- JPMorgan Chase (Pittsboro, NC)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...goals-based planning and advice + A valid and active Series 7 + A valid and active Series… more
- Wells Fargo (Greenville, NC)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... with customers + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs… more
- JPMorgan Chase (Chapel Hill, NC)
- …by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a ... **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
- PNC (Winston Salem, NC)
- …a specific capital markets product, strategy or industry. Manages and develops client relationships. Provides superior client experience. + Works closely with ... sales team, relationship managers, traders and other internal service partners to originate and structure capital markets solutions to our clients. + Provides… more
- Bank of America (Hickory, NC)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once...be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
- Wells Fargo (Burlington, NC)
- …complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully ... banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services,… more
- Wells Fargo (Charlotte, NC)
- …based on customers' needs + Analyze tactical business challenges related to full- service banking experience to emerging affluent and high-value customers + Present ... recommendations for resolving inquiries and service requests regarding customers' accounts + Open and ...Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: HFA Service Specialists provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities ... and interaction between the client and Huntington, in terms of the establishment, documentation...Investments/Financial Services + Minimum of 9 months of customer service experience within Investments/Financial Services + Series … more
- Bank of America (Huntersville, NC)
- …where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63… more
- TIAA (Charlotte, NC)
- …opportunities with partner firms and collaborating with internal sales and service teams to ensure Wealth Advisor Consultants are providing informed and ... Consultant teams are effectively utilizing them to understand the client -value segments. + Champions the strategic initiatives of wealth...Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series … more