- Principal Financial Group (Charlotte, NC)
- …and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
- SMBC (Charlotte, NC)
- …in office. **Role Objectives** - Strategic Partnership & Advisory Act as a trusted advisor to senior leaders across business and functional areas. Champion the ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- SMBC (Charlotte, NC)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... and Infrastructure. The IT FCO serves as a trusted advisor to the CM Nikko Chief Information Officer and...- Prepare and present risk and control dashboards to senior management and governance committees. - Promote a strong… more
- PNC (Charlotte, NC)
- …valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr . within PNC's Asset Management Private Bank organization, ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more
- Sands Investment Group (Charlotte, NC)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Charles Schwab (Charlotte, NC)
- …candidate for this role to work on site in the specified locations.** As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built… more
- Lincoln Financial (Charlotte, NC)
- …as a subject matter expert and provide highly specialized legal counsel to Senior Management for Lincoln's SEC-registered investment adviser that is responsible ... including advice regarding fund operations and fund board matters. Familiarity with the Investment Company Act of 1940 (1940 Act), the Investment Advisers Act… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... success by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team… more
- AECOM (Charlotte, NC)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... technical practice leader for the North Carolina work zone team and policy advisor for public agencies. + Prepare, review, and exercise responsible charge for… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… 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 ... (COI), work with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs, reviews fiduciary tax… more
- Bank of America (Charlotte, NC)
- Market Leader - Advisor Development Program Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Market-Leader Advisor -Development-Program\_25025479-2) **Job Description:** Merrill Wealth Management is a leading… 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 ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… 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...strategies, and additional financial planning support. + Develop personalized investment strategies and deliver financial planning guidance for the… 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; specifically ... **Insurance, Asset Management, Wealth or RIA Investment Banking** . Individuals are highly skilled at managing clients, identifying opportunities and running all… more
- Vanguard (Charlotte, NC)
- Join the new Controls and Governance department as a highly skilled and motivated senior controls advisor within the Advice and Wealth Management (AWM) Division. ... Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy changes.… more
- Deloitte (Charlotte, NC)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, 2026. What ... You'll Do As a Tax Senior , you will utilize your prior experience to provide...experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective… more
- Deloitte (Charlotte, NC)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... career for you! What you'll do As a Tax Senior you will work within an engagement team and...taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues… more
- Deloitte (Charlotte, NC)
- …process for real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, ... 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more
- Wells Fargo (Charlotte, NC)
- …and on-boarding of new programs. **In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term goals for highly complex ... **About this role:** Wells Fargo is seeking a Senior Lead Credit Vendor Program Sales Specialist to...and technical needs across Commercial Banking or Corporate & Investment Banking + Lead the sourcing of new clients… more
