- Truist (Greensboro, NC)
- …manager role. 3. Advanced knowledge of a broad range of personal financial planning/ advisory /insurance and investment management/asset allocation concepts ... within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for… more
- Ankura (NC)
- …Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions , and strategic advisory ... advisory space. Requirements . Minimum 12+ years of relevant experience in financial due diligence, M&A advisory , or transaction services. . Minimum 10+… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking an Investment Banking Vice President within our Mergers & Acquisitions group in New York City or Charlotte. In this role you will support ... **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of...delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading… more
- Deloitte (Raleigh, NC)
- …quality of assets and internal control structure + Review and comment on financial , accounting, and tax considerations in investment models, bank finance ... and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization,… more
- Wells Fargo (Charlotte, NC)
- …** Investment Banking Industry Coverage Teams** Provides a full range of investment banking and advisory services to clients in the following industries: ... Wells Fargo is seeking talent to join the 2026 Investment Banking Early Career Program in Corporate and ...in strategic planning and assisting in the execution of advisory services + Conducting financial analysis, preparing… more
- Deloitte (Charlotte, NC)
- …a broad continuum of advisory services to support mergers, acquisitions , carve-outs, investment and financing structures, disposition alternatives and ... Mergers & Acquisitions IT Integration & Divestitures Manager Our Deloitte...and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost… more
- Deloitte (Charlotte, NC)
- Mergers and Acquisitions IT Diligence Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization,… more
- Deloitte (Raleigh, NC)
- … advisory services, covering areas such as mergers and acquisitions (M&A), valuation modeling, cost optimization, restructuring, business design and ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Wells Fargo (Davidson, NC)
- …outlined in the job expectations below **Required Qualifications:** + 6+ years of Financial Advisory experience, or equivalent demonstrated through one or a ... seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn...growth by coaching and providing programs for our existing Financial Advisors focused on new client acquisition ;… more
- Wells Fargo (Charlotte, NC)
- …outlined in the job expectations below **Required Qualifications:** + 6+ years of Financial Advisory experience, or equivalent demonstrated through one or a ... seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn...growth by coaching and providing programs for our existing Financial Advisors focused on new client acquisition ;… more