- Regions Bank (Charlotte, NC)
- …the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the ... services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED and eleven… more
- US Bank (Charlotte, NC)
- …US Bank is strong and stable, and committed to our clients and employees. At Private Wealth Management , we are uniquely positioned for growth and are ... collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to...to grow and build a rewarding career. US Bank Private Wealth Management (PWM) helps… more
- JPMorgan Chase (Raleigh, NC)
- …meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to individuals ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...will be done with a consistent focus on relationship management , not portfolio management +… more
- US Bank (Charlotte, NC)
- … Management , SEC Regulations, FINRA Regulations, 12CFR9 Regulation, Investments, Wealth Operations, Private Banking) * Laws and regulations applicable to ... to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, … more
- Bank of America (Charlotte, NC)
- …the power to make a difference. Join us! **Role Overview** A Strategist in Wealth Management Consulting (WMC) answers a client's estate and financial planning ... Wealth Strategies Advisor Charlotte, North Carolina;Raleigh, North Carolina...major role in driving increased revenues by partnering with Private Client Advisors/ Private Client Managers/Trust Officers/ Portfolio… more
- Bank of America (Charlotte, NC)
- …with an established and prestigious financial services firm, most likely in a wealth management , private banking and/or trust field. + Knowledge ... evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio … more
- Bank of America (Charlotte, NC)
- …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... ensuring wealth management clients are knowledgeable of the...objectives. Skills: Attention to Detail Business Development Loan Structuring Portfolio Management Relationship Building Active Listening Analytical… more
- Truist (Charlotte, NC)
- …1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth , or Institutional Investment Management industry with 5+ ... Wealth trust accounts including personal trusts, special needs trusts, investment management , custodial and guardianship accounts. Manages a portfolio of… more
- Armstrong McGuire (Raleigh, NC)
- …Vision We envision a housing ecosystem that provides and promotes equity, generational wealth , health and wellness for the communities in which we work. Our Mission ... these projects leveraged $600 million in direct investment from both the private and public sectors. In addition to numerous designs, community service, and… more
- Truist (Winston Salem, NC)
- …serve the retail banking needs of our clients' owners/ management /teammates (eg Private Wealth Management , Truist@Work Financial Wellness, Momentum onUp, ... full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective...should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per… more
- Wells Fargo (Charlotte, NC)
- …advisory business. This Associate Counsel will be providing legal support for portfolio management and trading function across several legal entities, multiple ... focus on securities based lending, investor real estate, and specialized finance including private equity and hedge fund lending and law firm and partner capital… more
- North Carolina Agriculture & Technical State Unive (Greensboro, NC)
- …Five or more years work experience in university or non-profit philanthropy, wealth management , legal or financial disciplines involving estate planning with ... Our mission is to support the university through the enhancement and management of private resources by expanding opportunities for engagement, increasing… more