- US Bank (Charlotte, NC)
- …specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and ... at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their...A passion for problem-solving and acting as a strategic advisor - Ability to make critical decisions independently and… more
- 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
- PNC (Charlotte, NC)
- …respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based in Austin, Dallas, ... or West Palm Beach, FL, Birmingham, AL, Charlotte, NC, or Phoenix, AZ. PNC Wealth Advisors execute an advice and planning strategy focused on helping clients meet… more
- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Truist (Charlotte, NC)
- …to the client to deepen client relationships. Partners with other Truist Wealth product specialists, including investments, trust, mortgage, insurance, etc., using a ... relationships with clients, referral sources, Centers of Influence and Wealth Strategists. Adheres to Truist Wealth client...facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals… more
- US Bank (Charlotte, NC)
- …is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all ... areas of Wealth Management. This position requires National Mortgage Licensing System...of experience in high and ultra-high net worth client wealth management activities **Preferred Skills/Experience** - Excellent relationship management,… more
- Navy Federal Credit Union (Matthews, NC)
- …local seminars and member engagement events to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business based on ... services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or… more
- Truist (Charlotte, NC)
- …remote position. Preference is to be located within the Truist geography. The Wealth Fiduciary Account Opening directly oversees and is responsible for all facets ... a centralized point of contact for the opening of Wealth Management accounts and monitoring the process from beginning...fiduciary matters, as well as giving advice to client-facing wealth teams on proper procedures and policies necessary for… more
- Vanguard (Charlotte, NC)
- …a highly skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. Reporting to the AWM Head of Controls and Governance, ... Training and Awareness: Develop and maintains knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy… more
- Truist (Charlotte, NC)
- …Serve as a dedicated localized supervisor for assigned group of high performing Wealth Brokerage advisor teams and primary point of contact for Central ... for effectively and proactively identifying, mitigating, and managing risks for the Wealth Brokerage advisors. This position will be responsible for supervising the… more
- Wells Fargo (Charlotte, NC)
- …of professionals and managers across the enterprise and serve as an expert advisor within Wealth Underwriting functional area to leadership on loans, portfolio ... Fargo is seeking a Senior Lead Securities Based Lending Wealth Underwriter in Wealth and Investment Management....**In this role, you will:** + Act as an advisor to senior leadership to develop or influence objectives,… more
- Truist (Charlotte, NC)
- …following job description:** * This position is located on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio ... of high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the...director. 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain… more
- Deloitte (Charlotte, NC)
- Senior Consultant, Industry Solutions, Wealth Management What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, and ... experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching,… more
- Wells Fargo (Charlotte, NC)
- …all begins with you. **About this role:** Wells Fargo is seeking a Lead Wealth Underwriter Working at Wells Fargo | Jobs and Careers at Wells Fargo ... Fargo Home Lending (WFHL) to provide Residential Mortgage Products for our Wealth Clients. The Residential Real Estate Alliance provides full-service, consistent and… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Securities Based Lending Wealth Underwriter in Wealth and Investment Management. Learn more about our career ... act as a key participant in large-scale planning for Wealth Underwriting + Review, analyze, and evaluate complex challenges...mentor + Partner with Custom Credit Banker and Financial Advisor to provide guidance on due diligence, credit, and… more
- Bank of America (Charlotte, NC)
- Wealth Management Client Associate Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Wealth -Management-Client-Associate\_25023198) **Job Description:** Merrill Wealth Management is… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking talent to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more about the career areas and lines of ... business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) **Business Overview** Wealth & Investment Management, or WIM, is one of the United… more
- Bank of America (Charlotte, NC)
- Credit Manager/Sr Credit Manager Global Wealth & Investment Management Custom Lending Charlotte, North Carolina;Dallas, Texas; New York, New York; Miami, Florida ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Credit-Manager--Global- Wealth Investment-Management-Custom-Lending\_25022322) **Job Description:** At Bank of America, we… more
- Deloitte (Charlotte, NC)
- …to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What You'll Do As ... a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's… more
- Deloitte (Charlotte, NC)
- …to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on May 31, 2026. What You'll Do As ... a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more