- Vanguard (Charlotte, NC)
- …make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to join our teams in North Carolina,...using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors… more
- 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
- 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
- JPMorgan Chase (Charlotte, NC)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… 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
- 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
- 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, ... or Professional Services background helpful. + Experience with advice and wealth management business preferred. + Strong understanding of regulatory requirements and… 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
- Bank of America (Charlotte, NC)
- … Development Program Client Associate Charlotte, North Carolina **Job Description:** ** Advisor Development Program Client Associate** Merrill Wealth Management ... is culture driven, resilient, results focused and effective. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA -… 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
- Wells Fargo (Charlotte, NC)
- …Fargo** . It all begins with outstanding talent. It all begins with you. ** Wealth & Investment Management (WIM)** is one of the United States' leading providers of ... financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet… more
- Truist (Charlotte, NC)
- …States of America) **Please review the following job description:** The Wealth Credit Delivery Portfolio Manager is responsible for underwriting loan transactions, ... for new business-purpose (ie wholesale) credit requests. In addition, the Wealth Credit Delivery Senior Portfolio Manager proactively manages an assigned portfolio… 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
- Bank of America (Charlotte, NC)
- Wealth Management Client Associate Charlotte, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- Bank of America (Charlotte, NC)
- Credit Manager, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina;Dallas, Texas; New York, New York; Miami, Florida **Job Description:** ... Credit Manager (CM) is aligned with the Private Client Advisor (PCA) in their goal of developing new custom...goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth… 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