- PNC (Charlotte, NC)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr . within PNC's Asset Management Private Bank organization, ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more
- Sands Investment Group (Charlotte, NC)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Atria Wealth Solutions (King, NC)
- …Services, LP ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through CFS: are not NCUA/NCUSIF or ... (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC...in their commitment to serving our members. The Allegacy Investment Group is seeking a financial professional guided by… more
- Guardian Life (Raleigh, NC)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
- Principal Financial Group (Charlotte, NC)
- …and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- Microsoft Corporation (Charlotte, NC)
- …helping prevent future problems from occurring and achieving more from their Microsoft investment . For the Principal Technical Support Advisor role, we are ... to operational processes. + Process Improvement: Refine processes by partnering with senior leadership across global teams, lead efforts to improve diagnostic data… more
- Bank of America (Raleigh, NC)
- Business Banking Sr Relationship Manager -NC Triangle Raleigh, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/RALEIGH/Business-Banking- Sr -Relationship-Manager--NC-Triangle\_25036956) **Job Description:** At Bank of America, we are… more
- Lincoln Financial (Greensboro, NC)
- …as a subject matter expert and provide highly specialized legal counsel to Senior Management for Lincoln's SEC-registered investment adviser that is responsible ... including advice regarding fund operations and fund board matters. Familiarity with the Investment Company Act of 1940 (1940 Act), the Investment Advisers Act… more
- Charles Schwab (Raleigh, NC)
- …and process improvement, and technical platform solutions for Schwab's digital investment performance reporting experiences. Our mandate is to design and optimize ... and tools to deliver an experience that exceeds clients' and Schwab advisor expectations. To do this, we collaborate with partners and delivery organizations… more
- Evolent (Raleigh, NC)
- …Stay for the culture. **What You'll Be Doing:** Evolent is looking for a Senior Director of FP&A (Services) to join our team of Finance professionals working to ... stakeholders at all levels. * Act as a strategic advisor , building trusted relationships with business leaders and providing...a trusted SME and thought partner to Finance and Senior Leadership. * Drive strategic initiatives and solve complex… more
- AECOM (Raleigh, NC)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... technical practice leader for the North Carolina work zone team and policy advisor for public agencies. + Prepare, review, and exercise responsible charge for… more
- Vanguard (Charlotte, NC)
- …and 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 ... success by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... (COI), work with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs, reviews fiduciary tax… 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 ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Vanguard (Charlotte, NC)
- …to grow your career. By applying to this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard Advisor , You Will: + ... Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified...strategies, and additional financial planning support. + Develop personalized investment strategies and deliver financial planning guidance for the… 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; specifically ... **Insurance, Asset Management, Wealth or RIA Investment Banking** . Individuals are highly skilled at managing clients, identifying opportunities and running all… more
- Wells Fargo (Charlotte, NC)
- …**About this role:** Wells Fargo is seeking a Lead Software Engineer for the Advisor Platform Technology team within Wealth & Investment Management. We are ... an experienced full-stack developer who will lead strategic initiatives for the Advisor Platform Group to drive a best-in-class Financial Advisor experience.… more
- Vanguard (Charlotte, NC)
- Join the new Controls and Governance department as a highly skilled and motivated senior controls advisor within the Advice and Wealth Management (AWM) Division. ... Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy changes.… more
- EDB (Raleigh, NC)
- …information, visit www.enterprisedb.com **What your impact will be ** EDB is hiring a Senior Technical Account Manager ( Sr . TAM) for North America. The Sr ... typically large accounts adopting Postgres across their data-centers. The Sr . TAM serves as a trusted technical advisor...senior technical leadership team and become their trusted advisor . + Help EDB customers maximize the value of… more