- Vanguard (Charlotte, NC)
- …world of opportunity At Vanguard, clients are our most important asset. As a Senior Financial Advisor , you will be tasked with looking out for our clients' best ... In this position, you will play the role of Financial Planner, Book of Business Manager and Behavioral Coach...chance for investment success. To achieve this mission, Personal Advisor Select's primary focus in is providing the best,… more
- Truist (Charlotte, NC)
- …review the following job description:** The Sports & Entertainment Group (SEG) Wealth Advisor Associate is responsible for partnering with the SEG Wealth Advisors in ... and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL DUTIES AND RESPONSIBILITIES… 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
- Truist (Charlotte, NC)
- …Street, Charlotte, NC 2. 201 Alhambra Circle, Coral Gables, FL Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group ... portfolio of high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...7+ years in the role as a Wealth Support Specialist or equivalent work-related experience 2. Excellent organizational skills… more
- Wells Fargo (Charlotte, NC)
- …provides clients access to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver a full range of ... meet clients' unique needs and to help them achieve financial goals. WIM provides financial products and...Wells Fargo is seeking a Senior Lead Business Accountability Specialist to support the efforts of the Governance Team… more
- Equitable (Charlotte, NC)
- Investment Product Sales Specialist ( 240000AQ ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-Remote **Organization** : ... help unlock your potential? The key objectives of the Investment Product Sales Specialist are to build relationships with the Equitable Advisors field force and… more
- Amazon (Charlotte, NC)
- Description We are seeking a dynamic, specialist Program Manager - Strategic Pursuits, for our Enterprise Transformation team within AWS Partner Organization. ... customers, partner and AWS. We are seeking a dynamic, specialist Program Manager for our Strategic Pursuits team. In...in this role, you will work as a strategic advisor to the internal and external stakeholders while driving… more
- TEKsystems (Fort Mill, SC)
- …a reputable financial company is hiring for a hybrid Compensation Specialist role with competitive pay and growth opportunity! Job Description: + Daily ... Additional tasks to match changing business needs + Ensure financial advisors are paid out on time and accurately....+ Do a lot of heavy research related to advisor 's financials/payments and maintain a great relationship with our… more
- Truist (Charlotte, NC)
- …managers, deepen our client relationships and better position Truist as a trusted advisor . Lead deal teams and support CCB bankers in collaborative deal team ... in Sponsor Coverage, Syndicated & Leveraged Finance, Investment Banking, M&A, Financial Risk Management and Business Transition Advisory Group/Wealth to drive… more
- Truist (Charlotte, NC)
- …review the following job description:** An extension of the Truist Wealth Advisor 's in-market team committed to providing a differentiated servicing and problem ... Ability to find specialized solutions for clients that have more complex financial needs while remaining compliant with the existing branch operations manual, audit,… more
- Bank OZK (Charlotte, NC)
- …relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team ... professional disposition + Ability to demonstrate confidence and act as a trusted advisor + Ability to communicate effectively both verbally and in writing + Ability… more
- Bank of America (Charlotte, NC)
- …RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months + Enthusiastic, ... Senior Banker - University City Financial Center Charlotte, North Carolina **Job Description:** At...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Truist (Charlotte, NC)
- …(CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered ... 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)
- **About this role:** Wells Fargo is seeking a Senior Lead Business Accountability Specialist to join the Governance, Risk Strategy, and Execution (GRSE) team within ... and communications with a critical eye for every detail + Act as an advisor to senior leadership to develop or influence plans, specifications, resource needs, and… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Busy Season? You've earned your stripes as a tax specialist and tapped into the world of cutting-edge tax...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Tax Compliance and Busy Season? Are you a tax specialist with experience in federal/tax and or partnership tax...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Wells Fargo (Charlotte, NC)
- …within CSBB. **In this role, you will:** + Serve as strategic advisor and partner for deriving business-level impact through administration of program routines, ... but not limited to, Operational Risk Foundational Programs (ORFP), operational risk specialist / risk type teams (RTTs) teams, Operational Risk Business Management,… more
- Deloitte (Charlotte, NC)
- …you will work directly with clients, building a relationship as a trusted tax specialist and advisor - the "go-to" tax professional. You will collaborate daily ... knowledge and experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their business practices and… more