- 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 with...the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets… more
- Bank of America (Charlotte, NC)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Huntington National Bank (Charlotte, NC)
- Description Summary:The Private Bank Service Specialist III, as part of Huntington Private Bank , is responsible for the day-to-day activities and ... of an officer. + Advises and counsels clients on bank products and services. + Assists the Advisor...Services experience + Notary public + Required when supporting Wealth Advisor Role: FINRA licensing and Microsoft… more
- Fifth Third Bank, NA (Charlotte, NC)
- …other tools as identified. + Memorialize and help to maintain, in collaboration with the Private Bank team, a Wealth Strategy for each client and prospect. ... . GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver Fifth...be able to converse with clients, their advisors, and Private Bank team members convincingly. + Remains… more
- Bank of America (Charlotte, NC)
- …Responsible for evaluating the design and execution of business processes/controls associated with Wealth Management activities (eg Private Bank and Merrill ... Senior Auditor, Wealth Management Charlotte, North Carolina;Stamford, Connecticut; Providence, Rhode...Connecticut; Providence, Rhode Island; Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common… more
- Wells Fargo (Charlotte, NC)
- … advisor and team-led client coverage, including Wells Fargo Advisors, Wells Fargo Private Bank , and our digital and contact center teams and Independent ... **2025 Wealth & Investment Management Summer Internship - Early...Channels + **The Private Bank (TPB):** Focused on creating a...Channels + **The Private Bank (TPB):** Focused on creating a premier experience for… more
- Wells Fargo (Charlotte, NC)
- … Wealth and Investment Management (including retail broker dealer, investment advisory, private bank and trust and lending). + Advise Compliance, Risk ... to support mortgage and consumer lending initiatives within the Wealth and Investment Management Division of the Legal Department....operations, strategies, or profitability + Serve as a legal advisor to the businesses within Wells Fargo + Review… more