- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to… more
- Vanguard (Charlotte, NC)
- …investment guidance. + Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. + Deliver high-quality, ... efficient service while anticipating client needs and offering proactive solutions. + Collaborate across...period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving… more
- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... may not be permitted for certain roles, including, for example, certain FINRA- registered roles for which in-office attendance for the entire workweek is required.… more
- Compass Group, North America (Mooresville, NC)
- …company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. **Job ... to the accounts in your territory, while establishing and maintaining strong client relationships. Your goal is to achieve operational and financial goals in… more
- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... of the security roadmap and communicate the Technology Security vision to senior management and technical departments. * Coordinates with project team the… more