• Financial Advisor

    Navy Federal Credit Union (Matthews, NC)
    …services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Investment Services (NFIS) and ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
    Navy Federal Credit Union (07/29/25)
    - Related Jobs

  • Premier Advisor or Banker

    Truist (Greensboro, NC)
    …sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
    Truist (08/23/25)
    - Related Jobs

  • Wealth Advisor

    Truist (Charlotte, NC)
    …of the team * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
    Truist (07/12/25)
    - Related Jobs

  • Medical Wealth Advisor II

    Truist (Charlotte, NC)
    …basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software. + Strong credit knowledge ... in the Medical Specialty Group. Develops and deepens relationships through proactive financial consulting for all clients. Typically manages a portfolio of Medical… more
    Truist (07/08/25)
    - Related Jobs

  • Senior Trust Advisor

    Truist (Raleigh, NC)
    …below. Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which ... specialist where appropriate. 2. Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but not… more
    Truist (08/19/25)
    - Related Jobs

  • Wealth Support Specialist II (Wilmington, NC.)

    Truist (Wilmington, NC)
    …overnight. Preferred Qualifications: 1. 5 years of previous banking or other financial institutional experience 2. Strong fiduciary and investment management ... *This is an in-office position located in Wilmington, NC.* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high… more
    Truist (07/29/25)
    - Related Jobs

  • Private Client Relationship Manager

    First Horizon Bank (Greensboro, NC)
    …of the team + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
    First Horizon Bank (06/21/25)
    - Related Jobs

  • Wealth Regional Supervisor Specialist Team Leader

    Truist (Charlotte, NC)
    …Divisional Supervisors tasked with supervisory oversight and monitoring of the firm's Investment Advisory business. Assist with escalated items as requested from the ... training for team as needs are identified. + Supervisory responsibility for Investment Advisory accounts. Utilize multiple systems to ensure compliance with firm… more
    Truist (07/08/25)
    - Related Jobs

  • IT Strategy Manager - TEMPO

    Truist (Charlotte, NC)
    …strategic alignment and value delivery. 8. Develop and maintain IT investment portfolios with clear business value measurement and strategic outcome tracking. ... teams. 15. Conduct market research and competitive analysis to inform technology investment decisions. 16. Develop business cases and ROI analyses for major… more
    Truist (08/27/25)
    - Related Jobs

  • Business & Technology Strategy - Enterprise…

    Truist (Charlotte, NC)
    …Responsible for overseeing, managing and leveraging the entire life cycle of IT investment . Acts as primary point-of-contact and trusted advisor for ... from time to time. 1. Analyzes portfolio performance, and recommends changes in investment mix to achieve goals. 2. Provides delivery management with demand views… more
    Truist (08/26/25)
    - Related Jobs