- 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
- Vanguard (Charlotte, NC)
- …Governance department as a highly skilled and motivated Senior Risk and Control Advisor to the Advice and Wealth Management (AWM) Division. This role will ... or Professional Services background helpful. + Experience with advice and wealth management business preferred. + Strong understanding of regulatory requirements and… more
- Truist (Charlotte, NC)
- …shift (United States of America) **Please review the following job description:** This Senior Technology Risk Advisor role is responsible for ensuring strong ... problem solving and decision-making skills in complex environments and with senior leadership + Strong time management and organizational skills adaptable to… 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
- Truist (Charlotte, NC)
- …recommendations for new business-purpose (ie wholesale) credit requests. In addition, the Wealth Credit Delivery Senior Portfolio Manager proactively manages an ... Firms, with an average revenue size of $50MM. The Wealth Credit Delivery Senior Portfolio Manager will...client expectations. Actively communicate throughout the process with the advisor team, and in some cases directly with the… more
- Deloitte (Charlotte, NC)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... 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
- Truist (Charlotte, NC)
- …Enterprise Technology, Governance & Controls, and Risk Management organizations. The GCO Senior Risk Advisory Manager I is responsible for providing first line of ... cause, the corrective action plans, and work with business partners and GCO advisor team to successfully implement and document remediation. + Support the business… more
- Wells Fargo (Charlotte, NC)
- …deliverables and drive new initiatives + Strategically collaborate and consult with Wealth Underwriting peers, colleagues, and mid-level to senior level managers ... **About this role:** Wells Fargo is seeking a Lead Wealth Underwriter Working at Wells Fargo | Jobs and...mentor + Partner with Custom Credit Banker and Financial Advisor to provide guidance on due diligence, credit, and… more
- Fifth Third Bank, NA (Charlotte, NC)
- …the next step? Discover a career in banking at Fifth Third Bank. General Function The Senior Credit Advisor is a key member of Fifth Third's Private Bank team of ... simplify financial complexity to achieve the client's goals. The Senior Credit Advisor provides complex credit expertise...Planning, and Equity Risk Management while collaborating with the Wealth Management Advisor . + Utilizes CRM to… 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
- 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
- First Horizon Bank (Charlotte, NC)
- …in the job posting. **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... make referrals to bank partners, including but not limited to mortgage, wealth , private client, and business banking. * Proactive Client Outreach: Conduct regular… more
- Truist (Charlotte, NC)
- …Group (SEG) Corporate Relationship Manager is responsible for partnering with the Senior Corporate Relationship Manager for growth of the national Sports & ... opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL...to time. * Reporting to the SEG Sr. Corporate Wealth Relationship Manager to ensure consistent execution of SEG… more
- Vanguard (Charlotte, NC)
- …your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor ... 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial ...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- KeyBank (Charlotte, NC)
- …the Americas - New York, New York 10019 **ABOUT THE JOB:** The senior banker will source, pitch and execute transactions in Financial Services industry. Individuals ... the origination, execution and closing of M&A transactions. + Establish Trusted Advisor relationship with important corporate and private equity clients to drive… more
- First Horizon Bank (Charlotte, NC)
- …requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter + Finalize term sheets to meet ... high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, investments,… more
- Bank of America (Charlotte, NC)
- …Identifies and recommends opportunities for process improvement and risk mitigation to senior management **Skills:** + Attention to Detail + Customer and Client ... **Line of Business Job Description:** The Business Controls organization within Wealth Management Operations (WMO) provides horizontal risk and control governance… more
- Anywhere Real Estate (Charlotte, NC)
- …strategy and development of new products, services, and go-to-market plans. This senior , individual contributor role will report into the SVP, Growth at Anywhere ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Anywhere Real Estate (Charlotte, NC)
- ** Senior Director of Strategic Marketing, Anywhere Integrated Services** **About Anywhere Real Estate** Anywhere Real Estate (NYSE: HOUS) is the largest residential ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more