- 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
- 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
- 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
- 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)
- …role:** The **Client Relationship Group** (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and ... prioritization of the Advisor Desktop experience and Advisor tools to... channels. The team drives close collaboration across all Wealth & Investment Management product vertical to drive a… 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
- 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
- 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
- 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
- KeyBank (Charlotte, NC)
- …the Americas - New York, New York 10019 **ABOUT THE JOB:** The senior banker will source, pitch and execute transactions in Financial Services industry. Individuals ... the origination, execution and closing of M&A transactions. + Establish Trusted Advisor relationship with important corporate and private equity clients to drive… more
- First Horizon Bank (Charlotte, NC)
- …requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter + Finalize term sheets to meet ... high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, investments,… more
- Wells Fargo (Charlotte, NC)
- …multi-day event plans that support the Corporate & Investment Bank (CIB) and Wealth & Investment Management (WIM) lines of business. The individual in this role ... will serve as a trusted advisor , providing recommendations on logistics, communication, and contingency planning. This position offers a hybrid work schedule and… more
- Anywhere Real Estate (Charlotte, NC)
- …strategy and development of new products, services, and go-to-market plans. This senior , individual contributor role will report into the SVP, Growth at Anywhere ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Anywhere Real Estate (Charlotte, NC)
- ** Senior Director of Strategic Marketing, Anywhere Integrated Services** **About Anywhere Real Estate** Anywhere Real Estate (NYSE: HOUS) is the largest residential ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more