- Vanguard (Charlotte, NC)
- …career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a… more
- Vanguard (Charlotte, NC)
- Join the new Controls and Governance department as a highly skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. ... or Professional Services background helpful. + Experience with advice and wealth management business preferred. + Strong understanding of regulatory requirements and… 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 ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Vanguard (Charlotte, NC)
- Join the new Controls and Governance department as a highly skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. ... 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
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Securities Based Lending Wealth Underwriter in Wealth and Investment Management. Learn more about ... **In this role, you will:** + Act as an advisor to senior leadership to develop or...to others + Provide vision, direction, and expertise to senior leadership within the Wealth Underwriting functional… more
- Truist (Charlotte, NC)
- …recommendations for new business-purpose (ie wholesale) credit requests. In addition, the Wealth Credit Delivery Senior Portfolio Manager proactively manages an ... Firms, with an average revenue size of $50MM. The Wealth Credit Delivery Senior Portfolio Manager will...client expectations. Actively communicate throughout the process with the advisor team, and in some cases directly with the… more
- Deloitte (Charlotte, NC)
- …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 tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Wells Fargo (Charlotte, NC)
- …deliverables and drive new initiatives + Strategically collaborate and consult with Wealth Underwriting peers, colleagues, and mid-level to senior level managers ... begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the...and clear and concise underwriting memos for consumption by senior leaders and credit-risk decision makers; + Develop subject… more
- Vanguard (Charlotte, NC)
- …your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor ... 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial ...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- Equitable (Charlotte, NC)
- Financial Advisor Recruiter (Strong Comp. Plan) ( 25000086 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... unlock your potential? Equitable is looking for an Financial Advisor Recruiter to join our team! This position plays...position plays a crucial role in supporting the Territory Senior Vice President (SVP) by managing the recruiting pipeline… more
- First Horizon Bank (Charlotte, NC)
- …the location in the job posting. **Summary** The Business Risk and Controls Advisor supports the Marketing and Product Management organization. This role sits in the ... preparation of materials, assessment and remediation of findings, and provide updates to senior management. + Develop risk reporting that provides a holistic view of… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a **Business Growth Strategy Senior Manager** to lead and manage a team of internal recruiters who focus on growing our ... the tools, resources, and guidance necessary to identify, attract, and advance top advisor talent. **In this role, you will:** + Manage and develop a Business… more
- Equitable (Charlotte, NC)
- Senior Relationship Manager, Advisory and Investment Consulting ( 250000AP ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... help unlock your potential? The key objectives of the Senior Relationship Manager on the Advisory and Investment Consulting...support of FPs, with particular emphasis on those building wealth planning practices + Increase new assets + Growth… more
- First Horizon Bank (Charlotte, NC)
- …in the job posting. **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... make referrals to bank partners, including but not limited to mortgage, wealth , private client, and business banking. * Proactive Client Outreach: Conduct regular… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: Huntington Capital Markets Senior Managing Director, Capital Advisory will lead a team of colleagues covering our growth oriented, privately ... skillset, deepening client relationships, and better positioning Huntington as a trusted advisor . + Play a leadership role in our enterprise Strategic Lifecycle… more
- Truist (Charlotte, NC)
- …Group (SEG) Corporate Relationship Manager is responsible for partnering with the Senior Corporate Relationship Manager for growth of the national Sports & ... opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL...to time. * Reporting to the SEG Sr. Corporate Wealth Relationship Manager to ensure consistent execution of SEG… more
- Wells Fargo (Charlotte, NC)
- …support our Advisory Strategy programs. This includes efforts such as our Advisor Directed programs and our Personalized Unified Managed Account (P-UMA) program. It ... supports a variety of related functions such as advisory tax management, advisor trading, billing, account maintenance, operational support platforms, and advisor… more
- Truist (Charlotte, NC)
- …one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth , etc.). The LOB Strategic Execution and Business Management Lead will support ... to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to… more
- Comerica (Charlotte, NC)
- Job Description Senior Trust Client AssistantOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to ... administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Client Assistant… more