- Wells Fargo (Davidson, NC)
- **About this role:** Wells Fargo is seeking a Financial Advisory Branch Manager - Producing in Wealth and Investment Management as part of Wells Fargo ... functions + Identify and recommend opportunities for growth of the designated branch and provide financial advice to the clients based on the required needs and … more
- Bank of America (Charlotte, NC)
- …connections to grow your network and business. Starting at a Merrill branch , you'll interact with Merrill financial advisors, institutional retirement ... * Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help… more
- Paychex (Charlotte, NC)
- …HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. ... within the area of district responsibility and within budgeted financial guidelines. + Recruits, selects, and directs sales staff...and brings them to the attention of the Zone Manager . + Manages line-by-line items of corporate assigned budgets.… more
- Bank of America (Charlotte, NC)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs. We believe trust...Job Description:** Solely responsible for the transfer of a Financial Advisor recruits' book of business from contra firms… more
- TIAA (Charlotte, NC)
- …Duties** + Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to ... management system and updates calendars. + Supports US Wealth Advisory Group broader campaigns, initiatives and blitzes as needed...2 years of experience in Securities sales within the Financial Services industry + Series 7 & 66 (or… more
- Huntington National Bank (Charlotte, NC)
- …+ Bachelor's Degree + At least 10 years of wealth management/ financial advisory /sales/relationship management experience in banking, investment management, or ... Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing,...Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work… more
- Regions Bank (Charlotte, NC)
- …the overall business and Regions' information technology strategy + Provides advisory and consultative services to businesses, information technology groups, and ... of Standards and Technology (NIST) Cyber Security Framework and the Federal Financial Institutions Examination Council (FFIEC) Cyber Assessment Tool to identify gaps… more