- Comerica (Charlotte, NC)
- Senior Wealth Planner ( Wealth Planner III), Wealth Management The Senior Wealth Planner role is responsible for assisting members of the ... wealth planning team with developing customized financial plans for...Most Sustainable Corporations Position Responsibilities: * Provide financial and wealth transfer strategies and solutions through the creation of… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: The Wealth Planner is responsible for overseeing Huntington Private Bank's financial planning experience to high-net-worth clients within ... can help. + Assist in building of and presentation of Wealth Insights. + Assist the Wealth Strategists, as needed. + Maintains and expands knowledge within the… more
- Deloitte (Charlotte, NC)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST,… more
- Deloitte (Charlotte, NC)
- …to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST,… more
- Equitable (Charlotte, NC)
- Wealth Management Associate- Retirement Benefits Group - NC, Charlotte (3918) ( 2000057P ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... for hire + Ability to specialize in numerous areas from being a Certified Financial Planner , to a junior or senior partner in a firm model, to employee and executive… more
- Bank of America (Charlotte, NC)
- …to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next ... role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a… more
- Truist (Charlotte, NC)
- …of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 8. Establish strong partnerships with ... Wealth and Commercial teams and other internal business partners...Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking experience helpful… more
- Equitable (Charlotte, NC)
- …**Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. ... We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In… more
- Truist (Charlotte, NC)
- …with banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years' experience in ... level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist… more
- Deloitte (Charlotte, NC)
- …dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in ... + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based on the… more