- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our advising… more
- 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
- 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 ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- Huntington National Bank (Charlotte, NC)
- …business segment that aligns with business priorities. + Serve as a trusted communications advisor for senior Wealth Management leadership . + Lead the ... Summary The Business Segment Communications Manager will support Huntington's growing Wealth Management business , leading communications strategy and execution that… 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)
- …products. + Ability to travel, occasionally overnight. **Preferred Qualifications** + Wealth management, brokerage, advisor and/or fiduciary experience **General ... America) **Please review the following job description:** The Business Unit Risk Advisor I engages with Business Unit leadership, primarily within Truist Wealth… 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
- 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
- City National Bank (Charlotte, NC)
- …Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth ...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- Bank of America (Charlotte, NC)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Market-Leader Advisor -Development-Program\_25025479-2) **Job Description:** Merrill ... Market Leader - Advisor Development Program Charlotte, North Carolina **To proceed...Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals,… more
- Wells Fargo (Charlotte, NC)
- …**About this role:** Wells Fargo is seeking a Lead Software Engineer for the Advisor Platform Technology team within Wealth & Investment Management. We are ... an experienced full-stack developer who will lead strategic initiatives for the Advisor Platform Group to drive a best-in-class Financial Advisor experience.… more
- Truist (Charlotte, NC)
- …one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth , etc.). The LOB Strategic Execution and Business Management Lead will support ... to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to… 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 ... 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
- Huntington National Bank (Charlotte, NC)
- Description The Business Risk Officer Senior within Wealth Management plays a key role in the delivery of risk strategy and execution for the Wealth ... compliance, and operational resilience. Duties and Responsibilities: + Serve as a core advisor to the Wealth Management Business, providing expert guidance on… more
- Bank of America (Charlotte, NC)
- Senior Auditor Charlotte, North Carolina;Newark, Delaware; Atlanta, Georgia; East Hartford, Connecticut; Dallas, Texas **To proceed with your application, you must ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Senior -Auditor\_25041626) **Job Description:** At Bank of America, we are… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a senior attorney to support its Wealth and Investment Management (WIM) business. The successful candidate will work ... impact on the Company's operations, strategies, or profitability + Serve as a legal advisor to the businesses within Wells Fargo + Review and analyze complex large… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... join an organization that will help unlock your potential? Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a… more
- Citigroup (Charlotte, NC)
- …a broad range of financial services across USPB, Corporate Banking, Services, Markets and Wealth . The legal entity is overseen by the OCC. The CBNA CFO Support SVP ... for the legal entity. This role will partner with and act as a trusted advisor to the CBNA legal entity and lead through execution of key priorities, providing… more
