- HUB International (Charlotte, NC)
- …all forms ofpersonal property & casualty insurance business - with an emphasis in the Private Client /High Net Worth space + Maximizing growth and client ... and cross selling available products and services + Generating and pursuing new client opportunities + Develop and deliver formal proposals of insurance program +… more
- US Bank (Charlotte, NC)
- …has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, ... excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve...PWA is responsible for growth through internal and external sales and development of new client relationships… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client 's Wealth Plan. Duties and Responsibilities: + Builds relationships with existing and new clients and… more
- Bank of America (Charlotte, NC)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW… more
- Huntington National Bank (Charlotte, NC)
- …long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover ... client needs and offer most appropriate financial solutions for...appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great… more
- First Horizon Bank (Charlotte, NC)
- …and make referrals to bank partners, including but not limited to mortgage, wealth, private client , and business banking. * Proactive Client Outreach: ... Sales Leadership: Support a high-performing culture by coaching associates on sales , referrals, products and services as needed. ** Client experience** *… more
- Wells Fargo (Charlotte, NC)
- …credit analysis skills, and the ability to build lasting relationships with private equity firms, investment banks, and internal stakeholders. You'll identify new ... business opportunities, tailor financing solutions to client needs, and lead transactions from origination through execution,...**In this role, you will:** + Act as an advisor to develop or influence long-term goals for highly… more
- Bank of America (Charlotte, NC)
- …constructively with business partners and clients. The Credit Manager (CM) is aligned with the Private Client Advisor (PCA) in their goal of developing new ... end to end credit process for a portfolio of Private Bank clients and works with the Central Administration...The purpose of the CM is to collaborate with sales , credit and risk partners to deliver custom credit… more
- Deloitte (Charlotte, NC)
- …for a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a ... few. You will work directly with the client , manage the tax engagement team, have access to...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Charlotte, NC)
- …on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one ... conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax… more