- 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)
- …Business owner of a product, system or application of the Truist Wealth platform including but not limited to: account opening, Intranet: e-sign, workflows ... and other teammate facing applications and tools for the Truist Wealth organization. Responsible for defining the strategy, analyzing potential solutions and driving… more
- Vanguard (Charlotte, NC)
- Join the new Controls and Governance department as a highly skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. ... or Professional Services background helpful. + Experience with advice and wealth management business preferred. + Strong understanding of regulatory requirements and… 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
- Vanguard (Charlotte, NC)
- …and Governance department as a highly skilled and motivated senior controls advisor within the Advice and Wealth Management (AWM) Division. You will play ... Training and Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy… 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
- Wells Fargo (Charlotte, NC)
- …Overview** WIM Early Careers seeks to attract, develop, and retain exceptional **rising- senior ** students to Wealth & Investment Management. Our goal is ... Fargo is seeking talent to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more about the career areas and lines of… 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 ... for offering personalized advice and wealth management related to Special Needs Trusts for HNW...with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs,… more
- Nuveen Investments (Charlotte, NC)
- The VP, Wealth Alternatives Product Manager will be responsible for managing the product lifecycle of Nuveen's private capital wealth offerings (BDCs, tender ... Duties** + Lead the ongoing product lifecycle for Nuveen's private capital wealth offerings (BDCs, tender offer funds, drawdown access vehicles) + Partner closely… more
- Wells Fargo (Charlotte, NC)
- …Associate General Counsel, Executive Director in the Legal Department as part of the Wealth and Investment Management (WIM) division, with a focus on wealth ... new lending products and initiatives; and banking for private wealth clients + Advise on bank and broker dealer...lending activities + Serve as a more experienced legal advisor to more experienced management of the businesses within… 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
- 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...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- First Horizon Bank (Charlotte, NC)
- …responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of ... in conformance with internal audit methodology; + seasoned and strategically minded senior internal auditor with a deep understanding of banking and financial risk… more
- First Horizon Bank (Charlotte, NC)
- …site at location listed in job posting. **Summary** : The Business Risk and Controls Advisor sits in the first line of defense and is responsible for executing risk ... preparation of materials, assessment and remediation of findings, and provide updates to senior management. * Develop risk reporting that provides a holistic view of… 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
- Bank of America (Charlotte, NC)
- Senior Auditor Charlotte, North Carolina;Pennington, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Senior -Auditor\_25029053-2) **Job Description:** At Bank of America, we are… more
- TIAA (Charlotte, NC)
- **Sr. Financial Planner** The Senior Financial Planner writes and supports financial planning for Wealth Management Advisors, Advisory Consultants, and other ... plans and uses intermediate-level communication skills to provide on-demand support to wealth management advisory teams via the Advice and Planning Helpdesk Services… more
- Wells Fargo (Charlotte, NC)
- …and business alignment. + **Executive Partnership** Serve as a trusted advisor to senior leaders, proactively identifying opportunities where data ... to grow. Join us! **About this role:** Wells Fargo is seeking a Senior Lead Business Intelligence Consultant within the Data, Analytics and Reporting (DAR) team… 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
- Bank of America (Charlotte, NC)
- Business Banking Senior Relationship Manager - Charlotte, NC Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Business-Banking- Senior -Relationship-Manager Charlotte--NC\_25019134-2) **Job Description:** At Bank of America, we… more