience as a client advisor with proven results **General Description of Available Benefits for Eligible… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: Responsible for handling complex client servicing escalations through various workflow avenues, ensuring the delivery of an optimal and ... consistent client experience and providing critical welcome support for newly...reseller (VAR)/Gateway support. Duties and Responsibilities: + Handles complex client servicing escalations through various workflow avenues, ensuring the… more
- HUB International (Charlotte, NC)
- …ofpersonal property & casualty insurance business - with an emphasis in the Private Client /High Net Worth space + Maximizing growth and client retention through ... and cross selling available products and services + Generating and pursuing new client opportunities + Develop and deliver formal proposals of insurance program +… more
- Truist (Charlotte, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's...of client records. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing… more
- Wells Fargo (Charlotte, NC)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as...this role you will:** + Assist FINET independent Financial Advisor (s) colleagues with service and operational related activities such… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, ... delivering, and managing a high-net-worth client 's Wealth Plan. Duties and Responsibilities: + Builds relationships...coordinates the involvement of other specialists to fulfill the client 's Wealth Plan with a strong focus on capturing… more
- Deloitte (Charlotte, NC)
- … + Executive Relationship Ownership + Lead Technical Architect for Appian Programs + Advisor to Client Enterprise Architecture + Trusted Advisor to Clients ... to create and develop the best solution based on client requirements. Firm + Pre-eminent Technical Advisor ...on client requirements. Firm + Pre-eminent Technical Advisor Across the Firm + Solution Architect for Business… more
- Truist (Charlotte, NC)
- …States of America) **Please review the following job description:** The Lending Advisor is a geographically (or segment) based, client -facing role, partnering ... and ultra-high net worth clients and prospects. The Lending Advisor is an active member of the client... Advisor is an active member of the client relationship team, providing loan structure and credit advisory… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- Edward Jones (Charlotte, NC)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- Bank of America (Charlotte, NC)
- Merrill Financial Solutions Advisor - Charlotte & Associates Market Charlotte, North Carolina;Huntersville, North Carolina **Job Description:** **Job Description** ... and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and… more
- Deloitte (Charlotte, NC)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account ... and financial processes, both to individual projects and to client accounts. Recruiting for this role ends on March...with your support network (Manager, Coach and On Boarding Advisor ) on a monthly basis The Ideal Candidate will… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... Responsible for developing and deepening client relationships through needs-based, high-level client service...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Thrivent Financial (Charlotte, NC)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor… more
- H&R Block (Charlotte, NC)
- **524599BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- PNC (Charlotte, NC)
- …between investment services and strategy and the advisors in the field. Supports the advisor on client requests for new business or specific client ... updating internal and external vendor systems, as well as preparing client deliverables and communications to the Retirement Plan Advisors. Preferred… more
- Truist (Charlotte, NC)
- …providing for an easier method of contact, expertise, and servicing. The Business Connect Advisor II works in a team environment to advise a pool of clients with ... but not limited to depository/treasury, lending and wealth solutions. Business Connect Advisor IIs will leverage their expertise and business acumen to facilitate… more
- Black & Veatch (Charlotte, NC)
- **Senior Advisor - Strategic Asset Management Group** Date: Jan 9, 2025 Location: Virginia Beach, VA, US US Company: Black & Veatch Family of Companies At Black & ... **Job Summary** Black & Veatch has an exciting opportunity for a Senior Advisor in our Strategic Asset Management group within our Specialized Solutions practice.… more