- Huntington National Bank (Charlotte, NC)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... Basic Qualifications: + High School Diploma + Minimum of 1 year of investment sales experience + Series 7, 63, 65/66 and Life and Health Licenses Preferred… more
- Truist (Charlotte, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Comerica (Charlotte, NC)
- Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the ... management, are customer focused, and drive for results. Position Responsibilities: Sales Management * Achieve annual new business fee goals by formulating… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas ... . **In this role you will:** + Assist Financial Advisor (s) with sales , service, and operational related activities such as providing service… more
- Armstrong McGuire (Charlotte, NC)
- …provide affordable housing and empower communities? If so, you may be the next Senior Vice President of Operations (SVPO) at Habitat for Humanity of the Charlotte ... next SVPO? Serving as an integral member of the senior leadership team, the SVPO is responsible for driving...effectiveness of the retail operations with focus on maximizing sales ($9+ million annually) and net income ($1.8 million… more
- Bank of America (Charlotte, NC)
- … Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales , Licensed Supervision, Registration & ... Senior Auditor, Wealth Management Charlotte, North Carolina;Stamford, Connecticut; Providence, Rhode Island; Wilmington, Delaware **Job Description:** At Bank of… more
- JPMorgan Chase (Charlotte, NC)
- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the ... cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve...client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States… more
- CoStar Realty Information, Inc. (Charlotte, NC)
- Sales Executive - LoopNet Digital Advertising - Charlotte, NC Job Description CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential ... powerhouse global team to reach our goals. As a Sales Executive with LoopNet you will be part of...frequency, reach and brand efficacy and highlighting return on investment using our proprietary analytic tools and reporting capabilities.… more
- Deloitte (Charlotte, NC)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... career for you! What you'll do As a Tax Senior Manager, you will draw on experience in accounting...taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of… more
- Equitable (Charlotte, NC)
- …of dedicated professionals that focus on Equitable Advisors platform of investment products and advisory solutions. Responsibilities of the Product Manager include: ... of multiple, smaller projects + Develop formal recommendations and presentations for senior management + Motivate staff and ensure that proper management practices… more
- US Bank (Charlotte, NC)
- …The position offers candidates an opportunity to serve as a strategic partner and advisor to our Marketing and Analytics leadership team and a career with exposure ... bring to the group. Meaningful collaboration, participation in the community, and investment in the development of the Law Division are expected from candidates.… more