- Wells Fargo (Davidson, NC)
- **About this role:** Wells Fargo is seeking a Financial Advisory Branch Manager - Producing in Wealth and Investment Management as part of Wells Fargo ... functions + Identify and recommend opportunities for growth of the designated branch and provide financial advice to the clients based on the required needs and … more
- Huntington National Bank (Charlotte, NC)
- …and manage a team of Financial Advisors supporting a Retail Banking branch network. The HFA Region Manager oversees regional sales activities, regulatory ... Description Summary: The HFA Region Manager is an excellent career opportunity to lead...and care for HFA clients to include their planning, advisory , brokerage and insurance solutions. Duties and Responsibilities: +… more
- Bank of America (Huntersville, NC)
- …connections to grow your network and business. Starting at a Merrill branch , you'll interact with Merrill financial advisors, institutional retirement ... * Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help… more
- Truist (Charlotte, NC)
- …leadership, while maintaining a focus on mitigating risk for the firm from financial , reputation and regulatory items. Ensure that the advisors and teams, OSJs ... and/or branch offices are following industry rules, regulations as well...overall transaction and escalate complex matters to Team Lead, manager and/or Regional Sales Management. Review of Electronic Correspondence/Social… more
- PulteGroup (Charlotte, NC)
- …Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training ... through centralized mortgage operations center. Business and production relationship manager and liaison to Mortgage Operations team. Primary Job Responsibilities… more
- Regions Bank (Charlotte, NC)
- …the overall business and Regions' information technology strategy + Provides advisory and consultative services to businesses, information technology groups, and ... of Standards and Technology (NIST) Cyber Security Framework and the Federal Financial Institutions Examination Council (FFIEC) Cyber Assessment Tool to identify gaps… more