- Truist (Charlotte, NC)
- …certification (eg JD, MBA, CFP, CPA, or CTFA). 3. Experience working with Trust Financial Software **General Description of Available Benefits for Eligible ... fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment...time to time. 1. Understands and is conversant with financial and estate planning strategies and is able to… more
- Bank of America (Charlotte, NC)
- …to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated ... Advisor Development Program - Albemarle Road Financial...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Edward Jones (Charlotte, NC)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Thrivent Financial (Charlotte, NC)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed.… more
- Equitable (Charlotte, NC)
- Entry Level - Financial Advisor - NC, Charlotte (3488) ( PIN\_36674 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable Advisors ... deliver amazing customer experience while building long-term relationships that emphasize trust , guidance, and technology to deliver customized financial … 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. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… 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 ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- TIAA (Charlotte, NC)
- **Fraud Risk Sr Advisor ** The Fraud Risk Senior Advisor supports the leaders of the Fraud Risk Management program in the identification, measurement, assessment, ... + 3+ years of experience in fraud risk management gained in the financial services industry or in counter-fraud consulting **Preferred Qualifications:** + 5+ years… more
- Truist (Charlotte, NC)
- …in the Medical Specialty Group. Develops and deepens relationships through proactive financial consulting for all clients. Typically manages a portfolio of Medical ... less than 50% in Deposits. The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing… more
- Vanguard (Charlotte, NC)
- …and we want you to be a part of it! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that ... our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio...strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an… more
- Bank of America (Charlotte, NC)
- …and philanthropic planning. + Stays up to date with major developments in trust , estate/wealth transfer and financial planning, while following current and ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston,...years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working… more
- PNC (Charlotte, NC)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The ... senior management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments of… more
- Vanguard (Charlotte, NC)
- …mission, and we want you to be a part of it! As a Wealth Advisor within Vanguard's Advice & Wealth Management sub-division, you will develop tailored strategies that ... will help our clients achieve their unique financial goals. You will provide advice using ongoing portfolio...strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an… more
- First Horizon Bank (Charlotte, NC)
- …the location in the job posting. **Summary** The Business Risk and Controls Advisor supports the Marketing and Product Management organization. This role sits in the ... Experience managing enterprise and operational risk programs at a large financial institution. + Experience interacting with federal banking regulators including… more
- Sedgwick (Charlotte, NC)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your ... Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Claims Advisor , Professional Liability (A&E, D&O, EPL) Will focus on miscellaneous… more
- Truist (Charlotte, NC)
- …support of Truist Wealth's fiduciary businesses, including Wealth Fiduciary (personal trust ), Institutional Investment Management, and Corporate Trust & Escrow ... Matter Expert (SME) to assigned Business Units, primarily Wealth Fiduciary (personal trust ), Institutional Investment Management, and Corporate Trust & Escrow… more
- Truist (Charlotte, NC)
- … Financial Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter ... and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Wells Fargo (Charlotte, NC)
- …(IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Microsoft Corporation (Charlotte, NC)
- Join the Financial Services Team as an Strategic Enterprise Account Director, you will have the opportunity to drive Transformation in partnership with our most ... recovery action plan to improve customer's overall experience. Builds trust and loyalty with the customer by providing up-to-date...(KPIs). + Earns and maintains status as a trusted advisor to C-level business decision makers of the assigned… more
- First Horizon Bank (Charlotte, NC)
- …performance. You will leverage your deep understanding of the organization's financial and operational context to provide leadership and direction, becoming a ... trusted advisor within the senior management team. Your focus will...Cultivate a comprehensive understanding of business unit practices and financial drivers to provide effective consultation on organizational issues.… more