- Huntington National Bank (Charlotte, NC)
- …as assigned. Basic Qualifications: + Bachelors Degree + 5 or more years of Investments/ Analyst experience Exempt Status: (Yes = not eligible for overtime pay) ... Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages… more
- Truist (Charlotte, NC)
- …relationships with next generation beneficiaries leading to our ability to enhance our client families' experience as well as being able to continue working ... of America) **Please review the following job description:** Supports Wealth relationship team in creating and delivering advanced planning...to perform the essential functions. 1. Eight years of client advisory experience working with high or… more
- Zions Bancorporation (Charlotte, NC)
- …With a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development ... Markets. Zions Capital Markets Zions Capital Markets provides targeted, client -driven financing and advisory solutions to help companies across...Capital Markets is hiring a Senior Middle Office Business Analyst V. You will play a key role in… more
- Bank of America (Charlotte, NC)
- …include tax research, transaction analysis, and partnering closely with EAS Advisor and Analyst to coordinate service fulfillment for each client . Reports to EAS ... 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
- Truist (Charlotte, NC)
- …(including extended business leadership training, Banking School Graduate) and related experience . 2. Technical certifications (eg Chartered Financial Analyst ... closely with leaders, as well as aligned partners Strategy, Business Enablement, Client Profitability, and Finance. This role will advise executive leadership on… more
- Comerica (Charlotte, NC)
- Wealth Management/Trust Analyst Internship We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so ... explore related business areas outside of Trust for a well-rounded, client -focused experience . Equal Opportunity Employer Minorities/Women/Protected… more
- KPMG (Charlotte, NC)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In ... 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
- Truist (Charlotte, NC)
- …Accounting or related field or equivalent combination of education and relevant work experience . 2. Five years of analyst or supervisory/manager experience . ... Portfolios supported are ASG, ABL, CIB, CCB, Dealer Finance, CRE, and Wealth products. Under general direction, identify, assess, research, and resolve complex… more
- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking an Investment Portfolio Control Associate for the Wealth and Investment Management (WIM) Investment Risk team. The WIM Investment Risk ... the Fiduciary and Trust Services business, including the high-net-worth and ultra-high-net-worth client segments. Learn more about the career areas and lines of… more